Member Info for ForeverNever

Relatively happy with my purchase on the back of those. Along way to go but hoping we have found the floor. Certainly close to it pending any further weakness in oil price

I've gone the opposite way. I think bad results are already priced in.

The market will react to forward looming statements which should be brighter as they offload the low margin stuff and concentrate on what they do best.

I had to weigh it up but ultimately thought if they are not great and it drops I can buy more, I'm also relatively happy to hold as a long terms for collection of divi.

Too late to turn back now

M&S online is not down.

Working perfectly well, I used it 5 mins ago, it’s the click and collect that is still slow.

***

Not according to all the news articles or those I asked at M&S. Not quite sure how you managed this, you making up stories now ?? 🤣

https://www.theguardian.com/business/2025/apr/28/m-and-s-cyber-attack-crisis-orders-data-marks-spencer-website-apps-refund

I would also add that i wouldn't personally be ordering u til I know its secured. M&S can't even say whether people's personal details are secure. Why on earth would you be ordering even if you could.

Bit of a 'DOH!' moment?

Erm, oh I see you're one of those. I don't agree with your comments and thus you start with the insults.

Having said that I don't currently hold. Haven't done for a while and thought the SP would have tanked a little more.

Forward guidance will be revised. Trading will now be no growth on last year. That'll be a big impact on the SP when announced.

Just my thoughts. I'll keep on my watchlist for possible buy op. Long term? yes great prospects but beleive has more to drop. I maybe back. 🤔

Good luck to you.

The issue is still ongoing. It's creating huge costs to the company with no confidence yet as to when they will be back online. Meanwhile everyone in the Summer mood buying new clothes and bbq food are heading to the competition.

This will make a big dent in their profits. I expect further downward pressure for the time being. Good luck if you are buying now.

Yep. Which is why I'm a buyer of HBR. I'm loving this yeild. Can stay down here for another few months so I can continue to buy.

Just gotta play the game, we can't control the narrative we just have to roll with it and try to take advantage when we can

The market prices the share price. Board don't need to write an RNS everytime the SP falls.

Ithaca and HBR are almost identical in marketcap and Yeild. Just general NS oil sentiment. Labour Party don't help.

My view is oil is not disappearing, HBR have a low production cost so take the yeild and wait for the recovery. Just don't expect it to be tomorrow or next week.

😉

Another 100m gbp buy back

EPS increase

Divi increase

Numbers don't know it out the park but it's on such a low P/E anyway.

If this remains subdued then I will be buying more once I have read the RNS in more detail

There are different variations on the P/E ratio, such as trailing, forward, and adjusted P/E, which use different measures of earnings.

I have used trailing PE which is correct for the valuation I have made.

As a measure i have the below for a TTM:

H2 '23 NET income 298.80m

H1 '24 NET income 21.80m

This roughly aligns with the P/e ratio you see on platforms like Google finance.

I total get this is a crude measure and if you can split all the one offs out then that's where you can often get an advantage by seeing where the true value lies.

Right now I'm more concerned about their forward looking statements as that'll set the tone for the next 12 months.

900m gbp is EBITDA

Price-to-earnings (P/E) ratio is the market capitalization divided by the net income. Quite a big difference.

If their net revenue is only 400m then the p/e will be around 10.

At the moment the TTM is 330m gbp therefore p/e priced around 12.

Thanks Slikoil.

I am already overweight with Supr but will check the others. Much appreciated.

Don't beleive it. I had CRT ring fenced to move this money too. Check on price today to find its jumped over 30% due to a takeover offer.

Better get researching on some other reits. Anyone got a decent play they would recommend ?

I'm all for large gains but if I buy now at today's price I'm making nearly 6.5% profit including the divi that's been agreed for what could be a done deal in a really short period. Anyone else thinking about it 🤔

What I dont understand is why this is sitting steady at 46.5p when the offer including the divi is a few pennies more. Does the market perhaps beleive this offer will be rejected?

Pretty annoyed, though I guess I will take the cash and inject in another undervalue play

Your letter won't make any impact my friend.

Majority wins, that's how it works.

If majority Shareholders approve then it will happen. No matter how many toys you throw

Ive read messages asking if this is the bottom since 120s 😂

Waiting patiently for the next update to decide my move. A touch over 4b gbp market cap now. What's out net profit going to be 600m, 500m, 400m or lower?

That coupled with the forward looking statements will be the deciding factor as to where the bottom is.

Everything in my portfolio blue apart from this dog.

Any chance of a change in direction?

*net income not net debt

Approaching 4b gbp market cap. Be interesting to see where net debt ends up being.

It will be all about their forward looking statements with all the acquisitions and growth they have completed.

If it breaks the support then this downtrend will continue. Charts certainly not showing much hope.