Looking at the figures, the shrinkage has increased! -6.4% compared to -6.2% in Q2 and service revenue declined by -2.6% compared to -2.4% in Q2 so quite a negative outcome. Let's hope the other successes can outweigh the poor German situation as far as market reaction is concerned. I guess with overall guidance remaining on track, we might see a positive SP reaction but this is VOD, so I doubt it!
Sounds like the German business is a lost cause and it's a pity it's the group's largest! I think they should sell it! No doubt the SP will tank on the back of the poor German results. Everything else is looking good.
"Germany: Declined by 6.4% in Q3 (Q2: -6.2%), primarily due to the impact of the TV law change. Excluding this impact, service revenue declined by 2.6% in Q3 (Q2: -2.4%), largely due to lower broadband service revenue."
Or maybe next week! Lol. I sold out as soon as it relisted as I fully expect Rowland to let shareholders down. It seems to be his modus operandus! (Anyone who's a mate of Prince Andrew is not to be trusted!) Hope I'm wrong and good luck though for those still holding.
Meant to say, the futures are up, no doubt, on the back of Trump's pause on the Mexican tariffs. I'm beginning to think his tariff strategy is mostly a negotiating tactic, which, in the case of Mexico, seems to have worked!
I would agree, oldshare and I note that the Hang Seng futures are well up. I'm encouraged that this has stayed in the 660s, which I hope is a sign of relative strength. Could this resume it's ascent towards Ā£7 and beyond tomorrow? Hope so. š¤
About to give us a further kicking as is the case more often than not! One needs the patience of Job here but hopefully said patience will eventually pay off, once all the tariff shenanigans is complete.
Unfortunately, it's looking increasingly like this company is going to do an AFC! I switched over last year thinking this was a much more solid and potentially lucrative investment. Sadly, it's just been more of the same. Is the great hydrogen hype over? Judging by the SPs of AFC and ITM, it certainly looks that way.
Sounds like Trump may spare the UK so should be a positive. One thing is confirmed though, he does what he says so if I were Putin, I'd be looking at a way of bringing the Ukrainian war to an end unless he wants his economy completely devastated by Trump's promised sanctions etc. And if Trump drills, baby, drills, the oil price should come down. So hopefully the imposition of sanctions might only be a temporary set back for EZJ.
Any thoughts? Nor as bad a SP reaction as I feared. Maybe a 10% tariff imposition on Chinese goods is viewed as at the low end of what could've happened. Even a best case scenario! In any case it's going to be a bumpy ride!
Lol. I agree though with his attempts to influence the reductions in interest rates and the price of oil! If he could achieve these things a lot of equities would increase. Maybe even Pru!
Pray tell us then, pokerchips. Apart from the looming threat of sanctions on Canada and Mexico from Sunday (with implications for China) I'm at a loss. If it's that and they don't get implemented then it's up on Monday!
Looks like the MMs are holding this at current levels prior to Tuesday's trading statement. Here's hoping for an uplift then on the back of positive results. With the 3 merger no doubt front and center in the outlook section, not to mention the new satellite connectivity coming soon, there should be lots of positivity especially if Germany has made progress. Maybe the long awaited recovery will begin post results! š¤
Well, you're certainly uber positive James, as ever. I assume you're still buying at these prices. It's amazing what a rising SP can do for one's confidence in a company. I do now feel tentatively positive on this and am looking forward to the brokers as you said, James, being proven correct. I'd settle for 1270p!
Ground breaking stuff. Thanks for posting, boohoo. I think once the market realises the significance of this new innovative service, the SP should respond!