Member Info for Gerry557

Webbs, where do you see the SP falling too? I liked the results and the bump in divi

In the Black Friday sales, only thing I tried to buy in Debs was OOS! Did others fair better? SP down a tad.

Doesn't read very well on first skim, its not met its long term objective of achieving: 1. an increase of the Net Asset Value per share in excess of the growth in the FTSE All-Share Index; and 2. growth in dividends per share in excess of the rate of UK inflation. The divi is growing and I like the idea to equalize payments but its a miss. Still most managers have a bad period or less good. Mark Barnett will get to keep my holdings as I suspect he can improve things in the longer term, plus I like a growing divi.

I suppose the minimum wage rise might drag on Debs a tad but I thought that they paid more anyway. Wage compression might be a factor but nothing too drastic in the statement. Tax might fall to offset some headwinds. Mrs May signalling she wants companies to pay their tax and not use schemes to reduce it. Still the cycle to work scheme is exempt, so get on your bike!

Wot no 5 percent fall today? What is going on. Good job its ex divi tomorrow as that should see a return to normal service. Now when to reinvest that divi. Sooner or later. I didn't even get my Wednesday price right as it hit on Tuesday. Good job I didnt place that 184p limit order

Interesting thoughts but the term "may be illegal" also means it might not too. I suppose if they were to be charged it could end up in court, then to be decided or more likely there will be lots of law fees whilst the arguments go on. Even if it is legal, is it morally correct? I suppose that question can be asked of all companies. With dividends, high pay, bonuses and share schemes there are various ways to do wrong or harm to shareholders interests. I know lots of companies pay out dividends not covered by fcf. Vod and GSK come to mind. I suppose they had plans to turn around their businesses and for the metrics to improve with time, as is the case here. Of course if the plan fails things cant go on indefinably. Think Tesco! That was a question at the results presentation. I got the feeling that they wanted to keep the final divi to reward shareholders but that it would need the plan to work and so prove to be a temporary bad trading period. They also seemed to hint that early indications appeared promising and that several factors that had worked against them should reverse and that H2 should be stronger than H1. A divi cut could be positive for the SP as its not paying out £150m every year. As for divis having to be paid back, might be ok with institutions and large holders but I suspect Joe Public might be more difficult, Ive spent it down the pub and a curry me lord! Any examples of divis being made to be paid back?

Deals out, like Queeny. Will the share be on offer too? http://www.telegraph.co.uk/black-friday/2016/11/21/debenhams-black-friday-deals---50-per-cent-off-womens-tops-coffe/ NKOTB - market also looks a bit iffy like the sale, had a quick look and didnt fancy buying anything. Searched for a hard drive and it showed me pans! How many TB can you store in a wok Firwood - "Hopefully some rises to divi day" I would be happy to take that without the word day at the end

Seen a couple of comments on this bb talking about Talk being bought out or taken over with VOD being mentioned as well. I'm not sure that the authorities would be happy to allow a takeover as that would mean less competition (great for my divi's though) Why would Vod want to buy Talk? Access to cables, TV option Im not sure it that great for them but I could be convinced. Admin saving yes, scale yes. Vod/liberty tie up would make better sense imo. I suspect getting open reach as an independent might allow more investment into UK infrastructure as this seems almost comment sense unless you hold or are BT. As for digging deeper, looks like I might have to. I'm now wondering if, post ex divi, there will be even less support. You might expect a bit of a bump leading up to the divi. Might have to have another go a trying to see the webcast that want working to see if I got this wrong or its just getting a better bargain. Reminds me of an airfield I landed at, it had a really short runway...... but you should have seen how wide it was!

" but I doubt 170, " ........ until at least Wednesday!

Poker, when I said efficient, it related to less costs and better was related to the level of service improvement, ie preventing throttling etc. Hopefully your rowing boat has a self-draining transom, then the faster you row the more the water drains out. As for earning her massive pay, maybe not as this happened on her watch. Didnt she get her long term bonus too. I see thats working out well! You lot have got me holding out for more of a drop now but I doubt 170, going ex div will knock a bit more off.

on telecoms this time its 3. http://www.bbc.co.uk/news/business-38022309 I suspect we are going to see a lot more of this as I have alluded to previously. CK Hutchison Holdings Ltd was one of my biggest holding including those held in funds. More fines being issued I expect.

...... or worse cos I've not got Mrs G's credit card bill yet! Nice ditty btw got any more?

Retail sales on the up so Queeny has been out shopping again. It down to the weather but on the good side this time. Nightie sales were also higher. Is that a read across for Deb and its girls? Well the SP is on the up but thats not saying much as its up and down like a see saw atm. I dont feel ignored btw

Poker, Im not trying to convince you or anyone to buy here for that matter. I made a choice as I see the glass half full but understand its half empty for you. In hindsight maybe I should have waited a little longer as I am slightly underwater but then again its the longer term Im looking for not next week. Talk are getting more efficient and better at their job, although you would expect all companies to be doing that. A broadband war? Might be good for my bills but I suspect too many losers to go all out. I think they go after different customers with talk being more budget. Who is the best? Well it depends on where you live. Once the max I could get was 0.25mb download, it was like dial up no matter who I was with. Im not sure about the divi pushing debt over a billion its only 100m and things are expected to improve in the second half. From my half full view. Ive not watched the web cast as it appears broke atm and keeps stopping which might make me think differently and the Q&A often offers a tad more. I suppose the crunch might come if the plan hits headwinds and they approach the debt ceiling, will they be able to increase it or cut my divi. Some would say its better to reduce the divi or pay none at all and invest and reduce debt. It might end up a choice between a higher SP and no divi or a fall in SP and keep the divi. I prefer a third option, keep the divi get the plan on track and then reduce debt and invest albeit a tad slower and I can choose when to reinvest my divi and as you point out time might improve things anyway. Mr Hammond spending a couple of £Bn on cyber so its a UK problem not just Talk. I know those teenagers look a lots of other companies too and you cant make it 100 percent safe

Mike, you keep hammering on about the buyback and pay me no heed. I think we are on the same wavelength anyway but others might have a different view. I wonder how low the SP would be without the buy back? I might be tempted to add a few then .... with my special divi money. I too will hold for the divi, an increasing one at that with scope to add more soon it seems even if we are sailing close to the wind. Surprised others have not come out to bat for the buy back unless everyone else thinks its not the best way forward.

for Deb's on the board. I suppose it makes sense if your selling more beauty and I know nowt about handbags apart from there is never any room if I want to put a door key in. Not all the girls are impressed though, new mum not happy with the breast feeding room. Not sure how much of a room she would have liked or space available. At least they tried and its likely to be better offering than the majority of shops that offer nothing at all. Expectation management maybe? http://www.nottinghampost.com/new-mum-hits-out-at-toilet-cubicle-breastfeeding-room-in-debenhams/story-29906995-detail/story.html SP @ 41.87 .... imagine that yield!

Poker and cooler., you are both right and some of the metrics look both good and bad depending on which way you look at it. If it were Christmas I would shove that lemon up that turkey and enjoy a right good meal and turkey sandwiches for days afterwords. The SP has fallen back to "hacking" levels but there is a significant improvement since then .It is the outlook that does it for me and the changes made. It is now significantly cheaper with Talk than any of it competitors so should drive the budget driven customers towards them in the longer term. I note Vod has also gone in aggressively for broadband but then they lose it with phone calls added. So for me its a chance to get in low (ish) with more upside than downside risk with a big divi to comfort me whilst I wait. I wouldn't bother with the Fool either although I topped up my Vod holding too. Yes I did see the fcf which should improve as time goes on, assuming the plan works of course. Yes it could all go Pete Tong but thats the risk with shares some are safer and some just seem to be safer. Hopefully they will be paying less for cyber now although it likely to be more than pre-hack days but you cant be totally secure anyway. Most companies have been hacked but they are blissfully unaware.

Added a second bite of the apple yesterday but missed the lows. Lets hope its not gonna end up lemons

Mike, I didn't want to look because I thought I would just get mad. Like you do when watching an episode of Jeremy Kyle. Although normally I dont envy the people on Jezza but maybe I do here. I was going to ping an email to them to ask if the bonus would be rebased to offset the buyback but I suspect I would not like the answer. I still might just to see if they squirm a bit but suspect It will be some underling with a fob off reply. Off to find a copy of Jezza, to cheer me up a tad!

Is a bit of a speed bump in the road. Dealing with India is always difficult and they change the rules afterwards and back date them, ask Vodafone! Still it looks like the deal will still be pushed. Camboy - a profit is still a profit and probably worth holding even if you didnt want instant profits MAO3 - It has been up and down like this a few times now price-watcher - SL starting with a 4 seems a while away right now but I suppose things can change fast