Member Info for Gerry557

yesterday. Was that fears of being a cash cow for the budget or cos the ozzi cmo left? I thought figures for both bits looking a tad better

at Morrisons then. Debt coming down and expected to fall further, store closures just about done although it looks like, reading between the lines, that some less profitable stores are being kept on that ideally they would like to get rid. Divi as forecast, sorry to those who hoped for more and from comments I dont think there will be a rush to increase it either. Its now covered two times which is good but it has been rebased remember. They say going forward that divi will be based on EPS. So lets hope that rises. They did make a comment about reinvesting more rather than increasing the divi so it looking like the metrics need to improve much more to see meaningful increases. Just checked, divi increase is fourth priority :-( FCF looking a lot better and pension in surplus, 85% freeholds but ROCE is falling and now only 5.3% LFL down but that is to be expected if your closing shops. The Amazon question came up, basically without actually saying so, they could sell for less. (Opers will be happy) Hopefully it will give them wriggle room with Orcado too. Hopefully some improvement to be made on that front too. Still discounters to contend with, other stores also fighting back, ASDA repricing too. They talked up the tech and self scan although I wasnt that impressed as it didnt like my 32p swede and I had to wait for the assistant to manually update the system, so much so that I started using another till to checkout the rest of my stuff. Why cant this be sorted? Still its 32p a lot better than a quid Looking at the market ...... it didnt seem to react until after the presentation. Coincidence or more fears in Mr Market

as promised not extra as some expected....

going on at EDF and jobs leaking faster than a Japanese reactor. Come on Amber get ahead of the curve.

A global, multicentre, randomised stratified, double-blind, parallel-group active comparator, Did anyone else have to read that twice! in todays rns

Rudda, shouda, coulda. What is going on with our energy security? Changing the game once again. As things are clearly not working the new rules are being brought forward. So were going to pay more for less and investment is falling. Not what you expect from a tory government. So we are going to ask business to close down to save lecky. I am happy to take a couple of weeks in the Bahamas, on 4 star to save em some dosh, to help out too. Yes the old system was wrong but I'm not sure this is much better. Its turning into a right cluster

In the words of Meatloaf, 2 out of 3 ain't bad. I doubt the divi will be higher but willing to be pleasantly surprised. Better to hold some back for now and improve later or just keep reducing that debt IMO.

Grayling, it could be worse ..... we could have got Welsh or Spivy! At least the name Singer is associated with some fine sewing machines. I wounder if Morfit would have been a better fit? He has associations with some pharmaceuticals and medical companies ..... what better for reviving ailing companies SP. Bah Humbug to techie nouse!

results give hope for the deal working well if it comes off.

apparently after one of their workers attacked a customer. Another strange decision, maybe they will have to stop employing human beings. Anyone else hear of a thing called personal responsibility! At least the compo floodgates can open now. Lets hope that I, as a shareholder dont end up paying more than the guilty Mr Khan.

have got their feet under the table now. Lets hope it works well and doesnt become a fight behind the curtains. I wonder what changed to let them in?

today .... but I cant seem to find out what time it starts? You would think it would be mentioned in the results. A quick skim and things seem to be moving in the right direction. Divi held but ROE 20 percent. Deal looks to be progressing too although more detail to follow.

Sorry Arsenal17. In the news Airbus reversing decision to cut production. Has this affected any output from RR from those on the shop floor (or in the know). I cant remember any cuts in engine production so this might be a case of just carrying on as before and not having to consider cuts to engines. Still its good news instead of bad for a change. Philippine Airlines ordering six A350-900s and RR gets a mention here http://www.3ders.org/articles/20160216-metal-3d-printing-soaring-in-singapores-blooming-aviation-industry.html

graham what you wrote "this share his becoming a waste of time down every day" What I read "Wow this is getting better value to buy every day" I suppose thew question is how much longer can I wait or will I get too greedy and miss a good opportunity.

I discounted the WHT as I thought that the majority of holders would be cloggies and not have to pay. A while back there was a big differential and it was almost worth buying A's and not B's I cant remember if the script for B's buys A's just to confuse matters. Basically the answer is I dont know

A bit of a dip in the SP yesterday makes you wonder if someone had some insider gen on todays results. On a quick skim nothing untoward or that great either. So more steady progress as expected then.

ecovest, thanks for the link. I see they are converting to quarterly dividends too which Im happy about. Its risen a tad too. Im not too sure about the policy going forward, the tax has hit hard (No grandfather rights?) I can see pulling the rug from new investment but I suppose those votery types make more noise than the Greenery types over the size of their utility bills. Then again I suppose I'm like the majority of people, I want green energy but dont really want to pay extra for it. Still it looks like they are still being built which is a good thing.

as expected were poor although others seem to be expecting more. I suppose the word "ouch" might be a good way to describe it. Its almost like its Bill's first kitchen sink job except its not. Divi cancelled although they state "The Board recognises the importance of dividends to shareholders, and believes in balancing returns with investment in the franchise to support future growth, while preserving strong capital ratios. The size of any future ordinary dividends will be a function of future earnings and our capital position relative to regulatory and market expectations. Subject to these factors, the Board intends to declare a dividend on Ordinary Shares in respect of the 2016 financial year." I suppose its common sense not to pay a divi when you have gone cap in hand to your shareholders. Still its about the future and I think this need more time before anything positive will come out. Return on Equity is virtually nowt, the divi is nowt lets hope the share price doesnt become nowt. Well they say buy when there is blood on the streets, are we there now I dont think so. Mr Market has been kind of late who knows where this would be on a down market. Maybe we need to here what the board have to say going forward lets hope Bill earns his big bucks!

On the face of it the metrics look poor although the board seem more positive. Ozzies doing well and its looking like things might be turning a tad in the uk. Tax as expected taken a big hit lets hope the cma outcome is favorable.

jc15, good question but I have not really kept abreast of this since its better for me to hold the b's. I would suspect it might have something to do with ...... The new shares issued What type of shares are due buy back. That were I would start my investigations