Member Info for Gerry557

still increasing even though the takeover rumor has reared its head again. Could this be some sort of manipulation. Try and scare the shorts, affect the SP and hedge your bets in the mean time Maybe I'm just reading too much into this ......... off to watch some conspiracy theory programs!

One thing I noticed about the presentation this morning is that nearly every question came with a response that we would take it off line or we would discuss this in the next session with the technical team. Are things that complicated or is it too detailed for the board to answer. Maybe they just dont want to be too transparent. Nice bump in the divi, yum!

like most shareholders then. I wouldnt accept 270. Its probably worth more its just that a lot is locked up in property. I can see why it would make sense for Tesco but think that if it was them, it would be hard to get the deal through. Secondly would they pay in Tesco paper or hard cash? Admittedly, the shares would be worth a tad more getting hold of all those freeholds but Im happy with the status quo. I thought it would be that chap that had one eye on Debenhams.

Newhero, thanks for explaining your shorts, rather than shorting cos you feel it will go down. I dont know what time period your looking at but this might get re-promoted into the 100 index in March. Wont that attract trackers which might push the price up albeit it could be a spike. Unless the trackers dont just sell and buy on the dot although I suppose they should.

Bonz, sound advice regarding reinvesting divis IMO, I would forgive you a little bit of Hockings to tempt you away from reinvesting. I remember reading several articles showing how well investing in shares did over the years but the extra kick by reinvesting those divis made a substantial improvement. All hail compounding divis! Not tried the Westlers but having just googled em I doubt I will. I do make my own so I know exactly what is put in them and I like to eat clean. As for safe, I thought Tesco was "safe" but it just shows how risky some things can be. It might be better to look at something a bit risky as it would already be in your mindset. Dont you get free advice taking pensions? However good that maybe. Tune, Its rare that some real news comes out with SL. just the quarterly updates its not like it signs mega contracts every now and again. Slow and steady win the race. I try and post my dealing for info more than anything but not to try and get people to follow me. Then again there are all sorts of investors and maybe this attracts "our sort"

I think the class action should be against the bloke in prison not the shareholder who buys his shares today because it will be the shareholders that end up paying out in the end. At least they caught someone, in the banks no one is being called to account and again the shareholders will end up paying out.

Didnt know if I should post in RR or BA. So will do both. Found on another bb and I have lazily cut n pasted for info http://www.savetheroyalnavy.org/putting-the-type-45-propulsion-problems-in-perspective/

Didnt know if I should post in RR or BA. So will do both. Found on another bb and I have lazily cut n pasted for info http://www.savetheroyalnavy.org/putting-the-type-45-propulsion-problems-in-perspective/

Tune, I think Bonz is slowly reinvesting his dividends in Hocking icecream. Although last time I passed by there were two ice cream vans. I am hoping he will give us an update on which one is best unless he has stuck with his normal provider and shunned the other. Maybe I should have two ice creams ..... dyor and all that.

testpack3, Its not just the fuel efficiency, noise, safety, environmental and reliability will also be factors as well as cost. Fuel efficiency might be higher than your quoting, for some engines anyway. I think they were marketing as the most fuel efficient aero engine. Maybe one of the workers can provide accurate detail to the figures. I didnt say the poo was bad or good as you suggest, just that the higher it goes the more the scales will tip toward having more fuel efficiency. As for passengers, numbers are expected to rise over the years but yes if costs rise faster then it could become the reserve of the rich (whoever they are) just as more people walked to the corner shop when fuel was "expensive" or in short supply. Im not going to criticise your $20 figure but the market was not always open and was run as a cartel which could happen again. I noticed petrol has already jumped 3p! Not into shorting mesen, although after such a big jump I would expect some profit taking to take some off the table. Not to mention more market noise. ARSENAL17, I know some jobs have been lost but I suspect most other people are quite happy with a lower price for something. Well except the greens maybe. A lot of people say footballers are not paid fairly but overpaid ...... then go and sign up for another year of sky. If there is a market and people are prepared to pay .....

Yes you will get RDSB shares at whatever value they are (times by your 0.4544 figure) the amount will be set its the value that will change with the SP. Just as the cash part is fixed and if you want to reinvest in more rdsb shares the amount will vary depending on the SP It is that simple

"BTW Can anybody explain to me why some posters here think an increase in poo is good for RR" If the poo is high then it becomes more cost effective to invest in more fuel efficient engines and or aircraft. Also the maritime division did a lot of work for oil and gas sector ........ until cap ex was curtailed. This might reverse again should oil prices rise although I cant see it going back to its heights just yet. Some airlines have stopped investing in new aircraft as currently its just as cost effective keeping current jets flying. Other reports say maintenance costs on flying hours basis means that during the down turn its more cost effective to ground these jets and keep the payg servicing ones. You could use buying your own car as an analogy, if your doing 30k pa, fuel saving mounts up with mpg if your only doing 5k, 40mpg or 60mpg doesn't may that much difference if the fuel price is low. I was surprised by the rise too, did they really think it was that bad and now that good? I still think it needs more time before we see the metrics improve

EagleB, you can speed read faster than I. Market seems to like it or was it pricing in another profit warning. Divi cut as expected. I thought it would be cancelled and then rebased so maybe they are taking a more conservative longer term view. The divi wasn't the driver here anyway (coming from a divi hunter by nature) I think I would of slashed it to invest and maintain fcf and investment grade. Should be ok from 2017 so some more short term hurt to endure. "We recognise the importance of a healthy 'dividend' to our shareholders." pity they wasted money on high priced share buy backs then. "Subject to short-term cash needs, we intend to review the payment so that it will be rebuilt over time to an appropriate level." So it should increase over time again, wonder how long to get back to what it was? This reflects the Board's long-standing confidence in the strong future cash generation of the business." At least I agree with this. Lets see what they have to say later today

in here now. It been a while since you could get that here. I can understand that being in financials this is following the market down but its been increasing it divi every year and I see no reason to change .........just yet. Still how much longer should you wait to catch a falling knife that might return to being a flying rocket just as quick.

Opium, I think councils need cash themselves more than ever. Previously they dampened planning applications to wrangle cash out of new supermarkets. Now they are beetling that they are pulling out of new shed cos its not cost effective. We all need companies including supermarkets to do well, offer jobs and pay taxes. The more the merrier! Councils need to help companies to flourish not keep charging more cos their income is falling. "Oh our income is down so lets put up car parking charges" "Oh our income is down less shops paying rates and car parking falling" The cycle has to change.

I think its down because the markets in general are. We are just off bear market territory. Still lots of concerns about so things could get lower yet. A 30 percent fall every now and again is not that uncommon. In fact its been a while since we had one. I think the figures are 23p + 20p but I can see where pokerchips is coming from and several would say no dividends should be paid as you should reinvest internally. That assumes they can get a better return. Buffet is a fine example. I like a divi you can reinvest if you like or take some cash without dealing costs but tax and personal circumstances dictate. You can increase your holding too via script. If the market was rising it might even end up higher post ex divi but now I suspect it well take away a level of support. The latest report was ok well better than expected so hopefully it will give some a buying opportunity before the fundamentals drag it back up.

Opium, Im not disputing the sale but the "in the bank"comment I thought they had spent some of it buying freeholds, cant remember how much and the rest was to pay down debt. Hence my query on your statement. I should look at the last report but cant be bothered right now but I thought it was less anyway. Actually I want both to do well (I hold both) so no axe to grind but you need to correct your figures. Good news Kantar says things are getting better or should that be less worse (for both) but its the co-op growing fastest. Well Well! who would have thought.

it goes ex divi on the 18th so yes. Its paid out on 14/4/16

Reading the threads actual figures dont always give context. Gross gearing - 88% Tesco 61% Morrisions. I know which I'd prefer. "Tesco have 3.4 billion in the bank" are you sure?

GSK from one of his funds, he says its to get cash to reinvest in other Bio. I know he's calling for a break up here but his other stuff has been carrying his fund as some of the big stuff has been suffering as of late but the fund is up overall.