Member Info for Gerry557

Yes I too have to use the press articles sometimes to find out snippets and like most professions some are better than others. I wonder who Mr East prefers to whisper too? It's not just RR. with tech issues, Pratt and Whitney also suffering but I suppose that is what comes being at the sharp end. You only have to look at F1 to see similar but at least safety is a much higher priority with aircraft. Strange that India are grounding aircraft and Europe�s EASA isn't! Better to be safe than sorry or an over reaction?

It must be this site then if others have better info.

.... and tomorrow they will say sell! Albeit it will be another writer "with a different view" click bait articles really. I suspect you might know more than them.

Hummm! SP falling below the offer price! Only by a tad, didn't really expect that. Maybe some fee saving with the offer if you can get it

but not for shareholders!, I dont think. Bigger size company means more for the management so I can see why they keep doing this. Still having topped up below this level I should be feeling smug so why dont I? Maybe once this anchor has been weighed the SP might begin to float

"City analysts predict the supermarket, which is the fourth largest in the UK by market size, will post a 10 per cent boost in profits to �371million and a 2.7 per cent rise in sales." So says the article in the mail, Well I was expecting some continued improvement anyway and it would be nice to see a rise in the divi at some point. Still that will follow if the other metrics adjust in the right direction. Will all those sacked (or repositioned) managers make that much difference

The media seemed to have got it mostly correct, I wonder where they got that info from. Yes sometimes they get the wrong end of the stick but I suspect it depends on who is handing out the stick. As for "on track" for �1Bn fcf in 2020. That is not what Mr East said himself. He made a specific point on this. About �1Bn (fcf) in about 2020. So it could be less and it might take longer, vice versa. Divi not increased but I suppose the money needs to be kept to pay for all those upcoming fines and engine problems but it is not all bad news. More job cuts and savings to be had and it looks like the worst may be over, assuming no more tech issues appear of the current magnitude. I doubt that shorters were much of an issue more like a relief rally that the worst is now over. Debt has risen a bit and I'm ignoring the pension thing, for now anyway but it would have been a good set of results if not for the tech issues. There was a question on if this might happen on the newer engines and like Mr East's open and honest response rather than say what they wanted to hear. As for the outlook, its definitely jam tomorrow, just a pity the divi is so small to reinvest. I suppose I might have to find someone else's divi to reinvest on the dips

in the news saying utilities were unprepared and articles listed with the high pay of board members. I'm not sure what more you can do if the weather freezes. Do you invest in lagging pipes or adding heating underground? I'm not sure adding pay packets into the mix really adds much, would it be ok then to say you have had no water for several days but thats ok cos I only get minimum wage? Are they overpaid, most probably but that is a side issue. Ofwat chairman Jonson Cox also comments on debt leverage, performance, pensions and suggesting dividends should be in the 4% region

continued improvement, tick debt reduced, a tick of sorts total up but down as ratio trends up, tick dividends up, a tick and a half. So fairly impressed on first glance but what was the market expecting.

trading update hopefully will show a continued improvement. Would like to see debt continue to fall, trends still moving up and although a divi increase would be welcome I suspect the acquisitions will be a higher priority for spare cash

Just looking back on how things have faired from the deal a few days late I admit. Holding onto the Verizion shares currently seems the better option as they are up approx 5% whereas Vod are down nearly 20%. Ok there have been divis on both sides to add to the mix. There have been times the shares have traded much closer (should we have swapped? maybe some did) I suppose the question is one of the future, who's looks brightest? FWIW I have topped up on Vod but not VZ, mainly due to FX, tax and debt issues. Will I be swapping back in the near future on discounted Vod shares?

foggy, "Really you have to ask where did the Verizon Billions go" Well 70% was given back to shareholders there rest was spend on the Spring project you mention. I suppose at that time they had no use for the money as there was nothing to buy and/or were too busy sorting out ongoing actions whereas now they have more time. Maybe VC will say "that money I gave you in 2014, can I have it back now?" Hope its still down the couch!

NigeCo Im not sure a discounted rights issue and buying overvalued assets is the correct ways forward, its a double whammy for shareholders and might be another RBS. Big M&A just before the fall! I suspect its more likely to be a mix. First agreeing a value accretive deal, if that's at all possible and then a mix of shares and debt so as not to double dip. Hey, why not go the whole hog and say the new bit will even pay off that extra debt in x years and they could even buy back the extra shares. On no, even I'm suggesting buying back!

"3.5% ROE is pretty bad" Still its not negative! It is still on a journey with an 8% "milestone" to come. When will that be next year or 2020? wake me up when it gets to mid teens

11cents

Char " How come now all the talk is of Vodafone buying liberty. Nothing in that for Vodafone holders, or am I wrong" There "could" be a lot in it if a deal could be hammered out but both sides seem to have a different outlook on the way forward. So which way would the bigger company go? Who would be the big bono? Maybe just two simple issues that make the deal almost improbable. Yet money talks, so there are potential avenues to explore and maybe we will see lots of smaller type deals, JV's and the like. Maybe that banana will stay in the jar much longer but nothing wrong with boths sides having a bite each. Im not so sure about Vod buying LG outright, I doubt that the remaining financial metrics would be strong enough or that it would be sold on the cheap. I would rather have a bigger divi from a smaller pie, than a smaller divi from a bigger pie. In fact it might even be a sell signal, for me anyway.

"These opportunities require funding, and having self-funded over �85m of investment in recent years, we are exploring how we might fund investments in our future growth." Now what does this mean? More debt, new shares and any timescale. This could get a bit more interesting. Divi held but you would expect that if they want more dosh in the pot. Outlook looking ok too .... unless they spoil it with the way the funding above goes.

Divi restored and much improvement but it was from a low base. Hopefully a lot more to come in time as its still quite a mixed bag and some aspects still look quite poor. Interesting to see what area the questions are being asked upon?

looking forward to seeing some progress on the latest projects and how they will be turned into future dividends. Car parks seem to be good investments, better than REIT's ?

I'm hoping that we will be given some indication on the dividend or a route to restoration. Most banks making money now and HSBC doing ok on the switch to asia, hopefully some read across.