RE: A Blessing ....9 Feb 2018 09:28
Well Vod held �2 so maybe stronger than imagined, yes there are lots of negatives around and spectrum costs are my worry really as they are classed as exceptionals yet happen so frequently so why not cost average then out?
Well the fundamentals look a lot stronger than they did during project spring so the divi should be ok, well for a while longer anyway. Then again TALK paid its divi and is now doing a placing to recapture less than they paid out over the two previous years, I have added there so maybe I have wasted more money that might have been better used here
On the positive, there may be deals to be done and there is that juicy banana waiting to be taken out of the jar somehow. The towers sale might also bring in a few billion but right now the market is looking dark bit its always darkest before dawn!
As for shell, I might wait until ISA season to start and maybe a dip in the poo and if you could time it with a market like this should do well. That day in Cardiff when Shell was hitting 13's and I didnt buy is looking like an expensive trip now, Oh for hindsight!