Member Info for Gerry557

oops linky http://www.cityam.com/272606/debenhams-invests-gbp75m-minority-shareholding-demand

on Blow! £7.5m. Sounds expensive to add a few hair cuts by app? OK there are no figures given and I thought it would be quite simple to add some staff, chairs n mirrors in an unused area of the store. You could get some wiz kid to sort out the app. I suppose this is possibly why Peel Hunt have concerns for the divi. It might be confirmation bias for me too and I hope I am totally wrong. I know nowt about blow or possibly how the next generation of girls will have their blow driies, maybe for an extra quid they could have their picture taken with their best duck face and displayed on the big screen. Market expected to be off a tad today will debs continue to buck the trend?

I dont think they are proposing changing the terms for all currently just some and I suspect we will see this improve for more as it gets stronger. Do you think it is getting stronger? Yes there are many risks and headwinds that could push them off track but they should be better placed than 3 years ago. Investment grade rating was mentioned several times in Q&A so it sounds like they have a target in sight. Still its worth discussing problem areas but put it in context with the bigger picture which seems to be getting brighter. Has the SP got ahead of itself? well thats for you to decide and you are free to buy, sell or ignore.

Had a quick look online at the sales and might pop in later in the week with Mrs G. Mr Market's eyes will be on the Fed although its tonight when its announced, so is expected to be flatish today with any fireworks tomorrow. Its been telegraphed so far ahead, so should it be hiked, should be no surprise ...... but the market isn't always sensible. I suspect its UK rates that will have most effect on Debs and her shoppers. We will just have to hope that new stores opening in the midlands next month help the bottom line.

Opium, Shorting started much before MRW started selling and leasing back. In fact I think they are close to finalising this aspect of this part of the process which was £1.1Bn or less. Whilst you are correct its not the best long term strategy, at the time, the short term was more of an issue. Tesco are now following MRW trying to increase freeholds. Should they wish to continue selling more after current stated intention then I would be more concerned. I am not sure if the payables days are correct, I have not checked but if the traders are happy with the terms dealing with MRW that fine. Again Tesco rode rough shot over many traders, a thing Dave Lewis has corrected. As for accounting scandals, so far the only thing I am aware of is a data breach issue for which a individual member of staff was up in front of the beak and got eight years I think. Still staff are suing MRW in a lawsuit, which IMO is a difficult area. How can you prevent any individual releasing data maliciously? Then again maybe I'm not the best person to listen too ..... I hold CLLN another well shorted stock that err got well shorted!

I note that some of my share holdings are investing in car charging points ahead of the introduction of the expected shift into all electric cars. These are RDSB and TOWN not NG. I still think that there needs to be a lot more infrastructure built up over the coming years but I dont see it being NG. major job. Where are the people in terrace houses with no parking gonna charge their EV's?

of Typhoons for Qatar should be ok. Lets hope they sign up for total care too. Not sure this is a big contract for RR per se but every bit counts. Maybe we can sell em SMR's next ....... for when the sun dont shine!

positive announcement RNS but I dont see how much it will add to the bottom line. I suppose that is why its a long term investment where you do your best and hope that your product is a big hit

Its no surprise that shares go up n down and congratulations on your bet. The good news is it allows you to reinvest cheaper than f they had risen. I'm happy to take my divi and a little more, compounding divis, the eighth wonder!

Bob, there has been other positive announcements too. I suppose its how that translates into profits that count. No point it spending time and money on your next blockbuster only to find its too expensive to buy or the competition goes one better. I'm not too hot on the medical side but hopefully a balance can be found whereby my divis get healthier along with the sick people. As for strong buy, I suspect under 1400 would be better classed if it gets there, which of course it might not. One can only hope but as posted earlier, have taken a few to balance the PF which I class as OK but not strong or great buy but I am happy for hindsight to prove me wrong. Markets expected to be on the front foot today.

Bob, there has been other positive announcements too. I suppose its how that translates into profits that count. No point it spending time and money on your next blockbuster only to find its too expensive to buy or the competition goes one better. I'm not too hot on the medical side but hopefully a balance can be found whereby my divis get healthier along with the sick people. As for strong buy, I suspect under 1400 would be better if it gets there, which of course it might not. One can only hope but as posted earlier, have taken a few to balance the PF which I class as OK but not strong or great buy.

I think its following the market down and the FX rates are reversing the positive affects that it acquired since the pound / market fell after Brexit announcement.

Sales start this week and with storms due all autumn, Debs might shift some coats unless the storms are that bad we cant get out to the shops. Suppose tinternet might allow us to keep shopping and let the delivery driver take the strain. Not sure how that works out for the social shopping, maybe they go and do all SB's type shopping cos its bad outside. Markets taking a bit of a dip but Debs on the up. So how will it fare today with the market expected to start on the front foot.

So decided to reinvest some more dividends in here on the dip, then Vlieghe makes his speech! Oh well you cant always get timing right, in fact I never do. So the £ is on the up so now its a double dip. I will have to wait till next year to reap the seeds I sow today. Should I have waited till Oct? Probably, but sometimes you have to take whats on the table now. Off for a run now to clear my head of all the worlds worries. Mrs G was due to have a thing in Japan starting tomorrow, At least the Typhoons might blow the nukes off course. Laters!

I suspect it because its just "continued momentum" which could quite easily be stalled for various reasons. They are improving but not out of the woods yet. ROCE is still not great even after the improvement.

"I cant selll till share price goes to £2 50 for me to break even." I'm not really sure I understand that comment. If you really think Shell will perform much better going forward surely you would move the lot across. Unless your not that confident!. Are you not better to take the loss and move the rest into the better performing share, rather than sit in a paper loss that is not expected to improve only to avoid taking a loss? Reinvesting the divi on this "flat" share would see a gain over time. Just had a quick look at relative performance and the two were roughly equal but pick your own time period. I suppose the buy price and yield play a big part in the long term just like a sniper, a small deviation means you can miss by a mile. Still, with electric only cars future are things that rosy for Shell (I hold both) "telecoms worst performing sector on dow jones" things come and go in phases is it better to invest at the peak or in a trough. Although to be fair I'm not sure who is in that sector without looking, Is Vod now more european even if we are more Brexit? so is that comment not really relevant for Vod? Talk (another of my holdings) seems to be growing a tad quicker but the yield is almost half but to put it in context has suffered quite a bit and my holding was underwater for a while. Not sure which of the three would be topped up in preference right now, the one that pays out in December probably but only cos I want more income for December. Then again Shell does do quarterly divis so its a hard one and not clear cut IMO. Good luck with whichever way you go

continues and meets estimates. Pension OK, debt down and divi increased although from a rebased number after all. Need to look closer at the fcf figures too but more on that might come out in the presentation later. What will this do for the SP? well the market is expected to be flattish and being on track ........ means I dont know. Expect the unexpected, even if the expected is unexpected. Laters!

Results look ok, divi up which is nice and outlook seems favorable currently. Having added on the recent dip I might look to add more if it gets back down there again. I havn't followed market expectations for this but suspect it wont be a dip day today. Over to you Kim or some unwelcome Brexit news.

"Can't see the hurricane angle" Hurricanes affect oil operations therefor price movements and reductions in supply/refinement so TCAP brokers earn more coin!

10p up or 10p down, who is going to be proved right? I suspect that I will be 10p up in the next year! Well less than a year and more in the region of 13.39p ..... unless FX rates hit my dividends. OK there will be a couple of hundred million drag because of Germany but if all goes well, a better long term investment. Just wish we were getting supa dupa tinternet in the UK ..... unless you live in York and have Talk Talk