Member Info for Gerry557

Debs finished on the up and markets gained back some of the drop so the spreadsheet might not look too bad tomorrow morning. Yes I sway at the toilet on dry land after a week at sea, didnt know it had a syndrome! Just thought it was my body continuing the motion of the ocean. Still I didn't have to row across the Atlantic, the wrong way, like one lady I was chatting too. 23p that is about 14 percent yield ..... makes you wonder. Shares in the Blue Cross sale or is that a subliminal message to vote tory! Must find time to catch up on the Tesco update but I doubt I will be rebuying there and wonder why I'm not buying here.

So Woody sold low and re-bought higher then? Maybe he was right and it wasn't value before but is looking better value now even at the higher price. Could have been worse he could have bought at the top but it looks like he might be adding to his "small" position over time IMO.

I have my eye off the investing ball right now as I'm trying to sort out a property before going sailing. Still more chances for investing always come along. Interest rate rises likely to add to the shoppers woes, unless your a saver. (remember them) Is this why Debs is suffering right now and picking up again as the shock wears off. RR. still on track but not expecting much from the Paris airshow. Seems like a theme with shares right now but at least the Greeks have kicked the can further down the road so we can climb the wall of worry on summat else (Brexit Trump May) Im sure there will be more. Weekend going to be nice too so another sunburnt bike ride then

Firwood, always on the lookout for decent finance sights as its difficult to get one that caters for ones needs. Even basics like P/E differ so often its a trawl around many to get an approx consensus or time checking the accounts published. Debs own investors page is probably the worst of all the shares I own and dont even include simple things like updates on new stores on the new stores page. Maybe they prefer to spend the money on divis instead of web designers so I shouldn't complain.

I dont think it will be a disaster but things could become a tad harder for shoppers if inflation out strips earning for a longer period. Maybe I should be looking at more inflation backed earnings type shares instead. Are Debs shoppers more well off than others? If so they might have assets too thereby not resulting in dropping earnings. Might not help the younger generation of shoppers but they seem to find hundreds for a smart phone but maybe that is the status now not the fancy dress.

danielh, I was highlighting the added layer of complexity now FX rates have to be taken into account and that changes benefit either taking dividends or buying shares depending which way it goes. The same goes with other similar type shares. Shell divi this quarter is exactly the same but slightly down in sterling due to changes in FX rates. I must update my spreadsheet to show the buy yield adjusted for the FX rates automatically. There are lots of things that can affect the FX rates and Brexit likely to be one. So you just have to consider what movements either way might do to your investments and act accordingly. An issue that might not affect UK only companies. A balanced PF might offset the changes as gains in some are matched with losses in others.

email, the Debs investor relations pages leave a lot to be desired and I have contacted them previously about out of date info but they still are poor. Will SB put that right? there are several websites you could use and Firwood highlights one. I also use http://www.investorease.com/company.php?disp=share&epic=DEB

mikenicholas, I was not suggesting it had anything to do with yesterday drop which was just following the market IMO. SP at the top end of the range though. Yes metrics should keep improving and the marine unit appears to be getting better. I mentioned the cowling issue as there are a lot of RR workers who sometimes comment on ongoing things at work and may have come across this issue lately or on previous occasions.

doing OK so clothing can sell, maybe its all those new MP's buying extra for work!

Sundayboy, I have done my take on this but you seem to disagree, that is your prerogative of course. Its a forced sale of some of your shares. They cant do it as a return of capital as the government changed the rules, so that is why its called a special dividend, with the associated tax issues. The Vodafone sale allowed you to choose divi or RoC depending on your tax situation. I would be unhappy too if I was forced to sell my shares at a loss and it would rub salt in the wounds having to pay tax on top of any above the £5k divi income limits, on a top rate of tax. Just the same as if JC came to power and nationalised half of NG. with a reference price of 1000 (we almost there and its a nice round number) and you were going to get a special dividend of 500p with a 2 for 1 consolidation. I cant help it if you cant understand what happened and why you have become a victim. The information on the process was clearly issued in advance and you chose to proceed anyway and are now bitter that you got it wrong. I never advised you to buy or sell NG. Who did? Again my take, as an "agent of the BOD" would have been to hold onto your shares to get the benefit of the additional aspects of the deal like the buybacks and stronger EPS (and I have commented on this issues previously) and take the 29.1p divi (real) and look to add more shares on dips. I doubt this will be a racing snake share but I expect it will provide income and capital appreciation over the years ahead even if you bought in over the reference price. Will it out pace your camping buddies? I have no idea but why didnt you go with them first? I wish you well with your next investing endeavors and yes I'm still optimistic holding here.

Quilp, its 10.03 euro but wont be converted until closer to pay day. Currently about 8.87p but who knows where it will be then the way things are going. I can see FX rates having an impact of the trading of Voda now, take the divis when the £ is low and buy more shares when its not.

I suspect the update will show a slight easing and debt going up as expected. New stores might add to overall earnings. Magic Mike might have more money to mess with if he sells his football club too. What will that mean .... I dont know. As long as they can afford the divi you will be ok.

Not sure what you are highlighting with the shorts, Morrisons going off highs and Tesco's rising. Both better than a couple of years ago, both have debt and Tesco has the pension issue to sort. Fat cat pay? https://www.retail-week.com/sectors/grocery/morrisons-could-face-investor-revolt-over-potts-pay/7021665.article Not much the avg PI can do voting against pay but if the big boy start playing ....

SSE looking at getting into ultrafast broadband. SSE TV anyone? http://www.telegraph.co.uk/business/2017/06/10/sse-exploring-ultrafast-broadband-network/

I dont think there was any detail on the being nationalised front from anyone in Labour just an intention to do so. Lets hope they dont buy it in two half's and give us a special dividend and consolidation! I dont think JC has gone away but waiting in the wings hoping the Tories do implode and he defaults into position. Stranger things have happened and they are courting the idea of there own coalition on TV interviews over the weekend. How long to see the SP rise? Well its getting back to the deal SP reference levels. Was it bloated with special dividend hopes and a market high previously? Most probably, still the buyback should add approx 21p when it all done and dusted so maybe its getting there now. I still want it to drop more added to some market dips to see if we can get in even cheaper with a better divi. My plans go fighting against the buyback and the stronger company so I might be waiting a while.

damaged cowling in the front of a Trent engine, this time on China Eastern flight doing the rounds in the media. I think that is the third one that I know of. Of course there will be investigations into the cause but was there any feedback from the previous occurrences? This might be more a Bombardier issue rather than RR. Still SP has been picking up lately and well ahead of the FTSE over the last six months

Nowt wrong with being cash rich and they have some debt that could be reduced if they have too much. Still much can change before pay day so wont be counting chickens just yet.

Debs starting off the week bucking the markets, there is hope yet. I expect markets will be jittery and over react on any news. notgreedy, front benches of both sides likely to change Grove back in and Miliband et al saying they will come back. A week in politics ......... ! or weak politics! Carrington, over seven percent yield yummy. Midway, erm! Strong and Stable might be Wrong and Wobbly. Still she survived in the Home Office when others fell so maybe she has something and now Grove has her back!? Not much coming out of debs but maybe they are just getting on with it. Yes the update might give a clearer picture. Is that yield now high enough for the risk of increasing debt levels? We shall see. Still in watch n wait mode

JWIL, looks like there might be more help if you want it. FWIW I have just updated my spreadsheet. I didn't put the 84.375p in the dividend column but instead removed the payment from my costs. This reduced my average so I have gained. Of course if you have done this and your avg cost goes up, then you have lost out. Have a good weekend all and maybe we might get better opportunities to buy some more shares cheaper soon. After all there is more gas assets to be sold.

Chate, nothing wrong in wanting to question ones understanding of a situation and Im glad that its cleared for you. Maybe you could could help JWIL as it appears he is still not happy with his situation. It does look like this is another Vodafone type misunderstanding. The media talked about massive windfalls but after the event was announced. Im sure some joined in for the easy ride not realising that its give to existing shareholder not to anyone who turns up late to the party