Member Info for goldenshares

Added complication is the 5 billion special dividend to come off sp.

I knew I had messaged you about 888 recently, didnt realise you had bought in as well.

Tipster comp 2021 entries please.
1)888 holdings goldenshares

Dear Cavers
Im currently in Tier 4,battling the tides of the river Ouse and therefore unable to visit the cave in person.
Melrose target 240p and tipster update New years day.

Guess the champagne corks are popping on this one, truly a hare amongst tortoises.

Check out five year graph, just like Hotel chocolate a very successful company based locally.

Just taken a look at easy jet balance sheets and forecasts, to get back to where it was in 2019 financially will take 6 years to recover from the debts of the pandemic-opinion only.

Checkout Blackrock World Mining trust
Up 131% in 5 years.
Nearly 5% yield- spread quarterly with larger payout mid March.
8.5% discount to nav.
Maybe not a bad way to gain exposure to metals in an income portfolio.

The best performing fund so far is my contrarian one liontrust Latin America up 3% yesterday.
There was a delay in S America being impacted by covid and a similar delay in market recovery.
Liontrust latin America still - 18% for 12 months but up 24 % in last 6 months.
Only similar trust version I could see is Blackrock Latin America(brla).

Opt - Sorry to hear about your neighbour.
Im diversifying out of lgen now switching into a wide range of funds China, Us, Tech, Biotech, Green and Ethical.
Cherry picking top performers easy using filter on hl.

Bought some shares in halfords 270p,profits have doubled, eps should be about 45 to 50p(my estimate) so fair valuation 450 to 500p

Cant see that happening tom ref saga.
Companies are far too different.
I could see a smaller insurer such as hastings having a grab at it,buyouts are going to be huge next year I reckon.
Ftse 100 tracker would be a nice safe investment for 15% profit.
Smt now 10% below peak for a safe long term tech play.
Lgen dividend now all but guaranteed as per todays announcement with 3-6% growth on top in coming years.
Broker forecast now 311p.
Lloyds book value around 60p my second favourite after lgen.

I thought you ducked amazon because of the cost per share in April?

Bobby was somebody who asked why I thought netflix might be interested in Cine, I think his post might have been removed.
10k up over three portfolios today so not a bad one.

Just googled netflix takeover cineworld
https://www.google.com/amp/s/www.thisismoney.co.uk/money/markets/article-8351307/amp/Netflix-looked-bid-buy-2-4bn-Regal-Cinemas.html
Like opt said any aquisitions now would probably be after assets had gone into admin, too much debt otherwise.

Netflix make films, cine show films.

Always good to have new guests, welcome tom.
Task:
https://www.bbc.co.uk/news/business-54841528

Totally agree with thoughts on buyout from admin, not currently owning anything considered risky(apart from small % in saga).

Funny you should mention itv I was looking at the share today.
I think the revenue streams have been underestimated for britbox, current sp about 80p.
Bme was one of my rarecgood tips on here lol.
V shape recovery predicted over next couple of years by B of E.
Takeovers galore in early part of next Year Im guessing.
Will the Morrisons/Amazon bond turn more meaningful or will the new owners of Asda aim to keep forecourts and sell rest to Amazon,
Could Amazon, Netflix or even Itv buyout cineworld for a snip?

https://www.investorschronicle.co.uk/shares/2020/11/02/are-l-g-and-m-g-s-double-digit-yields-safe/