Member Info for H-hi

Sanditon AM - UK fund just disclosed VOD as their top holding......8.4% of the fund from 4.5% in April. Only leveraged players would be worried as they are in for quickie which has turned out to be a marriage.

U.S. SEC fines Citibank more than $38 million for mishandling ADRS...................like I said they keep selling us shares that they don’t own, so they need to force us to sell at a loss. Share trading is like zero-leverage CFD as long as we don’t receive digital shares which we can say we really own!

Even if Nick cuts divi by 50% this share would still yield almost 5% at this price. Income funds are loading up here while you guys here are crying.......can’t buy anymore, just switch off! All those pension and income funds are buying but loaning out shares at the same time...................

NigeCo,

SKY holders didn’t have to wait and still made a killing. Entertainment One is doing great too even though ITV has huge studio business too.

GLEN, AAL were big losers once, you need to learn about market rotation.

Tom,

197p seems high now but that would have been a bargain if VOD had gone back above 230p. VOD is on SALE so try and average down only if you have spare cash that you don’t need for the next 2 years. The market did the same thing with miners.....RIO, BHP, GLEN and AAL were thrashed. They did same thing with gold miners, big & small oil.......

130p! There must be a telecoms recession happening right now but I don’t see it. More people using smartphones, tiny kids now using phones bigger than their heads, social media usage is crazy, most people have broadband and businesses can’t do without internet. Keep buying as long as the fundamentals are sound. VOD, BT.A, not sure about talk talk, SKY is gone.......Virgin media is owned by liberty! 3 and O2 and that’s it.........VOD is a buy

Pacemaker,

That is the main reason why BT has to sell OR, they will always be targeted by ofcom and dumb MPs! Also nobody would buy BT as it is a major government scapegoat. Sky got huge premiums without owning network infrastructure.

MrD,

I think 180p is the minimum before end of the year, just keep buying and stop looking for 165p.......aim for 200p / 220p.

If divi is confirmed for the next 2 years like BT did then we could spike because income fund managers must be waiting for the new CEO’s take on the divi policy.

Virgin is seen as cool, fast and building a new network while BT is a former monopoly with slow copper assets. Sky still gets away with selling expensive TV bundles and eventually got a huge offer. Some dumb people here just like to shut down people’s ideas and thoughts without thinking. BT as a brand is toxic now and could be worse if Corbyn becomes PM.

Nissin has disappointed me, I thought they had too much money from the BOJ and needed to stash it somewhere!

BT as a brand is useless but the scale, former monopoly assets and government links are the only things keeping it going as well as holding it back at the same time. We kept EE brand because BT mobile sounds like a joke......most people associate BT with public telephone boxes, fixed lines and slow broadband. That perception is hard to change unless you change the name.

I hope the new CEO can be bold enough to change the name of the company and retire the BT brand. EE is cool for the mobile but the TV, broadband, fixed line must be rebranded. OR has to be sold in other for BT to work hard instead of acting like a monopoly.

Labour Party and Ofgem is ruining our SP.............................we need to be taken over by BP or a Mega pension fund.

Come on guys, let’s not lose focus why we are here..........to learn from each other!

.......be smart and sell OR or we will regulate you hard. Ofcom just made it clearer today in its RNS........OR can be sold easily at huge premiums to pension funds and dumb private investors with lots of cash. Now is the time, Jansen might get it but GP spends too much time looking at the mirror.

The foolish shareholders get to pay, the fat cats get to spend. The board must be cosy with Wagamama owners......................dodgy deal. Independent audit of Wagamama and external valuation should be carried out on behalf of independent directors.

MrD,

I think 200p is the minimum most people here invested for originally. It’s hard to average down unless you just bought in so come on think about 200p - 220p as target price.

Snige,

How have you been doing with your investments? Sorry a good Scottish or Irish whiskey will never sell for £1.......just using it as an example.