Member Info for H-hi

Tom,

Like i said, sentiment is a huge factor that MMs deploy to knock tiny players out. Rates are still low, chancellor is extending HTB, we all still need houses, quality can be improved but I don’t see new players entering U.K market. VOD, BT and some national builders were trading at bargain and we needed to keep buying and not complain. If Tesco was selling the top of the range whiskey for £1, we would all buy up the whole inventory instead of complaining.

The dumb CEO could have bought some Prezzo, carluccio, Gaucho and Jamie’s Italian debt free for less than half the price of Wagamama. RTN is chasing revenue increase buy will be hiding huge debt, lots of expensive leases. How can a company spend that much with zero freehold property?

Goldy,

What are you drinking? SKY went for 32 P/E.......BT has to be worth at least 25 times earnings. Apple and the rest have been buying dumb companies. A cash rich and technological advanced company like Apple, google need to own networks so that they can transform the networks just as they did with tech.

Just wait when OR gets sold, 30% spike guaranteed.........result was just in-line and boring but the divi is juicy for income funds.

Again and will happen again, telecom stocks and housebuilders have jumped big time. BT is killing it and i know if NR does a good job VOD will rise over 5% on the 13th. Stop spreadbetting guys........

Tiny cut for now, Jansen will slash is further..........10p divi a year is ok.

BT results were ok ish but divi was reduced a little bit. We should all expect up to 50% cut in divi in order for VOD to invest for the future!

He should be on gardening leave looking for a new job! I bet he’s been promised a great job by those bond holders / hedgefunds who cosy up to CEOs and make money when SP underperforms.

Sell openreach.......£25 billion is my lowest valuation but it could easily go for £30 billion.

CLLN, CVR, CAKE, CPI, CRAW.............I’m never buying a company with a C!

Overvalued, waste of money and extortion of shareholder............this deal is dumb!

I think a break up is more likely, nobody wants the old school traditional tv broadcast business but the VOD, SVOD and production studios look good and could be worth £6 billion.

Dim t and wildwood needs a generous offer too......less debt than Wagamama!

Desperate for growth, overpaid for a loss making chain with zero freehold property. In a time when gaucho and co. are closing RTN is fine overpaying and also skewing Wagamama numbers. The EBITDA is crap, no tangible asset and 225 million in debt.......oh my GOD! Sell out and get out quick. They could have paid £50 million for Tasty Plc that runs wildwood and dim t restaurants.

A plunge below 140p tomorrow is on, bloodbath in the U.S.A........FTSE100 future showing full reversal of today’s gain already......I love this stupid market.

This is very rare..........mishmos, imagine you were not allowed to trade since May? Cash is King, now would be a good entry into a dozen stocks.

VOD has low interest rates on its recent bond issues......some are even zero!

Faultsman,

BT knows what they are doing, they want fibre but the copper network need to make extra money first. It’s just like electric cars, the government would lose billions in fuel duty and car tax if we all switched to electric cars. No way they can increase VAT on electricity. BT has a problem which is the investment and debt that went into copper.......only if they had done an inflated IPO then they can invest in super fast fibre.

200p was a bargain
190p definitely a nice bargain
180p just pure bargain
170p no way this is too good
160p is a pure steal
150p can’t be real
140p is a give away
130p, Jesus Help me!
120p, depression sets in
110p, buy some more and eat porridge & baked beans all day
100p, get your mum to change your trading password.......no access until miracle happens (break even 3 years later)

I hope the bulk of that money goes to OR, BT is a bad boy when it comes to regulators! OR needs to be prepped up for IPO.