Member Info for H-hi

EVs got its messiah - Tesla, FCEV needs a bold company with lots of cash to burn! Toyota and Hyundai are useless and I suspect all of them including ITM are just in it for the grant money only. There is no good looking FCEV vehicle that comes with guaranteed hydrogen supply. Come on, we don’t really need HRS everywhere.........I see BOC (Linde group) delivering gas to businesses. We could have mobile hydrogen refuelling trucks if there were simple FCEV cars.

TonyF,

Just wait for the next downturn before you praise the board. A company must think about the future and not waste money when the times are good. PSN relies on thousands of workers including builders not just 1 guy in the office.

75 million is just too much to defend. That could pay 100 workers £75 grand per year for the next 10 years.

TW is a buy but one must expect it to fall further...........not just because of brexit but because of margins that may need to come down. House builders are still attractive but the economy is not growing enough to support new purchases without dodgy HTB. Average salary hasn’t really changed from 15 years ago while house prices have more than doubled. Same wage can’t afford double price, hence the fuzzy HTB.

MrD,

Calm down, I told you to split between BT and VOD when you jumped in here but you did your thing. You are investing in telecoms that is the building blocks of tech / data companies which are booming. VOD will trade above 200p soon. When I say soon, that means less than 2 years from now if no recession. BT has DT looking over its shoulders and a reputable chairman who can squeeze value. BT will get to 400p before VOD get to 250p. Selling a minority stake in OR alone could bring in 10 billion.

VOD is not moving with BT so the MMs must have a lower target. Any low huge / stacked buy orders on L2 should give us a clue where they want this to hit. RMG share movement was planned to perfection as well.........up to 10% shares coming to the market......now who wants to buy them at full price if offered?

I’ve got shares here, was expecting itv to do better especially after the huge SKY offer. The company has to grow revenue by double digits and focus on SVOD. The advertisers prefer wasting money on platforms that host questionable contents so will itv hub show far right videos / jihadi crap and other disgusting videos too in order to get more ad money or just improve quality of the shows and sell subscriptions.

This guy can’t be real, even a maniac knows when to shut up but this guy here is not human. LC is buying tobacco stocks and talking down telecoms stock. I guess we need to smoke more than communicate in the future........LC is dumb........investors don’t buy just the company, they are investing in a sector that is guaranteed to be here for a long time.

Interesting read.............itv is begging advertisers again instead of building up a platform that advertisers want. Netflix will jump on advertising once subscription growth ends!

It is getting hard to believe any word from listed companies now.......CAKE has just shown us how dodgy listed companies are! The auditors must be appointed by the independent shareholders that have no connection with the board. Listed companies should be audited every 3 months.............they should act like financial police instead of cosying with the dodgy execs.

Any news on the sale that was meant to begin in September?

I expect this to trade way below the placing price. The big holders would want to wipe out retail holders so expect this to trade below 20p quickly after placing..........CLLN, CVR, CPI, CWD and now CAKE.

The whole board knew, just like CVR and CLLN. If the FCA follow all trades that shorted CAKE via CFDs they will find indirect links to the board. A company can’t go on from making profit, SP rising then suddenly can’t afford tiny VAT bill and loss of 20 million. Let’s just say the profits are fake as they owe so many suppliers but keep pushing their payments forward on order to report profit. I run a business too and there is nothing an auditor can do.......its either a company hides stuff or leave it in plain sight.

FCA has to show some teeth, CLLN and CVR then comes CAKE. C is the first letter in all of them........CPI almost collapsed.......could still.

i hope the fund manager is working indirectly for a potential buyer!

Most of the fund manager monthly letters indicate VOD is being added and consistently in their top ten holdings.

MrD,

The great rotation has begun.....money is flowing out of tech and growth into value defensives!

VOD looks solid, it must be the best buy on FTSE100

What are we doing here? Buying VOD, collecting divi and hope to sell at higher price one day. LC, we are not all day traders and don’t care about temporary falls. Anyway what shares are you loading up? Your BAT tip wasn’t great!

Guys just don’t look at the screen if not highly leveraged, stops will get smashed tomorrow..........defensive stocks did well in U.S so VOD is alright. Non defensive stocks will struggle tomorrow.............shorters will be digging lots of holes tomorrow in order to bury us in.