Member Info for hedged

If the company held only cash, say 100p per share (and thus market cap would be 100p per share), and paid a dividend of 37p per share, in theory the share price would fall by 37p because cash on the BS would now be only 63p. I'm practice, we run a business which generates futures cash flow with our assets and we are reinvesting our cash flow on that future cash flow. Therefore I do expect a fall from 80p to below 50p ish but not a full 37p.

It doesn't matter whether the share price is at 80p or 600p, the absolute fall will be the same.

"Open to negotiations" is a diplomatic way of saying "we'll listen to what you have to say to end this but we will protect ourselves after by doing what we need".

"They are close to an agreement but Ukraine have to essentially bend over and to keep taking it up the arse for as long as Russia wants".

Russia is choosing to put Ukraine in an impossible position which is has to reject. These talks are not serious and are going no where.

Last month JPM was predicting 5 US interest rate hikes whereas now they believe the US will see 7 25bps hikes. This was before the invasion of Ukraine.

Rates are still going up.

JPM predict a gold spike but will be below 1900 by year end. Silver follows a similar pattern.

Technically, this is overbought and will fall back below 100, potentially to 94. If Gold can remain above 190p and head to 2000 the CEY will bounce off 94.

mrtibbles, you sound like a bitter remainer and Labour member who failed to listen to the electorate over the past 4 elections and still hasn't come to terms with why you keep losing.

Investors blaming Brexit for their poor investments.

This has been overvalued for some time now.

Any theories on the sudden surge of the POG since NY opened?

What time is the dividend paid into the HL accounts?

Is the dividend paid today?

And what time does it usually hit the HL account?

If they have removed standards then it only increases my fear that costs for Ocado will increase.

Ocado will be hit with delays to their delivery disguised as "increase demand". The proof will be in their profits.

When are they predicted to make a profit?

Who is suggesting removing any of the standards?

Those that are already driving as part of their job will be inclined up skill if the compensation and job security warrants it.

I agree they aren't classified as HGV, but home delivery drivers are nowhere near as well paid as HGV and will end up leaving if they can earn substantially more as a HGV driver, which will be the case.

As most delivery drivers are new to Ocado, Tesco etc they don't have as much loyalty as in store staff. With rising wages in the HGV space there could be consequences on rising costs for home delivery.

Also, as Tesco, ASDA etc are far bigger than Ocado they could be prioritised for home delivery causing even more delays in Ocados delivery service.

These two factors will eat into any profit that Ocado is predicted to make.

Given that none of them have a correlation of 1 there will always be days when TSL is up but Afterpay is down.

Has the Telegram group been deleted?

Kslonee - Ocado is still overvalued. I valued Ocado at £10 about 6 months ago. Nothing has changed other than driver shortages.

Ken, i don't necessarily believe CEY and Gold move in tandem but correlation is not about looking at only 2 data points, it's about taking, for example, daily data points over a 1, 3 or 5 year time horizon and looking to what degree these two are correlated. This is a pretty standard measure of correlation. Your example is meaningless.

He called the top at 2,800 and has been a bear since.

Graking - you have no idea if it's a driver with a grudge or a genuine case of paying under the minimum wage.

Also, I think we can be pretty sure the employment contract states they should be paid the minimum wage at a minimum.

It sounds like, even if there was a genuine case of paying under minimum wage, you wouldn't accept it because you consider yourself "a serious investor".