Member Info for hellyeah

Can someone confirm the following numbers pls:

Current market cap: £2.6b
Net Debt (as of HY report): £2.8b
Direct Energy: £2.8b
North Sea assets approx value : £1.3b

If you dont take into account anything else, are we saying Centrica is only worth £1.3b (on totally debt free basis with one of the biggest customer energy portfolio and some amazing innovation like Hive) after the above is taken into account? What am I missing?

Tesco will benefit from Brexit in short term if British Pound currency rate drops, the $10.3 billion we are getting for Thai business will be bigger if GBP is depressed. The proceeds of that sale is imminent!

50p today hopefully and gradually rising to 70p when the effect of buyback programme is evident!! Selling FOXT now is bonkers to me.

funds4future - be patient, big movement upward is about to happen during Xmas. This company is worth far more than piddly £35m. Patience makes you big bucks!!

It is very important to understand platform-based businesses either work or they don't. If they work, they turn into money-making machines. 7Dig's platform is clearly working as proven by multi-million multi-year contracts with multiple clients. As more clients are added, this will become a giant cashcow with not much expenditure. A big thumbs up for me and I think this company should be at least £200m worth, if not more!!

I agree and I think Plus500 will hit 2000p and IGG will hit 1000p. They are ridiculously cash rich!!

It is an amazing recovery story as the economy open up, next year is the year of growth. The company is well off in terms of the balance sheet and their future is secured. 30p easily achievable, invest for 6 months for 1 bagger and 12 months for 2 bagger IMO!

216p

Big news...hope we get a sale soon and $2b to go with it....perfect xmas prezzie at the end of the month!

https://www.bloomberg.com/news/articles/2020-12-04/centrica-restarts-talks-to-sell-u-k-north-sea-energy-venture

As businesses open, I feel we will have a big day coming up!! Massive re rate to 50p coming IMO.

Superb trading update and they are referring to reinstating dividend which is added bit of comfort. Also debt will be much lower than 3.5x and not maturity until 2024. Hopefully we are back to 1400p soon.

I would like to claim I was still right :D, although no Interims, we are still in the re-rate mode. 50p tomorrow is on!

I think we will hit 450p next month:

- Arcadia's younger customers will come to Boohoo
- Tough lockdowns in December means £££ and more online shopping
- Record breaking Black Friday, Christmas and Boxing Day sales
- Anticipation of blockbuster January trading update

I hope a 300p start so that I can top-up and we will probably end 350p tomorrow!

Material re-rate coming up on Monday. 50p start on Monday IMO and then all the way up to 70p!!

I strongly feel PE firm will bid for this soon, too cheap for a cash cow technology business!

We are nicely set-up. People will realise over the weekend what a big opportunity Deltic is. We have a few really exciting prospects. Exciting times ahead and 5p coming IMO!

I love it when shorters get burned...anyone wishing negative for other should deserve the worst treatment. I wish there is a 600p offer tomorrow and Gladstone loses all the profits they made out of this and any other stocks (I know they also shorted Bab**** which I also own and also also shooting like a star). They fully deserve it, no sympathy from me.

Yeah, just sit back, relax and watch your money grow...glad I got into at 220p. One of the easiest investment in my portfolio!!

Great return given dire interest rate situation! Sale of businesses will help bring the debt down and increase in dividend. I am buying more this morning if opportunity arises, no brainer!