Member Info for Hulvard

Hi Guys,

Personally, I think that trade, particularly in the pubs, will be disrupted for some time yet to come. Though we’re all hoping for indoor trade to resume on the 17th., in practice, trading in the next few months rather depends on the Covid situation, & whether people holiday here, or brave it, & go abroad. I think that the Christmas trade will be a big indicator for not only Barkby, but pubs in general, of how this is all holding up. The last big Influenza epidemic, lasted over 3 years, 1918-21, & though we, through much better medical provision this time, have been able to combat Covid, I think that the effects of Covid, could be around for sometime to come. However, having said all that, I fully believe that this is still, very much, a company worth investing in, & I shall be continuing to add to my holding throughout this year. BW’s to you all. H.

Hi Guys,

Glad that I get a mention. I don’t delve into the minutiae of company accounts, but look at the overall picture. I sold off most of my Morrison’s shares around 3-4 years ago. However, with the banks, building societies, etc., paying out peanuts for your savings, it makes sense to look at companies, & their dividends, to make some money. I, generally, look to invest in well run, solid companies, producing solid, sustainable dividends. The lockdowns have demonstrated the importance of online shopping to us all, & I see that continuing. I am still isolating, as I have serious health issues, & haven’t yet had my second vaccination, so online shopping is essential for me. It has made sense to me to buy Morrison’s shares, as I think that they’re both underpriced, & underrated. Having had pretty good trading during the Pandemic, they sit at around £1.75 a share, & have declared a current dividend of 5.11p. Dividend rate of around 4.5%. I’m happy with all that. We all need to eat, so the business should sustainable, going forwards. We will learn more as to how trading is going, once the next set of figures are declared. In the meantime, I am happy to keep buying their shares. BW’s to you both all. H.

Hi Guys,

At the risk of being trolled, I have been invested in BPC for many years now. I still believe in them, & that belief is backed up by the fact that there is definitely oil in Trinidad, & BPC are pumping. Okay, we’re not yet talking big outputs, BUT, what is being produced, goes towards a regular revenue stream. Worth hanging in there for the present, me thinks. BW’s. H.

Hi Owls. Ah, now I see where you’re coming from. Of course, you’re right. Fortunately, with the Board buying ‘Falfish’, & other stated intentions, I think that the Board are starting to invest in growing the company. Yes, dividends are important, but the main reason that I have been investing in Morrison’s, is that I think that, given time, the Company will grow. Certainly, I think that the share price currently, should be nearer the £2 mark, & think that if they have a good trading period, going forwards from the last set of declared figures, which are reflected in next ex-dividend date of the 20th. May, running down to the Autumn ?? ex-dividend date of 30th. September, that the £2 share price should be achievable. I believe that Morrison’s can improve, & grow, & shall be continuing to buy the shares, going forwards, & will be re-investing the dividends into new shares. BW’s. H.

How would selling shares benefit me? I don’t rely on dividends, they are the jam on top of the bread, so as to speak. I get a small pension, which pays the bills. I trade shares, but my overall aim is to continually improve my shares portfolio, but I prefer dividends to growth. Currently, I re-invest the dividends into new shares. If I then get into financial trouble, I can sell shares. My point is totally about the fact that, in my opinion, Morrison’s, & it’s shares, are good, getting better, & its shares worth buying.

Hi Guys,

By nature I watch, but rarely comment, as open mouths catch flies, as the Chinese say. For one who is confined to home, with a serious degenerative condition, never mind lockdown, I have had a lot of time to both think about shares, & research them, before investing. I have relied on online shopping the last few months, to keep myself fed. 12 months ago, I rarely looked at supermarkets, because, usually, the dividend was crap. Being an old git, dividends are important to me. Lockdown has really shaken the supermarket tree. Tesco’s, & Sainsbury’s have done well out of lockdown, but, whisper it quietly, in my opinion, Morrison’s have done better. They are now stronger than they were, &, most importantly to me, have declared a solid dividend of 5.11p per share. The last dividend? 4p a share. That’s an increase of over 25%. What’s there not too like about that? They’ve also recently bought the Cornish fish supplier, Fishfal. Fishfal featured recently in the documentary series on television, ‘Cornwall, this fishing life’. That’s a good business in its own right, & it’s purchase pretty well guarantees Morrison’s, a regular supply of fresh British seafood. Brilliant thinking by the Board. Overall, Morrison’s isn’t perfect, but getting better, & is good enough for me to be buying shares in the company lately, & will be buying again, going forwards. BW’s. Hulvard.

Hi Guys,

I think Ismailia has hit the nail on the head. After lockdown, many companies will be scrabbling for money, &, logically to me, with Barkby’s trading situation, coming out of lockdown, dictates a likely cash raise soon. As far as I’m concerned, that’s not a problem, as they will always be looking towards reducing borrowings, & that’s good in my books. BW’s. H.

Hi Guys,

Hope that you’re all well. Just to let you know, I am talking to ii Investors, about adding Kaz to the firms whose shares can be bought under the monthly ‘Regular Investment’. Looks like that they’re going to go for it. As regards Iron, am already in. Buying more Barkby next month. BW’s. H.

Hi Phuckerty,

I have, very much, got KZG on my mind, thanks to you. Though I cannot do anything about buying the shares this month, I hope to find some money to commence buying their shares next month. With Barkby, as said, I hope to be buying their shares on a monthly basis, until at least June, by which time, we will have more idea of how the U.K. is doing, & also Barkby. Hopefully, with the spread range of their interests, they can recommence trading without too many difficulties. BW’s. H.

Hi Phuckerty,

Hi guys. My first purchase of Barkby, happens on Monday. I see that its SP seems to be around 27p. If I can get in under 30p, that’ll make me happy. That’s dipping the toe in. If the SP remains around the 30p, or so, will be buying again, next month, May & June, by which time, I won’t be dipping parts in, I’ll be swimming!! I like the look of KZG, but am fully committed to other shares this month. However, next month, I may have enough money to buy some. They look ripe for ramping up, so am crossing fingers that the SP won’t shoot up, just when I want to buy them. BW’s. H.

Hi Phuckerty,

Nice one, very droll!! On the face of it, Barkby looks good, & all your comments have been much appreciated by me, thanks!! I have wide ranging interests, & I usually buy 3 shares each month. My shares were hammered in the past, & I am slowly re-building my share portfolio. This month, besides Barkby, it is my intention to add to my shares in Aviva, & Morrison’s Supermarkets, both of whom have come with pretty good dividends (Aviva, 14p a share; Morrison’s, 5.11p). Being retired, dividends help pay the bills ??. To me, for every 2 “solid” shares that I buy each month, it leaves me freedom to buy me an “indulgence” share, outside the box, so as to speak. In this case, with all that I have seen & heard, it’s Barkby. I shall be buying their shares each month, through to, & including, June. At that point, I shall pause, & assess where both the U.K. is, with lockdowns, & also how Barkby are doing. If I am happy to continue buying, then I shall do so.

I also saw all your collective comments on Kazera Global Investments (KZG), & Riverfort Global Opportunities (RGO). Both of those look like also being worth buying. BW’s. H.

Hi Fortitude,

Morning to you all. Thank you for the welcome. I don’t normally get active in chats, but this feels good to me. I have been investing for many years now, & it’s tough at present, to get good investments. Having stumbled across Barkby almost by accident, I do like the spread of business that they’re involved in, &, as I see it, that should give them strength, when we all come out of lockdown. Am dipping my toe in, & will see how it goes, but all the potential signs look good. BW’s to you all.

Hi everyone,

Yes, thanks. I appreciate that pubs are a small part of this intriguing group, but, the point that I was making, is that the group’s pubs aren’t just shut down, but are active, & making money, & that bodes well, for when pubs open up again. Certainly, as I see it, this group has so many diversified interests, that if one part of the business isn’t functioning, then the others can hopefully make up for it. I am very much on a learning curve with this business, so am appreciating all your comments. I get the feeling, rightly or wrongly, that this group is like marmite, you either like it, or you don’t. BW’s to you all.

Hi Guys & Girls,

You may all be aware of this, so apologies if I am telling you all what you know anyway. I know of one of their pubs, the George at Burpham. Though the pub is currently shut, they’re doing take away meals, so are ticking over. I presume that the other pubs in the group, are so doing the same. With the amount of vaccinations ?? being now done, it’s looking increasingly likely that all pubs will be back in business from May, so for those that are ticking over, they should then be back in business, full throttle. That can only be good for the share price, as I see it.

Hi Everyone, interesting to read all the comments. I have had shares in Marston’s for about 20 years now. Have had high & lows, always regretting when I have had to sell shares. It’s just been proved that the company was worth bidding for. Ok, we’re all locked down at present, but that will change at some point. It’s a quality company, & the share price will go up, once the pubs are open for business again. Keep your nerve, & keep the faith, as they say.

Regarding the move from Share, to ii Investors, not impressed so far. Had lots of problems getting the new account up & running. Still have to get ‘Regular Investment’ set up, not as easy as we were led to believe.
As regards Tesco’s, share price all over the place, this morning. Presumably, still settling down. Am waiting for the Special Dividend to be received, then re-invested into the new shares, so I will then know exactly where I stand with the new shares, against what Shares I used to have. Will hang in there for the present, probably topping up, to see what the next dividend will be in May. Get the feeling that the new share price will be volatile for a while. Guess everyone’s position, will be whether they are in for a quick profit, if possible, or believe in Tesco’s in the longer term.

Let’s all not get diverted from what’s going on here. Typical American hard nosed private investment company, putting in a very cheeky bid to take out Marston’s, now that they’ve received the money ?? from Carlsberg, & have paid off a load of debt. A bid of £1.05 is laughable ??. Keep your nerve, & repell all boarders.

Good to see that the end of year figures for 31/12/2019, have now been posted. Looking good, but even better is the progress since then. Hoping that it continues.

I cannot understand people’s confusion over this share consolidation. Basically, the 10 for 1 consolidation means: 1) number of shares of shared owned, goes down to 10% of previous holding, e.g. 10,000, now becomes 1,000. 2) Share price goes up by a factor of 10, i.e. 2.3p a share, now goes upto 23p for each consolidated share. Hope this helps.

Apologies Guys,

my post should have gone onto the Empire Metals thread, duuurr!! However, hope it was still of interest. I do also own shares in W. Resources, so find your thoughts & comments of interest.