Member Info for ihalliwell10

high level is £721M debt, lower profit of 20/30M as opposed to 35-50M, then 140M cash in bank and 150M debt matures in 2024, so this is all very thin on survivability , however Saga exceptional (new product) to try and add 40M profit annually.......

I think this is 50/50 in terms of viability going forward, that said, saga has the data and customers from which to sporn new products to a target customer that is most likely to still have cash......, the boomers.... therefore perhaps 60/40 in favour of a full recovery, the management team and execution will have to be spot on otherwise this could fail.

IMHO,

I hold a few but not in my pension.

Seems like they are able to trade through this period and it sounds like they have a decent energy deal to cover the next period (12 months) , if the recession is mild then potentially the youth will carry on drinking and these could stage a nice recovery.

Imho

Shein 100B dollars , boo £100 valuations , I wonder what might be about to happen to boo

Next , JD and a few others are ahead of previous years , pressure on boo to deliver here , reckon we need growth or else this could tank , progress in the US key for me.

Anything at all to report ?

I don't think so, they are unsafe, cash going direct into competitors......

bolt converting "customers to subscribers" is really current , most platforms (ecomerce) are trying to achieve this, with bolt it could be automatic (single click) as opposed to existing sign up and subscribe processes , it depends on how much traction bolt can get verses, paypal , stripe, klarna etc..... niche has been known to grow super quickly and by partnering with the big ecomerce companies early bolt may just gain a head start.

It wouldn't take much for bolt to get some big numbers (for bolt) to really move the dial, just wondering though if the transaction will go through or not , its very quiet

hold for continuing divis and sit on the capital appreciation or dump them and by something else with a 4/5% divi.... like GSK, NG etc

Personally, I got in circa 114 over 12 months ago, seen it get to 140 and retreat, think this might be a continued rise to 160 + but I dont want to see 110 again, although even when it dipped I had collected two divi payments.

These of course could be a hold forever, but with the large debt pile a divi cut could always be lurking.

DYOR

looking at this for compounding divi growth in my sipp, got he wiff of a 10 year income stock about it

suspect when the private equity has had chance to crunch the numbers , the unilever offer will be dwarfed by a better offer and the share price could surge here, I think there is a fair chance in the coming weeks that a US offer of $60B+ for the consumer part of GSK, which might prove too much to turn down, hopefully that means a large return to share holders plus some growth, timing here critical to be able to extract maximum value.

Sold out enough stocks in the past just as they took off, I will hold GSK to the end of this consumer cycle for DIvi, sales, capital growth.

DYOR

straight to the bottom line, better profits, big special divi, bidding war (could break out), splitting of company (sum gain across the two new co's) , whats not to like about GSK,

Reminds me of the £23 days.....

DYOR, long term hold and collect for me.

Plus a trading update and the payment of divi this week, big week for vod , let's hope for good results and margin maintenance.

Be great to finish the week at 134+ , need to go above 140 before ex divi to ensure that vod maintains progress , I suspect that this will come under pressure to be taken private this year even with it's debt pile

DYOR

drops from peak of 5700+ to 1570..... almost normality, in which case the shipping costs have almost gone in terms of peaks.

This will ensure Boo returns to better margins in 2022,

DYOR

5th of feb or the middle of May for dumping these and buying back then... potentially

Any evidence ? or a customer ?

Don't get me wrong I do think the hype will be enough to get this moving upwards but, a paying customer, a MOU from a protentional customer, a third party evaluation on the patent is something that is required for me.

IMHO

I just think the importance is seven figures added to the bottom line for expediting existing plans is key, because at the minute I think there is a lot of chat/hype/hope, but no evidence of any tangible progress.

DYOR

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Looking cheap, seems the market believes that they have softened the logistics / returns issue and made good progress over the festive period, up 6%.

fingers crossed for Boo to have done the same

DYOR

I'm a seller at 140p (missed oppo last year) with a view to buying back at 110, rinse and repeat

pick up the divi as well, would represent a cracking year,

if only I could time it right.....

DYOR

I top sliced these recently but expect them to do well over the next period.

DYOR