Member Info for ihalliwell10

https://on.ft.com/3ohqSfZ

Google the headline to read the article, seems that VOD are motoring in terms of Broadband in the UK.

Another reason to keep the divi

DYOR

I think this would already have that status if it was US listed.

be great to get a tie up with GSK and a Retail outlet (formally a debenhams (THG?) like department store to sell this along side beauty)

Can only go in one direction once the subs numbers start growing , this would be massive in the US market.

DYOR

Your guess is as good as mine but these don't have much more than an idea and a consultant thus far , however they are in a sweet spot regarding timing if they can prove even a 10% improvement and get it locked down to QBT licensees only ....

ARGO slightly different went to £3 , so why not these ....

Need a lot of luck but I'm holding a small amount as a complete gamble.

DYOR

I see SRC continuing good momentum , especially in the UK.

https://www.theargus.co.uk/news/19705614.amp/

7.5M investment to build the computer of the future.

Makes #QBT a huge buy for me

DYOR

basically unless it goes up by 3% a day then some are unhappy, reckon they come back in Jan and see where it is.

I can see why after this update :

Copied below is an extract from Wetherspoons’ trading update today; bodes well for FEV.

“In the last 15 weeks, there has been a considerable increase in sales of the range of drinks often consumed by younger customers, for example ****tails (+45%), vodka (+17%) and rum (+26%).

In contrast, draught products, more often consumed by older customers, have been under pressure, with traditional ales down by 30% and stout down by 20%, for example.”

Looking good for progress, mostly positive notes coming from Fev, II's and directors.

Sort out logistics and the US and return to normal levels in the UK and going to provide a bumper period for Fev.

I noticed new flavours this month in readiness for Christmas, suspect its well on top of keeping ahead of the pack and refreshing itself.

DYOR for me, FEV is set to power ahead,

I'd really like to see if Fev would consider a US float to really get these going.

half a billion to add to the pot of cash from todays RNS ( I think), always handy to have some cash flowing in on top of what is expected, hopefully that adds to a rosey picture on the 16th, divi and update coming, FTSE anchor company starts to tick up over a 2+ year period for me.

Target cyclical price 130-150 for me, dropping heavily around divi times as usual.

Does anyone successfully trade these ?

DYOR

My view is that Goldman have this as their conviction buy, and with Divi becoming due people will be buying , add to this the JP Morgan view that the FTSE is cheap , seems to me that money will be pouring into UK plc and what safer way to do this than back VOD over a 2/3 year timeframe , I'm holding for my 7% Divi and steady cyclical peaks and troughs, this year you could have sold at 140+ , suspect the same will come and go , I'm almost tempted to trade it in this range.

Dyor , VOD is solid for me

Forget any detail, because you will need to make this investable, but for me, this is a speculators dream, it has some DNA routed in technology , a lot of spin and the right market to attract a great deal of late interest in crypto, with a sprinkle of influencers like a US crypto technologist and QBT will rocket..... my target is £3+ or bust, no inbetween with this.

DYOR

what I will say, is that there is a great deal more detail that seems to under pin some expert work that has taken place to test out a theory in a cost effective way.

This potentially has potential. :)

DYOR

think RBG is much better value for money, interesting write up on RBG from paul scott on stockopedia , I think fair debt free RBG value is circa 30p as long as they stay on top of logistic and employee costs then I think this will rise into year end.

DYOR

Logistics the only thing holding back Fev to move higher , challenging times for the management side of the business to break the logistic problem down in a cost effective way that enables the business to flourish, they seem to have plenty of backers , i'm personally holding for north of 3300.

DYOR

expecting an RNS, this hasn't opened yet....

been a few false dawns, largely depends on lockdowns and supply problems,

Peel hunt bought 10% , must be something coming up .....no idea where this stock is going or for that matter what they are going to do

seems like blackrock are continuing to buy SRC, cant be a bad thing, over 12% now, how far will they go.....?

They certainly believe that SRC will be significantly bigger over a multi year period.

It's a bit like the TV companies turning into producers as content is the king , with social media , no longer will advertising be the main revenue it will be product sales, the opposite route is for Amazon to add social media ( oh wait twitch) , it's happening online sales to collide with social media shein and tiktok likely to be a leader here with the rest in a blood bath of M&A.

DYOR