Member Info for jamesmaggs

Fact is no one knows what happens next on any share. The market provides opportunities to make or lose in situations like this depending on when you buy and when you sell. Aside from the small matter of dilution(!) I've seen these and trinity down on the floor many times and sometimes you get it right and sometimes you get it wrong. I remember selling in the late 30's post crash and someone getting heavy with me for doing so and frankly it's not worth it. We are where we are and we make our calls on our own hard earned dosh,it's a maybe maybe recovery share from where we are now....what happens next is the great unknown. GLA

Glad to see a fellow longtermer on here. Held them in varying quantities for many years. Latest is a insti placing(grrrrr) at 180 on 5% so not too bad and the latest royalty deal looking interesting. Final in a few weeks and I noticed they moved the record date but kept the payment date the same. Might add pre exd around this price but longterm always had them as a 2 quidder. Hope life treating you well mate.

A tough one to call but I'd say positive for the time being,finances shored up,jv's,instis moving stock around,liquidity noticeably better than last week. The dilution is huge but so is the diversity of titles. One increases another decreases but importantly the sold shares are taken up. I recall the SP somewhat higher before the dilution story got out in the open and I'm sure there are plenty who recall it being a lot higher historically,dilution allowed for. Potential abounds on the digital growth and whilst it's a popular notion that all printed matter is finished,I seem to have heard that before. Good shot at the recovery title IMO. GLA

Well so far so good mate,glad to see a few pennies added today for whatever reason. When a share yields this much it implies either a div cut or a rise in SP so the yield becomes 'normalised' around say 5% IMO. I'm betting on the latter lol. Hope life treating you well. Are you adding more of those Chinese ones at the moment? I've kept a few but noticed they've dropped back a bit. Back on these, anyone's guess of course but I'm still encouraged by the two directors trousering a few after the ex last week. All the best mate and catch up soon.

Good to see a familiar face on board here. Hopefully see a correction here from these lows soon and if not,our kind of divs along the way. Still can't believe my luck we bounced the ex div drop with that timely rumour...! GLM

Check the rns thread, two separate ones post ex-div.

I think what matters is where we go from here rather than why didn't they before and from here I'd say its an interesting vote of confidence plus a consensus opinion that the SP looks cheap I'd say. Interesting they waited until the ex div so if you factor that in,you could say they paid 4.6p more....just a thought. GLM

Rarely a bad thing....GLA

Today one of those rare occasions when the ex div drop gets swallowed up by a rise. Whether the t/o rumours drive us forward or they actually materialise is anyone's guess but aside from that we have a cash generative business which will no doubt look to innovate and adapt to the challenges of the tax hike which frankly look overdone relating to the subsequent drop. The only slight negative today will be the impact on the drip price for those on reinvests but otherwise looking positive on a slow recovery or better still a rapid t/o well north of here!! GLA

No quick bounce here but an interesting one for the simple reason opinions are so divided amongst the advisory community on where this will go from here,in other words no one quite sure how to value the company going forwards post-budget. GLA

See you all on the other side!!

Looks like this is one of a handful(a small handful) of positive ones today. For off topic stuff it might be better to go over to the general chat or can use one that's 'dead' that I go onto CAZD if you like AA/Lego et al.

They'd have to fall a lot more for me to reload.

Drop in line with the main market today IMO,still a 3 quid share but not today!

Night all.

Okay mate,sweet dreams of buying shares that don't drop the moment you buy them(like those NWS ones have for me this week!). Lego,cheers for the link,not enough social housing so maybe a growth one? On the real estate sept did you look at BBOX,projected 6p? Also there's a ground rent one,called GRIO which looks like it yields quarterly,good income stream? I've got tritax already but still haven't made my mind up about the ground rent ones.

My understanding is 11.8 but projected 12.8p?

I've no idea why they had a go but far too cheap against their assets. I'll slice again if I see a 2 depending on what else is about at the time but always keep a chunk in case the incumbent leader of Zim does the right thing!! My biggest aim loss remains the rangers but I guess its a case of waiting as usual! Lego,I don't know that one?

Which IPO?

Agreed,always opportunities lurking around. The old girl is well up there on SP along with a few others which I've pretty much sold and reinvested in newer stuff at greater than 5% now price div. Supermarkets,tesco too cheap and will be back at 350-380 possibly more in the next few months but the lowest yield. Sains in the middle on yield and should be a 4 quid share and the Qatari t/o pops up every now and then,last time I bothered to check they were just below the 30% needed to trigger it(I think that's how it works?) and morrisons highest yield and biggest contrarian play as most hammered on SP and the property assets are way over the cap plus the buyout possibility. Easy a three quider at some point....all IMO!!!