The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Penguin news comes out on a Thursday afternoon and is fundamentally printed a few days before except for the front page fold. Might be in next week. They were definitely in the FI this week so seems likely they may have a public meeting.
Not sure why it’s be breaking news to the FI? “Men have meeting”
It's possibly a coincidence, I don't recall a single incident of any co-operation in all the time I was there, mostly stopping flights and withdrawing from this and that. I don't see it massively makes a difference to Navitas, they've already been banned from Argentina. Might make the UK government a bit less likely to appease them so much.
I always tell my self I'm going to hold for ever, I like my dividend stocks and they provide comfort when shares are doing badly, weather the storm, bank the dividends, reinvest. Slowly your share pot grows in value. If shares are doing well, with my dividend stocks, I do have a five year rule, if it rises more it'd take to get back in divs in five years, I do consider selling them (but often don't).
There is hardly any football on TV. Admittedly not quite sure why they're playing these midweek, but it's fairly one-off and ITV doesn't have much sport and paid a fair whack for the rights I imagine so is going to show these on prime time on the main channels. I get it isn't for everyone, but what is?
I think ITVX is great, just started using it to watch Sharpe on. I tried watching them on UK TV player (I think) but gave up as the ads made it unwatchable. But all you get is a couple of adverts every 20 minutes and really doesn't stop you enjoying it at all. I'd guess numbers for the service will be good in the results, not sure I'm inclined to subscribe though, not seeing the need. Hopefully they make decent money from either option.
I can't tell anymore, I've watched mediocre results send the share price through the roof and decent results crash the price, as long as they keep paying a dividend I'm fairly happy, but glad that the shareprice is now somewhat closer to what I paid and averaged down on.
I would agree, all I hear on the radio is that court ad for direct line about how they're not on comparison sites. In previous years I used to do my due diligence and check them all, and the DLG as well as they're not on. I'm not with them, haven't been for years and really can I be faffed seeing if they'd be cheaper when I know they probably won't be and also I won't get any cashback or a free meerkat toy, or whatever the latest deal is. The DLG quote would have to be spectacular and as I get older my insurances are not that much, they'd need to be 15% cheaper to offset the cashback and offer.
But you fill all the information in, spend about 20 minutes and it isn't.
That being said, when I was a new driver the DLG quote was loads cheaper, maybe they go after the more lucrative business?
"I see nothing concrete manifesting any time soon".
Not sure what you mean by "concrete." I'd guess that any meaningful drilling is still years away, for me, it's always been a number of smaller factors slowly building leading me to increase my holdings over time, much of which would seem quite small but in FI terms are pretty big. The current meetings and visit would be a good example. They could probably do it all by skype, they don't have to try and get local business folks on board, but they are. I'm quietly confident that this is slowly building to an oil industry in the FI and under 10p, is a good risk/reward ratio.
If I hadn't lived in the FI, I probably wouldn't be touching this as I'd know little about it.
Headder - Rockhopper eggs have never been foraged for, people can ask for a permit for gentoo eggs, never had one, they look fairly gross before you consider the taste.
Info on the visit I haven't really got, but the pen pictures were sent out and forwarded on from the Secretariat so appears to be a formal visit of some sort (wouldn't imagine them going if it wasn't). Sadly I'm not in the FI at the moment to either attend the presentation and meet and greet.
IMO it's all slowly building up, very slowly I'll admit.
Not sure what meetings have taken place. The meeting I was invited to is next week. I’d assume they’re arriving on the LATAM tomorrow.
Gideon Tadmor - Chairman
Chanan Wolf - Deputy CEO
David Bernheim - Chief Commercial and M&A Officer
Ian Ramsay - Seems to be in charge of the FI project
Bet the catering will be good, Shorty's Platters no doubt.
Aleks Armstrong - Vice President Subsurface
Thomas Stensgaard - Development Project Manager,
Just seen the bios of everyone from Navitas going to the Falklands this week, seems to be all the bigwigs
Navitas are definitely in the Falkland Islands this week, no idea what for but could be an MOU. Some bigwigs from the FI were in Israel a while back.
Nice to see a positive finish here, one of the few positives in my portfolio today. I recall they've stuck a load of impairments in before that they ended writing back, I'd guess the banks are not so keen to have made record profits in the current climate. I'm vaguely positive about the shares going forward, and will be holding and reinvesting divs.
Navitas people are in the Falkland Islands next week, presumably they'll be arriving on Saturday on the LATAM, I guess they'll be there all week.
Dividend data showing ex date as 23rd. Nice to see some good results here and a slight increase in the share price, it's been climbing quite a lot of late, so feared a bit of an adjustment. Fairly happy holding for now.
Isn’t that the law though? You’ve got to wait a certain time before you can launch another bid? They couldn’t realistically say they are could they?
That'd be a near 100% return on my £4.55 average.
Doesn't look like it, or not at the moment. I can't work out the stock market sometimes, I've watched shares with mediocre updates fly and the opposite of course.
Sitting on a 50% profit for me, probably the only time I bought at the right time. Can't bring myself to sell as its the shining light in my investments and think its got some way to go in the future.
I was a customer of theirs when I lived in the FI.