The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I have posted this before ,but I'm suprised it's not more widely acepted ,this cash part is going to be reduced to about £2 and a slight increase in the share part to I believe nearly .5 per share,this is only my opinion.
I don't know how well Sbry have done ,but from my own expereince ,a lot better than tesco.
i see they have taken market share above asda
within 5years if what the Saudi minister says is correct.
With so much riding on the share price 10+% short ,it makes you wonder the shorts have been around a long time ,either that have great foresight or they need help in getting the price down
the results seem ok to me ,we,ve had 200p price target repeated ,was the analist meeting why the shares have plunged ,sbry imo are easythe best bet of tsco mrw,i only hold a few now but if finances allow would buy below 240p
giving a 4p div instead of 3.5p which would have been 30% cut imo signals the div is now safe barring a further turndown.
Sbry seem to be doing a lot better than tesco was in tesco yesterday it just is such a depressing place yet Saintsbury is always at least when I'm there busy as for these results not bad at all I feel!there good value about 270
imo the deal will go ahead ,as from what I understand this has been on the agenda for a very long time,but I I have already posted ,on bg. board there is a strong possibility that the cash element will be reduced to about £2 ,and the shares offered will be slighty increased ,the whole thing would be about the same cost if the shell price was above £30 ,this my own opinion,
still its 10%below thw offer allue ,is it the clearance by varuios countries ,or the fear the offer may be altered or even pulled that's keeping the price depressed ,in relatiom to shell price ??
The deal will not be pulled ,but the cash element will be just over £2 and a slight increase to about .5 per shel share.
Who works these out I bet the guys doing that job are on very high salaries ,way above the minimum wage or even the so called living wage ,yet they seem to be wrong at least 50% of the time ,I bought shares in PVR when they were £7 brokers were saying £22 I still hold them and there only 12p IMO a lot of crooks are operating in this field.,if sbry are at around this price when I sell my house I'm loading up.
HSBC keep pumping 200p target ,who knows are they trying to help their mates the shorters ,or is that what they think ,question is there a name attached to these recommendations bit like the motely fool where they all seem to look different ways or is it just HSBC view ?
Imo 280 is too conservative ,if these short sellers decide that we,ve sseen the bottom I believe it's about 70% that we have then a very steep rise to the 330 p range is a very real possibility.
15 p rise ?
I was in sainsbury yesterday the place was heaving ,I only spent £4 but got a voucher for £6 if I spend £40 on my next shop,I only hold a few of these now sold out near years high (only to put all I had in oil shares so well down and heavy in debt)still house is on market and if these are below 250 when I get all my cash in loading a trolley full ,service in Saintsbury is far better than tesco or asda and was not that impressed with marks this morning as all their products were nearly out of date and when I asked for a discount they said they will only discount later in the day IMO Saintsbury is the top supermarket.
A new deal with shell ,less cash but ,if the share rises in future as higher percent of shares might not be so bad
Bob ,what you say I agree ,Saintsbury should be attacking waitrose and marks ,not aldi ,tesco and asda ,yes volume is needed,but not at any price ,have a basics range ,move up taste the difference to a real premium brand(its being devalued at present) go for higher quality ,and the profits will flow again ,by the way I've sold most at a much higher price than today ,but unfortunately put all my money into oil shares ,where again this silly notion of market share is costing everyone ,and it seems the only way is down .
I would like to know how much oil could the world produce if all producers were to produce at their maximum ,as long as the oil would not cost any more to get than it would cost to get it ,this IMO would be the absolute bottom for a non manipulated price I assume from what I've read we need about 100 mil barrels a day ,so how much oil do we get on that basis @ $50 a barrel??
I don't think shelll will pull the deal as they don't work on a day to day basis ,but what is very poßible is .a regigging of the terms if we are where we are or lower before the deal completes