Member Info for JohnLewis79

JL 224
SBustr 227
Rangnor 234
Without 235
Bunks 237
Posty 241
Double 246
Kev 248
Ocelot 260

Close on March 1st nos.

London as last year continues to lag overseas markets. Many are convinced that London stocks provide quality earnings at reasonable prices and low pe/cape ratios compared to US stocks. (All c.15x v 500 c.21x).

The nos all % ytd.

100 +6%
All +6%
250 +10%
SC +12%
Aim +7%

DJ +12%
SP +12%
NS +14%
R2 +18%

TK +8%
HK+11%
SH +20%

OIL +20%
GOLD +0.26%
COIN +3%
MSC1 +11%

G +26%
Gkp +25%
DNO +44%
Bp +7%
Rdsb +1%

Morning all.

380kb v 236ks...for what it's worth. Never sure how accurate lse trade figs are correct but should give a fairly accurate state of the days play?

Blimey....i love you. Thats the longest ramp for G since our Chairman dumped G for the fluttering 'eyegushers' of PMO!
So basically....G's a buy, and so say all of us!

Paper and pencil and once a week always did it for me Hasiba.

A snapshot guys...and a bloody Friday and St Taffs Day...ffs

Coincidentally bght back on St David's Day....I sure aint superstitious but ya never know...

Morning hydro...no target as I'm bound to be disappointed! Bght at best so c 223 I guess. Def hold this year (running the trend) and hopefully by Y/E we'll be over 275 and perhaps more if the OP tracks $70+. Wont make up for previous losses here but expect to reduce somewhat.
Certainly the 'story and numbers' are out running the sp, so if the sp takes up the baton a much bigger rise could be on the cards (275+) heading to Y/E.

Sod it...back in AGAIN...the story is too tempting and I'm following the money.
Silly not too methinks!

As expected Jan'19 OP averaged $59.41 v $69.08 in '18 and Feb looks lower as well c $64 v ($65.32).

Q1 2018 average OP was $66.81. Genel sp range in Q1'18 was 108-168 (H-L).

Boyo will be able to interpret the figs should the OP average be below Q1'18 with the sp some 50 higher to date.
Increased prod/bottom line will have a baring and will no doubt make up for the slippage in the OP.

Missed the boat a couple of times to re buy here (twice bitten....) but my preferred choice is up c.16% just lagging G in % terms. Wavering about rejoining the fold with G up 23% already ytd.

I might have to conclude its 'one that got away'.... Decisions decisions!!!

arse.....and his own book....

Ebita will be positive for Q4'18 but not for the F/Y therefore below mrkt expectations. '19 and beyond is where its at for BGO to start living up to investors hopes and increasing the eps.

Filter me by all means. I won't lose any sleep over it. I make a point of not filtering
posts as all points of view are welcomed.
They are just one person's view and should be viewed as such and I shall certainly not filter you. Have a nice day.

If he has 656m shares his holding is worth £566m give or take. Do you really think that? Shares outstanding are c.70.28m (see rns 1/2/19).

That would be Malhotra who has been steadily reducing his stake from 215. However he still holds a goodly chunk c.350k in BGO.
Director buying shows they have confidence in the business as they know the nos better than anyone and consider the stock undervalued. Pis tend to follow the bods lead.

BGO has underperformed the wider mrkt so Director buying is a good pointer though one must beware of a 'flag waving' exercise.

With Anderson holding c.656k any purchase of say 20k will make no difference at all, same for Malhotra.
What would be a good sign, is if 3 or more directors added to their holdings.
Best they buy in the period before results of course which pis have been doing of late as we have no restrictions as to timing.

Even a die hard Brexiteer like me and I go back to Agincourt 1415 when the Welsh bowmen joined Henry V and saw off the 'Junkers' and 'Tufts' of that world ( it was easy)...so i should not be nervous of the chaotic mess Teacher has led us into. Unlike Ajax the lead archer from Llantrissant, Teach is still stringing her bow hoping for a shot landing somewhere.

Too late now to do much about it what with recent defections which imo is a sideshow in the grand scheme of 'nothings' led by a blinkered PM more suited to cheering the 'pedallos' passing along the quiet backwaters of Maidenhead on the Thames, than the
bowmen of Wales and England.

Fair comment 'I want that one'...but became interested in BGO
because of the 'story' as opposed to investing in RDSB and collecting a dividend. Your hardly going to become an avid investor of a behmoff like that, you will stand on the sidelines and collect your divs & thank you very much.

I think most pis need a 'story' to become interested outside of the bare balance sheet nos.
Perhaps that was a mistake given the risks associated with 'story' stocks, who knows?

As long as one doesn't commit too much of ones cash into a go-go stock you should have half a chance and some fun along the way.

Personally that's been my investment strategy amongst techs, almost like backing a 20/1 that might come up trumps.
Have to say among a few losers I had a multi bagger...which cleared my debts (considerable) leaving me with a mid 5 fig cash float to invest. I waited 10 years for the payoff!.....

.....which as you might suspect left me with crumbs 'punting blue sky mining' stocks. While I no longer expect a multi bagger pay off here, I do harbour getting out in the plus column.
I'll settle for a 3 bagger from here!

Yea and a lot of them will be driverless and parked all over the place waiting to be called up....that may sound fanciful but one I sure think is very much on the cards and 'electric of course.

I have over the years invested in some 'story' stocks, most never made it and my current one is limping along a hairsbreath away from the knackers yard.

BGO will be my last. The omens look good for the foreseeable especially Bango Marketplace as long as invstrs buy into the story and the Co's bottom line increases at a good clip.
The jam tomorrow scenario fell flat last year perhaps a year too soon, I don't know but 19/20 hopefully will be transformational for the Co.

Good morning amigos...sorry to start on a down-beat note. "World is on the brink of industrial recession" economists have warned.
Exacerbated by US China trade war, weak German and French data and Latin America debt problems. Closer to home UK factory growth slowed in the 3 months to Feb, mainly vehicles, transport equipment and engineering.

The tech sector is not immune, semi conductor orders are slowing, poor smart phones sales and these might go the way of Honda's Swindon plant.
Central to this is the climate of fear reacting to gloomy economic and political news by slashing investment and closing unproductive plants impacting on jobs in the supply chains.
Much will depend on Trump coming to his senses and getting a deal done with China, else this could spiral out of control.