Member Info for JohnLewis79

How about a bit of 'social' inclusion....Waitrose marries Iceland?

That's a plus..givetheinfo, don't think they'd allow the crap I buy (G excepted) into a sipp or isa...heh heh heh!

H/Y no change to outlook and PBT down £9m. Better value elsewhere.

...were in the money...the sky is sunny....dead right if you dump the stock not that I've got any like but that's what is be doing. Way too many risks ahead. If you like Supermarket stocks - better, less risky value elsewhere in the sector.

To raise its Q div for the first time in 4 years following a (85%) profits boost in Q1 - thanx to the buoyant oil price. Should G consider paying a div? Personally I'd prefer them to a) become debt free & b) continue to invest in our Gas assets for after all you'd be paying tax on the div. Jeez dont we pay enuff bloody tax already! Any thoughts ?

Better day for Idea yesterday. T350 up as most techies were. Nothing in the vols to raise or lower the sp 4 but welcome nonetheless. I'd say your usual tug between buyers and sellers. Yestrdy the blues won, today who knows? Nsdq rose c.1% the Dow off 64.

Remember Pe/r is just a number whereas EPS is an actual amount of money and one I much prefer though the Pe/r is much more commonly referred to in financial reports as a 'quick' look in seeing how expensive/cheap a share is. For instance sp 100 / eps 10 then the Pe/r is 10. The 10 refers to the nos of years of eps are represented by the sp or (how many years it would take you to get your money back if you bought the co). Thats just stage 1. You now have to decide if the pe/r is the norm, above or below the (sector average) / (market average). 2) make sure your comparing like for like (no use comparing an oil to a food stock). 3) decide whether the pe/r is telling you the stock is under/over valued and if so why. 4) a low pe often means a stock is cheap relative to the mrkt or one that is growing slowly compared to say fast growing high pe tech companies whose pe/r are often over 40× earnings meaning investors are prepared to pay much more for future expected growth.5) you may have to delve into the nos of other cos to find out why xyz co is on paper a much better investment....two companies doing the same thing may not be doing it as profitably as each other. 7) beware high p/e Co's, any slip up in future growth or profit warnings can tank your investment, whereas some low (dull) ones plod along year after year making money. Relying on p/e requires caution and a lot more research is required. Thats why i prefer eps an actual cash ratio. Apologies to all you shrewdies well versed in pe/r etc...Morning all.

Oil averaged c.$71.62 v c.$53.78 (+33%). G share price April'17 averaged 77.5p v 192 April'18 (+150%) that's progress for you.

Yea...eps 17p...mind you they have c.20bn outstanding!

The suppliers to both businesses might not agree with you!

Morning guys..just had my blood thing AR - now headed past Carey St to Skid Row or is it the other way round? Won't bore you with the details but in a year of supposed cost cutting they managed to lose £9.6m (£5.0m) and the CEO got a £64k rise to £460k pa! A co with no sales! Another bust for wally brains Woodford. The begging bowl is doing the rounds as I speak.

Agreed H...but that surely would only happen if S.A. & Iran started a full scale conflict nuking each others oil fields....

Casino hour over..sp +3 (218.50) oil sub $73.

Looks a replay of 17. Sage updates the mrkt this week via Interims on Wed.

There you go as if you needed reassurance Hasiba has provided it. G is well cheap yea? Even eps a metric i swear by is improving having had a choppy history what with past massive write downs etc..., now almost forgotten as we look forward to upgrades from Pesh etc....Of course Somali is the elephant in the room and might become another Ghawar (5mbo/d) the largest on shore oil field in the world in terms of reserves (60bn+) and production. Somalia is in for free atm and G will be very cagey in releasing data to the mrkts. Atm the non producing assets have a value far in excess of our producing ones I think and I'm taking on trust that Somalia aint a bust. We kinda know what our Gas is worth (not recognised yet) so add in S and in the next 2 - 5 years G could well be worth many $bns. For instance what If OIP in S is say 1/10th of Ghawar? Wow! Of course the usual caveats:- The oil price behaves, controlled production, we escape another boom 'n bust episode, cash is scrupulously conserved and the politicos get sorted - then G looks very much like a one way bet, unless you know better. Remember oil will continue to be the lifeblood of industry for many years to come. Morning all.

Klassic 204 - givetheinfo 219 - CappyD 220 - JL 222 - without 225 - Hasiba 226 - broadband 228 Lem 230 - bunks 231 - JFT 232 - Snapdog 233 - postieremy 236 - Stockbuster 242 - chops 245 - Sparky 250 - H 261 - ocelot 255 - Tartine 436.

I have just deleted 107 unwanted spam/investor garbage which I reckon if I was stupid enough to read would take me most of the day. The take up is probably running at 0.011%.

Here's one of many......could be 50pps fcf ffs! Yup thats fcf not cash flow. Imo that's probably all you need to know. You know all the other metrics. Of course the mrkt hasn't to date agreed with most pis bullish stance but then they have been bearish on G for yonks so no change there. On balance they have been right though coming round to the future growth of G their pricing in a slightly more realistic sp and valuation. There's been the geo political risk but that's been there from 1100 - 65 and you held/added to your holding during payment worries and ISIS when everyman and his dog was selling. Those days are over! Jeez I wish I was in your position H. Be flexible, I know if you achieve your exit point they say you should act -but sometimes circumstances change and with G its on a monthly basis, so I sure wouldn't have a hard and fast rule on 330 but you know that. Hit 330 you'll be a very happy bunny!

H..."I'll be gone by 330"....no way mate because if were still independent the fundies will point to a much higher valuation and like every other greedy bugger you will try and squeeze every last drop out of the sp. I would. I will. It's very easy to say but very hard to do. You will of course tell us when we hit 330 and your off to your retirement villa.

What would you think if you found out our Bod had been lending out G stock to short sellers? You'd do your nut! The boss of Norwegian Air has a nice side line in earnings by lending Co stock to short sellers in the guise of improving liquidity....yea right, and at one point 25% were out on loan. Nothing illegal but no wonder the debt ridden stock is on the floor. I doubt we have 200k of shorts.