Member Info for Just_My_Opinions

I think I paid only �90 or something for a full year membership. No brainer... it updates based on analysts and daily date supplied by S&P. Not sure how much it is now.

If someone is worried about a 9.3% drop, then they must be putting too much money into one company. It could drop to said 185p then bounce hard and be back to 204p within a couple of weeks. Or it could go far lower, and then recover to far higher than 204p over longer. This is why money management and holding a balanced portfolio is sensible. Yes you might not get big gains rapidly...but you also don't get big losses rapidly either. If A stock goes from from 100p to 50p, that's a 50% drop. To get back to 100p from 50p you need a 100% rise just to get back to 100p and break even (not including fees and stamp duty) So going in big is not worth the stress. If you want to go in big, spread the risk over at least 10 undervalued stocks. Some will under-perform, most will probably do well and you'll get a realistic percentage to compound on over the years.

That valuation can obviously change based on new fundamentals.

According to SimplyWall.st this is BT's discount to future cash flow. Obviously this is only one way of valuing a company. But cash flow is key in my opinion. As long as the cash is flowing, problems with the business such as Pension deficit, office relocation and severance pay can be dealt with. And dividends less likely to get cut or stopped. https://drive.google.com/file/d/1nX1ioeaMgtwdi7U8LAPcfX9rgOrJ1pdf/view?usp=sharing

https://drive.google.com/file/d/1raEjNrLCoFtqG3xn3AoN7cWSlUDlDuwL/view?usp=sharing The about right value has increased by 3 pence in the last 3 days. It updates daily, so this calculation must be fairly detailed, I assume this is down to the increase in price of some of the commodities Glen mines/trades. I'm going to email SimplyWall.st and ask them why the valuation has changed slightly.

:-) https://drive.google.com/file/d/1c0OZhAoseaFm-hhmm9TqnVk6GDyuIbFW/view?usp=sharing

GSK https://drive.google.com/file/d/1A-_76th5KukV9HEXEfLWENPN0Y1Z4EFE/view?usp=sharing

Just zoom in to see the price increases, I had to make the image small to get it all in the screenshot of my email.

I'm an EE customer on contract. I just got an email showing price increases for any usage outside of my plan. I don't know what revenue this will generate, but I know the price hikes are big percentage wise. So clearly the management is working on cash generation. Cash generation is key to restructuring any business, cash is king... and as long as there's adequate cash, the company can be cleaned up financially. https://drive.google.com/file/d/1lYGvg_Y2jntVm6NEA1FcxgFEjSDdTC7f/view?usp=sharing

Billy both buying & holding (and) trading works if done right. Buying and holding works better over the long term, I've always known that. If trading was better than buying and holding, Buffet wouldn't be at the top of the list. The reason I trade was down to me not liking letting go of control... a personality thing. When buying and holding you have to let go of control to a degree, ignore the daily movements of stocks unless it's down to something bad fundamentally... and just wait till it gets to the price you think it's worth based on fundamentals. I want to get more productive stuff done during the day.

I agree, like I said not trading it. Will buy more if the gap is closed to 11.48 (Probably)

So far I hold... BT @ about 203 target �4 Glen @ about 395 target �6 WPP @ 1359 target �18 Dividends will be reinvested, extra tranches will be bought if they get cheaper, and targets changed according to fundamentals.

Buy and hold, not trading it. There's an unclosed gap at 11.48 and 13.91 it could head to 13.91, then drop closing the 11.48 gap again. Or it might be a breakaway gap due to an overdone sell off before. Either way I'm in at a small amount so can easily take more tranches. Going to build a portfolio of 10 to 20 stocks slowly.

Pros ==== Discount to future cash flow 48% @ �20.18 2.41 dividend cover, revenue, eps, profit all up on last report. Closed above the 200 MA on the Daily chart. Cons ===== Martin Sorrel is no longer CEO. There is no CEO, but he's still a major sharehold. I suspect he will have ways of influencing strategy.

@ 13.59, target 18.00 minimum will consider adding if it drops.

So they cut a deal with the Lion, Gorilla, Panther and Crocodile. Unlimited supply of fresh meat in return for mining licenses.

@ �13.59, target �18.00 minimum, will add if it drops.

To be honest Billy, the majority of stocks on the FTSE will get shorted with real shares on a daily basis. But they will be for amounts far lower than 0.5% of the issued share capital so go unreported. Even retail investors can short real stocks, I've learned. You can take out Level 2 accounts with DMA trading access to trade CFD the broker buys/sells an equal number of shares to your CFD position value on the real underlying market with that type of account.

Lansdowne Partners may not have completely closed their short, they dropped below 0.5% which is the threshold for reporting. The last amount was 0.46% they could still be holding that, although I think they would be stupid to at the moment.

No the list of past shorters is on this link https://shorttracker.co.uk/company/JE00B4T3BW64/ But that doesn't mean there wasn't something going on behind the scenes, some sort of deal with one of the shorters. Not sure what the motivation was behind it, unless they genuinely believed they were right and were warning clients in a research note.