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Hopefully this reset will rotate money from stupidly valued tech and back to the safety of high yielding value stocks.

That money has to go somewhere!

It is mental but at least it's mental on the low side and not like tech stocks mental on the upside so not worried

We are heading to a supply problem. Demand will increase as we exit covid.

We have landed a star leader for renewable with big cress.

I just see the balance of upside vs downside risks very on the up.

Q3 will be stellar. Q4 will be even better

I'm staying in full 80k holding for certain

Who is Bulb? Is he The Man?

Who is Bulb? Is he The Man?

Thanks

Suggest you make your pigs will fly comment to Goldman Sachs and jp Morgan it's from them not me. But you made me rethink. Your expert pigs will fly analysis is robust and well thought through. I hail to your superior thinking. The experts are wrong. You are the new Michael Gove. Respect to you

Suggrst you make your pigs will fly comment to goldman Sacha and jp Morgan it's from them not me. Bit you made me rethink. Your expert pigs will fly analysis is robust and well thought through. I hail to your superior thinking. The experts are wrong. You are the new Michael Gove. Respect to you

Not a balanced view. What about the upsides. Oil could reach $100. Demand will also increase. Gas all time high. This is a cash cow beyond any forecast.

Every business I've been in the competition for CEO leave when they don't get it. Pretty normal

Keep thinking of investing here. Return to normal a long way off yet so would you wait till post furlough relaunches and post rights issue. Just trying to call the bottom. What entry point are people setting?

I agree they will be lots of buyers for a 6%+ return especially one that is inflation hedged and increasing its eps and reducing gearing at same time.

Not sure I agree with you on analysts there are quite a few alot higher eg goldmans 500 and I think bnp were high too to name two. If you ignored the outliers there was still a concensus near 400.

Exactly. I did think though there were a few more blue chip analysts in the much higher bracket. BNP Paribas for one and goldmans at 500

Agree BB to offer demand support it must do.

But with a 6% yield growing eps due to buy backs low PE ratio, inflation hedge, 25% below its US peers and a high oil price plus reducing debt value is building every day.

It can't drop on these key metrics or it would be stupidly attractive as a great inflation hedge and cash cow

I'm waiting a year but can only see upside with low downside risk

This share defies logic. Same oil price now as 2 months ago but since then business has strengthened..

Great set of results to be repeated in q3
Big returns to shareholders in buy back and divi increase

Should be 3.30 at least

Why do you say cheap? At 1.3 eps our PE is quite this year, 13 on fwd view to next. What sector wide ave are you using as benchmark

Mehme any news for the rise??

I'm not worried at all this price. The earnings are solid underpinned by a high yield and a solid transition plan.

I'd be more worried if I had an overvalued tech stock at moment priced on banking High risk prospective future earnings. Even if it stays flat I'm very happy compounding up my 6% annual divi. It won't stay flat though

Don't be silly

Good results.. All KPIs solidly up. This business needs a decent investor relations person. It shouldn't be below the radar like this. Its in the perfect sector good growth and great results