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If you are inside a tax shelter pension or isa this is irrelevant

The only other consideration is if you want the gain to be capital [trade it] or income [ wait for divi]

Its nearly always not worth the trade with the 1p spread 0.5% stamp (3.5p) and fees

No not worth it when pay the stamp duty spread and fees. Better to take the divi then await quick recovery. If you buy now abd hold for 6 months you are getting 8.3% in 6 minths

Simply if I'd have followed the jpm guidance from the ridiculous post float price to todays rediculous low price i would have list alot of money instead of a bit of monet infact complete opposite to the market movements

Make your own mind up as to why.but their guidance is so far out all the way through it does look very very odd

Got to be in imho. Debt gone. That surely would drive a multi bag rerate with on the v strong debt free balance sheet that would create and realisation of the value of these brands and assets

What else can it be ri drivebrhis rise

I did look at the calculation it gave on dcf. It was quite in depth. With all assumptions at bottom end it came out at 800p

Just asked it to do a DCF valuation. Answer with analysis £20 per share

I disagree. The 30m hasn't disappeared its merely been accounted too early. Therefore the impact on DCF valuation is to discount the 30m from this year's DCF to next so in pure financial terms is very low

The issue is more trust and lack of control which the deloitte report will adress. Then hopefully we should all see its a one off timing matter and we bounce back close to before all this with a few people sacked

This will.go.to.750 then wait report

Big unknown here is as its an accounting policy issue, could it be more widespread in uk.also and what other policies are wrong too. People saying its just US, contained and overdone then why are deliottes coming in? Too many unknowns here but agree 30m may not be where this ends as we've seen many times before

Nah they are just calling it as it is. Never made a profit not clear it ever will. Eternal discounting [why?]and eternal shock profit warnings plus a giant vampire squid round its neck that's never been market tested called ingenuity

Masterclass on how its done

Did they.mention Numis?

I think David Ike has joined us chaps

I recall posters saying waiting to get in at 580

The yield underpins this value. IMHO 750 to 800 is fair and the dividend is growing and well covered plus with interest rate drops it makes the yield even more attractive. Its v cheap vs aviva. If we were valued at aviva yield this would be 10 quid

If the prucee drops the yield is even more attractive and people pile back in.

The value of this stock is not the key buy decision. Its not a growth stock but a yield stock and the yield is highly attractive given

It size

It's growth

Its cover

Vs interest rates falling

Moulding hinting at mitigating numis....but didn't they simply give an opinion that called it right? The 90 % crash must have been heavily due missed targets repeat, lack of transparency, undelivered promises. I just wish he would deliver what the market wants or move on hes had long enough but failing in a market that's booming

As risk averse as I am hence why invested here I can't since any high probabilities triggering a crash

Its an excellent safety stock paying one of the highest divisdends still despite rise in the global 500 and a growing divi with cash cover well ahead of expectation. At a time when uk bonds and equities are both good value.

I'd say more chance of a takeover to get hands on cheap cash than a correction. Why woukd a US blue chip borrow from a bank when can get cheaper cash here or a US life fund to get enhanced returns

They are boroowing off current tax payers sure they paid tax but not enough to support the triple lock and health care.

Its immoral it needs to stop. It will be stopped

It needs stopping. No way should only no.productive pensions get such a privilage the country can't afford

Its pure wealth transfer from workers to retired. We need to give the workers a break

Stanley

This business doesn't need fudsters. The real missed targets, broken promises and opaque smokescreen have been far more than sufficient