Member Info for Locky82

Have you got a link to the presentation?

Look Ok. Ditching the dividend for a buyback program makes so much sense at these prices.

Insightful. Down when everything is down, is expected I suppose. Great opportunity for those of us with balls. Pretty bullish here personally. Buy the CPS acquisition, get the rest free. Thanks very much.

Always is…

Feel like it’s easy money here. They’re desperate to downgrade this, but I’m not buying the impact of the jab here. I don’t want to make broad assumptions about people, but I will. I’m not convinced fatties with a few hundred quid a month spare are to blame for the slow down in sales… because looking at the statements, there is no slow down in sales!!

Results look good!

Yup healthy cash generation, premium high street brand. Let’s be honest, 888 had no right buying WH. Reminds me of RBS and NatWest. I’m taken a small holding, I expect it will go to zero… However, it’s only got to out last Labour and there’s potential to multibag. Debt sorted till 2031. If it battens down the hatches it might get through. Worth a small punt.

Don’t know if this is the bottom but seems a decent price for a punt. I’ve have a brief look a financials and even with the tax reform they can survive, and that might be enough to see some profit.

Now if they manage to sort the dogs dinner of will hill online, get it resembling a professional application to rival its competitors then I may be onto a winner.

What’s your target price? I’m split, it’s looks decent value but convinced it’s still over priced and could be a value trap. The whole sector is in terminal decline, the only bits worth buying are Guinness, their stake in Hennessy. Their total portfolio outside of these two brands can really be traded down by the remaining punters. I don’t by the luxury play either. Good luck

Retaliation, soz

Well the market obviously believe this the extent of Irans relation. Likely to be one and done, oil to slip back to $60. I bought BP as a recovery play, before the latest crisis. Still value here, just have to sit tight as planned. Pretty irritating that I bought in at 345 and $61 a barrel. Saw a 30% increase to the price of oil at peak but only 12% to BP! Would have been long gone had they gone together.

This is it. Basically every excess penny they make during this period of elevated oil prices needs to be thrown at debt. Even if they use their $71 figure, fine, everything above this goes on debt or directly back to share as a special. Useless bunch

I’m wondering whether I should hop out and buy back in later when the yanks have brought it back down.

Honestly, mid to long term this is potentially more screwed than the baccy companies and needs to be dishing out yields that reflect this. Could go a lot more…

None of that matters if alcohol is out of fashion. It’s a social drug in an antisocial age.

Nobody is buying it. The only solid thing we have is shell saying it doesn’t make sense and buying back their own shares is the correct strategy. The rest is Bloomberg chatting to ‘industry insiders’.

It’s one of those, the longer it stays suppressed the longer I can build.

Oh and smith thinks the rise of diet jabs… looks like he backed the wrong horse with ozempic.

Bargain imo. I think the fall is attributed to higher for longer, inflation, declining sales, Guinness stock issues and of course tariffs, etc. Tot up all the brands and there’s deffo value here. The young turning their back on booze is over done and is like saying they’ve turned their backs on home ownership, they’re the skintest generation in a long time - that will turn though. I’ll keep topping up at this price and honestly think I’ll see handsome returns by the World Cup. If I’m wrong I can’t see too much downside from here so worth a stab.

Short position had a fractional reduction Monday. With every going on in the world an energy company focussed on renewables with a p/e of 8 seems like a decent bet.

the way this moves on no news is so disappointing. dog **** company

Can tell the crooks are back en masses. Down 5%+ today I think… we need the cosmans to save us