Member Info for Locky82

Oh you’re right! What a mess. Indefinite strikes are a nightmare for NEX and a risky strategy for the drivers. Will be interesting to see it play out

Thought the vote was today.

https://www.standard.co.uk/news/uk/national-express-unite-west-midlands-b1068310.html

Going to be interesting Monday morning…

If there was any PE sniffing around is it likely to be shorted?

Well you need somewhere to ‘pivot’ from

Doubt this is the reason for the drop, more likely a coincidence but that’s just my feeling.

The one reservation I had from the 3rd was the good will payment? Can anyone actually shed light on this… I was buoyed by the presentation though and didn’t give it much thought as the SP starting rising.

115 looks inevitable now. Just hope it happens around payday. Lol

What price do you consider bargain basement?

Just need to remain patient with this one. 8% down on Monday 6% up on Tuesday, all on the back of a US tech focus bank being bailed out, give me a break! Its now patently obvious the movements we are seeing are not linked to the quality of the company. This could even be a poop and scoop. For me this is a great play if a market correction and/or recession is on the cards. Downside cant get much worse but you keep a pivot in play... When it comes! Sustainable, environmental, affordable, essential to gov, and I'm convinced with be yielding 7-8% next year. GLA

Couldn’t agree more. This is a good company in good hands. I’m going to hold this for a long time and not interest in messing around for a few pence either way. Im hoping for continued price suppression and ludicrous broker ratings to benefit to my long term goals. This has had a previous market cap of 2.8b in 2015 (with net debt c800m). Adjusted for inflation thats 590 SP. I’m not say it will get there but safe to say sub 200 seems cheap. Dyor

Dividend: If approved by shareholders at the AGM on 10 May 2023, the full year 2022 dividend of 5.0p per ordinary share will be paid on 15 May 2023 to those shareholders registered on 14 April 2023.

14th April rings a bell

1) it’s currently a 3.7% yield. 2) Which banks are paying 4% and how long is your money imprisoned. 3) You’re assuming no interim in September, if there is you’ll be on baccy yields for a company that’s essential to decarbonisation. You my get the entry point you crave but talking **** on here isn’t going to make a difference.

If that’s the case, and it probably is this will be a good one to go over the edge with. A sound boring business already at an artificially low price (imo). I assume your ****housery on here didn’t get you the entry you was after, better luck tomorrow mate ;-)

I’d go further!

Buy buy buy!

This is not financial advice. Your capital is at risk. Investments can go down as well as up and you may get back less than you put in.

Don’t look a gift horse in the mouth! I’ve managed to scrap a bit together. The longer they keep this cheap the better, saves me time finding for value in other safe companies.

I wish I had the available cash!

Fundamentals are solid. The price moving down is an opportunity.

Thats fair enough. My uneducated take is solely based on the headline figure of 11% which seems to be a decent inflation busting platform to work from, without taking industrial action. My view on unions is based on the one I’m with. I’m not convinced it has its members best interests at heart and is more interest in having a fight with the Tories. Hopefully it’s all resolved soon.

I’m generally pro union, working in a sector that is in pay disputes. However if a 11% pay offer was on the table I’d hope my union would continue discussions and not cost me pay, as a deal shouldn’t be too far from reach. I don’t know the in & outs of the dispute though. I do have a feeling some unions are using the current climate to demonstrate their ‘value’ to members and are determined to strike under any circumstances.