Member Info for Longish

'stockmarket discount to the carrier’s sum-of-parts'
SP looks c50% discount to sum of the parts, similar to VOD. Maybe broker targets 150+ not unreasonable in a shorter timeframe?

He is right that operators duplicated and more, the number of masts needed for geographic coverage. Put a transponder where you want one and mast sharing has reduced costs massively.

'I only invest in stocks I'm happy to hold indefinitely'
Agree with that. Buying and selling over the short term leads to inevitable leakage. Thats gambling and the house always wins.
VOD on its way up slowly and 2 nice dividends over the next 6 months. Full Year performance might accelerate SP recovery. 117 my guess this week.
Aimo

Here is the link to B T financial reporting timetable
https://www.bt.com/about/investors/financial-reporting-and-news.html

Looking back 20 years, after a 'dry spell' BT reintroduced a small dividend. Whats the chance of a small div and SP impact same day if BoE increases interest rate

"share price , so what's your predictions for this one guys, if any of you would like to take a guess ???"

I wont be selling any unless it gets to 350. I collect the dividend instead of buying an annuity.

Android £3.02
sb £3.05
Goose £3.14
zac0_4 £3.15
licker £3.20
Longish £3.21
Grezzz £3.26
Grandadtom £3.27
Henrythecat £3.28
Robbyw £3.29
Emerald £3.30
JPWilliams £3.31
Jezzoo £3.32
CharlesRix £3.33
Wmmg £3.34
Cong £3.35
Bugerov £3.36
Spights. £3.45
Plas £3.5

Friday Club
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£3.03 Longish
£3.33 NSS

Should be a good run up to the result with approximately 20 more days of buybacks
Q2 div paid next week
I am expecting higher lows !

£2.77 Owl85
£2.79 sb
£2.81 OhMarko
£2.84 zac0_4
£2.86 jEFFREY
£2.88 MarkGo
£2.89 DiggerDave
£2.94 seen_it_done_it
£2.95 Emerald
£2.96 Share-ninja
£2.98 Bugerov
£2.99 Falky
£3.00 Cesna
£3.01 Android
£3.02 Sigma1
£3.03 JPWilliams
£3.04 Henrythecat
£3.10 NSS
£3.17 Spights
£3.07 plasmerman
£3.24 Longish

£3.02 MarkGo
3.05 Jeffrey
£3.07 Android101
£3.08 Sigma1
£3.09 Falky
£3.10 Grezzz
£3.11 Bugerov
£3.12 JPWilliams
£3.13 sb
£3.14 Longish
£3.15 Rjb92
£3.17 JSB
£3.18 NSS
£3.19 Cong
£3.24 coolebenji
£3.29 Spights

'GLA - you need the patience of a Saint if you are a LTH'
Agree. I dont just rely on Vod though.
I do baptisms and talk to the animals as well.

Touraco £2.99
PANG £3.32
WMMG £3.06
NSS £3.18
Sharefall £3.20
Android £3.23
KPMAN £3.23
oneyboy5000 - £3.25
slarti-bartfast £3.26
Winnerlot £3.28
Digby04 £3.31
Spights £3.40 :)
Longish £3.46

The global narrative seems to spin on a sixpence. With china correction c$1.3trillion and Biden global stimulus $1.9 trillion, BP is only going up.
Buy the dips imo
http://oecd.org/economic-outlook?utm_source=Adestra&utm_medium=email&utm_content=image-ieo-presentation&utm_campaign=IEO-2021&utm_term=eco#presentation

I guess the liquidity forecast gap in 2022 could be filled by a farmdown from kenya and concludes the $1Bn portfolio management action taken 2019/20. Legal form of the refi still to be agreed but bond prices have risen because the plan is being delivered based on the substance of Rahuls plan plus evidence of execution. Oil $10 more than the long run oil price in the impairment and, anyway, the liquidity gap is caclulated on the base case/ lower oi price. Its all tilting to the upside hence the SP is rising.
Dont think we get the real value until the refi is complete end of Q2 or Kenya end of H2. Rahul options crystallise 2025 so I expect he wants maximum value then although could he get it earlier on a bid?
High risk still but definitely worht persevering for higher SP imo

at the end of the tunnel. Tough couple of years for value investors but feels like the next few years could be less stressful. I got in and out from £5 and same from sub £2. Staying in now for £5. Div later this month. Div entitlement next month and I bet a cracking set of Q1 results to push us higher. GLA

Thanks for all the great posts Tony. Good luck.

'Tullow agrees US$180 million sale of assets in west africa to Panoro'
Just what was needed. Hold tight imo.

45p+ would see us in contention for ftse 250 with rbl and refi under our belt imo

'Capital in the Twenty-First Century' is a good read. Substitute ww3 for a global pandemic and its kind of prophetic.
https://en.m.wikipedia.org/wiki/Capital_in_the_Twenty-First_Century