Member Info for lselsf

Share price is down 97% in the 5 years you have been a "consistent investor". If that gives you complete confidence you need help.

A turnaround is always on the corner isn't it? More pumper accounts than before so must be true. Dearie me.

Where are our 2 pumpers to explain away?

I always found it fascinating how some were being strung along here. After years of claiming order book manipulation and breakthrough potential on the horizon have our 2 pumpers also given up?

31 is an absurdly low price. 31 would been considered a low offer for Aveva before the OSIsoft acquisition. Some statements from holders:

"Top-20 Aveva shareholder M&G, which owns 0.75 per cent of the group, said it opposed the deal and would vote against it, adding that it undervalued the longer-term potential of the company.

“M&G is materially underwhelmed with the opportunistic £31 offer from Schneider Electric for the remainder of Aveva, and we’re disappointed that the Aveva board has recommended the bid to shareholders,” said Rory Alexander, UK equity fund manager.

Another top-25 shareholder in Aveva said they would accept the deal “through gritted teeth”, adding it was representative of what they perceived as a broader mispricing of UK stocks."

from FT: https://www.ft.com/content/dd2bc82e-1027-481c-b4e9-0cb575153e39

30% Aussie WHT on divs can be reduced to 0 with UK treaty but how many UK platforms do the paperwork? Not had any success with UK platforms on anything other than W8BEN which is often not useful as Americans pay out the least. There will also be FX charges.

UK platforms not great for Aussie dealing usually requiring over phone. Have a large position and happy with BHP but delisting may complicate things.

What happens to the NYSE listed ADR?

Adding 125M shares on top of the existing 166M will increase shares outstanding to 291M. The new price after issue would equilibrate to around 33 based on current price of 41. At P/E over 100 already it all seems far too expensive.

Centrica has many issues more so self inflicted than industry or regulatory or political which are compounding the misery. Conn is an easy target but he alone isn't the issue, the strategy has to be replaced not just the man. A few have mentioned in their lists Centrica's main problem is that it is no longer a utilities/defensive company, it thinks it is a tech company overly focussing on Hive and downstream customer services where it has neither edge on product or price. A turn around is required in strategy not just execution. This won't happen until some milestone event, probably dropping out of FTSE 100, until which they will double down on current approach.

You post a lot but get very irritated, defensive and personal at the slightest question. Anyway, the problem with your claim is it doesn't add up as all 4 trades at 20.5p today are registered as sales and given the high spread you're implying everything else must be wrong if yours is.

What time and volume was your trade then?

Curious how persimmon will spin this one. One time windfall used to prop up sp, what happens next?

Damp squib. It is better than paying outright as special divi but the sp will still just drift down over time. It's only up what 10% for a one time windfall from selling off the majority of revenue earning arm. Six months ago the hypers were confident of 10p+ payout. I don't have and won't have a position in THRU, I gave up long time ago on both tue share and the few on this board who aren't willing to engage in serious objective discussion.

OK, clear. Know that "value" in share terminology has a different connotation, it is not a synonym for cheap/bargain or cases of "short-term upside potential."

Are you implying this is a value share? Or merely there was a buying opportunity following sp decline on chance of a takeover? Not sure what figures impressed you but if the idea is long term you have to look into technology and market direction discussed in previous threads.

The criticisms of those who didn't hold/buy is unfounded. This company was and continues to be in significant trouble, take over speculation and obvious insider trading spiking sp is not for long term gain. There could easily have been bad news plunging sp by similar or more and there are better returns for similar risk profile if the aim is taking a punt.

In these areas "security concerns" will curtail Chinese from winning conracts in entirety but, yes, ultimately as things become commodity over luxury/niche the margin between components and assembled package will be so small it won't be worth it. LWRF and the like will go first, ISAT etc will follow.

The problem is they haven't done well without competition. Throw on top increasing debt and competition in other areas especially growing markets like onboard wifi on commercial aircraft you see why it is not an overreaction. Too many on here are overly optimistic without reason, have to think objectively and consider the trend, these things are unrelated but not in isolation. There is a pattern and management is struggling.

VLS has 4-5 rampers like you are for THRU I make fun of. They are way ahead of you, they post daily are far more deluded. I never had and would never take a position in something like VLS. I had a position in THRU which I sold once it became clear what was going to happen, already posted about it, presume you've read since you seem so obssessed with my post history. Anyway I see you won't keep to topic and just want to muddy the water. Keep up the hyping, it has gone quite here, even if you string along a mug or two to buy the major holders have been slowly loosening their positions. If you are a serious investor you will know that not all recent threshold RNS have been posted here. Good luck mate.

Glad I 'ran scared' and sold with a loss of 11%. Had I been brave like you I would now be looking at a loss over 30% and growing. Wish I was as brave you, you're like some kind of superhero.

Uhm, I never said that and I sold in December for an 11% loss, detailed in my Dec 22 post. Stop trying to divert and bring down to some childish name calling, nobody will fall for that. You have no answer do you? You have lost a lot on this haven't you? Hopefully you are learning and doing damage control, I've seen hype masters lose more than money and get depressed on misadventures like this. Take care and good luck.