Member Info for LtCaptain

somebody said China is still struggling with Covid... no China is NOT struggling. They are just being silly now with their zero covid strategy. Over in China it only takes a handful of people to get covid in a city and that whole city can get locked down. Im not even kidding. The covid suppression strategies in play there are a bit to extreme with no sign of let up.

big-blue: is that what you consider anyone that calls out your nonsense? I'm not the one who said this: "Sooner we get Russia under occupation, the sooner markets can get back to post covid growth." That was you. You're just upset that you've been called out. Fancy yourself as a little keyboard warrior do you? It's people like you that fill these bulletin boards with drivel day in day out. I mean who posts nearly 8000 posts on a board like this? 8000 posts! goodness gracious me! Do you literally spend your life on this board?

big-blue: On 11 August at 12:43 you said "Sooner we get Russia under occupation, the sooner markets can get back to post covid growth.". This one sentence says alot about you. Occupy another country just so that you can see some economic growth?!!! Unbelievably evil. Doesn't matter who dies, the death and destruction, the regional instability, what comes after... but as long as you can make some money on the stock market right?

big-blue: oh really? what evidence do you have about civil war in Russia? or even the prospect of it? you came on this board to peddle BS about civil war. You're no different to other hair brained blood thirsty idiots who go around wishing the worst on others because it satisfies your own interests. Try some critical thinking for once.

My thoughts:
Putin will unfortunately for everyone including the ordinary Russian people remain in power and outlast pretty much every western leader currently in power. Sad fact of reality and that of dicatorships the world over.
At some point in the coming months Ukraine will be pushed into agreeing a peace deal with Russia. There will be some relinquishing of terrority illegally taken by Russia, and some will probably remain in some form of semi-autonomous form (which Russian will claim is independent and siimply just guarnteeing security or something along those lines). Crimea, Donbass, and Luhansky regions probably. I rekcon Kherson and that whole region west of Mariupol will be returned in a peace deal.
As part of the peace deal the west will be most eager to restore some normality in engergy supplies and that's about it. The west will will continue to try and sideline and subdue the Russian economy in most other ways. This will work to hamper any efforts of Russia to restore it's military to any kind of decent strength for a couple of decades or more. That will suit western countries very well I imagine. Restoration of stability and supply of Russian energy will be pivotal in bringing down inflation around the world. Energy prices are a major contributor to inflation.

Meanwhile Ukraine will be pretty much bankrupt. In comes the IMF, and massive loans from western countries. In return massive privatisation of everything and loads of strings attached. Expect western companies to capitalise on the Ukrainian economy in a big way. Ukraines economy will bounce back sharply and switfly, but taxes will be high and the country will be saddled with massive debt for decades.

Russian economy will remain screwed for much longer and be an unattractive place to invest for a long long time.

big-blue: you seem like a person who wishes the worst on others so that you can satisfy your own interests. A civil war in Russia achieves what? bloodshed? more death and suffering? Dictators like Putin and the regimes they preside over are always heavily bedded in to every aspect of state institutions and certainly the security apparatus.
People like you always come out against the likes of Iran or Venezuela, and suggest that the leadership is going to get toppled, the people there are angry, there will be civil war etc etc and somehow some kind of civil war within that country will make life better for all. Really? what kind of blood thirsty person are you?
In countries like these, the people are generally powerless to effect change. If they had any power to effect change it would have happened years and years ago. The dictator at the top would not last 20-30 years or a lifetime in the role.
It's wishful thinking on your part, and speaks of your capitalist greed.

I agree. Marson's is definitely a prime takeover target. It ticks all the boxes that private equity like. It generates cash (with substantial potential for cost cutting to enhance cash generation - massive value to be had there), it has a huge property portfolio with the overwhelming majority of properties owned freehold (massive easily realisable value there. value that would be multiples of the current market cap), and an established brand with a long history.

The problem is, would Private Equity at this time be prepared to pay 3 - 3.5x the current share price? so something like 120 - 140p ? I don't know. Best bet for Private equity would be to buy up shares on the open market and then go for a hostile takeover.

Another thing that works against Primark is the really expensive bricks and motar stores all in prime locations in city centres. Boohoo doesn't have that added expense. Primark doesn't have an online offering.

Brexit and the absolute shower that is for the economy hasn't helped, and isn't going to help either. It's adding to the inflation problem. The UK has the highest inflation, and highest projected inflation, combined with the lowest growth rate of any developed country. Only Russia is lower.

Share prices of companies are forward looking. Therefore what's expected in the next 12 months (poor performance, lower earnings, and corresponding guidance) are factored in well ahead of the event actually happening. So inflationary woes, etc are all in baked into the share price now. Well the expected level of them is anyway.

continued:
So when you think back to the war in Iraq, people were duped on mass into believing that weapons of mass destruction were going to be used against the west and could be launched in 45 minutes was the real reason. In fact it was more to do with oil, and the petrodollar, than anything else. It opened up Iraq's vast oil resources to the world. The US tried and failed to gain hegemony over the Iraqi government in the end, and Iran ended up the biggest winner on that count. There was massive bloodshed and it is thought as much as 2% of the Iraqi population died (directly, or indirectly from the war). Tell me - were the populations of the UK, and US so uneducated (in your terms) to believe that propaganda? Not really. It comes down to how the information is conveyed, and the creation of fear (45 minutes and we could all be wiped out). In the case of Russia, there is similar propaganda being used by the Russian state to create the necessary fear of Nazis etc in neighbouring Ukraine. Of course it's wrong, but that's what happens when countries start trying to justify their aggression, and invasions of another country.

carltt, you're taking a very simplistic view of the world. Unfortunately things are never that clear cut.
Firstly: Putin, and much of the security establishment in Russia are fairly paranoid people. The ever growing expansion of Nato into more an more European countries has only just fuelled that feeling. The EU, and Nato both dangling that carrot in front of Ukraine for years and years hasn't helped either. OF course the Ukrainians are free to decide for themselves if they wish to join the EU, and/or Nato - but joining creates a perceived geo-political-security risk for Russia. This in the sense that it opens up Ukraine to host Nato troops, and in particular US missiles, and specifically counter missiles for intercepting ballistic missiles (aka the star wars type missile shield) gains an added edge. This kind of thing would tip Putin over the edge - and it did!

Now if you're thinking so what if the US, and Nato troops, and their hardware move into Ukraine, it's none of Russia's business - well you'd be right, but at the same time you'd be taking an overly simplistic view of the implications of that happening. For example, what happened when Cuba agreed to host Russian missiles? It created a meltdown in the US government and security establishment. Now look at what's happened to Cuba. Also imagine how the UK would feel if the Chinese moved troops and armour, and cutting edge hypersonic weaponry near to the coastal areas of the UK - Of course it would lead to a response. If you're thinking the UK or the US wouldn't act like Russia - well more fool you. The UK , and US have already been behaving like Russia by invading nations all over the world to satisfy their own geo-political, security, or even simply trade/economic interests for decades, and even centuries. In more recent times the UK, Nato, EU etc have made use of proxy forces instead of physically deploying their own forces. Libya is a good example, Syria another. Yemen yet another. Further back you have Iraq, and even further back than that you have Vietnam. All of these have one thing in common - securing geo-political interests. It could be oil, petrodollar, or simply stopping another adversary (like Iran in Yemen for example) gaining hegemony somewhere that would be against the interests of US/UK/EU. The Russians (under. Putin) are doing just that. Who is in power in Ukraine, and the political direction of that country is entirely within the geo-political-security interests of Russia. Looking at it this way helps you understand why countries throughout history including the US, and UK, end up in wars which on the face of it don't make sense. In each case the country launching the war will pile on the propaganda to justify the war. In the case of Iraq, we in the UK we were made to fear weapons of mass destructions being launched within 45 minutes amongst other things. All with slick presentations by leading figures in government and even at the UN.

There was an approach at near 100p i think about 12-14 months ago. Marstons turned it down saying it undervalued the company! So a bidder would obviously need to bid higher to stand a chance.

So my one and only entry here is at 73p. Bought recently. I'm already beginning to wonder if I should have gone elsewhere!

what doyou mean by going private? i mean the company had an offer for 170p recently and turned it down. Accepting that offer would have taken it private. So which other kind of private are you talking about?

I suspect the figures on new car sales which were reduced this morning provide a good indicator about why there has been a continuous drift down in SP for Pod Point. Sales of new cars are down 24%. This is the lowest level in 26 years.
There isn't an awful lot Pod Point can do about this except wait it out. The cause of the drop is down to global chip shortages and it's further exacerbated by the Ukraine/Russia conflict which has disrupted supply chains. Most EU manufacturers acquire wiring looms, and various vehicle components from factories in Ukraine, and to a lesser extent in Russia. An easing to the global chip shortage and conflict in Ukraine will see car sales return to healthy levels. I think that'll be the main catalyst to the Pod Point SP. Until then whilst new car sales a constrained, battery charger sales will be impacted. Bear in mind, a sharply growing proportion of new car sales are electric. Only a very small percentage of second hand cars are electric. Therefore new car sales figures are incredibly important to the success and performance of Pod Point.

you'ure not taking into account share dillution due to placings and rights issues

Anyone here saying that China would be sanctioned in the same way Russia has been, fails to recognise the part that China plays in the global economy... especially so in western economies. Sanctions on China to the same tune as those on Russia would spectacularly backfire on major western economies. You would be talking about tripple digit inflation for consumer goods of every kind. A total lack of a availability for many basic products and materials, and a global recession. China is the worlds second biggest economy and the factory of the world. Would the west go that far for Taiwan? Did they do anything for Hong Kong which is in the process of being absorbed back into China?

Globalists! haha, some people use this term as if it's a bad thing. What's wrong with being a globalist? What does it even mean? To me it sounds like a good thing.

AUCOY is now at $4.14 which is £3.16