Member Info for Mandrill

Maintaining some continuity to avert MAYhem (couldn't resist) isn't a bad deal.

JMO: that's a question for cameron. It was all a political gesture, and he came unstuck.

Think our trade with US is only about 0.2% vs 60% with EU. We can still trade with US, separately from the proposed bilateral EU rule book, but nobody wants to listen to the facts.

Mother Theresa said something about head vs heart and if people stopped to think they'd see she is right. Politically damaging but economically prudent. Thing is, the media love all the turmoil and trouble and all that. They'd have had a field day with Copernicus.

A case of a hope over substance causing dramatic volatility which means you need to watch them almost hour by hour. Investors bale out as suddenly as they pile in. I made quite a lot out of the likes of ENQ (not a minnow i know), RKH and IRG but it was fortunate that I was able to monitor them closely. Am also in ECHO and it looks good but things can turn on a sixpence.

I was thinking of people piling in on hope (was not comparing the two operations). Only hope this minnow is fundamentally different from the XELs,XCITEs,RRLs etc. and I don't lose my shirt again.

also we had similar madness with XEL and others

Enlighten me; how is the result baked in the price when the results aren't yet known...?

'twas a spike - otherwise it would have held there - but we get these patterns with many stocks as investors get over-enthused...

Not sure that 'everybody is positive. Read what Berenberg say. However, on that basis LLoyds is a buy as broker outlook is always wrong. They don't seem to care that they make themselves look really stupid e.g. the idiotic Vod price targets. Regardless of 'cycles' and Brexit individuals and businesses still need to bank. I remember selling LLoyds yonks ago at 450p but not saying it'll get there though!!

Indeed. Vod doesn't seem to feature in the most popular funds like other bluechips do, despite its massive divvy.

I pride myself on being wrong 10x more than I'm right, but I 'feel' that the sp decline is bottoming out. if that's true and the divvy is maintained (no evidence that it won't be - only speculation by some) then VOD has gotta be a buy. Innit.

Ignoring the mad spike at c.55p, we seem to be treading water now until the next RNS. Must admit to being confused as to when first oil is really likely and the true funding position but guess the sp will reflect the current POO at the time.

Lastcall: What's the basis for that assessment?

Getting confused with O2 I think

Indeed. This "something's up" suspicion abounds but with no tangible evidence other than perhaps the debt.
Maybe not a valid comparison 'cos it's listed in HK, Hutchinson's sp has been declining at the same rate. EE in UK has over 3rd of all mobile traffic but yet the parent company sp continues to decline. Could just be antipathy towards tech stocks. WTF do i know though.

The chart direction would indicate otherwise, but is it just possible we are hitting bottom?
Some folk are saying the yield is unsustainable but surely that's just a function of the dividend/sp ratio? Many suspect the dividend will be cut (as pundits did with others like RDSB) but as far as I can tell the company has not indicated that have they? So as long as the dividend is sustained this looks like a bargain. Maybe that's the basis of the seemingly ludicrous broker price targets. Although a a target is just that - it isn't a prediction....

We can't stay in the ******* customs union with being lumbered with the other conditions. for the life of me i can't see why Labour and others keep peddling this nonsense.

PMO's sp ascent is amazing. However, if I buy today it'll go down. If I don't it'll go up.

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