Member Info for Mandrill

Given the long term, relentless decline in the sp, I ask myself why would anyone buy ? There are lots of buys - are all these buyers stupid? Are there enough people who think it's a bargain and will recover? It really puzzles me. I keep thinking of averaging down as not been sensible and sold out last year. But so far i'm glad I didn't. The quarterly dividend is welcome and in theory good to reinvest but only if the sp recovers. I can't see that happening.

Both Shell and BP look like they are a buying opportunity, however, if we get a Brexit deal and the pound rises then in theory they will go lower.

Hoping things are quite stable with no more ridiculously large acquisitions to pile on the debt.
Vodafone seems to be doing some sensible things regarding shops and digital services.
The P/E is high but this probably reflects the debt (?) With a massive entity like Vodafone the number could be quite academic.
Conversely the P/E of Shell is only 10. Does this mean Shell is massively undervalued?

The creation of those states was only possibly due to the relative dark ages of the time. People are extremely daft who witter on about what we are seeing in Parliament leading to that kind of thing. The media won't allow it for one thing.

So adoubleuk, do you have sp target in mind for HUR?

On the face of it this looks like a good share. However, what's not to like is the reversal of fortune which will happen if you follow NT trades. He will then post that he somehow got out just in time, based on no information that the likes of you and me could ever discover. Funny that.

No not good value. Look at the continual downtrend in recent years.
I keep thinking it might be time to reinvest but then I look at the long term chart :-(

As I've posted before, I feel the sp is going to be held at around this level which represents fair value. With the divi it's a kind of bond proxy. There doesn't seem to be much on the cards to re-rate it substantially. If we get to £2 within a year then I'm a banana. I should say I'd be another 50% a banana.

Wasn't there some prospect of £1 a share being held back pending the court case? By the time we get it - if we get it - it'll be worth half that.

Yes we need to give it about 2 years i.e. into 2021 to gather all the threads together to make it a viable producer.
The noise over the last year or two was just that - noise. It was never gonna get to a quid in that time.
My predication 0f 41p short term has been broken through, but not by that much.
I have no idea how much manipulation is going on now but hope for stabilization at these levels.
Shall I buy a few more? My fear is any bad news will drive it sub 20. If I bought more that would surely happen.

Tempting to take a punt given the news item an hour ago,
Probably a lot of nervousness in the finance sector holding this back. Really on the ball I am.

Watching the trades (if they can be believed) I see a fairly big buy about an hour ago. A pure punt I feel like putting 140k on red.
I'll spare everyone my latest sp prediction since they always prove right.

This really is a share for speculators. My 41p prediction has come about. I'd hoped by predicting 41p I'd be proved wrong.
Analysts are irrelevant and their sp targets are idiotic. They cannot possibly know how things will pan out.

Theory is: as leverage has increased the bond issue tells of a need to raise money. Profitably growth remains steady if modest though.
The P/E is also a tad high, but this is a premium company.
Around October has been a bad month in the past in terms of market volatility.
Think your £32-ish view is probably about right but something tells me things gonna get choppy affecting sentiment and hence sp.

I've bought several lots of IMB as they've dropped over recent years and each time they've gone much lower.
Nothing the BOD can really do about declining demand and the massive taxing of smoking.
Maybe they should diversify into food or clothing.

There's gotta be something bad here that we pi's aren't getting.

As this started to turn positive I thought I'd missed the upturn, but wonder if the bond issue has dented confidence? Still minded to wait until well into October when historically bad things happen.

My prediction still 41p. Hopefully the market won't push it lower. The climb back will be very slow.
I only wish I could benefit from my predictions - which tend to be right as long as I don't act on them.

I've posted my opinion before that 160 is really the current market ceiling until the next report. Hopefully there'll then be another re-rating upwards rather than downwards.

SIPP - I have posted about low 40s quite frequently and it wasn't a 'guess'.