Member Info for mayfair21

Dip below £1.50 - cant see it . Treatt's reduced P/E ratio is now 9.8x half that of most companies P/E ratios that are above 17x . If the earnings don't improve and the shares do drop, one can see private investors hovering for a company buy-out

You sound like Churchill outlining his Housing (Temporary Accommodation) Act 1944. 500,000 prefabricated houses, with a planned life of up to 10 years - officially ended in 1951 with 156,623 constructed. We could follow America's lead for affordable housing.by increasing trailer parks. Then again we could just carry on building affordable housing with bricks and mortar.

Under the proposals the said housebuilders:

Agree not to share certain types of information with other housebuilders, including the prices houses have been sold for, “except in limited circumstances”.

'Limited circumstances? value judgements it is then - one mans ceiling is another man's floor.

Sounds like a open-book proposal and a small price to pay to drop an investigation as to whether the housebuilders broke competition law

Bit of an overrection on a new CEO and a bit of a margin squeeze particularly as the company maintains strong financial stability and a positive long-term. outlook. But hey what do I know.

Benzo

You make a valid point even though the payout ratio of  77% for the half-year is more reasonable, suggesting better coverage during interim. Nonetheless, one does have to keep an eye on whether full-year EPS rebounds to make the payout ratio more sustainable . The FY 2025 underlying guidance suggests recovery to support this payout going forward. Given this stock is a Dividend Aristocrat my focus is more on the recovery play.

An odd punt on a minnow - call it a speculative bet but Im buying in tomorrow. Lack of analyst coverage and victim to weaker global economic backdrop will not deter the studios from re-positioning in the global video games industry through a reputation that is trusted by 22 of the top 25 global game publishers. The above said this is not one for the risk adverse

Victrex's dividend payouts appear to be well-covered by its earnings and cash flow. At the current cash payout ratio of 79.6%, the dividend payments are covered by cash flows. While the company has a slow start to the year it does expect improvements in the second half with dividend expected to be maintained at the current level. As cashflow continues to improve, share buybacks remain an option.

Bottom fishing can be a risky strategy, but we all do it. I brought into Diageo a couple of weeks ago as even then they were trading at an irrationally low valuation. Now I find my holding at -6% and very close to the 7% stop/loss rule. I make no exceptions and if I have to sell I will and return when I can see the upside. Of course, the upside will happen, but when? next month, next year or 2030 ? It's the hope that kills you.

Or it could be by appointing two brokers, the company can tap into a wider range of investors. Having more than one corporate broker can be seen as a sign of ambition, maturity, or growth . It shows they're serious about investor engagement and capital markets presence.

This bit of write up I like - "short working capital cycle and a business model that minimises balance sheet risk... bulk of profits is converted into cash ... This will be used to ... fund a progressive dividend policy

The Company, " does not intend to report quarterly going forward

No reason? don't they look at their balance sheet - Nice rise, shame about the spread.

"world class gas play ...much like the recent evolution of prolific gas plays in the United States that have transformed the U.S.A.'s energy independence trajectory, our results continue to indicate that Georgia has the natural gas resources to follow a similar path." That last statement in the interim results tells its own story - FFR are laying the foundations for the majors to step in - unless anyone thinks a minnow - the size of FRR - could have transformed the USA's energy independence on its own!

December

The Company, " does not intend to report quarterly going forward ".

The Company will notify unaudited interim accounts for the six months ended 30 September 2015 by 31 December 2015. The Company will publish its audited accounts for the year ended 31 March 2016 by 30 September 2016.

That is my understanding too. OCT said " it does not intend to report quarterly going forward".

My sentiments too.

100% correct - expect you forgot to add in growth - which was 30% from last year and expected to quadruple by the year-end. Now carry out a geometric progression ratio to provide the constant rate of return over the time period you refer to and see what you get?

D66 - I've marked your words' and the result is (D-). You did gain 20% for your circumstantial evidence relying on inference to connect OCT's growth and earnings to a conclusion of fact, however 80% of marks were lost as you provided no direct evidence to support the truth of your assertion directly—i.e., without need for any additional inference. Need to do much better to gain a A+. Would suggest a little more research.