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The dividend I believe is linked to profits percentage pay so will change every year think 40% but you can check yourself.Personally I think margins will be holding up and latex part of the business recovery will happening quicker than what they hoped for.Also note seems Blackrock just showed up 5% holding gl.
Still no update on the possible sale off the Chromium unit but if they manage to off load this lower margin business and pay down debt or reinvest in the more profitable parts things could start to look up share price wise and also slim down business may attract another possible bid.
I can see your frustration with the share performance to date there has been the CMA investigation ongoing and now today historical claims of sex workers in the Gaurdian through internal investigation founding nothing and results passed onto the authorities.The CMA probably come to nothing or worst people get sacked and company fined to what amount who knows.But I’ll stay in till no more and results day 9th June as I think the group as a whole will be trading well and look cheap which is the best time to buy as things become clear this could well bounce a fair bit.
Read across from ent is good news and a lower buy price should move up from heee
Should think about whats going on now and further ahead Next already warned on guidance Morrison going to take significant hit to profits Kingfisher guidance bottom of analysis targets this sector and others alike are I think headed for lower profits and how long will it go on for?
I see uk have announced no use of social media football stars tv personality stars etc for advertising which I see as a positive as creates lvl playing field on advertising in uk and will save huge sums spent competing with each other.
I’ve been a bit sceptical about the William hill shops but with the purchase fully funded and 500m fundraising a not must happen as was only to deleverage the debt.So the rest of the business at this price lvl looks good value will lots of growth potential ahead and if the 100m William supposed savings come good I took the plunge this morning after the 3rd £1.88 bounce.You can view the webcast on ii. https://www.ii.co.uk/analysis-commentary/888-holdings-qa-full-year-results-ii523181
They seem cheap and house builders in general but you have Gove to think about and more important inflation.Builders seems to be coping with inflation with higher selling prices but what if house prices take a turn that will eat in to profits very quickly.Houses keep going up are not a given I still see more down side to come.
Small drop on revised guidance will we have another later in the year I would not rule it out and if we do you will see much larger drop.Is a well run business but there up against inflation and shrinking household available spend.
Think if £2.60 does not hold will be looking at lot further down looking at retail stocks as I see them getting a lot cheaper.But will offer some good gains when I say when inflation starts to peek but I think we’re way of yet.
No deal is ever done till it’s on the table they may now be thinking there gone in to high companies to well over pay plenty of times. They could still pull out and take a hit and in this investment environment could well drop back below £3.I have no holdings any more here but if it keeps dropping may take a punt.