The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
danielh, you don't play cards then otherwise you'd know that no one alone plays there cards face side up. I'm delighted that you are showing interest in id's though. But I never did say I would show mine alone. Absolutely delighted to do so under the auspices of proper registration otherwise my name might as well be well, danielh.
jackdawsson, You do have valid points and maybe it was my general hope that by us all being who we really are and taking away the ability to multi post under different guises as some have mooted on here. I was kicked off one well known site for advocating repeatedly id confirmation and use of real names and it was clear that one of the main contributors of articles that also does the rounds in various journals didn't like it. Umm, wonder why!
I'm afraid I don't deal with rudeness very well when there is no reason for it and there is rarely a reason for it. But ,yes, I accept that money and love are two areas that provoke high emotion. Thank gawd this isn't a financial dating agency!!!
Still, on the whole I like most of the posts and always try to take something from them when they appear to open an avenue of possibility.
Right said my piece today so back to looking for that hidden nugget!
TomE, that puzzles me that no comment for the rise today and i don't know if anyone on here knows each other outside of the forum but is it just a whinge fest at times or genuine concerns about their positions. I'm out of vod but would be prepared to buy in after sustained rises but maybe not until 2019.
jackdawsson, Except only registered users could use the forum that being the whole point of the verifiable id. That would immediately address "guest" posters concerns. I'm afraid I don't subscribe to the "stress excuses rude and pompous remarks" position and especially when there appears to be no real reason for it other than arrogance.It does however in my experience measure a persons substance. My stance is "if you don't like the rules then don't play the game". I would gladly provide my details in a fully registered forum.There aren't any hedge funds on here surely are there? I have nothing to hide. I understand your point about tempers being lost,but again state would that happen face to face? No. I've never walked by William Hill, Ladbrokes and seen gamblers being rude and obnoxious to each other. Because this is as much gambling as anything at the bookies. What does it say about financial sites generally then that they are so dodgy as to be afraid of some disclosure. Personally I wouldn't mind quite so much if the pompous remarks and rudeness accompanied pearls of investment wisdom. Have these forums really become the replacement for speaking to people to off load any frustrations. Gawd help us! A nation of alternative personalities living under nom de plumes. All that aside the sp must be taming the pompous and rude beasts frustrations.
TLWilliams, I think you make a lot of sense and I would really like to believe in vod, but I wonder is vod too big and has all this empire building been a folly. The India fiasco where another local provider simply provided at a loss connections did for them there. What happens if the same thing happens over years and decades. The partnerships across the world are diverse and so many keep talking about Africa as if it is the next coming. The underlying societal issues that suit Africa (aside from the continent being raped for its resources by multinationals and nations) make me wonder. The Italian arm also makes me wonder at profitability as when we owned a house there the mobile offerings were dirt cheap with almost limitless calls, texts and even calls abroad. It would have been unsustainable in the UK. Trying to be too much to too many areas is what helps to brings huge companies down. I appreciate the FCF and possible synergies way off in the future (unless Harry Potter has waved his accounting wand and bow and fiddled figures which seems in vogue with the pre figures announcements, announcements then the reality both positive and negative) and surely cost considerations are going to come into play.I think that there may be more value in breaking it up assuming buyers for profit can be found. I realise the horror that seems to some as the divi is so hypnotising and with years of jam tomorrow performance which never seems to arrive. Where will the business come from (profitable ) at saturation point with each operator simply pinching each others customers. However as I type the sp is rising modestly so who knows.
danielh, I think you have hit the nail on the head with the apt description of pompous. I have advocated for sometime that to post on any forum the rules should be the same as if you are speaking face to face. Provide the same level of id as for money laundering, use your own name and where geographically you are located. Believe me you'll see a whole new attitude from some posters. I really enjoy some banter but KNOW that 99.9% of keyboard pompous twits would NEVER dare say to my face, yours or most others what they snottily post from their keyboard bunker.
Mrd, don't take this as a smug reply,but I'm often suspicious of directors buys given their remuneration and especially the obscenely paid ones who can drop £50k £100k and not even feel it. Their options often surpass any hit they may take and especially the multi board ones who hop from comfy boardroom seat patting each other on the back as they go to the director's dining room.
Mrd, I sort of retired at 49 and now in my early 60's. Haven't touched my SIPP as yet but had a similar chunk as you and put a large bit in the Icelandic Bank ignoring the golden rule about companies who offer better rates due to cash flow problems. Took virtually everything out except £100 about 6 weeks before the crash!!!! Phew! Since then been putting and moving the maximum or thereabouts across various fixed % bonds and deposit accounts aside from the isa's every 12-24 months. Flaming nightmare.
Gambled my wife's isa on cna which fortunately came good with a modest gain and divi.
The only thing that stops me going in deeper is my inherent conservatism in hating to lose money as I always blame myself when I get singed. I guess that is why I will never make the returns many others do and why I have by today's standards a modest income from the shares. I follow the adage "always leave something for the next man" and so try never to hang on longer than a fair profit. It also allows me to sleep at night knowing my investment will never break me. My wife takes care of that with shopping with the kids and holidays with girlfriends!!! "Mum, why's dad crying, is it the shares"? "No, he's just seen me looking at Expedia"!
Asperger1, the date has more ormless been set as Arnold Terminator keeps advertising on tv.
What do you call low? Why couldn't this stay sub £1 or even 80p for 10 or more years. Once the sp rises the divi looks less appealing for income seekers.
Surely those who use the super computers to trade millions are quite happy to get the divi and the margins at this price.
biglad3, I would have thought currency issues were more relevant on the foreign income and even with hedging that doesn't take care of any longer term currency movements even with it using Euros as its main currency. What happens if or when the world patient is taken off of the central bank subsidised spending jamboree.
Isn't the serial decline in this share partly down to it's ambitions of sticking its fingers into too many expensive world pies where they are currently getting little back by way of returns. Maybe the company needs breaking up to try and realise whatever it is supposed to be worth assuming there are buyers.
longtimeinvestor, but it is still a penny share though and one that seems in decline generally. I know the words recently sound good,but the music isn't matching them.
Are the big boys and their computers simply content to take the margins or are the general fundamentals just not good enough. 10 years of wait and see and still the sp languishes sub 60 making the divi look good.
If anyone bought north of 60 or 70 the loss has already happened and they are subsidising their own divi.
In theory,yes, Lloyds should be a decent bet.but I'm guessing holders are hoping for a £1 sp but I wonder if that will ever happen given the reputational damage, the absence of cons to perpetrate upon the easily led for obscene profit,probable limited expansion for loans. They can only cut costs so far unless they go internet only.
The latest broker nonsense (as if really means much) downgraded from 68 to 66.
Does anyone think that this is similar to the Woodford rise on the back of his personality or will Smiths buy 'em cheap and wait stance work and sustain the sp.
Aside from the emerging market fund he has never been tested in a falling market so presumably holding the companies will also mean following them down.
I cancelled my IPO application for £25,000 and although it looks good so far just wondered what others thoughts were.