Member Info for mole_man99

Next Friday, 126p.

Insanity is doing the same thing expecting a different result.

The verdict of Carl Murdock-Smith, telecoms analyst at investment bank Berenberg, was that any acquisition of Talk Talk would be received poorly by shareholders of the company buying it. “If Vodafone does go ahead with an acquisition, a lot of people would ask why they didn’t do this the last time Talk Talk was up for sale,” Murdock-Smith told the Mail on Sunday.

“Investors are looking for Vodafone to either do disposals or mergers, not acquisitions of low-quality operators,” said Murdock-Smith.

126

He’ll say VOD didn’t put the money in, prime metals did.
Just another example of the smoke and mirrors stuff that goes on with such a complex company.

125. Boo hiss mole_man

Hornby have nobody left who knows the processes to make injection moulds, tampo printing, electronics, etc. It would cost them millions and several years to re-establish here, and they don't have that kind of cash.
They couldn't sub-contract it to a UK producer as there aren't any. Possibly the plastic kits could be done here sub-contract, but even then, nobody in UK wants to pack kit sprues into a box for minimum wage all day.
Bit of a conundrum for all low value low volume industries wanting to reshore. We'll have to stay friends with China for a bit longer. Lets just hope they don't invade Taiwan and get sanctioned.

GCHQ are having a field day harvesting the comments on here. Makes the job of who to track so much easier.

Starlink the number one downloaded app in Ukraine with global downloads tripling in the last two weeks. Funny old world.

Taylor Wimpey didn't bomb a kids hospital from memory.

The oil price is going down as supply is not that tight. Russia are finished however this war ends.

Th

'Growth' has become a byword for small loss making companies with sketchy business plans.
I only hold a stock for it's potential to grow investor funds. About half I own actually pay out a dividend. You can have growth shares that are profitable and pay dividends. For me I look for growth and a div is a sideline.
I wouldn't want to be in a company that has stagnant or falling revenue just because it pays a dividend.
Growth stocks don't have to be small. Microsoft has grown it's revenue 125% over the past 5 years and it pays a dividend.

You are both correct. Our job as stock picking investors is to find the growth stocks that actually will grow, and also avoid apparent value div stocks that are actually traps.
Both exist. Following a herd narrative is never good for long term returns. In fact if the current narrative is definitely value, then I exclusively hunt for growth as there you will find the bargains.

Probably is factored in, but it's such a fraught time anything can happen.
Not on the VOD train yet. As it has been a general market bashing, there are other stocks for me made even more tempting.

Oops. Went and jinxed it sorry. The mcb details came out. Some dilution to absorb

It should be OK today. Lots of investor positivity, but I'm a bit puzzled why. Maybe blitz spirit kicking in with the idea of banning Russian oil here and US. A bit of short term pain for long term gain? USA futures well up.

So just a common criminal then running a heist. Seems about right. The Hague are gonna have a field day with him and his cronies when it's over, unless of course the 'hunting accident' happens first.

You should all wonder over to the POLY board to have a read. Apparently Putin is a saint and those evil Ukranians/USA/British Empire are responsible for everything.
Amazing how being financially stuck in something forms your view.

Some heavily weighted stocks in FTSE are having a good day. Oil companies and miners. It pulls the average up. Everything else just getting reemed.
It is general panic, same as the pandemic panic.

Well Russia are now killing families as they run for cover. If you still want to try and profit from this, you should question your motives.