Member Info for mole_man99

I can't link here, but do have a watch of Cramers interview from 2007 on the tricks he used as his hedge fund to move the market, and they are legal.
Put in the search bar 'Market Manipulation - Do You Think This is Fair? - It Happens Every Trading Day'

Goldman Sachs CEO calls work from home an aberration that will be reversed as soon as possible. He won't be alone.

I anticipate good things for commercial property values ahead.

IAG reported big loss but notes pent up demand. Market looking to the future.

Dollar strengthening so it dampens the 'bond tantrum' effect on other currencies.

Looking long term, the tantrum is because bond buyers see explosive growth coming, and therefore rising interest rates. I like the sound of explosive growth. If ever there was a buying opportunity for long term investors...

IAG notes pent up demand...

Market is always forward looking. That's the bit missing at VOD, any excitement about the future. 5g could be interesting, but VOD will run up more debt if they win spectrum.

It's certainly a time for buying out there, and not valuing your holdings.

All started with a failed government bond auction, but it's an inverse relationship. Bond buyers don't want to buy because they see explosive growth coming in the US economy. Rather than a harbinger of doom, it could be a signal for a good year that will spill over to global equities.

Cover your eyes and place yer bets.

AAZ absolutely dodged a bullet. They are a decent sized outfit, but spending 10 years trying to desecrate the green fields of Clontibret with an open pit scar would of been very distracting.

The drop could be sudden Dan. If the bonds just convert (130p min), then it will be announced with a RNS at 7am one day saying 1.9bn new shares are beings admitted for trading.

4.49% is not a large short interest. 30% maybe.

Needs a catalyst, or it just stagnates here. A €20bn Vantage float was priced in so it sat around 130 to 135, now a rumoured €15bn float s priced in, and so is a reopening world and some roaming charges.

Al the knowns are priced in. It needs a catalysts, micro or macro, to go up or down.

Not sure about the convertible bond in MArch though. It may be known, but when it happens there may be a corresponding 7% SP drop, like the drop you get on divi day. It's known but not put in price until it occurs.

There was some talk about Satellites and speed down below on this busy day. Seems first Starlink users in UK are seeing speeds over 200mb/sec. That should do. The process of replacing masts and cables is underway?
https://uk.finance.yahoo.com/news/uk-villages-testing-elon-musk-080030617.html

Too much debt and borrows to pay the divi, and it's never made a profit, if you distribute the €120bn in accumulated losses since it was spun out of Racal. That's over €4bn in losses per year. Negative dividend cover.

The ultimately value trap.

It's just classically vague prof, so holders should not get too excited for the RNS anytime soon.

From learners dictionary
"Coming year," on the other hand, is used when discussing what will be happening during the next year and is used in writing using the present tense and future tense. (It is sometimes used in the past tense, but not as
often.) Here are two examples using "coming year":

"The company has many plans for the coming year."
"I will be attending law school in the coming year."

Conroy time is measured in years, not weeks and months. The prof has said recently it's on track for the coming year. Coming year actually means the next year, so it is either a grammar slip up or intentional wording to deflect for a year?

They will only list a 'meaningful free float' thought to be 20%, so if the IPO does end up at €15bn, it will raise €3bn. Minus fees it won't leave much for debt pay down.

A more likely use would be buying back shares to counter the dilution coming in March from the €2.5bn of convertible bonds.

€15bn is also at the lower end of the range, also part of the reason for some disappointment in the SP perhaps. I also think London institutions are smarting at the fact they are listing in Frankfurth. Funds focused on UK listings holding VOD could not take part for example, so they see a transfer of assets out of the business.

They should of chosen London.

The market always looks 6 months ahead, so it's already looking at 3 months of full Easyjet flights post May. Take care not to miss the flight. COVID is as good as gone as far as the market cares.

Think it's just Mr Market going a bit cold on GAW. Things reopening soon so folk with less time/desire to play indoor games.

I think that underestimates what GAW is. Buy dips for a nice long term gain.

Gawd, I can't wait for pubs to open again...

Maybe they all got banned for picking on you?

I am not complaining, merely pointing histroy shows they wasted the money. Will current management be better. That is what you need to decide.

And just to make the point, Verizon is the only stock going up on NYSE today just about.

I had completely forgotten the Verizon deal. They unfortunately wasted that cash and added debt doing various deals including Liberty Global.

Some bad management unfortunately. Has it changed is what holders need to be asking.