Member Info for Mulder

They will be in a closed period now with results on 12th April but no recent director buys either. M&A has been mooted but SP would suggest otherwise.

Trading at just 8x earnings and yielding over 8%. Market thinks this is overvalued still and keeps it in lockdown for 4 months. No declared shorts either that can be blamed. FYI did get a reply from IR but the usual competitive and challenging drivel. Since JP Morgan arrived SP has become even more volatile and manipulated. Clearly making a killing from all these swings and SP rigging.

Book price is nearer 300p with 10 Billion in property, plant, equipment alone. Qatar willing to pay 600p a share in the past and retain a large holding.

Not come across CMCL - got my hands tied with PAF and a few others like M&S, DEB, Shire & utilities (so much for defensives/safe havens!). As for PAF Evander update should be due in the coming weeks and revised mining charter in May. Apparently this charter does not apply to tailings treatments and with Elikhulu onstream we will have over 100K just from tailings operations. Perhaps another reason why Evander is being suspended. Still can't believe the SP is stuck in the 6's. Appears the market is fearing the worst from the revised charter which may be similar to the last - would Ramaphosa be that stupid and drive more investors away?

Underperformed the wider market again. Ornskov has done a really poor job IMO. I don't believe that no suitable bid has been made for Shire in the past year - during which time the SP has lost 33% and is now sub-�30. Perhaps he is looking after his own salary and bonuses?

I must say the head of Investor Relations Watkins comes across as very unhelpful and a bit of a prick. A drop of 40% and 4 months of total lockdown of the SP is not suspicious or abnormal in their eyes.

means no closed period and no bid in the short term.

P/E just 9 Dividend >5% covered twice by earnings Major sporting year World Cup Perennial takeover target Trading at 5 year lows Oversold

One can only conclude that those in the know have known about the forthcoming April 12 results for a while and if dour a full investigation will be warranted, Saga board included.

.

Still holding here?

Yes very bizarre but surely must be a bid target at these levels. Sorrell must want to retire soon???

You would all be better off directly emailing the CEO your thoughts and comments. I very much doubt the Saga board are LSE subscribers! E-mail lance.batchelor@saga.co.uk PS. It is correct

= good news for WPP/more business?

More intangibles written off.

& all this 'control' and 'manipulation' with still no reported short positions as per the FCA. Makes you think and wonder how UNregulated the market really is. Shorts are well known to place a heavy clamp on an SP suppressing any rise even on the release of good results but four months in here still 47% down from the year high and not even a city whisper of a bid.

P/E 9.6 Dividend Yield 9% Dividend Cover 1.2x An extra ~ �2Bn Cash from the EDF/Nuclear plant sale should get the SP back where it belongs. Update on sale needed.

Come April.

Pension surplus according to the last report of about �80M Revised EPS was 4p from 6.4p last year Projected P/E under 6 now Dividend will most likely be cut as now yielding a crazy 15% but even if halved to 1.7p yield is over 7% All the while Ashley is toying with us all sat a few peanuts away from launching a takeover. The Group provides a number of pension arrangements for its employees. These include the Debenhams Retirement Scheme ("DRS") and the Debenhams Executive Pension Plan ("DEPP") (together "the pension schemes") which both closed for future service accrual from 31 October 2006. On an accounting basis, the net surplus on the Group's pension schemes as at 2 September 2017 was �80.9 million (3 September 2016: net deficit of �4.1 million). The surplus was driven by a growth in asset values.

.