Member Info for Notmyjob

Strong brand names, quality products and good margins are all playing their part in a good trading update and are helping the company navigate the choppy waters out there.

Will bounce hard if the permit is granted.
We should know in a few days.

Hopefully the momentum from the last update is carried through in these difficult times.

The number of days between the ex divi date and payment date is only 5 days!
Around 7% divi yield.

That was a painful RNS this morning but we’re not the only miner down today.
At least diamond production is up.

Not a holder but flew out of LTN midweek and there wasn’t a single spare seat.
An EZJ plane from Bristol also landed and whilst I can’t comment on the exact figures it must have been close to capacity.

Flew out of LTN a few days ago on an EasyJet flight and there wasn’t a single empty seat.
I see no reason why this scenario isn’t playing out on the flights operated by IAG.

Unbelievable. Panic selling on something which may or may not happen.
Topped up this morning.

Close to £1.4M worth of shares bought by company insiders and associates. Looks like like they took advantage of the over selling as well.

An investment case put forward by Hargreaves Lansdown.
https://www.hl.co.uk/features/five-shares-for-2022

Bullish by RTO to issue an RNS with the line “S&P Global ratings is expected to move the Business Risk Profile from Satisfactory to Strong to reflect the Group’s increased scale and no.1 position in the USA.”

Opened my position here at the end of Nov at 669p and will look to add on any irrational market sell off.
This has a similar feel to GSK as regards the market uncertainty on the company split.

Following on from the chairman, Philip Yea purchasing 5000 shares in October, a person closely associated to the CFO has bought heavily today by purchasing over 5000 shares.
Another sign of confidence.

Took the plunge and bought a few today.

All the Christmas adverts have been filmed with the air time bought.
Companies aren’t going to pull their adverts in this Golden Quarter and I
expect the next trading update to be extremely good.

The share price may well drift a little until the next trading update is issued but if it hits sub 180p I won’t think twice about topping up.
And yes, a 3% dividend paying defensive stock sits nicely in the stable.
For me, given the problems PZC have experienced in Nigeria I am glad the strategic review highlighted simplify the Nigerian arm of the business.

Maybe a little tree shake at the bell but feel the s/p will gain traction through the week.

I like researching for unloved, out of fashion companies with good turn around potential.
PZC certainly fits the narrative.
I decided to open a position here sub 200p last week.
The main driver factor for me was the appointment back in 2020 of a new CEO.
Jonathan Myers started with PZC in May 2020 and his company readout and experience is impressive.
Outstanding even:
Avon
Procter & Gamble.
Kellogg.
He has had a lot to deal with and get right but he’s the calibre of CEO to add value to this company in 2022 and beyond.

I try to ensure for all my LTHs that I have some funds available to top up on any overdone ex dividend falls.
2022 could be very a very good year.

CEO mentioned it during the HY21-22 investor presentation (c43 mins in.) He said it was only mobilised last Monday.