Member Info for nuri123a

Its also losing deposits across the board.

I have held Lloyds shares - £100k - at various points. the fall is absolutely warranted. This is a really poor performance for a bank the size of lloyds. NAV per share has continually fallen and is now 45 pence despite buy backs. With the continual decline of NAV, I think this share is worth 40 pence

Sold me entire holding.... seems to be in downward trend

Sold mine too. I cannot see an end to the conflict for at least two years.... And cannot see uplift in production or exports for a while.

I sold out entirely at a £10k loss... unfortunately the last trading update suggests activity is down 15-20% and I can only see this heading to a £1... if even....

Puff and the rise has evaporated.... such is the stock market

Sales up 10%.... thats the important thing...

£5k added this morning. Holding 30k now. Cheap, cheap,cheap!!!!

The media and stock market pundits paint doom and gloom.... the company delivers and the stock price is below 1990s.... paralell universes

Dont worry - its just dogged by some wombat. coverage this morning very positive

I guess 57% increase and robust cash position is terrible lol....

For the 1H 2023 1,967 million tonnes, a 57% increase compared to 2H 2022.

It's, if we are to believe it, trading at 3 times earnings if even that. Obviously, as I am Irish, I must be thick, but that is a hell of a discount to fair value and its balance sheet looks pretty healthy along with lots of new projects coming online. British shares have been zombified these past few weeks, months and years. I think Mobico's share price was higher 30 years ago.... unbelievable.... same can be said for Boohoo, Hochschild, Ferrexpo, British Land, C&C.... they are all in the doldrums and I've been buying up good chunks of them. I think people will be trpping over to buy them in the next few months.

This seems severely undervalued. A one off 25 milion hit and its pummelled. Very little debt / strong EBITDA and profit and its valued extremely low. Bought a good tranche of these - should be £2+ on current metrics

Bought in today. What am I missing ? Net assets over a billion and mcap c. 600 millon.... good profit....debt sustainable!

Its valued at 1993 prices. You couldnt make it up... its the same as 1993 prices in nominal terms but taking into account inflation its probably half that. Something seriously wrong in the investing when a company with £11 billion of assets and debt fully hedged is valued at 2.75 billion...

I bought a few weeks ago. I still maintain this is oversold. I think the movement today in response to the RNS was plain stupid - its said no material impact on 2023 which means that the amounts they set aside will be very small. Cheap as chips for a company that has already upped its prices by 19% and more in many cases....

British land is fully debt hedged until 2024 and nearly fully hedged til 2027.... interest rates in the short term are not relevant

Looks like a complete no brainer share to me. It's lower than during the great recession of 2009 and lower than the lowest point of the pandemic, despite having a market portfolio of over three times its capitalisation. I have been accumulating hard in the last few days - cheap isn't the word. Anyone selling at these prices is completely stupid...

Agree