Member Info for oogleflugal

2 healthy looking buys.

one large trade at 9.10 for 195,000 shares at 84.9. Might have been a buy. Couple of 20,000 trades all the rest made up of small trades

Majority owned by institutions. That means the few shares owned by Pi possibly as little as 10% is extremely volatile for a company as big as this. The other big problem is how much Wagama has been contrition to the companies debt largely bought on by its purchase of Wagamama but also the impairments of its disastrous leisure arm ad the difficulty in shifting unwanted properties with leases to be paid with no business. M& S have a similar problem trying to restructure while paying a fortune to go online with Ocado. Any business that relies entirely on strangers meeting in confined spaces is going to suffer a short term fall off until this virus is bought under control. IWG global office space rentals and Gym group are two others having their share price affected, not necessarily their business, certainly not long term. As yet the effect of this virus is not quantifiable, accepting that it will effect some sectors more than others. The directors clearly thought the shares were a bargain last week. GL

Good point. I Trade on IWEB and they say they trade nasdaq, so shouldn't be a problem. Maybe a tax issue but there is a section on tax return for overseas investment

It might not be a strictly mathmatic calculation, but it is a perfectly justifiable observation. Vod chart over 5 years £2.5 to £1.40. BT £4.5 -£1.38. So despite their acquisitions to no doubt 'increase shareholder value, ' they continue to run a very poorly managed business. Be that as it may they are cash generative and value does arise, but not for reasons that most investors look for in a company. This is a crap company that even by their standards is getting stupidly cheap and may continue to do so. Like any share though it can be a good trade.

No . Bt is definitely one of the worst examples of an ex British conglomerate. The rudest, most incompetent customer service and as you say DOFE managed by the clueless class. They have had so many advantages over competition and yet here we are at an sp of less than they paid for EE. In fact if they hadn't bought EE the sp would be a minus figure. Astounding, no doubt the CO will be another one in line for a knighthood for lack of achievement and enterprise. Great to trade though.

TB. If a deal was agreed as you said that has to be put to shareholders. They recommend the offer and put it to shareholders for approval. If they are negotiating or receiving offers that is for their consideration as they presumably are doing now. As you point out if there are more offers from elsewhere that could force Samsung's hand. I don't think their cash pile running out and no income is such a concern as someone mentioned. Griffiths chairs and advises all sorts of investment groups and has a long history of investment in science. GL

If a deal was already struck they would have to declare it and the sp would be closer to what that is which I suspect would be a lot higher than current SP. Samsung will be no pushover, they have what they want already. Its just do they have a legal right to somebody else intellectual property. After all I didn't the Japanese name one of their towns 'Great Britain,' so they could sell things as made in Great Britain, when that stood for something!

The fuse used to be roughly half the points of the Dow. When the Dow was around 1200 the ftse was around 6000. This year the peak was Dow nudging 30,000 and the Ftse 10% up from 2000 at 7,700. So the Dow rose 300% and the fuse just 10%. The distorting factor is the ftse premiership whereby 10% of companies get relegated each year. In theory the whole of the ftse could be replaced by new up coming companies every 10 years. The reality is the top ten are pretty much the same and hardly any capital growth in fact most are considerably less in value than 20 years ago. But we don't have an Amazon or Microsoft or many of Americas new age companies. China own about 10% of fuse company shares, don't know what their holding in America is but possibly similar but I do remember the underwrote Americas debt in 2009. There are many good British companies up and coming some of which from the 250 and who have made 5 fold gains or more in recent times, also their are some big losers. The trick is I think to accept that big oilies are never going to make huge capital gains but 8% divi are attractive and then look for smaller contenders for growth and next years 100. Good luck all, going to be a bit of a grind as if it isn't always!

and then someone said 'the Dows down again' and I said 'o yeh about a thousand points I suppose'. No only 1100! Tin hats tomorrow

Yeh the one Hendrix said if you want to know who the best guitar player in the world is go see RG

RG ex sheep farmer, rugby player, investor extraordinaire. Just happens to share the same initials as Rory Gallagher. Seems to know his onions and leaks

probably be liquidated by the time you get there. Global warming

They only bought in a week ago . This is one crazy game!

Try Paddy Power!

Trouble with these racehorse tipsters is they tend to overlook some of the serious flaws and only had a day for the results to get a better view of true form. "For the full year 2020 we expect group mid-single digit organic revenue growth, and a stable Ebitda margin percentage," Vlcek added.
Weighing on earnings in 2020 will be a charge, in the range of USD15 million to USD25 million, related to the closure of Jumpshot, a unit which is mired in allegations of selling personal data.
So whilst the results are in line, increasing dividend and good cash flow, the shares remain quite expensive with the closure of Jumpshot which could have significantly reduced debt. The other possible issue is an unknown. Will they receive a fine for Jumpshot's activity as well as the impairment on next years earnings?
Great business but one big mistake to repair

Not as bad as I expected. Made a small dent on debt and hope to bring it down further this year which looks a tall order this year but who knows. The strategy doesnt look any different than previously just going to be a while to deliver especially withe the current world health issue

S. Its impossible to call the bottom We dont know how the virus will behave. Unlikely to have a vaccine within this current year. We dont know the full consequences on the global economy. The next few months will undoubtedly be volatile on the markets. will be tempting to trade and easy to loose lots of money unless you have very strict parameters. Even with stop losses when markets get rocky they dont always work. If you fix a price and it goes down to fast you won't sell at all. If you leave the price open could be in the back of a big queue. Not wishing to scare monger just telling as and as was in previous difficult situations
Have seen predictions of between 10-30% correction on American markets. Buffet says its all hot air and the Corona Virus will be gone in months according to his advisor Bill Gates FFS. I dint know he was a medic lol. Mind you Buffet also rightly said a lot of people are investing for dividends which is foolish in his view adding 'if you are retired get used to living on 1% interest. More like .01% Good luck and tread carefully. NMC looking good

Haven't a clue T. Personally it don't bother me one way or tother. Not being rude, I read what I want and skip the rest. I am interested in your theories up to a point. If they work for you thats great. What I hate is theses boards where everyone starts hurling abuse at each other usually when the Sp is extremely volatile or Bank shares which are just excruciating boring and they all talk about Brexit or the end of the world. I pulled the plug here Friday and elsewhere not because I don't believe this has massive potential but as well as the accelerating Corona problem and concerns, the bond market , and other economic signals, I think there will be better opportunities emerging in the next couple of months. Cant see this much lower but trend being friend it still has not stopped the decline whatever the excuses I tell myself. Will be back I'm sure. Best wishes and good luck

Thanks Porkerchips . Thats sort of cleared that up, but: This is the story of throwing in the towel to keep oil prices low and the production costs for the sale prospectus mentioning $10 , but actual costs still being in the 40 dollar area in 2018, this is why they threw in the towel to keep oil prices low to thwart America's fracking industry.
"The implications of this news are that we will likely never again see an extended period of time with world oil prices below $45, because OPEC will have to take action at that point to prop up prices as the cartel did in 2016. Otherwise, they will quickly find themselves in deep financial trouble, unable to balance government budgets.
So, if you do see oil prices dip back down to that level, it's definitely time to buy. Unless, of course, demand for oil has peaked and is on the decline. "