Member Info for OracleofOldham

No he spends all his time as Pedro says trying to trick people into buying in at inflated prices and indeed should feel bad about the people he's made lose 30%+ as if he really had ideas of this company he'd know it had moat in a market that would have to get super competitive as the bricks and mortar stores were forced to up their online presence. On top of that you have owners that keep being found to be dodgy so if you weren't invested here would you really thing it was a great long-term play?
He won't though as these people don't care any damage they cause.
Always be wary of someone who is so blinkered as to never change their mind as the facts change, they are always like to hang you out to dry.
Contempt for the conman compassion for the conned.

said the pot to the kettle

https://www.constructionenquirer.com/2021/07/22/costain-to-pioneer-self-sensing-and-healing-roads/

this has meant to have gone to the moon on every earning day the last year!
Each time it's dropped.
Good luck but don't expect good results to move this only good behaviour and big money is not seeing it yet.

might be mentioned already but from Financial Times yesterday

Basically Iron price is only going up in the short to medium term.

"Iron ore supply will not increase significantly in the months ahead to meet strong demand as the world’s biggest producers of the steelmaking raw material grapple with a range of issues from labour shortages to bad weather.

Global miner BHP said early on Tuesday Australia time it would start a “major maintenance” campaign over the next three months at Port Hedland, its key iron ore loading facility in Western Australia.

At the same time, Brazil’s Vale flagged up on Tuesday delays to the restarting of several operations, while Anglo American trimmed its iron ore sales guidance citing rail constraints and adverse weather in South Africa.

The updates show how the leading iron ore miners are running at full tilt and are finding it difficult to add more tonnes to the market at a time of record demand from Chinese steel mills."

"For the year to June 27, Hotel Chocolat said revenues for the period were £165 million, which marked a 21 per cent year-on-year increase and a 24 per cent uptick when compared to pre-pandemic times in 2019."

Certainly looks like it moved in the right direction even with all the stores closed.
Usually this doesn't jump till the day after a release I've noticed so perhaps more people are starting to pay attention with the rise today.

the only 2 important dates for dividend is the ex-dividend data and the payment date.

To get the dividend you mush have bought the shares before the ex-div date, so if in this case 17th you must have bought the shares before the end of trading the day before.

Payment date is when you get your dividend paid.

The registered date is of no concern to us, it is only the date the company to the admin and confirm who were due the dividend. This can be more or less distant from the ex-div date depending on company but has no effect at all who gets paid.

not that it is something to effect for another few years but we are the largest platinum producer, and the main use of platinum (or at least a large percentage) is for catalytic converters.
With the move esp in west to electric only cars by end of the decade won't this have a massive effect on our profits?
Like I said this is not a now issue but interested what others think (or if they think :) ) about this as if I haven't missed something I may in a couple years start to reduce my holding here.
For next 2-3 years though I expect AA to do well along with most of the main miners.

there seems to be a lot of people using margin so I guess they get quickly shaken out on even small drops which can then cause a bigger drop.
If this didn't happen, or if people didn't 'freak out' then we'd never get to buy a good company at a discount

Yeah he's a couple of gunmen short of a posse.
Allegedly brought years ago and never invested or sold since yet on her 100 times a day trying to get other people to buy.
Have watched this stock a year now and was quite heavily invested (for me) and one point but taken my profits and won't be coming back.
The online retail market us going to get too crowded as all the main shops beef up their online presence and being cheap is not a very good moat.
Probably Boo will survive but not thrive IMO but good luck those who are happy to roll the dice and hope this share goes higher but if a year of perfect market conditions can't move it much above 350 I don't see anything else that will

Luna their current assets equal their total liabilities and it is hard to go bust when you don't have debt so even though the top line is not showing a profit I feel this is chosen to put as much money back into the growing the company.
Also the acquisitions they have made seem to match up well with their main themes.

Also revenue going up year on year.

Obviously you shouldn't invest unless YOU think it's a good buy (or if you read it on Reddit! (That was a joke!!))

Yes, at the time there was talk of selling just openreach for £20 billion when the entire company was only worth about 10.
What a great sale.

Due to a smallish Anglo holding I've only about 5 shares here :) however whilst the world hates coal, there will be a massive demand for steel over the next few years and as they say you can't make an omelette.

I think the company are 'choosing' not to make a profit if that makes sense.

Looking at the balance sheet, there are more current assets then total liabilities so there seems very low risk in this company.
I would like to see some profit but I feel the money is all being reinvested back into the company which is why it posts a loss but revenue is going the right way and it's really hard to go bankrupt with more cash then you have liabilities so I'll be staying here.
I expect it's fear of inflation on future earnings and perhaps this tech tax that just got announced that's been holding the stock (and tech in general) back

34 p/e is hard to see as a steal.
certainly more reasonable then previously but online shops are out of favour currently, fear around losing /slowing market share as the bigger shops beef up their online offerings, plus with people wary of inflation any company with high p/e ratio and therefore priced on future earnings (which will be eaten by inflation) are going to struggle for buyers.
Also the future environment can't be as good as the last year for online shops which is why there is a strong sell pressure.
IMO no point to sell at this level and maybe if it goes near another 10% down, and you think the company is still solid, it would be worth adding to your holding but I think the wait for returns will be longer than in other sectors so you have to decide if you money is better spent elsewhere and then moved back here in a year of two.

stick to Boohoo board where you pretend you are a multimillionaire in that share yet are constantly posting on every slight dip and rise (actually just dips these days!) You should be more concerned about their naughty behaviour.

Does sound a bit naughty, and I prefer my owners to be trust worthy, but this has already been gone over years ago. Guardian rehashed it about 8 months back, so I'm not sure if it will make a difference in 2021

to infinity and beyond!

Funny I sold out of Boo a little while back and put some in here.
My thought was Boo as well as ASOS, Next, etc have no moat. Nothing special they are not tech companies just online shops and as more highstreet chains increase their online offerings they'll be get squeezed.
THG like Ocado on the other hand actually have something different. I agree the UK seem to not like tech stocks in general but that's why I'm here anyway.
Good luck

That's a bit more like it

Hard to ever buy a stock if you're always worried what might happen.
It would take a massive issue to bring this back to 1.90
What are you worried of for that? Economies slowing down in near future? Governments cutting spending?
I can't see it in the short term or even mid term and when there is an issue there's a good chance the pull back doesn't even come back below 500.
More gains are lost waiting for a correction a famous man once said