Member Info for paul30661

Taverham, possibly the Aegis price improved because there was talk last week that they themselves may become a target for a bid from Generalis, or possibly, because news leaked that they are prepared to walk away from DLG ?

Perhaps their tactic of only a very small increase is to flush out any other bidders and /or to get DLG to open their books for a look? Otherwise, a 4p increase does seem a waste of time, and reiterates that it was purely opportunistic at the time.

It would be nice, if Aegas do walk away, if DLG would bring forward their results to calm /reassure the markets. I doubt it though as, almost inevitably, the new boy will still be keen to kitchen sink things before claiming glory for any turn around.

I think a divi increase of c. 5% - 8% is already priced in (they have, after all, routinely increased the dividend previously)

It is more likely to be the case that the SP will tank if there isn't an expected increase.

(but if it does, I would just buy more as, even with the current divi and prospects, PHNX is good value)

'It is my belief that AB is preparing to jump ship'

hmmm, that doesn't tally with Mr & Mrs Blanc collectively buying £ 130,000 of Av. stock last week.

Their buying also means that there are no current discussions between Av. and potential suitors.

I suspect that most shareholders, including me, (and rather than traders who may have bought in more recently) are still here now because we couldn't bring ourselves to sell at a loss after the management stunned the market by completely scrapping the dividend - just weeks after indicating that the dividend was safe.

I held on for a bid to sell out at less of a loss rather than a profit which is still some way away, even before the loss of dividend income that I have foregone.

To make matters worse, as it was a supposedly reliable dividend stock, I held DLG in my ISA and SIPP which means that even if /when I sell, I cannot offset the capital loss against profits elsewhere.

I think the only scenario in which I would be willing to give DLG the benefit of the doubt would be if they were to announce a special dividend with the results because things have already started to significantly turn a corner. I don't believe there will be a special dividend declared particularly with new man only just starting who will want the glory during his watch, not at the start of it.

Bring on 275-300p from Aegis, or whoever, and we're out.

If it gets taken over, I won't get a DLG dividend,

Oh, wait, hang on a minute, I wasn't getting one anyway!

The analysts will have been caught still asleep from Christmas and New Year holidays, so the consensus for now will be 'hold' until they can fathom out what's really happened and so that it doesn't look a complete balls up by moving from 'buy' to 'sell' in one move.

As others here have said, at 120p JD is probably the correctly valued as a punt that this is relatively isolated trading issue rather than a bigger problem of the management or business strategy.

I'd imagine that Ashley will be buying some of the stock at these levels to tuck away (and to wind them up!)

Have moved BATS from a watchlist to a purchase at just under 2300p.

The fall looks overdone on even a 12 month view, and tying in to a (seemingly secure) c 10% yield seems a no-brainer on a longer term view too.

73.75 for me please

Thanks

76p for me please

74.25 for me please.

Xd will come out but autumn statement will provide a top up by the week end

78 for me please

80.75p for me please

80p for me please

Possibly, but if there are any positive updates on either the sale of country stakes, towers, the merger, or alternatively stake building by sovereign funds or activist investors, then the risks to Vod reduce and confidence increases - which might /should provide the basis for a rerating (not huge in relation to how much it has fallen, but some).

My caveat, however, is that if the whole market turns to poo then Vod will sink with the rest, albeit as a pseudo utility, arguably the damage will be less and /or the recovery sooner.

76.5 for me please

Vod have interim results in Mid-November so those will be key whether we can see a path to get to £ 1 by Xmas, but one thing's for sure, there will be the usual raft of financial journalists and analysts who include VOD in their 'share of 24' tipping, as they have for the past 4+ years, only to be disappointed.

A bit like for 15+ years they used to predict that the Japanese market would finally be recovering!

IMHO, what will get VOD back towards /above £ 1 will be (in no particular order):

- a sale of a stake or exit from a particular country /region with the proceeds being used to pay down debt,

- a further reduction or extraction from the masts business, again to pay down debt,

- a significant uplift in stake of either the Saudi's or activist investor looking to shake up the board,

- an initial reasonable sized stake being bought by Elon, Apple, Google, or such like,

- a signal from the BOE that the war on inflation is working and that, whilst interest rates may initially stay higher for longer, the next move will likely be down, not up.

Cutting or dropping the dividend removes the only reason for many to hold the stock and would mean the end of the current BOD - and not even they're that dumb (surely?!)

78.75p for me please

78.5 please

My reading of that is that if there has been no approach or discussions, there is no formal requirement for the co. to issue a statement.

So why would or should they?