Member Info for philpot1001

It's hardly an insightful article though poker. A little bit of getting paid to state the bleedin obvious. I would look at it a different way and say the SP has dropped 55% off the back of a 15% customer loss. To me that's over baked, but I guess the market will decide, so it's suck it and see.

Just a bottoming out would be good TBH. Looks like investors may be holding off until next results (July I think from memory)

interesting, market appears to approve. Nice uptick today - im almost break even now lol

actually construction PMI values looked pretty solid in April looking through the headlines (not sure what the negative BBC business live article was on about when I saw it). So I can only think this downward pressure is still down to sour sentiment on the one off charge.

STILL heading south! anyone know if this is still hangover from the £90m costs, or something new and more fundamental. I cant find anything other than the one off cost and some weak-ish construction data....seems like the new contract data in the news was quite positive but hasn't improved the SP

reason for todays rise? http://www.proactiveinvestors.co.uk/companies/market_reports/177986/windows-and-doors-firm-safestyle-uk-sees-shares-drop-following-first-half-profit-warning "And broadband and telecoms provider TalkTalk PLC (LON:TALK) was a strong FTSE 250 gainer in late morning trade, up 2.7% to 179.3p after Canadian broker RBC Capital upgraded its rating for the group to ‘outperform’ from ‘sector perform’. In a note to clients, the broker’s analysts said it believe the combination of a recent share price fall by TalkTalk following a glum trading update and the outlook for subscriber growth “leaves a clear opportunity for investors willing to take a 12-18m view.”

heading in the wrong direction at the moment though lol

few more of them should see us reet lol ;o) could really do with those end of year results shortly to kick the SP in the right direction while its go this momentum

New broker rating placing at 1690p! Here's hoping! https://www.thecerbatgem.com/2017/05/12/galliford-try-plc-gfrd-given-new-gbx-1690-price-target-at-peel-hunt-updated.html

on the positive another broker has placed the SP at circa 1550p. Not sure what the average broker rating is but it must be greater than 1500p.

looks like the SP is dipping off the back of weak-ish construction data?

in the example you have give yield is equivalent to 5/165*100 = 3% There are risks here in my opinion, that said I believe the fall seen of around 20% encapsulates most of the risks, hence my placing at roughly 162p. I am however braced for potential slips to 140p so im only ankle deep at present. If it recovers from here its all gravy, if it doesn't im good to average down, so hopefully covered from all bases....hopefully

I use AJ Bell, all in all they are ok, if you trade regularly costs are pretty low, if not costs are about average I guess..... that said the site has crashed a number of times in high volumes. I think they all suffer from it.... although you can call up and trade over the phone if you're desperate. FWIW I bought in yesterday at 162.3p, if it drops to 140p I'll top up. Like Gerry says I purchased based on a yield of 4.6%, however "assuming" the SP recovers I expect that to rise in say 2 years time to above 6%.

darn it. I sold out. didn't really want to, however the trend seems downwards at present and I need to protect my profits. Got out >10% so happy enough, if it gets sub 129p I may consider getting back in

if it does go ahead, and if the liabilities that put Nordpalm in distress can be mitigated, and if the debt accrued can be completed at a low rate - this could really put the pedal to the metal in terms of growth. Lots of ifs though.

* "areN'Tbuying a liability" lol

exactly my thoughts Totalnew - from a cursory glance what are the fundamentals of why the company is distressed? If its a government issue, what realistic guarantees will we get that the issues wont carry over to DKL. That said, im assuming LM will have done his homework. non organic growth by acquisition can be a risky strategy, so we need to be pretty darn sure we are purchasing a liability.

are dropping! Went from 8.92% to 6.29% on shorttracker (so shorts above 0,5%).

Scrub the 16th, I did a trawl through the BB and it was JK that specified May but didn't give a date. Expect them anytime in the next couple of weeks I guess

i think someone said they were due out around the 16th May?? Don't quote me on that though, I had a look on the DKL website and couldn't find anything posted about release dates