Member Info for philpot1001

ROFL that should have said punish not punch hahahaha

I for one will also be looking to punch executives at the AGM if at all possible. The cushy deal they have ommiting exceptionals in their bonus is bull shvt. They have overseen a total collapse in the SP over the past 2-3 years between the CEO and CFO and being paid handsomely for it. I really hope we can force a vote on that, but will require major stake holders requesting it I guess.

I agree the price drop seems to be pricing in a crazy scenario currently... but that's what uncertainty does to shares, combined with the backdrop of CLLN, ISERV and KIER not helping either.

I also think a lot of trust in previous (and currebt) CEO is burned too. They should have sacked the CFO for being involved in this update farse.... not promoted him to CEO.

and that's not including potential forward benefits of Guitry regarding palm oil side of the business

I believe current levels are 5% from plantations (so roughly 1500 T).... but as we don't get reliable breakdowns it's an educated guess. If so we should be expecting another 30-35 kT per year at some point.

Just going over the numbers again for the plantations in Aboisso etc, they have currently planted 1886 hectares of palms... They estimate min 20 T / hectare when mature, but let's assume 17T.... that gives a further 32kT per year when mature.... They have been maturing now for something like 4 years (please.correct me if I'm wrong here)..... SURELY we should start seeing this throighflow soon, a break down in the quarterlys of the plantations contributions would be really useful here. If nothing else to show how much organic growth potential there is.

My2p..short positions a couple of days ago were 1.4%, now at 2% So have gone up a bit.

Short positions have increased to 2.0% over past few days so looks like they are attacking now.

Soon find out about short levels over next few days. Cut in dividend is pretty well expected IMO and probably priced in to about 55p total.... if it's less it may drop as a consequence. All construction is down today, not sure why.

400's are beginning to look more and more likely. Good grief.

Patience required as ever Rugs.... and a bit of luck on Q2's and CPO price. Fingers crossed.... could see some Cashew news in the mean time, although I'm not convinced that will heavily lift the SP unless it's earth shattering news..

In fairness the Oldham news was chump change at 22 mill so no worthy of an RNS. The London development at 6 Billion is worth RNS IMO

Lol

My next top up point will be in 400's. If it gets there I will probably be greedy unless any new major skeletons arrive.

That wasn't a construction contract, it was a regeneration contract. They do quite well on them and housing

They also won a 21 million contract the develop some college.... can't recall where. Oldham rings a bell but could be well off. It's on Google if you search for galliford try in news

here at the mo. Don't suppose its too surprising given that the Q1's were fairly OK, but neither one nor t'other I guess.

My whole portfolio is trouser trumpet at the mo. keep turning down stocks which bounce and sticking with ones that either don't move or nose dive.

Until the review in May nothing is clear, as we don't know what contracts we are keeping or looking to offload. I would guess the dividend is getting chipped, to what is anyone's guess. On another forum, someone has estimated circa 30 odd pence for final. Who knows how accurate that is.

Looking a little more positive today so far. Not out of the woods by any means, but I'm tempted for a top up.

I guess maybe people are going to hold off buying big until the review completes in May - which leaves a few weeks of weak support