Member Info for Porsche1946

Mortgage products being pulled this morning, 2008 all over agin, have a look where this was between 08/2012 to see where share price is going. What a short. U.K. is totally ( brexit/Tories ) FXXked.

Business model for U.K. insurers getting hammered ( admiral raising cash this morning with dilutive shares issue, terrible timing ) plus U.K. about to go into 4/5 year 2008/2012 style slow death economy, no point buying red flag level about to be slashed dividends to lose half your capital. The other value trap is builders, mortgage products being withdrawn this morning a la 2008, they will halve again from here. Great short if you can get the position tho.

It has everything to do with brexit. EU represents over 60 pc of our total trade, we helped build most of the rules that governed trading with the bloc, we are now a rule taker, business has become more difficult more expensive and for things like food exports almost impossible, trade is now all friction, Northern Ireland mess,. How’s that for starters. We are viewed by rest of world as a self harming basket case ( it’s why most countries don’t have referendums ) and we no longer have much of a voice as we did when part of a huge trading bloc. Factor in the loss of free movement of Labour now pushing up prices and down on productivity. Should be a vote of no confidence soon and inshallah the tories will be gone for the next 20 years. UBS described the Tory party as a doomsday cult this morning, hysterical. Sad cold wet run down shxtty little island with crxp politics and idiots allowed to vote getting poorer by the day. Sterling collapse just the start and expect 7.5 pc rates by March. Terminal ftse below where it was 23 years ago. Shocking. Still a short tho. Come back Tony Blair.

Should get another chance to buy these around 360 as U.K. circles u bend for the last time. Markets pricing in full on meltdown 2008 style on steroids for U.K. economy, guessing election by Dec and new government please god. Come back Tony Blair and reverse imbecilic brexit.

Shocking what the Tory imbeciles and brexit scum have done to U.K. come back Tony blair. Need an election and to rejoin EU ( our largest trading partners ) fast. Otherwise U.K. economy heading back to where it was under Barber/Heath government. The economy will crater now anyway so bad debts ramping, these will go back to 2008 levels, expect to see about 28p and dividend suspended by Spring. Terminal.

Why would anybody buy a house builder going into a recession and rising rate environment? Let me guess the dividend, same as crxp like Vod and BT GSK and all the other decimated dross. Dividends for most of these will be cut then suspended. None of these share prices ever recovered after the brexit shxt show vote and with what’s happening now this ftse 100 dividend dross is heading back to 2008 lows.

Zantac was known for years to cause various cancers, the next case will also be that it blocks calcium absorption which has resulted in osteoporosis in long term users. Oooops. This is heading for 1180 suport, nothing in the U.K. is worth investing in and certainly not this. I

Why would anybody take it over? There are a dozen operators in europe and most of them are in far better share than vod. This has been making disposals to try and pay down the insane debt level but that wont stop the dividend being cut. This is going to .80p, everything listed in U.K. along with sterling is being crucified ( thanks brexit/tories ) but debt ridden stuff like this is terminal. People had their chance to dump this at 1.40 if they didnt take the smaller loss and get out thats their own fault. UK is going down the toilet I’m afraid, 1970’s all over, and its taking the index with it.

Capital.com 5 year priced target for these is 50p…..its halved in three years so thats about bang on I would think, debt is unsustainable, like all this shxt on the ftse, this is a screaming short. Yes people will use mobiles but there are dozens of operators and there has been no profit in the business for years, hence vod getting stitched up in germany with the Liberty Global disaster trying to find “ bundle “ businesses. Plus Starlink’s tech is likely to wipe them all out in a few years anyway, and the likes of hopeless BT.

Cost push inflation for these and dlg isnt going away, its now a massive factor that will smash the bottom line, plus the U.K. economy heading for the toilet at light speed so passing on cost increases very difficult, dead cat bounce over, these will see 15 before any sort of a recovery. Sterling being obliterated which won’t help, brexit, the gift that keeps on giving.

Cant work out how this is still above 4 quid, outlook for housing and U.K. in general is utterly horrific, years of recession and high rates falling living standards, brexit fiasco, poor covid response, massive debt high taxes, inflation slated to be 3x higher than france ffs as U.K. energy poor, housing is gonna tank like ‘08. Conveyancing firms report 35pc fall in new build house sales over last two months. This is a screaming SHORT. Dividend will be reduced “ for caution “ haha then suspended.

Inflationary pressures wont go away for dlg, this is another abrdn type share sucking in private investors all the way down, , has rerated and will sit between 160/180 with a 6 pc dividend. It’s like persimmon and some of these other dividend outliers, the yield looks high because the price has been decimated, market predicting a dividend half of current yield. More terminal U.K. rubbish. Buy growth, US, its on sale at the moment.

Does anyone actually watch terrestrial tv anymore? It’s shyte, endless irritating adverts selling crxp nobody wants and cheap poorly made dramas for the great unwashed. Sell this crxp and buy Netflix which is a bargain right now and have USD protection as sterling post brexit is plainly doomed.

Bombed out Mickey Mouse sterling should be providing a buffer for this basket case but it isnt which doesnt bode well. Goldman Sachs predicting 22pc inflation in U.K. for ‘23 so pretty much anything listed in the U.K. will be decimated anyway as nobody will buy sterling denominated assets as the value being eroded as speed of light. BOE and tory government an utter disaster for the UK.

Draghi’ s backers ( he’s all debt ) will soon be getting cold feet in financing a deal for this pile of steaming shat, UK’s prospects are dire brexit basket case, once he/they walk ( and who wants to buy sterling denominated assets as £pound in freefall ) this is back to a quid, people keep saying its worth 2 quid a share for openreach but that can only be realised if you split the company up. Terminal decline typical ftse 100 capital destructive crap. Buy tesla.
Go to previousJump to the specified articleSubmit

How is this shyte still over a quid. The debts are eye watering, huge pension issue, it’s a disaster, the only value ( the airport slots ) outweighed 5x over by debts. Will end up being taken out by bondholders shortly, UK is fxxked anyway now, brexit, covid, tories, parabolic inflation taxes and interest rates, who’s going to be flying. Terminal for shareholders, no pun intended. Lufthansa a better bet.

Bet those two fossil owners who backed the brexit fiasco wishing they had unloaded this at 20 quid. UK asset prices getting decimated on tanking sterling and imminent hardcore recession, will get worse, HL have a long way further to fall.

Terminal rubbish, will end up in the hands of bondholders, AM has already gone bust 7 times in its history, another UK basket case company producing cars nobody will be buying in 3 years. Buy tesla FFS, the best risk adjusted investment you can make. AM is a short not an investment.

@hungary. Yes I’m still in Tsla, I started buying them in 2016 and they are my largest position, I dumped the last of my U.K. holdings and loaded up with more at 610 so I’m up 50pc on that trade in two months while everything sterling related is in freefall. Tsla is the best risk adjusted investment out there, cars, ai, power storage and years ahead of the competition, model Y will soon be best selling car in U.K. as well. Why would buying tsla shares make Elon rich? I buy them becos they have helped make me rich, same as Msft and apple have done. With USD protection. Tsla will be 1100 split equivalent by Dec and 1500 next year, I love the investment. Vod is dogshxt, its debt ridden low profit rubbish with a declining biz model and hopeless management that idiots like you buy for a fast evaporating dividend to watch your capital erode. The U.K. and it’s indexes are a wreck, it’s not getting better as the U.K. is energy poor and has a depreciating currency and brexit was a disaster still unfolding. You just don’t buy this U.K. crxp anymore. Property market next to collapse, check out builders and hardware shares if you want to see even bigger destruction. Long term chart analysis on capital markets has Vod at .50p in five years and Msft double where they are now as they compound with zero debt and earn a billion usd a week profit. What would you rather “ invest “ in?

Amazed this is still over 14 quid, as soon as its gone next supports 1320/1280, Ranitidine causes various cancers, its been known for years, and osteoporosis as it blocks calcium absorption. Dividend will be suspended and if bayer case is a roadmap for this then 5 plus years in the courts. Avoid.