Member Info for redwineday

1msn

It seems to me they don't need to try very hard at all. There is so little liquidity in this at the moment then they can move the price on a 10 or so trades.

Until others have a reason to buy (on some positive news) its easy pickings.

Yep, and 2700 people vs 7000. Busy fools...well, actually, apparently not so busy.

31 trades in the morning session. Mr Market has switched off to S4.

Https://www.thetimes.com/business-money/companies/article/sir-martin-sorrell-donald-trump-is-good-for-business-pcmx3rpt2

I see SMS is pontificating again, this time at CES. I find it amazing that none of these "journalists" don't have the gumption to ask him how he will turn his own business around rather than lapping up his geo-politics musings.

If patience is a virtue then LTH here must collectively be mother Theresa like!

I didn't have the same take out one Block 1. I think he meant a closing of the farm in deal which was subject to regulatory approvals not yet received.

Also agree the appointment of the Total lady seems like a smart move.

Gruv

For the purposes of balance one could also highlight that AOI have decided to sell out of this other assets despite or because they have knowledge through their board seat of what is or is not happening in Guyana. ! seems to cancel out the other one IMO.

Thats sad the decks are now clear for any further corporate action.

"They will go up later in the year after everything is settled and they are awarded further new contracts"

Thats far from a sure fire thing. After the dust has settles you will have many bondholders who own shares they don't want (they are bond investors not equity) who will start to sell and or hedge by shorting the stock. It might rise in the days after the restructuring as PI's pile in but I would wager thereafter there will be constant selling into any strength as these investors exit their position oand HF look to take advantage of the many shares in too many hands. You might have the situation where PFC's future starts to look brighter as they will more contracts but the SP doesn't reflect it. Could be a year or 2 before this does finally become investable again.

Yep, silence over the lat months is deafening. Whatever that infers i have no idea!

If Exxon farm in to Orinduick, no one will be worrying about Namibia!

I agree. It must be tempting for someone to take a look see. That said management shareholding means they won't be giving it away on the cheap. Patience will be rewarded here.

Momentum works 2 ways. If and when they signal an upturn the SP will turn and one sunny day in the distant future Vanguard will start to buy back in (the miracle of passive index investing).

I read the article, he might be right, he might be wrong but what you can be certain of is he has his own agenda in trashing a competitor. Not very professional imho.

Also this is irrelevant when it comes to understanding whether S4 is fairly valued at the current SP and whether you should buy or sell.

These videos have become very boring.

What the market needs to see is his plan, not the blah blah, for getting back to a 20% margin. Every quarter we get the same "confidence in our business model". Tell us how and when. 7000 employees and a BOD of the great and the good is all very well when you are doing well. If they can't organically grow their way out of it, which seems to be the case (what happened to the whopper strategy) they need to be slashing the headcount. Roughly they are forecasting an operational EBITDA (Charlie Munger would have called this a BS number) of 12k per employee. Seems like a lot of huffing and puffing for piffling 12k per head. If you cant grow the business its time to get the knife out Marty...

2 different things.

Had hoped we would have an RNS update today confirming the AOI deal had completed. Can't understand how this is taking so long.

Toss up between S4 and THG for dog of the yer award (second year running).

Try this

https://on.ft.com/4fCxeiG

EU burns through gas storage at fastest rate since energy crisis

https://www.ft.com/content/c02719a3-2000-4b03-9e29-479fae0f8722

Only a matter of time before this moves substantially higher…