Member Info for Savage_KeyboardR

Mole_man99 - VOD had decent results, the board used assets sale revenues to buy up shares and reduce the volume in circulation, and return share price support to LTH's. I don't really see an issue with that approach tbh. The VOD board also did also use some of the proceeds towards debt pay downs too. Debt utilised properly (to invest and support healthy growth) is not something to be afraid of. There does seem to have been a massive push by those with 'debt purist' ideology, i.e. any debt is evil and is to be purged! Far from it, the whole economic world functions on debt, else growth would be so painfully slow for some businesses that they would be outcompeted by other companies willing to take on such a risk. High debt levels and low debt levels are equally bad (just in very different ways). All IMO - DYOR.

Primetime51 - For me I've not made a bad call here. For me VOD held up very well against the storm of the Trump driven turbulence, thanks to the ongoing buybacks (they're not over yet), and the recent good results (Germany aside). I was able to purchase tranches, and I've made a sale releasing profits. I remain pro-VOD. Yes, I think VOD will now make a drop but it doesn't stop me holding the view that it remains a good investment.

As for EZJ, it's overbought by speculators. It's enjoyed good (but not stellar) demand up till now (the recovery needed to have been stronger than it has been) but... I just don't think that's going to continue to be the case. EZJ relies on lots of volume, and more recently it's become over reliant on strong ticket prices. O'leary has prior commented on ticket price softening, and now it's the case there is a deflationary demand shock on the way (both ECB and IMF have acknowledged this, and I called it some time ago). There will be some caught high and dry IMO, and I remain of the view EZJ is headed for £4 and below. I haven't invested into EZJ because I don't want to be holding its shares when it suffers a massive in flight Clear Air Turbulence drop. Something I think could happen soon. I've shared this view. You have a different one, and that is okay that we disagree as contrary to popular belief disagreement is permitted 🙂

Macy - Can you point out the bit where I'm arguing over Semantics because tbh I don't really understand your point here. Just trying to understand... I was being transparent, sharing that I'd made a sale for profit yesterday - Struggling to see what you've got a problem with? - Maybe you do not like that I made the sale and booked profits?

I haven't been ramping - if that's your interpretation then I suggest you DYOR, precisely as I have always advocated others to do so. I have never given out advice. I shared my view VOD was a good investment for me to buy into, I shared that has been my opinion. I bought tranches from Nov 24 onwards (I shared this info too), and then yesterday I made a sale, booked profits (again shared this too).

Just because I have been able to make profit, as a new investor into VOD, I recognise others who bought into VOD many years ago are in a different situation - I have acknowledged this before, and I've explained why it is that I'm not in the same situation as those who are sat on losses; because they bought long ago when VOD was very high.

I've also shared I still think VOD is a good investment for LH. For me right at this moment though I have booked a sale.

I often disagree with broker ratings. I bought up lots of BT stock when UBS & Polo Tang were rating it lowly at sub £1 a share. Got some lovely buys in ~102-104p which I sold (along with other tranches bought) for close to 150p. However, I did sell VOD yesterday for a reason here, and I've been transparent about my sale; I do think we shall be seeing a drop here, possibly right down to ~60p, and in my opinion I think JP Morgan have called this rightly. I'm not the only one, LTI announced they made a sale here too. FWIW I also still think VOD is a sound investment, it's just that a 1/6th price drop was too tempting for me to hold back from making the sale here yesterday.

Well JP Morgan just cut their rating of VOD, unfortunately I do think VOD will see a sharp drop IMO. Hence why I made a sale. Guess we shall see what happens in due course 😎

Macy, in my opinion you shouldn't be dishing out advice. People have to do their own research & make their own choices for what suits their own investment strategy & their own goals.

For me I made a sale yesterday, I booked profits, and I still view VOD as a decent investment going forwards. I certainly cannot say the same about Capita, which you mentioned, as I think it's a rotten sucker stock based on my analysis of it's financials (DYOR).

Arguably, I could have been better off staying in BT given its share price has risen to 167p. However, it's results have been poor, I personally won't be investing into BT for the foreseeable 👍

Macy - again you presume... yes I booked profits today, that does not mean I won't be continuing to accumulate👍

HHH81 - I like that you quoted the 2023 revenue there... You conveniently skipped over the bit where Full Year 2024 Revenue landed at just £2.42b i.e. a 13.9629% decrease Year on Year from 2023.

TerryM1 - Why would I buy PNN when the rump shares have not yet been sold off? Also whilst further reputational damage to PNN is ongoing in Plymouth too? PNN is overpriced IMO - DYOR.

Trisor - How much profit have you made from Capita?

AimMaster2018 - Seems the best price VOD could manage today was a high of 72.52p... I don't reckon it'll be rising again, and once USA markets open I imagine they'll all be headed downwards, shortly after any opening rise.

IMF just downgraded UK economy too, so I think that will kick off a downward trend for the whole FTSE indices, for the entirety of the rest of this week IMO - Successfully extracted some profits, to add to my cash holdings, at the ready to snap up some bargains but... only if price drops prove large enough. Most likely I'll be keeping cash in hand for the foreseeable because I think the broad based drops in the coming weeks will be rather large indeed. DYOR - All IMO.

Interesting TerryM1 - So you're saying Trump is content to devalue the dollar and make all American Citizens poorer then?

Gotnorolex - CPi will finally break that £1+ per share I suppose eh?!

LTI - posters like ForensicBloo add little to no value to discussions on here - certainly nothing Forensic about their analysis/insights... just pointless negativity because they typically have motive to want to shut down discussions.

Argentex on AIM Suspends it's shares:

https://www.lse.co.uk/ShareChat.html?ShareTicker=AGFX&share=Argentex-Group

Apparently due to the plunging dollar - presumably more dominoes to fall in due course, as a result of the ongoing Trump Slump.

Primetime51 - I was probably busy during the time period you're referring to there; when you said "you were not seen when VOD hit 63p", in your post below.

AimMaster2018 - Possibly you might be correct that VOD could hit a little over 73+ - Though I'd now hit my target to take profit so is a good opportunity to extract that nonetheless.

Macy - You haven't considered that my ~7% profit yield was extracted over 4-5month time period. Whereas presumably your 6% yield with 'zero risk' is annualised over 12 months?

Primetime51 - I don't have a stake in EZJ and I've been transparent about that.

Correct Xhita - The Trump Slump now in full swing. EU consumers likely now to hold off buying anything non-essential, on falling price expectations. Consumers having confidence of falling prices will just delay buying whenever is possible. Only essential spend will escape this trend IMO as house prices likely to slump over summer too. DYOR - All IMO.