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Interesting that VRS is well down today and AGM (Applied Graphene) is well up despite no RNS. I am unfortunately invested here, but at least there is some revenue in the finances. AGM continues to show no revenue - how long can that last?
Thought I would change the headline reflecting the RNS this morning. Surprised it hasn't risen more - if it had been bad or neutral news it would have dropped like a stone. Anyway have topped up - patience needed.
Ok it's been on the cards for some time, but incredible limp reaction to news of a merger for the mobile division. It has the potential to make a big difference to cost sharing and pricing - probably bad news for customers.
Exactly - it's very unlikely to go 'belly up'. It's well diversified with cruise and insurance. Insurance is competitive but not to the extreme of being unable to make a profit. In my fairly long live I have pretty much only insured with Saga , Aviva or esure. We are all going to pay more for car insurance. The cars they make now are often write-off with smallish prangs. They don't make them with solid bumpers anymore and the grill is almost in-front of the bumper on many cars (Mazda take note). They are also hugely more expensive than in the past.
Possibly, but I doubt that - it was at a rock bottom price in July and has recovered to not quite rock bottom (still only a bit more than half of its price in the middle of the pandemic, i.e. April 2020). It should be doing very well with the chaos in the markets.
It's a pretty good cash cow and the price of the shares now is the same as it was in April 2020 when the market in general was just off the lows of March but still talking about hundreds of thousands of deaths due to Covid. It's still the first point of call for many looking to buy a house (autotrader equivalent). But yes to think it's valued at 4.3 billion when BT with revenue of over 20 billion is only worth 3 times as much does seem hard to comprehend. The point is whether the housing market collapses or not - not sure it will if unemployment stays low and the country's population moves ever upward but this and housebuilder shares suggest a lot of people think otherwise.
46.46% voted against the pay package for top management. If you assume that more than 50% of those who didn't vote would be against , it's quite some indictment of the greed not to mention poor judgements - as in the huge investments/losses in made.com.
Yes I think you are right about dividends and buy backs; not sure about shorting though. It will be interesting to see how markets react to news from made.com this morning. It is a sad indication of the state of the country and especially large retail items. It could however be seen as positive for DFS as a competitor.
Possibly - but perhaps just looking for a holding for one or more of their funds. If the exchange rate to the dollar keeps falling, it must be tempting for firms there to run the slide ruler over UK firms.
Wow - city doesn't like the news of Zillah's departure in 2023.
Hard to square the miserable share price (ok up a bit today) with these great results. The market seems to be pricing in Armageddon.
Trying to understand why this keeps drifting downwards when the financials published in June where decent.
With a drop of 13% , it's tempting to top up. At some stage this share will recover as economic sentiment improves - but could it go lower first?
I have come to the conclusion on reading these results, that the company would be in deep poo if it wasn't for fairly extraordinary high oil prices. If they continue then it should be plain sailing.
I bought this dog of a share when I found an old copy of Investors Chronicle that recommended the share when it was about 4 times the price. I had stopped subscribing to IC when it had cost me thousands in duff tips. Thankfully I bought very few of RENX, but it all adds up. Advice - don't go anywhere near IC.