Member Info for schwee

Management fees are outrageous. No wonder such a wide discount.

Deep in losses, deep in debt, deep in pension liabilities, but hey ho we will pay a dividend and have a share buyback.

CCH is buying turnover. Not a sustainable strategy in my experience.

Not much room for error if power prices fall. Buybacks nearly always a poor choice as any spare cash should be reinvested in the business.

Words and figures do not match. Production down, but at the same time delivering on our growth strategy. Basket case that needs taking out by one of the big US boys.

But no RNS yet on who bought the 9% stake. So maybe it was pre sold to a cross selection of institutions at individually below the disclosure threshold.

Happy Investor

Have you overlooked Total or Aramco as a buyer for solid reasons?

Due to be paid Mon 24/6. Has anybody received it yet?

Basket case.

On the one hand buy back shares, on the other hand issue shares. You couldn’t make it up.

Running to stand still. Given the debt pile, lenders will want their piece of flesh. Sell.

Let’s hope UKW doesn’t become the equivalent of an over indebted commercial property company and forced into a fire sale. The buyback won’t look so clever then.

Headed by a lawyer: on the one hand this, on the other that. So no firm decision and the Royal Mail will stagger on until the money runs out

But is it enough cash? Two placings in such a short while suggests a lot of money going into R&D. Nothing wrong with that but perhaps a rights issue might be more suitable for future raises so as to avoid constant dilution of existing shareholders.

JMAT is clearly in voluntary liquidation and being managed for cash until and unless Hydrogen brings it salvation.

Cash flow fantastic, Ocado JV disastrous.

More important than the institutions is the useless HMG, who have procrastinated for years over watering down the USO despite most of our Western cousins having done so without the world falling in. So this is one final attempt by the BoD to wring concessions from HMG so that they can show that IMG is worth more than 370p per share and so reject the bid. But is HMG capable of facing down the neanderthals in Parliament?

BT are a prime example of extend and pretend. Divi should be cut, not increased. Whateever, basic issue to most global telecomms companies is that the likes of Google, Microsoft etc get a free ride on the massive investments being made in digitialisation.

A contract with Thames Water. Aaaaaaaagh!

But presumably there is no market for the product, otherwise they would not mothball the mine.