Member Info for schwee

Clearly the decks are being cleared for JUP to be taken out. Schroders?

As well as Amazon, there are the 4 big supermarkets in the Uk who have mote space than they know what to do with.

Mistake to pass on divi, as just an invitation to FCA to impose a higher fine than they would otherwise had done. See Provident who played a blinder to outwit the FCA.

A p/e of over 20 for a house builder is stretching a point.

Too much of it. Need to cut the divi.

Does anybody seriously believe that the idiots that run this country have the guts to implement even one of these proposals? They love firing missiles though.

But Fcf based on 100 per them for gas, but today 70 and falling.

The £3.60 is a red herring. There is either a massive overhang, or Basf will takeover HBR at a discount.

Active management in long term decline as punters unwilling to pay the fees. So only solution is market consolidation to enable reduction in fees by consolidating staff (i.e. sackings)and rationalising property, regulatory, IT costs and many others

Market Cap £175m, Cash £165m. Say no more.

Poor trading update this morning. No mention of cash position or divi consequences.

Disagree about takeover. £150m market cap plus premium plus debt, say £300m for a predator. Petty cash for the big boys to take out a competitor with a well recognized brand name, albeit somewhat tarnished. Pension fund might be a deterrent though.

BoD have rolled over too easily.

Running to stand still.

Revenues up, but no flow through to bottom line. More importantly cash flow is somewhat ugly. Confiture demain peut etre.

Do not HSBC have a backup when the primary system goes belly up?

But fear not, bonuses will be unaffected by this shambles!

It buys companies upon companies, building up debts, foggy accounting. Always an accident waiting to happen.

But they probably wish that they had never touched.Ocado with a bargepole

I expect the teenage scribblers bought most of the 20% on offer hoping to persuade some mug to takeover this dog.

If buybacks increase the NAV per share, one wonders why equity capital is needed at all. The answer is that it is only a short term sugar rush as the borrowings to finance this largesse will over time cost more than they would have done had the buyback not occurred in the first place. But of course the management would have moved on by then, leaving their successors to pick up the pieces.