Member Info for shamI89

possible mediator between iran and america.problem is trump is in a weak position here.he launched an attack on iran last week to abort it later as gulf states stopped him from using their bases.that blockade is not working and each passing day is adding pressure.by the way ****stan opened its borders to iran and that cant be done without american approval.if trump attacks iran and iran prolongs war to august/septembet trump stands on chance of winning mid-term election and may as well get booted out of white house.iran is in much better position and it would use this to get best deal possible.

Company could be forced to raise money if maco situation does not improve.Inflation would into that 8.5% profit margin.

On soft spring sales and hopefully company would update market about finances.My guess is that market is getting tough and inflation would filter into housing sector.It is triple whammy for house-builders.This orange buffoon has srarted something he cant finish.If he attacks Iran, Iran would start attacking neighbouring countries leading to much higher oil prices.If he backs away Iran would toll ships and that would still lead to high oil prices.

And that would clarify a lot of things.My understanding is company was relying on spring sales to return to net cash positive position and current geo political situation does not reflect well on that front.Second biggest catalyst is Iran war ending soon and we know that is not going to happen anytime soon.By the looks of it whenever share price rises to 340/350 level it is shorted back to 320/330 level and this patten would countinue until certain things are clarified.

At this PE ratio market is pricing is consistent growth.A small hiccup and company would need to justify valuation.

Why am I not surprised?

A draft "MOU" is being discussed.Problem is we cant trust both parties as both reached an agreement a month ago and then breached it straight-away.Lets see how this one pans out.I do think Trump was upto something and could not get what he wanted.

So in short situation is as messy as it can get.Trump tried to open strait of Harmous through force over last couple of days and it has backfired.He has to remove the blockade first and then Iran would need to be compensated."Uranium" is not an issue here as Iran was willing to hand it over last year.

Looks like gamble he took on "blockade" has back-fired and he has run out of options here.Strait of Harmous is still closed and Iran has massive leverage.Both of these parties are set to meet this week but Trump has to compensate Iran otherwise Iran would not agree to any deal.

But problem is if fails to meet market's expectations it will be punished heavily and we dont know where it will end.

And that is way too high.One hiccup and it will be punished heavily by market.

Has once again managed to create another mess through this blockade.Iran was willing to open Strait of Harmous but this lunatic thought he would shut it to exert maxinum pressure on Iran.Now he wants to open it and Iran is not budging.He aint got no clue what he is doing.

Oh dear you are clutching at Straws here and looks like have gone in way too heavy.

Well I dont think Trump has got many options, but time will tell.

Market is no longer buying into his bs, price of oil has just $110 and it looks like he risks losing major allies in Gulf states and Europe if he countinues this blockade.Having said that this is what Iran wanted to do in first place, just weaponise price of oil and you would inflict maximeum financial pressure on world to get what you want.Trump has run out of options here.

Crossley I agree but a lot depends on Spring sales and geo-politics.That is why shate price rose when Iran announced that it would open strait of Harmous.Given how things are I dont see it ending anytime soon.

Coal price has gone up significantly, I am surprised this is not moving.May be market knows something.

I am trying to work out net debt, we have two figures Net debt and average daily debt.Average daily debt is 738 million which is expected to go higher during first half however group is relying on spring sales to return to net cash position.However if sales are lower than expected debt would go up, add inflation, rising interest rates and few mortgages and we have a full blown crisis.

Icecool long time no see.You cant call me fool when I predicted woods group correctly when you were throwing some crazy figures.Update is due in couple of weeks and hopefully we will get some numbers.

Problem is that is not always vote of confidence it is done to restore invester's confidence.Nobody knows where it will end, Buybacks and speculative money is driving the price up, however maco factors are against this company.