Member Info for ShazbotNaNuNaNu

Don't see a dividend, I can see down payment on debt, leveraging the profits to improve financial gearing. Price prediction £2 - £2.30, recovery well on the way. As a side point a significant investment in customer services wouldn't go amiss as lots of bad publicity on that score recently, and not what BA was known for. If you want to inspire customer loyalty, long term revenues and profits invest in your customers.

Agreed, I always focused on having every penny invested, which has meant I haven't been able to take advantage of some of the opportunities that have arisen. Currently holding a pot to ensure I can carpet bag and take advantage when the next goodie comes up...

Similarly had to take out some of my investment (outside of an ISA) to fund other emergencies so lost out a little on the profits from RR. In-ISA investment is doing very well however so I can't be too upset. What is interesting is the lessons learnt, and that fundamentally is that Pandemics, wars, pestilence and political uncertainty are good things in terms of making money. The key thing is having the spare cash around to carpet bag, and to take the right opportunities to invest in good companies who are on their knees due to circumstances outside of their control. RR is a classic case of strong recovery based on core fundamentals. There are others and there are dogs you shouldn't touch. Cineworld is a good example of when you shouldn't invest, it was never going to recover due to the debt ratios. IAG is in a similar position, needing to adjust their debt position to get back to a revenue stream that can be returned to investors (I think it will recover at some point). My lesson learnt is ensuring that I need to have liquidity to allow me to take advantage of the uncertainty, and to invest in companies with strong core fundamentals to get the awesome returns. A good example is the latest financial scandal with car credit mis-selling, Lloyds & Close Brothers have been hammered by the uncertainty, scum bag shorters have jumped on the bandwagon, and dragged down their share value, however they both have strong revenues and balance sheets, so there is a good chance of recovery. Happy days - Who dares wins (if you have liquidity)...

100% treating this as a growth share at the moment, and paying down debts just increases the overall value. Dividends will come in time, but I will be well gone by then, single share dividends too unreliable, spread betting in high performing and cheap to run funds is where I am going in the next 2 - 35 years...

Agreed - The positives - A great British Company doing really well, and some folks who hung on in there making bucket loads of cash to spend in their retirement. The negatives - If you sold early for a profit you still made money, if you didn't invest, then you didn't - go find another opportunity and move on. As for me, a relatively small investment that will generate enough profit for a decent return that will cover car insurance, car and car tax for life. Simple economics for me, make enough to cover all the bills in retirement, and let the pensions cover the "Fun budget".

Buy, this is a storm in a teacup, I think this is an awesome opportunity to carpet bag the hell out of the share...

Well it looks very much like time is up for KIBO. It's been a bloody awful ride, and my half a million+ shares are worth so little I don't even want to sell them, and I intend to ride this all the way to the bottom. Bit sick I know but it's one of lifes lessons, and I like to think I have learnt something from the experience of having blood sucked from every financial bone in my body. Fortunate to have carpet bagged my way out of the crap with a few decent buys after covid, thank god for Rolls Royce 250% up. Good luck to all LTHs you know who you are!

I think this merger has some significant benefits for Informa. It's a diversification away from events in to a profitable market that is less affected by Covid type events, and it's another area that could grow by increased market share and merger and acquisition. Smart move I believe.

Suspect that having done the deals with the Supermarkets there is an increased expectation that manufacturing can maintain stock and a just in time approach to delivery. That comes at a cost e.g. ramping up to meet demand. You either manufacture yourself or outsource that, either way you need a healthy balance sheet to 1. buy or lease the equipment to manufacture, or 2. Prove that you have good credit and can afford to pay for manufacture. Cash in the bank to pay these bills is paramount...

Nothing to be sorry about, Administrative shenanigans are not what you need at a time like this. Personally in a situation like this I would just raise a complaint - https://www.aviva.co.uk/help-and-support/contact-us/complaints/ or alternatively use ContactOut to get The CEOs email address and write directly - https://contactout.com/Amanda-Blanc-82206998

CEOs hate to get complaints, and they really don't like them this close to XMAS. In the UK we generally get terrible customer service, and rather than losing the will to live in a phone queue talking to someone in India who hasn't got a scooby about your issue (and who frankly doesn't care) I would just avoid the hassle. Pretty sure that someone will pick up the email to the CEO and do something pretty quickly.

Because at the moment RR really still operates in a none diversified market. Yes, if they can build MicroNukes the business will massively expand, but as exemplified by Covid the main market is in Jet engine sales and servicing. There are plenty of reasons to suspect that another Covid will come along in the future, and if not a war that has the potential to shut down this market very quickly. Diversification in to other markets is a key tenet of a good investment strategy.

Either that or some broker has been on the pop, and put in a crazy high bid....

Agreed, but once the potential sentiment is in the market were going to see this share and others in the travel and entertainment industry in the doldrums for a while.... As you say probably more things to worry about... Anyway doing my bit for RR, flying good old BA to Austin Texas on Monday.....

The problem is that despite wars increasing the profits or aero engine and components makers and maintainers, the people that you go to war with have a bad habit of bombing planes, airports, and tourist destinations, which in turn reduces footfall for the airlines with the associated mileage reductions which is the key driver behind revenue and profit. RR could both profit and suffer as a result of this potential war (I say Potential... it's happening...

And they were right for once....

Definitely sucks, I have held these for some time, would be selling at a significant loss. Hoping for some improvement, but thats not really a strategy....

Well if they do then they kiss their asses goodbye as the UK Financial industry is one of the cash cows and successes of the nation. Who the hell would invest in the good ship GB if they do this..... Sad short termism, and sounds like they just want to come after anyone who has the wherewithal to actually try to invest and make something of their savings.....

Why does that read like a chatGPT generated commentary on RR?

Great update from Investec - forecast shifts to buy and a share price of £28.50 - happy days.....

Nice rise today and recently, as well as a nice dividend payment. RELX are really becoming a money making machine in terms of both growth and dividends, what's not to like.