Member Info for simon1367

Barclays cuts target price for Wise. I always think these guys just pluck a figure out of the air. Meanwhile Investors Chronicle over Xmas tipped Wise as one of their shares to watch in 2026. Probably now the kiss of death! In my view though, these shares could be re-rated if they join NY in spring/summer

Wiselyinactive..........the dividend is comfortably covered by earnings. Payout ratio of earnings is currently 62%, meaning that 38% of earnings is being retained within the company. Debt is a bit high but overall the balance sheet looks quite healthy. For what it's worth Hargreaves Lansgrove have tipped it as one to watch in their recent publication. It could be argued that anything under £30 might be a reasonable entry point with a starting yield of about 2% and growing annually.

Confirmation of demerger. Magnum (ben and jerry) One share per five Unilever shares held. In addition a consolidation exercise re the Unilever shares.

I believe if one wants to top up before, it should be done by tomorrow, but I stand to be corrected on that. People's views as to sell or buy?

Why has Jessica Winter ( chief compliance) sold four times in two months? Seven other senior executives have done the same during that period. That makes the market and private shareholders nervous. I'm not happy either. Possible slowdown in growth / margins, but if the go-ahead to NY happens, the stock could be re-rated.

This is an overall assessment of the present position, predominantly accepted by most analysts.

Boohoo’s sales continue to slide, driven by declines in its Karen Millen and the Youth Brands. Cost-cutting initiatives are helping to prop up the bottom line. Performance in Debs is much better thanks to its marketplace model which brings a host of benefits, allowing sales to scale quickly. The third-party sellers also own the stock and are responsible for picking, packing and shipping orders, removing a host of costs and inventory risk from boohoo’s operations. That’s had a positive impact on the group’s prospective return to profitability. The marketplace model has become the blueprint for an attempted turnaround in the struggling divisions. For context, although only contributing around 17% of group revenue last year, Debenhams brought in over half of the total cash profit (EBITDA). Overall customer numbers continue to fall, so breathing life back into its Youth Brands division (which includes PrettyLittleThing, boohoo, boohooMAN) needs to be the main focus. With a strong social media following, these brands still have potential great value. That’s why its disappointing to see the group exploring the sale of PrettyLittleThing. To be clear, the group remains loss-making. A nearly £40mn equity raise in 2024 props up the balance sheet. It’s also provided some breathing room while the CEO executes his strategy change. Tensions with Frasers remain high, and a new management compensation package was pushed through without shareholder approval. Alongside a murky track record of labour exploitation, elevated corporate governance risks are something for investors to be aware of. Despite the pivot in strategy, the concerns about Boohoo haven’t disappeared. The relatively still lowly valuation may look attractive at face value, but it reflects the major challenges ahead, as well as the competitive retail market. The company's ESG disclosures have been poor, signalling a lack of accountability to investors and the public. Governance has been a longstanding issue, with the most recent development on executive pay an example. The company has also been involved in numerous significant ESG-related controversies.

On that basis I believe there's quite a journey to go and I still consider the K's as a stumbling block to success. I find the huge recent rise baffling, unless there is something going on in the background we are not privy to. Selling assets (PLT) is only a short term solution. Without clarity I see the stock drifting down again. Those who bought a few months ago would be wise in taking some profit. Just my opinion, which will be once again criticised by the die-hard supporters of the present regime.

$25.66 ..........not so happy !!!

SpecialValue......Vitriol absolutely. For clarity, I long held the view this I.T would eventually come good. It never has. If all this gets voted through, I'm fairly confident you'll have to sit patiently for quite a few years. I'm out of these sort of structures and the lure of the high dividend. I'm hoping for a bit of bounce-back whereupon I'll rid myself of this dog . I've learnt the hard way that there is no point in averaging down on a share that is going nowhere fast.

Good luck with that Slikoil. This investment was, and has still been sold by I.F.A's as a relatively safe haven for retirees, with a chance of small gradual growth in line with inflation, together with a decent regular dividend. It made sense. After all, many contracts were inflation linked and comparatively secure, so what could possibly go wrong? Answer: adverse market conditions, combined with a lacklustre (some would say lazy or incompetent) management.

My experience overall over six and a half years, including averaging down a couple of times in the hope of a recovery is this . Invested lump sums £21342 . Value of HICL in my ISA today £20546 and that includes all the dividends being re-invested! SIX AND A HALF YEARS with the result of a net loss of £800. My investment down about £1500 today. Absolutely disgraceful. Once again, good luck at buying in low Slikoil. Personally, I would question the NAV aspect. In this case it's just a figure on paper that in my view can be taken with a huge pinch of salt.

I despair. If this deal is apparently such a good idea, why has my investment plummeted yet again. Another 8.32% down overnight. I am very annoyed.

Always regarded 3i as a safe long term growth hold. Hadn't looked at it for a couple of years given the huge discrepancy between the NAV and the very much higher SP. In my mind, the opposite should normally be nearer the mark, but even with this drop, the NAV is still significantly lower. Quite frankly I find it very surprising that about 75% of this I.T is invested in just one retail company, that being Action of Europe. I regard that as verging on irresponsible. There was always going to be that risk of a profit warning, impacting proportionately on the SP. Nevertheless I will apply my three day rule and monitor & research over that period to see if it's still worth a small punt.

It will be voted through by the majority of the members because it is their interests rather than those of the PIB holders who have been benefitting from a large payout twice a year. I don't think the tender offer is particularly generous given that It's only 15p per unit more than the current price of 195.00, and one is giving up an ongoing permanent high interest payment. However, it's basically a done deal, so holders may as well vote in favour . It was good while it lasted

Stevie Wonder : A crash is unlikely, although some minor tech stocks may be hit hard over the next few months A correction in the overall market is overdue. We are talking, usually, of about 20%. Relx is a strong well established stock, but has been dropping with the overall sentiment of the sector. I bought too soon, at around £33. If it goes below £30 I will be topping up. This is a long term hold.

I'm finding it difficult to see why this share is being targetted by the shorters....currently 4.48% that we know of (obviously more below the 0.50% ceiling)

Decent yield, reasonable growth forecasts. Debt a bit higher than one would want, but one director has gone in with a reasonable purchase. Can anyone explain the shorters rationale?

Yes, Bioventix has to trust its customers to report and pay royalties accurately, but this trust is not absolute and is supported by legal contracts and the right to audit. Royalty collection is a significant risk for the company, as customers are responsible for calculating and declaring the amount owed. It is far from ideal. Indeed, last year, Bioventix reported that a customer had OVERPAID royalties for two financial years due to an incorrect royalty percentage being applied. The overpayment was corrected. However, the existence of an audit clause encourages licensees to be more diligent and accurate in their reporting, as they know their numbers can be checked.

This current update does not give us much to be cheerful about. Basically we are to conclude that earning will decline by an average of 7% per annum for the foreseable future and until something substantial transpires within their possible new lines. To me, this is an ex-growth stock'. As night follows day, the dividend will be subject to being reduced. It is now paying out more in Divs than it is making in profits. That simply isn't sustainable.

I am disappointed as I really rate the small team they have, but it is vital they diversify. I am also mindful some may wish to retire. I'm not going to buy into on the reason of the high div as I think there is a high chance it will reduce again and the SP may flounder. However it may be worth a punt if you think a big player might come in with an offer and swallows it up.......quite a possibility now the market capitalisation is less than £100 million. Peanuts for a mega pharma company.

I don't necessarily think the cancelling of the 'de minimis' regulations will have that much affect for the likes of Asos and Boohoo etc. Indeed, looking more broadly in terms of the whole economy, there will be thousands of small businesses who will be negatively impacted by increasing their costs and forcing them to re-evaluate their supply chains. Reeves' seems intent on meddling with this that and the other (just picking away at relatively little matters) which will probably have unintended consequences. The supposed £400/£600 million benefit to the treasury will no doubt end up being much less. They have leaked out this news to get a response. This chancellor is meddling in so many matters (suggested to her by several ideological morons) that it would be so much easier to raise income tax by a couple of pence at the low end, and say five pence at the top end etc. As for Asos benefitting, well, I suppose marginally but their problems are far more deep seated. And by the way, you can be sure the likes of Temu, Shein and all the others will already have laid plans to circumvent this issue.

The company still seems to be out of favour. Is it because of lack of new income generators. The dividend yield is attractive, but that of course is no good if the SP continues to decline. Any thoughts anyone?

Financial times says the German cross border unpaid customs duties could run into 'tens of millions of pounds''. Asos say it's likely to be 'only' half a million pounds. Who does one believe? In view of the uncertainty, there's even more reason to think this share is going nowhere until at least this is clarified.

IG analysis...underperforming, with analysts opinions as 4 buys, 3 holds, and 1 sell. Revenue forecast is a slight decrease, losses expected to rise in the short term, with reduced annual losses to continue for the next three years. If one is patient, a decent recovery stock. But I probably said exactly that three years ago. It's always jam promised for tomorrow. All very underwhelming. Far better opportunities elsewhere.

Hexam: re your response to my comment. That is what I was saying. Obviously there is very rarely a buyer and a seller ready to buy or sell off each other in terms of matching. (that usually only occurs only in respect of mega deals). As we all know, the facilitator, the market maker, enables selling and buying for normal investors. Effectively a middle man. That's all I was saying

Hexam : Ultimately it doesn't matter if the Market Maker is, or is not, an 'investor' in the true sense of the word. The fact remains that the transaction is a match between a buyer and a seller. End of.