Member Info for skid35

This is mathematical rubbish

Who else owns the other shares in troy?

Because the value reduction in omu is offset by shares in qlt and ned plus dividends

You need to add in your Nedbank holding, I do not have mine in my account as yet but should be today.

On the face of it the market underpriced nedbank as part of omu ????

Just trying to work out the value of nedbank shares based on the 3.21 per 100 ratio. There are a number of tickets and share values ?

and you now own shares in a company on the South African market, nedbank are not on lse

I might have to sell a few shares to cover losses elsewhere. Luke

15th October in the rns ?. key issue for me is whther I want to hold Nedbank on the sa market, rather than london

Read the RNS, its all there. It will go down after the Nedbank unbundling as it did with quilter as you are getting value in the other listing.

Please look at how many reports simplywallst puts out,literally thousands. They simply feed the p and l and balance sheet into a model that spews out a commentary without k knowledge of the market or competition, Jacob doesn't actually exist.

Also share price is completely irrelevant as it depends on the number of shares in issue, market cap is the comparison you want.

I think you need to look at your own post on the 5th where you suggest not to compare companies across different sectors.

About three weeks since I wrote this and no replies, a lot of anecdotes and recipes but no replies with an understanding of the commercial agreements the company has.
- how long are the agreements
- what is the commitment from the supermarket to stock (an agreed number of stores based on store size, geography etc).
- is there any minimum commitment
- is pricing set in stone for the contract length, does the price increase with volume
- how does dis support discounting
Really interested to know, and important to understand the stability of the revenue stream. This is a really crowded market and I would have thought the balance of power is with the supermarket. Also the percentage of sales in supermarkets.

What is the 2.20 mathematically based on?

Simplywallst articles are written by a computer, They are effectively worthless.

Work in commercial finance the IT industry do not that well up on the way retail works. With sainsbury do they have a deal for all stores, stores of a certain size or geographic location? In Maidenhead black woods is in a section away from other gins priced at 16.50, it does not state this is a discounted price. The section looks to be an end of line area. In Camberley where I work it is in the main section priced at 22. I know the price to sainsbury will be dependent on shelf position etc. Would assume sainsbury (with the purchasing power) is the dominant party and determines what stores etc. Just curious to understand commercials. I am long here with £10k in, primarily as this is a well run company with what seems to be a really good ceo who hasn’t over stretched the company, taken stupid short term decisions and is commercially / financially savvy and has not ripped shareholders off with ridiculous LTIP such as science in sport.

I do have a holding in MINI but do not invest substantial amounts in shares with very small caps. I believe MINI will have more winners than losers, but for every Harvey Nash there will be an ENET, hopefully more winners than losers.

Apologies - predictive text. Should be increasing aim for miton.

You do actually know they are holding these in funds for clients, not on their own behalf. Harvey Nash will make up a very small % within the fund so any increase will be a small fraction of 1 % primarily benefiting clients - obviously increasing aum for moron.