Member Info for SonofRobin

Onward and upwards APF, good results that seem destined to get even better with higher dividends going forward.

I bought in here last week having left this share some years ago. I thought that they could surprise with better than expected results and they certainly did. Check out the figures - all heading in the right direction.

When options and shares are vested, it is quite usual for an amount to be sold to settle the tax liability at that time.

LM, That will not be the case for the CEO/CFO as they both have significant holdings from option grants etc. In the case of the Chair - it is usual but not mandatory to have some holding.

CEO, CFO and chair to be have put 968K of own free cash into shares in RBS. Surely shows their confidence in the prospects?

For the 6th period in a row SBRY outperforms its rivals - increasing sales and market share, according to the Kantar news today. Must be bad for the negative waves put out by the ones wearing shorts!

When my mum went out to Australia as a £10 Pom (returning later),she used to tell me about riding the tram in Sydney, and because of her pallor, the Aussies would ask her "What do you think of our bridge (proudly)". She would respond tersely "What do you mean, YOUR bridge?" - "That Bridge was made just down the river from where I was born (Teesside) and you haven't even paid off the interest yet!". She really went down a storm there. She had gone out there because my dad had fallen for the place after being stationed there with the RAF for the latter part of WW2. The couple and my older siblings did not settle and came back to Blighty on the early 50's. The point is, that the steel industry in the North East has since been decimated and if we wanted to build a big bridge in the North, then the iron ore would go from Australia to be made into steel in China and then come all the way to England in ships made in the far East too.

Our Rivers could be a great source of energy. Every time I see a weir I woner why we don't divert some of the flow to generate electricity, as is done at Beeston on the Trent. You would not know it was there and it's clean. If a government supported mass development of Hydro throughout the UK, we should be independent for energy in short order, I believe. Government said to the tidal scheme for Swansea - too much subsidy required from the public, but how much will we be giving the French Government owned EDF to build new Nuclear power? - XX Billions, I think! We used to lead the world and had 400 years of energy in coal - now we are sleep walking into a crisis.

I note that Brandes and Black Rock seem to have picked up around 10% recently _ why is this? Do they see value? Vulnerability? Or a take over - in the wings. Possibly from the other side of the pond?

The big organisations that profit from business in the UK should pay fair taxes in the UK. If the HMRC kicked in a few Head Office doors and held the directors personally liable for the tax avoidance/evasion which is endemic in business today the tax receipts would rise and the UK would see National Debt lowered. PAYE means that the ordinary Joe pays the Lion's share of tax proportionately. If Big Business wants to stay here and profit they should also pay their share.

Lots of RNSs today about 1%+ holdings in SBRY - What is this revealing? Are these proposing to make a bid? else why the stake building?

IPO of W&G (Rainbow) called for by the Europeans as consideration for reciept by RBS of 2008+ support from HMG.

US quarter % is specific to US circs and growth in particular, I think. UK and £ does not seem to be on a parallel economic course for a change. The price reaction In RBS is probably more to do with W&G sale process starting and stated interest from parties in addition to IPO option. Room for more rises before the holiday and in the run up to results in Feb.

Market share measures favourably received.

Favourable Kanter data out today

"J Sainsbury was up 3.7% after Kantar revealed sales in the period rose 1.2% to GBP4.35 billion from GBP4.30 billion a year earlier, helping its market share rise to 16.7% from 16.5%" By Neil Thakrar; neilthakrar@alliancenews.com; @NeilThakrar1

10P up. Not a day to be wearing shorts!

17-Nov-15 Citigroup Neutral - 265.00 Reiteration 16-Nov-15 Cantor Fitzgerald Buy - 312.00 Reiteration Two Brokers see the prospects here. Ex div yesterday was countered by a rise (usually elicits a fall). I believe SBRY are steadfast with a developing strategy to take on the new comers. The seasonal figures over the next 6 to 8 weeks will underpin their success, I think.

M, Surely 5p to 4p is a 20% cut year on year? I am happy with the 2X DV cover principle. I think this stock is weathering the storm better than Tesco and ASDA. SBRY are taking the right actions and indeed, anecdotally, locally, in my store I have seen the number of shoppers increase back up following a ALDI opening 12months ago across the road.

11-Nov-15 JP Morgan Cazenove Underweight - 200.00 Reiteration 11-Nov-15 Societe Generale Buy - 315.00 Reiteration How can 2 such august FIs on opposing sides of the pond, differ so much? Does JPM want to get these on the cheap for a client? Earlier in the year there was a group trying to get support to try and force a sale and lease back of freehold property. Personally I'm with the French on this one and I don't say that very often.