The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
What odds are they offering on a rising shareprice?
N1, there is only one person who sees value in this 90s brand and that is JD - so who would buy and take on all the liabilities? In any event it seems Hilco are in charge and over the next 5 years will disappear altogether - gone for a Burton.lol.
One of the issues in the RNS is the over investment in america - warehouse , which means there will be huge efficiencies if the company becomes part of a larger group. Furthermore I am not sure that the all the standalone shops they have are an efficient use of capital and the departure of the CEO is an admission that he has seriously messed up imv.
Gunsup, the market sets the rates on government bonds and the more shaky the UK looks the higher the yield. B of E is trying to reduce rates with that rate burden in mind BUT cannot manipulate the cpi figures[ which imv are already a manipultaion of the real rpi figure] so will be stuck with leaving the rates at 5%. We shall see...
Slacker the Tanzania government can let others invest and once it is in production tax the company as they see fit - much like UK governemnt does to north sea , where in our case the industry offers such poor returns it is dying - but that is another story.
I hold no position here but my observation fwiw is that once a contracting company is known to have financial and reutational problems it will struggle to win decent contratcs with blus chip clients. Why? well the ceo of a ftse 100 company said ' I want to go to investors with contrator names that will add to our reputation'. Imagine being asked why did you award PFC with this contract at this stage.....
Good old Barclays - challemnging this motor finance debac;e- from FCA announcement.
.On 3 April 2024, Barclays commenced judicial review proceedings of the Financial Ombudsman Service's decision to uphold a complaint relating to DCAs.