Member Info for Tigerchamp

A thing that gives me some hope is that Aston Martin is a great British Brand and interwoven into the fabric of our culture. I feel it will survive, just a rocky road ahead.

Think what you want Ringo. I'm off now as i have a life and many goals to achieve. Enjoy your repetitive, boring and uneventful life. Sveta, man you are an absolute fantasist. Class act. Cheers, come on the lady and 175p in 2020 dyor. Cheers

Keith is always bang on, likewise with Charlie and a few others. Fruit you claim to have worked on a trading floor, which i don't have an opinion on but you seem knowledgeable. How can you or anyone take this red guy seriously. it's crazy. Red, see reality, you spend all of your life on this BB. your whole time on this bb, think about it. You obviously have no life, no made up wife called sveta and probably not many shares. You are such an idiot, get off the board and get a life. I think this is the best advice you will get. As Nietzsche said 'a man's worth is determined by how much truth he can be exposed to and accept'.

Hi Fruit. thanks for your responses, very interesting points made, particularly your point relating to the BOE's policies and how it affects RMG. Certainly some food for thought needed on my side. Thanks and have a good weekend.

Fruitster, i have an intelligent query for you.

IMO we need to be careful regarding the NAV. The net assets in their latest interims were £4.9b, but most of this is the pension surplus of £2.8b. If we also take out the intangibles and goodwill we're left with net tangible assets of £1.1b which is 110p per share.

Whether or not you should exclude a pension surplus is an interesting question. On the one hand I wouldn't exclude a deficit. On the other it's heavily dependent on accounting methodology (there's a table in note 7 to the interims that shows the value under different methods), and it's not exactly cash they can dip into. Personally I would exclude it.

A return on equity of 7% is not very good but Alan states it as a positive? Anything under 10% is to be avoided in my opinion, and 20%+ is preferred.

Why will RMG go up? Interesting, An ageing workforce and increased competition from Amazon/Others using zero hour contract drivers to deliver the vast majority of consumer parcels. I am hesitant. I doubt Red has the mental faculties to response, i'm sure you can change mine or other readers minds.

Merry Xmas all, I am going to send the Corbynista of the board, Derek an Eddie Izzard style pink beret, bag and makeup kit. Corbyn standard attire! Where is it exactly you live in Chelsea Derek? Likewise Red, I have a coupon for Turkish hairplug surgery, the rate your hairline is receding you will probably find it more useful than I. Do let me know if you're interested lads?

What's higher, red's hairline or his average on his only share in his portfolio, RMG? Good day all. Tigerchump/STD

Topped up and got my average right down. Very happy. I think this will be the last time it is in the 190s. We shall see tho, a lot to sort out at RMG. GLS is kicking a** which is really reassuring. We shall see...

Yeah, I was more interested in the chairman's stake tbh. CEO buying is strange. hmm

On one hand, it's great BT renewed this as I know consumers use BT broadband and mobile due to the bundled package including the Champions League. On the other hand, BT could have saved a lot of money, retaining customers like this is not preferable in my view. Just a thought. Sick of hearing about Corbyn as well tbh :(

Interesting buys from insiders recently. https://www.sharesmagazine.co.uk/shares/share/SAGA/director-deals
Chairman bough a large volume recently and the CEO has been buying some at the 53p sp.
I've also noticed Blackrock and Ardevora are reducing their short position. Compelling stuff IMO. Like many on here are saying tho, patience is key here and it could go back down to the 40s for a while.

https://www.ig.com/uk/news-and-trade-ideas/royal-mail-shares--time-for-bargain-hunting-ahead-of-half-year-r-191114

Hope to see more posts from Chief. Good insight and has certainly got me thinking Cheers and have a good evening :)

@chiefcelt- quality post. And McDonnell is looking to nationalise National Grid, Royal Mail among others aswell. This and the two mentioned, what is the point? Absolute madness and i think they are getting desperate hence all of their promises. Unfortunate you have a high average, I think BT is a nice share to have, however they are in quite a pickle at the moment. Corbyn Threat (i think is minimal), plus BT is aiming to cut £1.5bn from its costs over the next few years by getting rid of 13,000 jobs, which will cost around £900m. And they will cut their dividend.
On the plus side, Bojo wants to get the public off copper networks by 2025 and has commited to £5bn to achieve this. I think BT will get a nice slice of the pie and profits will rise imho.

Interesting that you have had success with turnarounds before. But every situation is different. What makes you think this will go up besides Schroders taking over? It seems like the portfolio is heavily reliant on a handful of companies for success. Really engrossing subject this one. Cheers

Very interesting story... and I hope Fevertree can get back to where it was. But the beverages sector is highly competitive. In my opinion, a weak pound will benefit this company as they are ramping up their US operations. The strong surge in the pound recently is not good in this case, but as always, election and brexit...we shall see.

Agreed, I really like his recent acquisitions and he beat WPP to the punch with MediaMonks. Interesting stuff.

And I think this share in the 1.50s is a good buy. I got in today at 1.56. Christmas and Clinton Cards are the two reasons why this share will go up and it's following the 250. Let's see how the trading update is tomorrow. Will be interesting

Night Wolvesy, take care mate.

Why does Wolvesy want to be best friends with Red and Fruitcake. And why do you have to lick a** mate? particularly red the pensioners. ugh gross. Sweaty from sitting in that chair from 8 - 4:30 all day. Tragic Stuff tbh.