Member Info for triumph1

Lol. I would love to know how the american public would react if Iran attacked the homeland! It would change absolutely everything! As things stand, the US public do not want this war. If Iran attacked the homeland, then all gloves would come off and the entire might of the USA would utterly disembowl the puny, weak IRGC. Ground troops would then surely be sent in, and the regime would be thoroughly exterminated.

It would be another pearl harbour moment. As Admiral Yamamoto said, a sleeping giant was awoken.

Surely Iran wouldnt be that stupid to attack US soil and galvenise the US public.

Love it:

https://x.com/WhiteHouse/status/2029307088808055083?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2029307088808055083%7Ctwgr%5E1649ebe1ccf727c9f3e088fbcbff23a2a59fe9fa%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.telegraph.co.uk%2Fworld-news%2F2026%2F03%2F04%2Firan-war-latest-news-israel-us-trump-new-ayatollah%2F

Why don't the left wing fruit bats go and live a life in the day of an oppressed Iranian? Do they even know any Iranians? Because I do! I know many who have fled the evil regime and the suffering they went through!

So shut up STP you anti West whack job. Why not go do one and live in a brutal regime if its so fantastic. You know nothing! Spare a thought for the countless murdered solely at the hands of that regime over the decades.

So sorry for the loss of your beloved terrorist regime you openly support who have slaughtered, murdered and supressed countless in their decades of tyranny.

A beautiful plan indeed. It most certainly is BEAUTIFUL to rid the world of such evil. God bless the USA, Israel and the beautiful people of Iran! God speed to the brave kurds who will rid the world of the Iran regime once and for all. BEAUTIFUL!!!

And here comes the Kurds! It's already happening STP. The ground force armed with US weaponry and intelligence are already beginning their offensive in Iran from Iraq. Why do you think the US an Israel were pounding Iran/Iraq borders? This was the plan all along. CIA and Mossad have been arming kurds for weeks.

That's another front the regime must contend with. Its over for them! Now internal security forces will be locked in a battle with kurds, its time for the great people of Iran to free themselves once and for all by rising up.

It's all going beautifully to plan.

Of course they are. The full military might of the USA and Israel are wiping the floor with the Iran regime. Less missiles have been launched by Iran, such is the degradation of the regime nervous system, deatruction of capability and thorough decapitation of their leaders. Surgical precision at its finest!

There is no negotiations to be had now. Only total and utter annihilation of the regime will do, or the world risks these fanatics building a nuclear weapon deep underground. And there is still the matter of half a ton of highly enriched uranium to be handed over to safe hands. Israel will accept nothing less than regime change, and will now stop at nothing to accomplish that, whatever the cost and even if it involves Israeli boots on the ground in Iran. And why not seize this chance to rid the world; the cat is well and truly out of the bag now and cannot be put back in!

The heads of the old regime are nothing but dead men walking. Mossad and CIA will exterminate them in days. The Kurds will mop up on the ground, and the great people of Iran will take care of the rest.

This phase of the war will be over in 3 to 4 weeks max.

If I were china, and wanted Taiwan so badly, I would strike hard now whilst the US are tied in Iran!

This is their window of opportunity. Once this war with is done with, and it will be very soon, no way would China dare to attempt anything with Taiwan whilst Trump is in office.

Love him or hate him, the world is much safer with a wild card like trump than spineless weasels like biden was or cowards who hide behind paper like starmer.

All is going beautifully to plan for the US-Israel heroes and leaders. Iran reigime is getting slaughtered day in, day out. Now its the kurds time to shine, backed with US weaponry for their revenge, and to take the fight to the streets and wipe out this filthy reigime once and for all.

Glory to US, Israel and the People of Iran. Your time is coming very soon.

He has not been wise STP. He is showing his weakness and indecisiveness for the whole world to see. Yes there are Iraq optics, but its no excuse for not allowing the US access to valuable bases in the area and not defending our own bases in the area adequately! His consistent hiding behind paper and "international law" has been shockingly weak.

We must defend our assets and allies in the region. I agree we dont have to bomb Iran ourselves, but we should have taken a very strong defensive role in striking down missisles hitting our bases and allies. Starmer is being an utter coward.

And yet again starmer proves his cowardice and lack of decision making skills by sending a warship to defend our asset in cyprus only after france does haha.

You couldnt make up how gutless the bloke is. The weak response has been truly embarassing. He is the weakest, most cowardly PM we have ever had. I hope Trump lobs more bricks at him to get him off that fence.

This war will be over in 4 weeks max. Mossad and US will hit the nerve centre of Quds and the old Iran reigime clinging to power and the belief they can escape this alive.

This is not the USA of the past. This is the full might and power of the USA unleased under trump. There will be no one hands tied behind their backs with fools citting fictitious concepts such as "international law" that utter twit starmer is hiding behind. I just hope this does not affect our relationship with USA after this ends.

Israel and mossad are now in full control of their destiny. They will not miss this opportunity to rid themselves of their biggest bain and threat ever since they have existed. They have been waiting and infiltrating for decades for this very moment. They will not miss!!! They will thoroughly exterminate the threat now, whatever it takes.

The current iran reigime leaders are dead men walking, lashing out as they become extinct. It will all be over in 4 weeks. Use this as a top up opportunity...but in tranches.

International law? Ha. How thick are you?? There is no such thing?

It's a dreamt up fantasy created by idiots like 2tk who live in some fantasy world where only fairies govern the world. And for cowards like 2tk to hide behind when the real leaders like trump make the decisions!

You think china, russia or any others follow "international law"? It doesn't exist!

Power is law. That's it.

2tk Is a spineless fence sitting weasel. God help us all when he actually has to make a decision!

The world is safer with trump. China wouldn't dare mess with Taiwan now, which would really f the world up! I give the Iranian regime 4 weeks before it topples. Mosssd are going to eat them from the inside out. They have infiltrated iran like maggots infiltrate a dead carcass.

We are witnessing the last hurrah of a dying regime. God bless America and Israel for doing what other cowardly politicians should have done years ago!! The world did not need another N korea!

By God this company is akin to pushing treacle uphill. How can this be a loser on a day like today.

The stick performance is utterly abysmal. Anyone who says otherwise are utterly deluded

You got to almost admire Sanderson. He knows how to get away a placing. Lifestyle secure for a good few years given the amount raised by utter suckers

Almost certain that reeves will apply the windfall tax to banks now. Certainly put up a fence that has stopped the gallop of lloyds in its track.

Such a shame, 100p was so close. Will probably remain on sidelines until after this budget now.

I dont understand why you made the comparison with secured vs unsecured? Its not like they had much choice in the matter even if they wanted to go down the secured route as i can't imagine any bank lending avap $300m at swap rates with a junk credit rating (albeit the highest junk tier). There is no real world $30m saving, you are just stating that this new bond issuance is better than lending from a bank? That may be true, but again i doubt they could even if they wanted to. And of course, they wouldnt choose to anyway as they will simply continue to roll over debt close to maturity hoping for lower interest rates as opposed to bank loans where they pay back interest and principal, which would defeat the purpose of their whole business model.

From where i stand, they have just rolled over the debt to avoid default which is pretty standard. And yes the bump in credit rating is down to the default risk of these 2026 notes being eliminated. One thing i have realised when comparing apples to apples; these old bonds were issued in may 2018 (not 2021 as that would be terrible) when interest rates were far lower. So actually, to only have a 25bps increase in yield given todays interest rate is pretty good going, and shows how far their balance sheets have come since the $1bn+ debt load pre covid. From this point of view, the company has come a long way and is in much better shape in terms of risk.

But still, if the company wishes to pay off these new bonds in the same fashion, cost of servicing this debt has risen in the real world which ultimately means higher expense. Thats the bottom line really.

What will be interesting to see is at what point the company will stop buying back debt. Presumably some complex future interest rate modelling and when that line intercepts where it is more beneficial to wait and issue new bonds at a predicted lower coupon.

There's no sugar coating it alas, and the "not a growth but an income" excuse has been so worn out that is tiresome to continually hear. There are REITs that offer a much greater yield than this is offering and with better coverage. I would and do invest in them if I wanted pure play income with no growth.

I do expect and demand growth here! Fortunately, this is just a small portion of my PF, but by far the worst underperformer so does stand out somewhat. All we have to do is compare to those in the sector like eckie has to find out what a dismal investment this has been.

Aviva retain a respectable yield and has grown a very respectable 44%. So we are to be happy with a 3% higher dividend in return for certainly no less of a risk and a measly 6% growth? I think it will be hard to find someone that is happy for that trade off!

Anyone who is not disappointed by lgen performance is kidding themselves. A pair of eyes is all that is required to see the blatantly obvious here. Simones needs to accelerate the end game as the market is tired of the lack of growth and underperformance relative to peers

Performance here has been nothing short of abysmal. Struggling to keep it's head above the water despite the ftse rallying significantly and gets whacked on down days. Something is clearly holding this back.

Simones is not going far enough, fast enough and investor patience is clearly running thin considering everything else is rallying. More must be done to get us out of this utter rut.

I was disappointed with the fact that the new issuance carried a 25bps increase on the notes due to mature in 2026. I exited because of this, as i was firmly expecting the $300m new issuance would carry a lower yield than those that mature in 2026. Then again, interest rates just havent dropped as fast as expected.

they did need to refinance to mitigate default risk, servicing this debt has become slightly more expensive to pay down. This is why the stock has dropped over the last couple of weeks.

The company will no doubt want to continue paying this down with pace, which will ultimately continue to subdue growth/profit for the forseeable.

I agree that it is a complex business model, is overlooked and significantly undervalued.