Member Info for Trouts

Yep, exactly that. Plus, from what I've read he would have been better suited to it, whereas Emma's marketing background makes the consumer goods much more up her street. Ah well, what do I know?

robleo, I'm contemplating the trade. Never tried it before with LGEN, but things generally seem quite volatile in the UK market so it might be a good time to try picking up a few extra points. It depends on the price action leading up to it. When all said and done, I might just ditch some other dodgy holdings I have and top up here post divi.

"One would certainly have to include the CFO in that review too."
They haven't paid down the extra debt they took on in 2018 yet. With a debt to equity ratio at 132.8%, I really don't think they should be talking to their banks to add more debt to increase the offer on this bid!

Graeme Pitkethly has the title of CFO & Executive Director. He manages to pay himself €2.96m per year for this!

"I hope this failure of the takeover will sweep through the management of ULVR and these guys have to leave."
Can we afford the gigantic "golden parachute" payments these no-hopers will undoubtedly cream off though?

To be honest, I'm mainly trying to start a new thread 'cos I'm tired of scrolling down the one started last June! Although, with ex divi date on 21st April, anyone thinking of trading around that date to capture the fall?

It seems to me that if the cladding met the safety requirement/standards at the time, then Kingspan (or any other manufacturer) have no liability. The developer had the choice of materials to use and if they went for the cheapest, they should pay the price. If the cladding didn't meet the standards and the developer used it in accordance with the manufacturer's instructions, then the manufacturer should be 100% liable.

I guess it comes down to different styles - many laugh at me for holding DLG, a company that sells something everyone needs/wants, makes a good living and pays out dividends. They are "shooting for the moon" with whacky tech, dodgy IPOs and tomorrow's "next big thing". Trouble is, for every spectacular result they get there will always be a couple of duds. Funny that you don't always hear about those investments that went sour!
Keep accumulating quality and you won't go far wrong. You just won't have exciting stories to tell down the pub!

Anyone got any inkling of the date of the CHRT half year update? Their investor relations page just says "December 2021".

Cheers.

OLD GEEZER BEHIND THE BINS AT SAINSBURYS INCREASES PRICE TARGET TO 1,800 (1,260) - 'SELL'

It's about as much use as listening to the fools at "GoldIn Sacks".

Well, that corrected itself quickly. A quick spread bet first thing would have paid off handsomely... Ahh, the benefit of hindsight.

5p dividend and the price drops 12p at opening on a generally blue start. This market is so dumb sometimes!

Lol, this will cheer you up no end!
https://simplywall.st/stocks/gb/materials/lse-poly/polymetal-international-shares#valuation

Correction... "but would NOT get in right now".
Quite an important word to miss out by mistake!

Lol! I once was a shareholder in this and always thought the option for flexible office space to accommodate flexible working would be the future. I didn't imagine the pandemic would come along and crush their revenue stream, but I think that post-pandemic, a lot of businesses will be questioning why they need three floors of a prestigious city building when they make do with one plus some meeting spaces and overspill options in Regus type facilities.
Having said that, I am now a customer of WeWork... I like their all inclusive approach whereas the Regus space we looked at worked out more expensive once they started adding on the extras. In investment terms, I'm keeping an eye on this but would get in right now. I think they have too hierarchical a management structure which leads to inflexibility on the ground, hence your problem with enforced policies that make no sense.

... more like turning wine back into water, something I do on a daily basis!

Since the July low, there had been a consistent uptrend forming and I was hopeful that with some decent results this could continue. But no. Utter carnage as the management team have failed to deliver again. Blaming "foreign exchange headwinds" doesn't really cut it, you can either make money or not. I'm really not sure this will get better in the short/medium term.

It's quarterly, next payment due end of Sep. I use this website for dividend info... https://dividenddata.co.uk/ex-dividend-date-search.py?searchTerm=HSBA

The only thing I can think of is that something in Persimmon's (PSN) half year results bodes well for Redrow if they manage to mirror the Covid comeback. Still going through the details...

This is another good news story. I get the feeling that the broader market is still valuing (ignoring?) this share as an old style engineering play. One day they'll wake up and realise it is becoming a cutting edge environmental business which are all very flavour of the month and a big re-rating will be due. As is typified by the market herd, it's pricing will probably overshoot it's true value before eventually settling back. In my view, there is good trade to be made here over the medium term.