Member Info for Uncle_Doug

Up 47% since 1st Dec.

Good results. Good future.

Me too. A top up at these prices is a no brainer.

Seems all the post results optimism from Jan has been wiped out. When is the RI happening?

Anyone know when the next trading update is?

Trading Update Today not much in it but SP fell 2%
"Positive momentum carried through the winter"
"Severn Trent continues to deliver strong operational performance and resilient financial results."

I guess it's one to tuck away forever , enjoy the generous divvies and load up on any SP dips.

Trading Update Good (SP up 4%)
Although the news around vaccinations is encouraging, the pace of volume recovery remains uncertain. As we enter the second quarter with varying lockdown measures in place across our key markets, we anticipate that Q2 revenues and volumes will be broadly in line with Q1. Despite this, we expect second quarter operating margin to improve by a further 50-100bps.
We are encouraged by the strong pipeline of new business which includes first time outsourcing and share gains, particularly in the more defensive sectors of Healthcare & Seniors, Education and Defence, Offshore & Remote. We are confident in our ability to rebuild our Group underlying margin above 7%, before we return to pre-COVID volumes.
As a reminder, we still expect our leverage ratio to peak around the half year due to the COVID impact on the trailing 12-month EBITDA calculation.
Looking further ahead, we remain excited about the significant structural market opportunity globally, a return to organic revenue growth, continued margin improvement and returns to shareholders over time.

From Yahoo Finance:
"Whichever way you look at it these numbers are disappointing, lower production volumes, reduced cash flow and a rise in net debt,” said Michael Hewson, chief market analyst at CMC Markets UK.
“It therefore seems a strange decision, when cash flow is tight, and demand is still difficult to commit the company to a “progressive” dividend policy by raising the payout again with a pledge to increase it by 4% in Q1.”

Of course the SP wont dive after consolidation - that's the whole point of the consolidation - to keep the SP the same. Lockdowns , best online supermarket and staycations will keep this doing well ... plus some fairly chunky normal divvies this year.
Good to see SP threaten 250p again today.

Well spotted. Bad news I'm afraid. RYA's continual battles with the CAA will only end in pain for the budget airline. Added to the failed "Jab & Go" advert and the anticipated ban on summer holidays, I expect a downwards re-rating.

Going lower !

Ryanair is being told to remove "irresponsible" adverts depicting misleading claims about coronavirus vaccinations.
The Advertising Standards Authority says it got 2,370 complaints - the third highest ever received for an advert.
The ads encouraged people to book holidays with Ryanair after having vaccinations, suggesting consumers could "Jab & Go".
The airline has stopped the adverts but says it disagreed with the rulings.

"or we face a more serious outlook with virus mutations
leading to restrictions and/or lower demand for air travel."

Correct. Various new mutations will emerge with the current high level of infection. These variants will be stronger and render the current vaccines largely ineffective. I feel despite RYA burning through a cool 1Bn last Qtr, the RYA SP is based on a pipedream return to normality this summer which just isn't going to happen. Sell now and get into drug companies, online retailers, sanitizer and PPE producers.

Has it begun yet Yaf4e? LOL

When is O'Leary supposed to get his bonus? Is it when SP hits 20€? Might explain the manipulation in my opinion. Can someone clarify?

PS How's the nailed on up day going?

Wrong Again @Yaf4e

The Germans can do one. They have a vested interest in Biontech as a German company. The EMA will approve for all ages tomorrow. AZN and MHRA are world renowned leaders in this stuff.

The Germans have really got it in for AZN vaccine it seems but AstraZeneca said the jab's trial data supported efficacy in the over-65s. However, not good for AZN's stock all these rumours.

Personally I'd prefer the Pfizer jab but I doubt we'll be told what vaccine we had? The EU will decide on AZN tomorrow.

I agree silverhorse. In my opinion there is some SP manipulation going on. Can't trade them in the UK, hotel quarantine introduced and no chance of a summer holiday this year and yet the SP is higher than this time last year. It can't be right. They already broke the EU laws on refunds to customers. If you look on twitter or facebook you'll see many customers still haven't had refunds from last March and are taking RYA to court. I do not trust MOL one inch and wouldn't touch this share with a bargepole.

The EU still haven't even approved Oxford AZ vaccine so they should just shut up.