Member Info for wenlock00

The popular UK Thinkbroadband site who record customer satisfaction when doing speed test results have rated Vodafone the worst broadband provider in the UK in terms of overall satisfaction. I knew it was rumoured - now it's official.
https://www.thinkbroadband.com/news/8229-ratings-people-gave-for-their-broadband-service-in-october-2018-revealed

John McDonnell said Labour would set up Public Ownership Unit in the finance ministry “immediately” on entering government, and that in some cases investors might not be compensated.

“We’re going to bring back into public ownership rail, water, energy and mail. We will get this legislation through in the first (policy programme) Queen’s Speech - we want to hit the deck running,” he told the Daily Mirror ahead of the conference taking place in Liverpool this weekend. (From Reuters)

At a press conference in Milan, Iliad's Italy head Benedetto Levi said the group would offer a mobile package costing 5.99 euros ($6.92) per month with a view to winning a "substantial" share of the Italian market. Iliad's arrival in Italy is expected to put pressure on the country's biggest phone group Telecom Italia and the other operators in the country, Vodafone and Wind Tre. Each control around a third of the Italian mobile market. "People are fed up with paying too much... hidden costs... we think there is a margin to get an important share of the market in a short period of time," Levi said. The offer, available to the first million clients, includes 30 gigabytes of traffic and unlimited voice minutes and text messaging, he said, adding he expected to reach the one million threshold fairly quickly. The package also includes 2 GB of data for roaming in Europe.

With free wifi availability becoming more ubiquitous, Whatsapp, Facebook Messenger, Google Hang-outs etc - this must be eating into the profits of the mobile telco providers? Mobile data is handy but the thrifty might only use it when no free services are available. People will also be making less calls. Other disruption could be waiting in the wings etc. What�s the future growth looking like for mobile telcos both short and longer term?

Quality of earnings, Shareholders funds, dividend cover, debt, all bad, another Carilion? A high dependence on cheap labour, wage pressures? Might get some Brexit work, not guaranteed. I can't see a reason to buy this at the moment. http://www.londonstockexchange.com/exchange/prices/stocks/summary/fundamentals.html?fourWayKey=GB00B23K0M20GBGBXSTMM

Donald J. Trump‏Verified account (Twitter) @realDonaldTrump 1h1 hour ago More Happy to announce, I am nominating Alex Azar to be the next HHS Secretary. He will be a star for better healthcare and lower drug prices! 3,726 replies 3,817 retweets 17,783 likes Reply 3.7K Retweet 3.8K Like 18K Direct message

The fundamentals look dire: http://www.londonstockexchange.com/exchange/prices/stocks/summary/fundamentals.html?fourWayKey=GB0009252882GBGBXSET0 Shareholders funds versus market cap, Debt, paying out more than it earns, what is the rationale to invest here? Am I missing something obvious?

Biotech, pharma shares drop after Trump says �drug prices are out of control� "Prescription drug prices are out of control. The drug prices have gone through the roof," Trump says at a Cabinet meeting. He also says drug companies are "getting away with murder."

Some good points raised by Pokerchips e.g. AZN, GSK, Shire are all falling knives at the moment so sector is an issue. Given the general market and sector sentiment, I intend to follow the HIK price carefully over the next week or so, before buying in.

Turkey is looking very dodgy at the moment. Germany has warned people not to go there and this could spread. A few political wrong moves and Jet2 could end up with plenty of spare capacity. I see this as a big risk.

The UK government seems more and more intent in taking work back in-house from the traditional outsourcers. It will be interesting to see what the budget brings Wednesday, meanwhile Govt Depts will be looking at their cost base to see where they can make savings. I expect further cuts next year. Good on them to make the army of highly paid Civil Servants actually do some work rathher than just supervise. Capita does indeed take on some very dirty jobs, but at what cost? With the revenue stream getting tighter and the current PE, I do not see this as anything than a short term trade. Perhaps make 10% in and out. The situation reminds me of SERCO. CAP GEMINI, HP, IBM etc are also seeing their government sector business drying up. Next stop 485? DYOR

http://www.dailymail.co.uk/money/article-4197506/2-3m-share-scandal-rocks-defence-giant.html

Anyone know why there is such a wide gap between stated basic EPS and adjusted EPS? Also any idea on what their intangable assets are made up of?

Capita staff 'paid by criminals to fit electronic tags loosely' https://www.theguardian.com/uk-news/2017/feb/04/capita-staff-paid-by-criminals-to-fit-electronic-tags-loosely

http://www.bbc.co.uk/news/uk-england-london-38796692

Some positive comments regarding SBRY divi & cover in the Telegraph - perhaps a good reason to own. http://www.telegraph.co.uk/investing/shares/shares-offer-4pc-5pc-even-6pc-yield-safe/

Something I spotted yesterday, I thought might be interesting. https://twitter.com/zerohedge/status/788043946022821888

http://www.standard.co.uk/business/market-report-debenhams-loses-fans-as-pension-worries-emerge-a3371161.html

Why pay a fortune for a business with limited barriers to entry. Ultimately, if SBRY understood technology then an ARGOS type offering should cost alot less than buying the company. The ARGOS site is amateur and I would not want to replicate it, or the the internal processes that support it. It does worry me that senior management at SBRY want to buy ARGOS and cannot see this - suggests they are old guard trying to catch-up or the CEO is trying to play-out a past life.

A lot of what home retail have delivered is crap and personally I would start again.