Member Info for zebbo

Looks like things are unfolding in India and investors are getting nervous. So much so they have had to provide an update to investors in order to calm things down

I dont expect further drops in NAV near term now we have calibrated using longer term data

Raynair reported that they are struggling to get new plane stock and says Boeing is still struggling to get back to BAU following the strike.

I read this as......... there is no near term deal and we are fishing around for any takers

Great move, will also increase EPS and future distributions. The 64p level is a bonus. Buy now at 60 redeem 1 in 7 at 64

Simple case of MMs taking it down over a quiet period. Feels like we are ready to embarke on the next leg up. News is expected soon, so all ducks are lining up well

Haha...is this the latest ramp

Again...bond rates up, pound down. RR will need to pull a rabbit out of the hat..............and soon

Have to say RRs budget is anti growth and now the bond vigilaties now have UK gilts in their sights. Expect capitulation by RR soon and 5%+ .Without getting political.....the market will have its say :-) Expect 15-20B is needed. Who said there would be no austerity...:-)

Dont kid yourself, this claim could take years. However the SP should be way higher and ROI will be very good if all goes to plan

In case people have missed this

https://x.com/SeascapeEnergy/status/1877677421987606843/photo/1

I expect a raise maybe at 1.5 in line with current warrents. Going to be interesting. Suspension could happen at any time, as targets are being lined up.....

Yields, sentiment are key.....

They could churn assets, sell at NAV+ and re invest.

This in an income stock, worst case it will correct over time or be wound up at NAV/NAV+

Can anyone confirm if this is in line with expectations

"Notice from Emirates that it is exercising the option to enable it to redeliver the Airbus A380-861 in the minimum condition equivalent to "half-life" together with a cash sum, as opposed to delivery in full-life condition. In the event the Aircraft is returned to the Subsidiary, Emirates will pay the sum of USD 17,000,000 to the Subsidiary, in addition to the normal monetary compensation arrangements, on or prior to the lease expiry date. The lease expiry date for the Aircraft, bearing manufacturer's serial number 157 (registration A6-EEY), is 4 September 2026"

Https://www.theborneopost.com/2025/01/15/swak-premier-expresses-gratitude-as-pm-anwar-acknowledges-petros-as-sole-gas-aggregator-in-state/

Thanks MrM. TBH it is a buyers market at the moment thanks to our Labour friends, so they should be able to get a top deal done....IMO

Assuming a deal, where do we see the SP being in relation to todays SP. Based against, future fund raise and debt etc

Pure and simple a very crowded trade ie lots of booking profits. Always happens. Should settle over time and find a new level, then move up from there. GLA

Reckon this could happen unless performance improves. Also the management fees need to change and reflect SP performance, NAV does not cut it

Any idea why shorts are still growing if rev is nailed on and debt is still managable even with rising bond yields