Share tips thread (Vol 2)

[p1stonhead]

Ouch for all of the people being totally stupid with Hertz. I’m sure the big boys did ok but those chasing these ridiculous gains have probably just been left holding a massive bag of st.

[Skyedriver]

bad company said:

g4ry13 said:

Skyedriver said:

I've got BP & RDSB, price at about 65 - 70% of what I paid IIRC, bought as long term divi provider but IF prices don't recover (and who's to say they will with green energy, less people travelling to work etc) then it's 7 years of divi to get back to purchase prices.
Don't know which way to jump at the moment.

If you bought solely for income then as long as they don't slash dividend it doesn't matter what price does.

That’s pretty much my thought. Shell have already reduced their dividend and I reckon BP will follow suit but as I stated earlier even if BP halve their dividend they’ll still yield c5%.

But that could be 5% of the current price which is only 60% of what was invested. Still better than in the bank although it'll still take a long time to recoup the loss in the initial investment.

[jimPH]

Bloodbath today, now the question is, when to buy back in!

[g4ry13]

jimPH said:

Bloodbath today, now the question is, when to buy back in!

What was wrong with today for buying?

Stocks pumping and dumping on a whim.

[TCX]

jimPH said:

Bloodbath today, now the question is, when to buy back in!

Lol that wasn't a blood bath,that's still couple,three months away

[bad company]

TCX said:

jimPH said:

Bloodbath today, now the question is, when to buy back in!

Lol that wasn't a blood bath,that's still couple,three months away

That’s a great crystal ball you’ve got there.

[Burwood]

jimPH said:

Bloodbath today, now the question is, when to buy back in!

Compared to 2k down only a week ago? Just say’n

[bad company]

I have Warehouse REIT (WHR) in my portfolio. There’s an offer as a shareholder to buy a additional shares:-

WAREHOUSE REIT PLC is proposing an Open Offer on the following basis:

1 New Ordinary share for every 3 Existing Ordinary shares held at an Issue Price of GBP1.10 per New Ordinary share.


What I’m struggling with here is the closing price today was GBP 1.09. Looks like an unattractive offer or am I missing something?

[BoRED S2upid]

bad company said:

I have Warehouse REIT (WHR) in my portfolio. There’s an offer as a shareholder to buy a additional shares:-

WAREHOUSE REIT PLC is proposing an Open Offer on the following basis:

1 New Ordinary share for every 3 Existing Ordinary shares held at an Issue Price of GBP1.10 per New Ordinary share.


What I’m struggling with here is the closing price today was GBP 1.09. Looks like an unattractive offer or am I missing something?

You’re not missing anything. Loads of companies are doing the same at the moment to raise finance. I can only imagine these offers are drawn up weeks in advance when the SP was higher so it looked like an attractive offer at that time.

[bad company]

BoRED S2upid said:

You’re not missing anything. Loads of companies are doing the same at the moment to raise finance. I can only imagine these offers are drawn up weeks in advance when the SP was higher so it looked like an attractive offer at that time.

Thanks, that’s what I thought. I may well top up on WHR if only for the reliable dividend as far as any dividend can be relied upon that is.

[naturals]

bad company said:

I have Warehouse REIT (WHR) in my portfolio. There’s an offer as a shareholder to buy a additional shares:-

WAREHOUSE REIT PLC is proposing an Open Offer on the following basis:

1 New Ordinary share for every 3 Existing Ordinary shares held at an Issue Price of GBP1.10 per New Ordinary share.


What I’m struggling with here is the closing price today was GBP 1.09. Looks like an unattractive offer or am I missing something?

I'm also holding Warehouse and not overly tempted by the latest offering (especially as a long term holder, going down to 70p a few months ago makes it even less appealing!!).

Question though - will the offer impact on the current share price at all?

[TCX]

bad company said:

TCX said:

jimPH said:

Bloodbath today, now the question is, when to buy back in!

Lol that wasn't a blood bath,that's still couple,three months away

That’s a great crystal ball you’ve got there.

Seems fairly obvious,economic news will continue to be bad,getting worse,furloughs be turning to redundancys,not got much invested in shares impacted by UK economy,but wanting cash by then

[bad company]

TCX said:

bad company said:

TCX said:

jimPH said:

Bloodbath today, now the question is, when to buy back in!

Lol that wasn't a blood bath,that's still couple,three months away

That’s a great crystal ball you’ve got there.

Seems fairly obvious,economic news will continue to be bad,getting worse,furloughs be turning to redundancys,not got much invested in shares impacted by UK economy,but wanting cash by then

So if I were to take my money out of the market where would I invest it for a decent return?

I reckon the market is where it is because there’s very few attractive places to invest money at the moment.

[DoubleSix]

TCX said:

bad company said:

TCX said:

jimPH said:

Bloodbath today, now the question is, when to buy back in!

Lol that wasn't a blood bath,that's still couple,three months away

That’s a great crystal ball you’ve got there.

Seems fairly obvious,economic news will continue to be bad,getting worse,furloughs be turning to redundancys,not got much invested in shares impacted by UK economy,but wanting cash by then

Perhap so, but let’s make sure we factor the impact of 745 billion of QE into our sums too...

And that’s just BoE...

[TCX]

bad company said:

TCX said:

bad company said:

TCX said:

jimPH said:

Bloodbath today, now the question is, when to buy back in!

Lol that wasn't a blood bath,that's still couple,three months away

That’s a great crystal ball you’ve got there.

Seems fairly obvious,economic news will continue to be bad,getting worse,furloughs be turning to redundancys,not got much invested in shares impacted by UK economy,but wanting cash by then

So if I were to take my money out of the market where would I invest it for a decent return?

I reckon the market is where it is because there’s very few attractive places to invest money at the moment.

Got a few long term holds,beginning to pay off,rather have cash in hand n be wrong,than either selling at loss or holding,waiting n hoping prices come back,neither seems good use of capital,however if it did crash,then able to buy back,once I reckon fall has bottomed out,so my point was have cash waiting,

Edited by TCX on Saturday 27th June 17:57

[TCX]

DoubleSix said:

TCX said:

bad company said:

TCX said:

jimPH said:

Bloodbath today, now the question is, when to buy back in!

Lol that wasn't a blood bath,that's still couple,three months away

That’s a great crystal ball you’ve got there.

Seems fairly obvious,economic news will continue to be bad,getting worse,furloughs be turning to redundancys,not got much invested in shares impacted by UK economy,but wanting cash by then

Perhap so, but let’s make sure we factor the impact of 745 billion of QE into our sums too...

And that’s just BoE...

Don't expect markets to re act rationally,plus there can be as much interest in prices falling as rising,streams of bad economic news will nullify any cash boe or any central bank can put in

[ferrisbueller]

naturals said:

bad company said:

I have Warehouse REIT (WHR) in my portfolio. There’s an offer as a shareholder to buy a additional shares:-

WAREHOUSE REIT PLC is proposing an Open Offer on the following basis:

1 New Ordinary share for every 3 Existing Ordinary shares held at an Issue Price of GBP1.10 per New Ordinary share.


What I’m struggling with here is the closing price today was GBP 1.09. Looks like an unattractive offer or am I missing something?

I'm also holding Warehouse and not overly tempted by the latest offering (especially as a long term holder, going down to 70p a few months ago makes it even less appealing!!).

Question though - will the offer impact on the current share price at all?

In my limited experience, share price will tend towards offer price, or just below. Obviously future gains and dividends diluted by the additional volume.

[Burwood]

ferrisbueller said:

naturals said:

bad company said:

I have Warehouse REIT (WHR) in my portfolio. There’s an offer as a shareholder to buy a additional shares:-

WAREHOUSE REIT PLC is proposing an Open Offer on the following basis:

1 New Ordinary share for every 3 Existing Ordinary shares held at an Issue Price of GBP1.10 per New Ordinary share.


What I’m struggling with here is the closing price today was GBP 1.09. Looks like an unattractive offer or am I missing something?

I'm also holding Warehouse and not overly tempted by the latest offering (especially as a long term holder, going down to 70p a few months ago makes it even less appealing!!).

Question though - will the offer impact on the current share price at all?

In my limited experience, share price will tend towards offer price, or just below. Obviously future gains and dividends diluted by the additional volume.

Your ownership percentage is diluted however if the new capital is deployed and makes a return in line with the past or better then earnings/performance is not effected. Not advice but I would think Persimmon would be a far better property play. Strong earnings, very strong balance sheet and dividend.

[DoubleSix]

TCX said:

Don't expect markets to re act rationally,plus there can be as much interest in prices falling as rising,streams of bad economic news will nullify any cash boe or any central bank can put in

Oh, you mean a bit like the years that followed the banking crisis?

None if us know how it will play out, but one things for sure; sitting on the sidelines has been a lousy strategy after every major correction in our lifetimes.

[TCX]

DoubleSix said:

TCX said:

Don't expect markets to re act rationally,plus there can be as much interest in prices falling as rising,streams of bad economic news will nullify any cash boe or any central bank can put in

Oh, you mean a bit like the years that followed the banking crisis?

None if us know how it will play out, but one things for sure; sitting on the sidelines has been a lousy strategy after every major correction in our lifetimes.

Don't see how the current situation compares to '08?much worse
I'll happily sit on sidelines till I see how far if/when it happens