KEEPING CALM MIKE
14 Apr 2015
Re: I think you have this wrong. Well never saw that inter-day price, guess your glued to the screen Lucky Tiger, well played
CASTLEFORD TIGER
13 Apr 2015
Re: Blue my point..............up 24% a very happy camper.tiger
ookyfly
13 Apr 2015
Re: Blue Correction: make that +12%. More than makes up for the lost divi.Early days yet, of course.
ookyfly
13 Apr 2015
Blue The market still likes the merger. Up another +-5%.
ookyfly
10 Apr 2015
Re: I think you have this wrong. The market likes the deal. I am in profit on MJW. I voted 'hold' this morning. My point is that the deal - and the withdrawal of dividends - came from a clear blue sky.
CASTLEFORD TIGER
10 Apr 2015
I think you have this wrong. The shares I bought today just over 280p.............knowing I will not be getting a dividend for 3 years..........so why bother?The CEO of naked wines will kick MAJ into shape.280p or even 320 to buy now is a good entry point.You guys just got in a bit early and are loosing capital as well.Well average down..........because 3 years without dividend of 15p only comes to 345p.I feel the share price in 3 years will start with a 5 and the dividend will come back.If you are looking for income buy MLIN at 80p paying 5.75p ish so 7% and great upside.stay cheerful this is a good day.tiger
TeddyT
10 Apr 2015
Re: Bummer Yes, that right, regular cash flow which must be a big help in the wine trade. . Naked Wines is internet only sales and the marketing "sell" is about the wine producer. So Naked Wines brings a valuable customer list in terms of interest in wine. The two companies have very different marketing strategies but in both cases their customers are those who are happy to commit the time going to a wine only retailer. This could be a clever move long term. Question is, does the current share price appropriately factor in costs in short term? Probably yes?
ookyfly
10 Apr 2015
Re: Bummer I see that Naked Wines relies heavily on Angels, who pay a steady £20 a month in return for a good discount. Interesting and innovative idea.
Merlindale
10 Apr 2015
Re: Bummer I too bought Majestic as an IHT move, and have felt sick as a parrot to find myself with a share which has plummeted, and is now not even going to pay me a dividend for a few years - bummer indeed! I think I will stick to my ISA portfolio of serious steady income producers, with modest growth and forget about flakey AIM stocks! But agree this has to be a hold for the eventual recovery, provided the synergies can work with the merger..
ookyfly
10 Apr 2015
Re: Bummer Meant to add 'hold'.
ookyfly
10 Apr 2015
Bummer The takeover of Naked Wines came out of the blue. It may be a splendid move in the long term. But the cancellation of the dividend and its non- restoration ('progressively') until fy18 are real bummers for anyone who needs income.I have bought MJW because after 2 years shares in it are exempt from IHT. But I won't be adding for now at least.
KEEPING CALM MIKE
24 Mar 2015
Re: ANOTHER ONE. meaning ?
Ripley94
24 Mar 2015
ANOTHER ONE. CAME IN TODAY.
II Editor
12 Mar 2015
NEW ARTICLE: NISAs will improve investors' financial planning options "As well as the raised allowance and retirement options, ISAs can now also offer some tax planning options around inheritance tax (IHT), primarily via the extension of the investing rules to Alternative Investment Market (AIM) stocks. In normal ..."[link]
ookyfly
27 Jan 2015
Re: Shareholder benefit scheme? Good idea, but I doubt if it would have much macro impact.
