II Editor
08 May 2018
NEW ARTICLE: Why Trump stance on Iran is a market mover "European equity markets are playing a waiting game ahead of President Trump's announcement on Iran today.Oil prices have risen inexorably over recent weeks as the market has anticipated a decision by President Trump to abandon the anti-nuclear ..."[link]
Punilux
08 May 2018
OK Figures Nothing out of the ordinary - Everyone knew that retail would be effected by 15% of fixtures being lost and the lack of winnings being re-bet. Even so, sports betting slightly disappointing, although nowhere near as bad as Paddy Power Betfair. Digital slightly better than anticipated. Would have liked more news from US but suppose that they are keeping their powder dry.
II Editor
04 May 2018
NEW ARTICLE: The week ahead: BT, Next, Morrisons "Monday 7 MayMay Bank Holiday - Market closedTuesday 8 MayTrading StatementsMagnitogorsk Iron Steel Works, Cambria Automobiles, Verona Pharma, IDE Group, Faron Pharmaceuticals, William HillAGM/EGMMiton Group, Maintel, EKF Diagnostics, React Group, ..."[link]
Punilux
01 May 2018
Re: Motley Fool "...it has a dividend yield...that is covered twice by profit."More great research from MF. I suppose that they have to put something in between their pieces on how Gordon Brown caused the last crash and why increasing VAT to 20% helped boost consumer spending during a recession.
nk1999
30 Apr 2018
Motley Fool From HL:"William Hill plcSell: 292.50 | Buy: 292.60 1.90 (0.65%).............Also offering a mix of a high income return and low valuation is gaming company William Hill. It has been able to put a new strategy in place, which seems to be delivering improved efficiency and overall performance.Of course, the wider gaming industry faces a relatively uncertain outlook. The company’s shares have been volatile in recent trading sessions due to fears surrounding higher taxes on gambling, as well as possible changes to fixed-odds betting terminals. There are concerns that changes to legislation could lead to reduced profitability across the industry.While this is a potential risk to investors in William Hill, the company’s valuation appears to factor this in. It has a dividend yield of 4.1% from a shareholder payout that is covered twice by profit. This suggests that its dividend is sustainable, and that there is a margin of safety on offer as a result of its valuation.Looking ahead, a bid approach for the company would not be a major surprise. It has been the subject of takeover talks in the past, and with the wider gaming industry experiencing a period of consolidation it could be a takeover candidate. Whether this takes place or not, though, the company appears to have a sound strategy, fair valuation and a sustainable high dividend return at the present time."
themanxman
30 Apr 2018
Re: A warning - 5 years on [link] continue with the offensive. Long way to run on this one.
gamesinvestor
30 Apr 2018
sold 292.253% gain + 3% dividend -- that'll do for a week.Games
gamesinvestor
25 Apr 2018
Facts and Opinions Both are valid on a discussion board as they offer up information that may or may not be useful as an investment criteria - each can decide for themselves.Frankly most opinions and facts are not that awe inspiring on a little message forum like this in terms of how you decide on investing or not.Well it's my opinion that WMH has operated decidedly awkwardly over the past few years, however, it's a fact that I bought some shares in the fog and panic at 288 and will sit out the ex dividend day tomorrow and see if it returns in coming weeks to 310+ at which point I'll probably have sold up and moved on. Most of my stuff is buy and hold but I sometimes take up what looks like temporarily panic sold positions.Games - taking a more relaxed approach to others opinions and highlighted facts - both of which are welcome unless it all gets too heated and out of hand.
Punilux
25 Apr 2018
Re: Interesting times, WMH have spent millions on their online "Old Street" project which no one mentions, despite its value dropping off the balance sheet. If I were to have a complete guess I'd suggest that they may have developed a replacement for FOBTs, that will avoid anticipated legislation. Remember that it costs a six figure sum to refit most shops so they will want a higher return on their investment than electronic one-armed bandits.
alansugareatyourheartout
25 Apr 2018
Interesting times, A £2 max stake, even a £10 stake, effectively kills off the Roulette and other potentially high turnover FOBT income. £2 will still generate a fair bit of income but kills a certain customer base overnight.I heard talk of various bookmakers looking to turn premises into adult arcades, which is effectively all these machines would be after such a drop. It will be interested to see what happens to the high street and any potential reduction in property, surely there has to be a consolidation of property as they wont need as many machines and as such they wont need the square footage they now have. It will be an interesting year for the bookmakers, their revised / tweaked business strategy and the share price.
Warren Buffoon
25 Apr 2018
If............... If you want to see a BB with opinions.... try the BP bulletin board.It's constantly FULL of absolute rubbish, totally unrelated to BP.(Literally hundreds of unrelated postings!!)
alansugareatyourheartout
25 Apr 2018
Re: Investment Forum "Pyueck is absolutely right. This is an investment forum providing INFORMATION which could help with investment decisions. Opinions waste valuable space."That is your opinion, which is quite ironic.
Punilux
25 Apr 2018
Re: Investment Forum I think that most people would consider that your comment is speculation if they are on this page. Isn't payment subject to a vote at the AGM, so can't be considered to be certain? Wouldn't people be far more interested in what bears do in woods and the religion of the Pope if you are only posting information.
kittermaster
25 Apr 2018
Re: Investment Forum Fact. Ex div tomorrow 8.94p Payment 7 June
themanxman
25 Apr 2018
Re: Investment Forum Er.............that seems a touch ........hypocritical.You have voted up someone who has stated their OPINION. Not information, or fact.My view is that this has a long to run before anything is settled in relation to capping what people do on FOBT or online etc. A huge amount of vested interests at play here and the government make substantial cash either directly or indirectly from gambling. That's factual by the way ;0)
