Registered:
13/05/09
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Kenobi's Latest Comments

the oil price today has been over $65 now slightly below, it does not make $67 for 2016 especially demanding. Of course there are many unknowns, will sanctions be removed from Iran ? will opec cut production ? what will haven to unconventional oil production ? what is the likelihood that the deal will complete ? last time I checked bg was trading at a…

The other thing worth a mention is that in wireless, with all the mergers of recent years, bt buying ee, (which is orange an T mobile), and now 3 buying 02, that leaves vodafone as no3 in it's home market. And while it's been buying up cable companies and tv content providers over europe, who can it buy in the uk ? surely only virgin…

The nuclear deal might have other consequences. Is it possible that one of the factors in the saudi actions has been to pressure Iran into a nuclear deal, to avoid them having to develop their own nuclear weapons ? Isn't it possible that they have communicated to Iran that why up your production when if you hold yours and we cut ours, you'll make more…

It sounds to me like the directors are incentised to pay out as much divi's as possible. You mentioned that there is not much cap ex required, but there is, they need to renew the bands and update the sites and keep them exciting to get punters to stay. Failure to do this, while no doubt playing themselves high bonuses/divis, meant that they were forced…

Re judges, it is one of those companies that I think are quality and at times walk on water, so you think you should pay a premium for. Perhaps this is a fair price ? but as you point out little organic growth, who are they selling to ? governments ? things are going to get tougher next year regardless of who wins the election.…