Pace Plc Share Discussion Threads

[freddie01] 28/4/2018 09:07

Breathtaking view of Canmore, Alberta, Canada















factor’s island ? stirling, highlands, scotland

it was here that rob roy imprisoned the factor of the duke of montrose during his long dispute with the nobleman



Welsh Landscape..Snowdonia



Urban Lyon



Pontusval.



Château de la Brède.



Étretat.

[bashor] 27/4/2018 12:15

Nice little boost from the dollar today

[alexmcdonald] 26/4/2018 21:08

hades1 - If successful in acquiring Sky, I believe they (Comcast) would not want to keep an Amstrad operation as it is not part of their core business. I would expect them to dispose (divest) of it to a company similar to Arris!!!!

[1gw] 26/4/2018 20:56

Not sure the Sky boxes and associated kit will be a match for the X1 though. I would have thought Comcast would want to port the X1 over to Europe for economies of scale and (they would think) better user experience.

As a Comcast shareholder myself these days it hasn't been a great time shareprice wise recently, with some concern about what they might end up paying for Sky I think, but the business itself looks in good shape.

In yesterday's results they announced they'd got to over 60% of their residential video customers having the X1, and they forecast cable capital expenditure to go down this year as a % of revenues. In 1Q it went down 5% in absolute terms, due to lower spending on cpe, although they continue to highlight increased investment in scalable infrastructure. So it seems to me, now they're over the hump of X1 spend in the US, it's exactly the right time to try to build overseas presence and try to duplicate the success there.

[hades1] 26/4/2018 20:18

Careful if Comcast buy Sky they will not need ARRIS.
Sky have their own technology and process.
Pretty sure that is one of the many reasons they WANT Sky.

[andyble] 26/4/2018 17:55

I find some of Technicolor's comments somewhat surprising in terms of bullishness re relative success in connected home, but taking that at face value as well as the equally surprising open pricing strategy re components, this all rather reads across well for who are actually likely industry leaders.
For info again

[amphiprion] 26/4/2018 14:33

I see Technicolor is having a rough day today after posting results yesterday. It looks like the cost pressures re memory prices are persisting & have not improved. However, good to see that Technicolor (as Arris announced last quarter) have indicated that they are no longer prepared to absorb the increases & take a hit. Hopefully this will help maintain a level playing field for Arris.

[alexmcdonald] 26/4/2018 11:32

Now that Comcast has formalised its intention to buy Sky, how is this likely to affect Arris?

[bashor] 26/4/2018 10:39

Good luck Andy, I’m waiting for next week to half my remaining shares I’ve had a good time here too and will hang onto maybe 1000 share to keep me interested

[1carus] 24/4/2018 21:35

Interestingly put!

[andyble] 24/4/2018 18:30

Well I am still riding this same vehicle but as before expect that journey to take longer than I hope which means counting the miles perhaps. Although undervalued I would expect it to rise naturally to a map of the eps accounting gains which includes wheeling out much real inner cash. Moreover albeit with some boring mature business the cash engine should keep motoring no matter how many decades people say the cords are too thin. The plus side is that the other passenger businesses are vip as in very impressive performers and anything that supports a bigger band width to pump the bits around is going to be on a ride to greater destinations as a natural tour de force. The dollar is no longer fuelling the drive forward and has left it looking as if a flat but that might also highlight some value and it may over take again. I am missing the car I bought from last time which is in the garage for a rather long service leaving me with too much time. Having travelled this road before I am looking to this to buy my next one too in another distant time horizon and another story.

[1carus] 24/4/2018 12:52

Thoughts on investing here for the first time? ---- hard to do this objectively with having a 10 year history with this share. But if you hadn't, do you think the pro's look like they out-way the cons in terms of an investment stock.
For me I feel the share has been languishing for some time as the model for the company has been redefining itself over the last few years. I am not sure it has shaken the negative thoughts of cord cutting and Apple taking over the world. To me that doomsday clock seems to have been wound back quite a bit. Might be a good time to consider increasing my position on this. Thoughts?

[alexmcdonald] 23/4/2018 20:07

First quarter results next week (Tuesday 1st May).

[freddie01] 23/4/2018 10:12

loughborough carillon ? loughborough, leicestershire, england

when completed in 1923, loughborough carillon was the first grand carillon in england, the concept being associated with belgium where so many british servicemen lost their lives during the great war. it has 47 bells.



whale bone arch ? whitby, north yorkshire, england

the 20ft arch was erected in 1853 (with the most current replacement established in 1963) to commemorate the town of whitby’s tradition of whaling, dating before the 18th century. it frames the town’s cottages from one side and the ancient whitby abbey from the other side.



valley of the rocks ? lynton, devon, england

apart from its scenic views and ancient rocks, the dry valley is also known for its massive herd of feral goats.



little moreton hall ? congleton, cheshire, england

the earliest parts of the house were constructed around 1508, with more additions until 1610. it remained in the possession of the moreton family for almost 450 years.



the naked ladies ? twickenham, london, england

the statues, installed in the early twentieth century, make up the main attraction at the gardens of york house. twickenham council purchased the property in 1924 to use as the new town hall; the council put the statues up for auction, but when no one placed a bid, they became the de facto owners. the circumstances of the statues’ subject matter is up for debate.



great stone chute ? cuillin, isle of skye, scotland

the least technical route up sgùrr alasdair follows a feature, shown as the light grey streak up the hill, known as the “great stone chute”, a scree gully.








quay house ? conwy, conwy county, wales

quay house is the smallest house in britain with a floor area of 3.05 by 1.8 metres. it was built in the 16th century and used as a home until 1900 when its final resident, a 6'3 foot fisherman, was forced to move out after the local council declared the house unfit for human habitation. the house is still owned by his descendants and serves as a tourist destination.







great glasshouse ? national botanic garden of wales, carmarthenshire, wales

the structure is the world’s largest single-span glasshouse; the roof contains 785 panes of glass. it houses plants of mediterranean origin and/or climate regions.

[freddie01] 22/4/2018 10:33

bridge house ? ambleside, cumbria, england

likely built around 300 years ago over stock ghyll ravine to avoid land taxes. it was used as an apple shoppe until it became a landmark.



zawn pyg (‘song of the sea’) rock arch ? nanjizal, cornwall, england








st. michael’s mount ? mount’s bay, cornwall, england

the earliest of st. michael’s buildings dates to the 12th century. like many castles and their resting grounds, st. michael’s mount is tidal island; there is a granite pathway that one may use to visit the island, passable between mid-tide and low water. its cornish name karrek loos yn koos means ‘the grey rock in a wood’.






micklegate bar ? york, north yorkshire, england

the city wall (gatehouse/bar) was constructed in the 12th century and updated in the 14th century. it was once the traditional ceremonial gate for monarchs entering the city. its name comes from the old norse mykla gata, meaning ‘great street’.




lady godiva ? coventry, west midlands, england



carrick-a-rede rope bridge ? ballintoy, county antrim, northern ireland

the bridge connects the mainland to the island of carrickarede; its irish name carraig a’ ráid means ‘rock of the casting’. fisherman have been constructing bridges to this isle for over 350 years.










waddesdon manor aviary garden ? waddesdon, buckinghamshire, england

aviaries were popular garden attractions in the nineteenth century. waddesdon manor continues to hold endangered birds, notably the rothschild mynah which are sent to bali once aged to help replenish the natural gene pool.





octagon tower ? studley royal park, north yorkshire, england

the structure was originally completed in 1732. it was made to be a classic lawn ornament but was later gothicised and made a romantic monument.



old man of hoy ? hoy, orkney, scotland

the ‘old man’ is a 449 ft red sandstone sea stack created by erosion of the surrounding cliffside. it is not more than a few hundred years old and will collapse sometime in the foreseeable future.

[freddie01] 19/4/2018 12:35

'copy image adress here'

[freddie01] 19/4/2018 12:33

I do all mine from tumb1r. I don't think ADVFN allows the code to be printed but it's no spaces < img src = ' ' >

[moneylender] 19/4/2018 11:59

Hi guys

Have a question, how do I post pictures? ADVFN have altered their settings and I can no longer post them.

Great pics by the way.