Journeo Share Discussion Threads

[apad] 25/4/2024 14:13

Nice point Adam, I hadn't thought of it that way.
apad

[adamb1978] 25/4/2024 13:50

Yes - I tend to look at Director dealings through the lens of what % increase or decrease the dealing was relative to what they had before as an indication of whether it's meaningful, so to see him doubling his position is very positive

[vfast] 25/4/2024 13:16

Nice to see Barney Kent buying, shows confidence in the business plus the resent buy by FD Nick Lowe.

Journeo plc (AIM: JNEO), a leading provider of intelligent transport solutions ("ITS") to operators and authorities across the UK and Scandinavia, announces that Barney Kent, Non-Executive Director, has today purchased 9,656 ordinary shares of 6.5p each in the Company ("Ordinary Shares") at a price of approximately 258.89p pence per Ordinary Share.

Following this purchase, Mr Kent and his persons closely associated beneficially hold 19,019 Ordinary Shares representing approximately 0.12 per cent. of the Company's issued share capital

[melloteam] 22/4/2024 11:10

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[pireric] 22/4/2024 08:13

To be fair, it was an RNSNON so not technically an RNS

Good to have nonetheless

Eric

[rimau1] 22/4/2024 07:28

Exactly, i was about to post the same

[nchanning] 22/4/2024 07:28

Missing the usual ' this was included in management expectations for the year '

[loglorry1] 08/4/2024 09:48

The problem with fund managers is two-fold. They are not motivated by excess returns as much as by funds under management. Therefore, they quite rightly optimise accordingly. Some like Mills have a lot of skin in the game so that makes a bit more sense. The UK market though is getting killed simply because cash is getting sucked out of it. Fundsmith have a decent track record and are fairly low cost and make sensible decisions. I think there is a case to hold there especially if you don't like big draw downs when markets puke. The other point is the performance drag of 1-2% is huge and likely to negated any stock picking advantage they have.

One other point worth making. It's as much about tax wrapping and keeping comms and other fees low as it is about stock picking. The former you can definitely do a lot about the latter much less so. So many hot shot PIs think that paying 8%+ funding to IG, and leverage up, is worth it when they can just put £20K in an ISA and have all the tax wrapping with very low transaction fees. They obviously love the leverage but as soon as their positions puke they get flushed out. If they do do well then they just gear up even more and get puked out later.

This is how PLUS works and will always work.

[johndoe23] 08/4/2024 09:37

I would back most small PI's over any of these so called star fund managers

[apad] 07/4/2024 11:21

Amused to see that Justin Waite has set up his own subscription site. So, looks like he was sacked.

The other woman (😊) on Downing that is equally good, thebears1.
Rosemary Banyard is the other woman.

apad

[thebears1] 07/4/2024 08:38

Yes Judith Mackenzie of Downing is very good Generally the people PH speaks to are worth listening to much more than him. He just keeps the conversation flowing and you make your own mind up.

[apad] 06/4/2024 12:59

Posted this elsewhere, might be of interest.

"There's an aspect of self-interest to all the sites.
Neary is now a regular contributor on VOX and he is very balanced. Waite is (was?) awfull. Hill is mixed.
The interviews with fund managers are free from VOX client company bias. Interviews with the 2 women from Downing are stunning.
It is up to us to judge.
Scott on Stocko gets very enthusiastic but admits his failures and warns that it is not advice.
I was impressed by the variety of types of interview on VOX, the tools and the access to public information. All in one place.

For deep analysis of companies Beddard is a standout.
www.ii.co.uk/analysis-commentary/shares-future-company-makes-my-top-10-ii531283"

apad

[sharw] 06/4/2024 10:29

Also in the interest of balance bear in mind that when PH talks with fund managers the list of companies is agreed in advance.

Now make your own minds up listening carefully to what Paul and Gervais say here:



At the time Premier Miton held 8.348452% of Saietta

[chester9] 06/4/2024 08:57

In the interest of balance though for him the interviews with fund managers are often very good and full of insights. I guess it's a case of listening carefully.

[chester9] 06/4/2024 08:34

I understand it's paid content for Vox in return they raise the profile of these companies. They blend in these shares when talking to city experts. Gervais Williams hardly responded when Paul Hill raised at last meeting right at the very end. Paul pushed to end of decline which does not do him or Vox any good reputationaly .

[eeza] 05/4/2024 17:41

Video - Paul Hill & Richard Crow (aka CR)


JNEO at 37.30 to 41.40mins

[davr0s] 05/4/2024 11:19

Yes by lowering the price each day.... (I'm long btw so was just an observation as little unusual to have so many down days in a row)

[eeza] 05/4/2024 11:09

"Seems to be no interest here at the moment".

Well someone is interested enough to take the sellers' shares

[davr0s] 05/4/2024 11:05

On track for 6down days in a row lol. Seems to be no interest here at the moment

[eeza] 03/4/2024 17:23

Downing DSM) released their fact sheet on 2 April, and they still have 2.96% holding, so we have a different seller.

[hydrus] 02/4/2024 15:31

Look forward to it 74Tom - always good to have the investment case tested and you are doing a fine job at pointing out risks.