1pm Share Discussion Threads

[davidosh] 22/7/2019 14:44

What are the updated earnings forecasts as the eps and dividend will now be significant compared to the share price having lost 50% in the last month?

I fully expect a bid to come in but not sure how it will be acceptable if less than 120% premium to today.

[solarno lopez] 22/7/2019 07:25

its slippy

[graham1ty] 22/7/2019 07:21

Any reason for the renewed slide ?

[hatfullofsky] 16/7/2019 09:34

Some interesting trades yesterday 4 x 200,000

[hatfullofsky] 10/7/2019 08:10

Owenski- They were re-affirming the strategic plan to 2024, at the start of the statement but then went on to say 2019 will be a year of brand investment and consolidation.I take that as no acquisitions, you have interpreted it differently. Time will tell

[owenski] 05/7/2019 15:42

You said - "I don't think acquisition's are in mind".

TU says in its outlook - "including adding scale through both organic growth and carefully selected acquisitions".

[hatfullofsky] 05/7/2019 15:32

Yes .... and read the statement "expects the financial year ending 31 May 2020 to be one of investment and consolidation"

[owenski] 03/7/2019 20:59

Read the TU again, acquisitions are mentioned as part of their growth.

[hatfullofsky] 03/7/2019 20:31

I don't think acquisition's are in mind ... "expects the financial year ending 31 May 2020 to be one of investment and consolidation"

With 65% of shares not in public hands I am now even more convinced they are a bid target. We're at 5 year lows, 40p has been the support level since mid 2017 where a 50p / 60p bid would have probably been dismissed. I'm not so sure now. I was thinking up to 80p but have revised that down and narrowed it to 50 - 60p for a bid to be accepted

[owenski] 03/7/2019 16:15

What are they gonna raise funds at for future acquisitions. They did that before and it was a disaster, share price never really recovered from that.

They're brokering on more deals and upping the risk provisions, are they saying there's more risk out there and they dont want it on the books?

[hatfullofsky] 03/7/2019 13:43

I must admit it's not looking good at the moment.Some director buys would be nice, something, anything.

[bsharman3] 03/7/2019 13:37

This has been a dire investment.

[hatfullofsky] 01/7/2019 11:04

Easy sell if somebody comes in at 60 - 80p considering the tight 40p trading range

[hatfullofsky] 01/7/2019 11:02

Apart from the obvious take over prospect. M&A growing in this sector

[the big fella] 27/6/2019 15:58

Nothing new. Piers Morgan and the City Slickers. They were at it 20 years ago

[dround87] 27/6/2019 15:53

It tanked mostly between 8am and 10am because they released a troubling set of results. Growth is over for now. There's probably nothing to look forward to here for a couple of years if you're lucky. Stock will be rated on a tiny PE ratio for a long time. Clear sell. Blame it all on Simon Thompson and the IC if it makes you feel better though.

[chimers] 27/6/2019 14:57

Its as if people connected to the IC knew in advance innit!!

[chimers] 27/6/2019 14:56

Yes BEFORE the tip was released .try and keep up....BEFORE the tip was released

It tanked BEFORE the tip was released.........what a surprise eh!!

[dround87] 27/6/2019 14:00

An awful lot of trading and the bulk of the drop came here before the tip was released. What's your point exactly? Stay off small caps if the effect of influencers bother you. IC is far more useful for general news and company results summaries, director dealings and keeping track of Aquisitions and mergers. The tips are food for thought but if you're buying IC in print for tips then good luck out there! You're going to need it.

[chimers] 27/6/2019 13:49

Go Figure.

[chimers] 27/6/2019 13:48

Look at his tips of the year look at the trading patterns of the shares he tips in Feb his MAIN TIPS OF THE YEAR.

What you will find with the cheaper ones (sub 40p)(punters only go for the cheaper ones they dont flood into £5 stocks)

They will look like this.

Couple of buy's couple of sells
Nothing
Nothing
Couple of buy's couple of sells
Nothing
Nothing
Couple of buy's couple of sells
Nothing
Nothing
Couple of buy's couple of sells
Nothing
Nothing
Couple of buy's couple of sells
Nothing
Nothing
Couple of buy's couple of sells
Nothing
Nothing

THEN.........a day or two before tip publication...

WHAM!!!!!!!!!!!!! 3 MILLION BUYS.

[dround87] 27/6/2019 13:30

Absolutely. I'm not here to defend him but at the end of the day they are what they are. He does a little research for his weekly updates and then makes it look as clever as he can. That's the basis for journalism. Sometimes he's right and sometimes he's wrong but people who trade on tips are destined to lose because they're a self fulfilling prophesy. In this case I don't think he's wrong and I don't doubt he lost money here. Because back in 2018 the picture was far more optimistic than it is now. Welcome to small cap investing!