3i Share Discussion Threads

[jerseyman1] 01/9/2022 10:12

WTF? Share price

[essentialinvestor] 06/8/2022 15:16

Retailers with European exposure weaker on Friday? -
Action a very large % of the NAV now.

[jerseyman1] 05/8/2022 14:30

Any clues re todays share price drop?

[chc15] 21/7/2022 08:22

Indeed, NAV over 1400, all good here.

[jerseyman1] 21/7/2022 08:09

Great updateConcerns re Action which dragged price down were obviously overblown. Really strong portfolio growth, time for NAV discount to narrow

[roguetraderuk] 21/7/2022 08:08

top ceo here and showing the value of doing nothing (running winners), which at times is what is required.

[jonwig] 21/7/2022 08:04

Performance update:



Really good performance update! 90% of portfolio in-line or ahead. NAV discount 15% is too wide.

[essentialinvestor] 30/6/2022 18:11

Stronger price action then I anticipated today, on this and WPP,
looking to add both.

[roguetraderuk] 30/6/2022 08:03

decent update even if lacking the detail youd get with a full report but clearly yielding to stock mkt pressures today. that gap at 964 is close by im looking to that if we can squeeze a bit lower on the indices.

[essentialinvestor] 30/6/2022 07:39

3i an add for me near £10.50 - if we see those levels again.

[jonwig] 30/6/2022 07:35

AGM Trading update:



Despite the jitters, Action is doing pretty well.

[roguetraderuk] 16/6/2022 13:01

you got the peak inflation trade and the btd mentality is, while weaker, still there. that disappears over time at which point the mkt is exhausted and usually marks a bottom when everyone has given up. im speaking generally as some things bottom before or after a mkt bottom.

[essentialinvestor] 16/6/2022 12:47

rogue, thanks for the view. I'm gradually building up some longer term positions.
As mentioned on the SHA board had been surprise by the recent market bounce backs
from the March and May low points.

[roguetraderuk] 16/6/2022 12:32

gap about a pound lower seems a good area to try to get long at.

[chc15] 16/6/2022 12:28

Yep ugly, not great going ex div today either, can only hope my divi reinvestments go through at low prices.

[essentialinvestor] 16/6/2022 11:51

rogue, 41% invested now with some buys today.

[roguetraderuk] 16/6/2022 11:37

the state of the economies globally is quite dire realtime. its just not in the backward looking data yet. so much money has come out of the system that its going to cause a large slowdown. which is what is needed to kill inflation. and that is probably now dead on the whole, but stickier energy and food is going to keep the hedline strong, even if core numbers now tail away. what you want to be looking at are things that made money before and will make money afterwards and look for the right time to add or buy. over the summer that time should come in many cases.

[riverman77] 16/6/2022 11:17

Yes markets pretty much in freefall - will continue until US inflation shows signs of falling back. That is ultimately what is driving all this.

[essentialinvestor] 16/6/2022 10:54

Slicked through the March 2022 low, all be it helped by the XD today,
markets looking a tad ugly.

[roguetraderuk] 13/6/2022 15:48

bought back some airtel a couple of days ago, acts quite defensively but nothing else yet. think they could squeeze some more downside into fed meet and if fed does more than expected it could provide an op to buy.

[essentialinvestor] 13/6/2022 15:33

rouge, I had almost given up on markets declining, it has been a frustrating
few weeks being heavily in cash as mentioned here last week, but hopefully
now opportunities present themselves. Bought small amounts of what I like today.

[roguetraderuk] 13/6/2022 15:27

theres a some gap at 963. small but never got filled. would be nice.

[essentialinvestor] 13/6/2022 14:44

Quite some change in market sentiment in the last week!.

With the XD imminent we might drop under £11, wider markets depending.

[roguetraderuk] 09/6/2022 13:55

dfs another one to hit the curb today. re pepco, still on 20 times end march 23. not particularly cheap but discount area so supposedly defensive and does give access to some higher growth areas in europe.