Oops, hit post button by mistake. |
Has Thompson published an update, anyone ? I do subscribe, but may have missed it. |
In recent years, Simon Thompson of IC has had this as a major recommendation (when in 400-600 range). As it’s well underwater for him, it wouldn’t be a surprise to see him using the New Year as an excuse to give the deflating tyres a further pump!
I don’t subscribe to the IC, so I don’t know if he is the source this time. |
Has this been tipped somewhere as a NEW YEAR buy? |
Hoping this could be a good recovery play for 25'.... |
apatel 21
Investment property is in the books for £1,975m
I know not whether or not they are likely to achieve that.I note that they say property sales are subject to attractive terms being achieved. I will tackle them on this subject next week. A bird in the hand may be better than two in the bush.
Cash outflows of £5.01m are made up of stage payments for the acquisition, Dividend payout, buy backs , and last but not least R&D
The acquired company has contributed very well to date. |
FY March 25 EPS 10.7p.
Chart support at 200p then 100p. |
Also potentially another profit warning in the making :In the current trading and outlook statement 'if the current trading environment persists, it will become challenging to meet management's full year expectations for trading profitability'Against that it sounds like they may be close to selling 1 if not 2 surplus propertiesAnyone have any ideas as to what these might fetch ? |
Ouch the HY are not encouraging, the 5p dividend is not even covered now.. |
Big volume trades today (and recently) but why?
Why also is there no movement in price either way? |
I don’t have a copy of the AGM agenda so don’t know if the re-appointment of BDO was voted on at the AGM. |
it is good corporate governance to change your auditor, really don't get the fall.... |
Think your reading too much into it if there was an issue they would have to declare it.the uk market has been poor now for months so many good companies at cheap prices compared to the us.labour and there doom and gloom outlook doesn't exactly inspire confidence in the uk either |
I wonder, GPIM ltd have a funny past as an entity they failed to walk in a straight line over the past 10 years? Maybe Im reading things the wrong way. They aquire a 5% holding then auditors walk out the door without a reason. Clash of interest something they noticed somewhere else that they cannot mention because of the rules? I dont know whether to buy more shares or sell at a loss. Why is life never simple. |
Looks like bad timing for GPIM - why the big fall today ? Is it the Auditors resigning? |
GPIM were already a holder of 804735 or 4.99% according to cml website ,updated on 1/11/24. looking forward to results on the 19th,hopefully news on progress of their DRM 1000. |
GPIM looks to be a two ex-Charles Stanley stockbrokers. |
is that guinness peat investment management as was? |
GPIM Ltd have purchased 5% of CML - anyone any idea who they are? |
Hopefully chrisdgb....managed to get some on a spreadbet earlier as there were no shares available to buy online at the time |
Rally should now commence....... |
322p NAV........ |
The fillip from the positive AGM statement in August and subsequent share purchase by the chairman in September long since dissipated. A 60% fall now since the spike up just over 18 months ago. Presumably AIM jitters apply here. A 6% holding of my portfolio and I expect to be topping up on any sell off next week (which of course isn't necessarily going to happen). |