Dx (group) Share Discussion Threads

[freddie ferret] 30/12/2020 01:35

It is a Covid beneficiary.

[nw99] 29/12/2020 09:10

Yes looks good

[castleford tiger] 24/12/2020 10:14

half that cost 7p sold today.

Had too many and needed to rebalance
tiger

[nw99] 24/12/2020 08:13

Brexit beneficiaries

[freddie ferret] 23/12/2020 23:51

Seems to have got the bit between its teeth.

[skinny] 23/12/2020 15:26

I'd long given up hope of seeing 30p here.

[my retirement fund] 23/12/2020 15:22

Seems to have drawn in a new mob so he's done a bloody good job

[stemis] 23/12/2020 13:52

It's also worth bearing in mind that Gatemore and CEO, Lloyd Dunn, hold 42% between them. Delivering the company in a takeover is pretty easy and low risk for an acquirer.

[stemis] 23/12/2020 12:54

I think it's worth pointing out, in case anyone doesn't know, that Rutej is an analyst for Gatemore, who have a 31.22% holding in DX. That's doesn't negate what he's saying but he's not an independent analyst.

Having said that I'm long DX. so I'm not disagreeing with his thesis...

[tomps2] 23/12/2020 10:17

DX. Stephen English's pick for 2021, in this piworld 2020 round up interview. 12 mins in:

Video:

Podcast:

[mjb252] 22/12/2020 20:59

Great post Rutej - and to add to your analysis it'll be ripe for potential takeover target as rumoured by some on this board - given backgrounds of the current board etc

[rutej mehta] 22/12/2020 20:45

Crux of my thesis:

1. Significant scope for margin expansion within DX Freight
2. Sector tailwinds
3. Cheap on EV/EBITDA and high FCF yield
4. Fixing complete; poised to scale

[rutej mehta] 22/12/2020 20:44

Hi everyone, I recently wrote a Seeking Alpha article on DX arguing why the best is yet to come and why I believe there remains significant upside:

hxxps://www.linkedin.com/posts/rutej_dx-group-a-textbook-turnaround-rutej-mehta-activity-6746788533018624000-cL-U

Comments/questions welcome.

Please feel free to share with anyone who might be interested.

[kaffee] 21/12/2020 22:12

Maybe at 19p NW99!! :-)

[nw99] 21/12/2020 08:33

Good little company this

[freddie ferret] 18/12/2020 22:13

Halfords seems to be doing OK.

richdm1

Point taken.

[christmasworker] 18/12/2020 20:23

List of cr ramps
Many bust, almost all

[richdm1] 18/12/2020 19:05

Guys, we're well off piste here.
Please may we get back to DX. There's still some money to be made and the usual mature and professional discussions are invaluable.

[christmasworker] 18/12/2020 06:04

People lost a lot following cr

EezyMunny3 Aug '20 - 08:42 - 226225 of 226236
0 5 2
I see old CR is 395th out of 398 in the stock challenge thing for 2020.




Way aye man