Fisher (james) & Sons Share Discussion Threads

[our haven] 15/8/2022 11:49

Nobills, let's hope that there is something in it and 600 sounds about right.

[hamhamham1] 15/8/2022 11:42

Well the share price steadily grew to get to over 2000p in the years running up to Jan 2020.
Any bids welcome, but prefer natural share price growth back to those levels over next 2 or 3 years please ;)?

[nobilis] 15/8/2022 11:31

Some chatter on twitter of a bid approach, would have to be 6 squid

[our haven] 15/8/2022 11:20

Nearly 400, very nice!I cannot see the reason why.

[hamhamham1] 15/8/2022 11:15

400p broken!!
Just the 1600p to go to back to early 2020 highs :)
(Being 2000p)

[hamhamham1] 15/8/2022 08:03

Near 380p open, nice!

[illiswilgig] 11/8/2022 20:18

Never thought I'd be saying that about 350p! But yes, quite the thing indeed.

For the first time I did not buy when it dipped to a low. I still haven't. Perhaps you should be grateful?

cheers

[our haven] 11/8/2022 18:58

Well,what can you say about that finish. Happy days ?

[hamhamham1] 11/8/2022 10:39

Only 30 months ago, this was over 2000 pence

[hamhamham1] 09/8/2022 16:48

335p close?

[hamhamham1] 09/8/2022 16:27

Nice jump into the close at 332p

[linton5] 08/8/2022 13:20

Come on mms let people buy and sell Create a market please

[bouleversee] 01/8/2022 15:20

Going up nicely now.

[chucko1] 01/8/2022 11:54

I think windmills in the UK (or local offshore) will start to cut it, although not providing the core of our energy needs. Nuclear will have to play such a part, even at great expense as this is the only current way to ensure low-carbon energy resilience - a fact that will not go away (and ought not to have done in any event - it was hardly a secret that Russia was not a reliable partner).

On windmills, cost per MWh is falling rapidly, and technology to store energy is similarly expected to fall, especially if some of the new technologies I read about continue to attract rapidly increasing development capital.

In a steady-state mix of solar, wind and nuclear, surely FSJ can find a place at the top table in the long run.

[hamhamham1] 01/8/2022 08:06

Bought 1k today.
(Based upon the 5yr chart potential recovery, looking beyond the last week's mini rise in comparison)

[illiswilgig] 31/7/2022 17:19

Sadly a decision to decommission the MOX plant - which never operated satisfactorily - was taken in 2011 following the Fukashima disaster when Japanese reprocessing orders temporarily dried up. Ironically Japanese reprocessing orders recommenced in 2013 but went to France.

All too often - Long term investment and development is something we don't seem to have the stamina for in the UK.

There is a silver lining - one long term industry has risen phoenix like from the (radioactive) ashes of Calder Hall/Windscale/Sellafield - decommissioning. Which is scheduled to continue for the next 100years - and James Fisher Nuclear have been awarded a series of contracts - recently a contract to provide ROV services. JFN also have decommissioning contracts at Dounray and Winfrith (Dorset) that I know of.

cheers

[superiorshares] 31/7/2022 14:32

Hamhamham1
It's good that fishers are still involved
In the nuclear . The shipping of waste and mox fuel for that matter is only going to grow
The green talkers and windmill lovers will soon realise the only way the planet will be able to stop carbon emissions is nuclear energy . Windmills just won't cut it !

[hamhamham1] 31/7/2022 12:37

Time will tell I guess.
Another similar where price fallen through the floor I hold is IGR, plus a few others like CPI, BOO, SFOR, LUCE, etc.
But holding a few of these higher risk/rewards types is only a part of my portfolio, but the more interesting to watch.
And I will call it wrong sometimes, but as long as I call more good than bad and don't over invest in any single stock, then am happy.

[illiswilgig] 30/7/2022 17:41

Ah thank you for that - I'd not seen the Odyssean rns on Friday. That certain;y helps.

Your buys look like good timing Ham - I had a few at 276p and was planning to buy another 1k shares or so a little lower - but hopefully I've missed my opportunity now.

Some press releases appearing on the James Fisher website in the last week.



Three successful subrescue trials/exercises is the one I've been waiting for. That should turn some working capital into cash soon.

I'll wait to see if it drops back a bit before buying more,

cheers

[hamhamham1] 30/7/2022 17:23

Odyssean have a nice approach..

"Highly focused
We look to build a highly concentrated portfolio of no more than 25 companies where we carry out intensive diligence, only investing behind our highest conviction ideas. We focus our investments on smaller companies, typically too small for inclusion in the FTSE 250 index. We believe the best investment decisions are made from a base of knowledge and experience, and we will make the majority of investments in industry sectors which we know well (TMT, Services, Industrials and Healthcare).

Long term
We evaluate each investment opportunity over a 3 to 5-year investment horizon. We have structured our business to reflect this belief and do not intend to run any capital which is redeemable over short time periods. To think like an ‘owner’ of a business we believe your capital should behave like one too."

[bottomfisher] 30/7/2022 17:11

The combination of the new share stakes by Aberforth, and now Odyssean, is an encouraging sign that a couple of serious investors see hidden value in FSJ's bombed out share price.

[hamhamham1] 30/7/2022 16:18

Look at recent holdings RNSs, a few poking their heads above water.
Inc this one yesterday, maybe the reason for the 10% rise?
Odyssean Investment Trust PLC


Plus Aberforth a week ago crossed the 5%
Aberforth Partners LLP

[hamhamham1] 30/7/2022 16:05

These had a steady solid run up for 10 yrs till covid, am just hoping they will get back to even half the previous highs (2200p area).

[hamhamham1] 30/7/2022 16:02

Yep, don't hear too much, here they celebrate women in nuclear...