Ig Design Share Discussion Threads

[wigwammer] 21/6/2022 09:33

Moved some IGR into MCB. IGR far more cyclically sensitive than MCB. As economy retrenches, the wage pressures that have affected MCB will likely ease as the labour market loosens, and lower demand for commodities will reduce input prices. 0.05x sales, with debt that can revert to normal levels after 2-3 years of repayment (likely to take stock back to the 60-90p range). I'm happy to triple bag+ over that period. ATB

[blackhorse23] 21/6/2022 09:26

Excellent growth stocks

[wigwammer] 21/6/2022 09:18

Recently sold some IGR on the bounce to mid 70's. Made a decent profit. Risk is they stuff the channels, and it doesn't get sold over Christmas as the consumer retrenches. Retailer gets left with a lot of stock they fire sale and stuff IGR in the process..

[blackhorse23] 20/6/2022 19:51

Next Tuesday looks like go up 1. Strong order books 2. Like to like sale up by 15% 3. Current revenue till March 2022 is 963 millions 4. That's all , institutional investors like to hear at this current economic situation

[hamhamham1] 20/6/2022 19:46

As someone mentioned earlier, waiting until next Tuesday could be wise, confirmation, but i am in now and I'll top up if it drops as I'm not overloaded.

[hamhamham1] 20/6/2022 19:34

It's not like I bought at 800p, 700p, 600p, 500p, 400p, 300p, 200p or even 100p.
Anything sub-100p seems like a potential cheap entry point, but who knows, time will tell.

[hamhamham1] 20/6/2022 19:19

The current share price does suggest there is an element of risk, but am happy with that as a small part of a broad portfolio.

[hamhamham1] 20/6/2022 19:14

Maybe, but am prepared to hold for the medium term.
There a lot more upside than downside from the current share price level.
Maybe it goes down 20% to near 50p (in short term). And/Or maybe (over time) it goes up 200% to 195p, or up 400% to 325p, or up 600% 455p???
The (over subscribed) discount share issue Jan 2020 was 695p area.
I like the current skew in risk/reward to the upside, but hey, that's investing.
Broad portfolio, etc.

[dancing piranha] 20/6/2022 18:59

Back down to 50p ?

[darrin1471] 20/6/2022 17:48

There was another zero to 5% on 18th Feb.
Benbridge "TM Tellworth UK Smaller Companies Fund"

Looks like they paid around £1 a share

Kabouter bought 9.23% off Liontrust in June 21 for around £5 and sold it under 80p in April/May
I wonder who bought the remaining 4% off kabouter after April 22nd.

[hamhamham1] 20/6/2022 15:19

Looks like today a was just a reiteration of the FIL 5% crossing buy back on April 12th, as you say, odd it's reiterated.
But there still is that other zero to 5% on 26th April for Dartington, which is part of St James' Place wealth mgmt.

[hamhamham1] 20/6/2022 15:11

Ahh, thats a diff one again, jeez hard work keeping up.

[hamhamham1] 20/6/2022 15:08

I think the April one was similar but was different company buying, that was Dartington, this is FIL?

[hamhamham1] 20/6/2022 15:05

Ahhh, hence only small movement, but don't understand how can issue one if already crossed 5%, unless they issued another saying they crossed back below since April?

[darrin1471] 20/6/2022 14:57

Same RNS was issued 19/04/2022



Odd but I don't think there is anything new in the RNS today

[hamhamham1] 20/6/2022 14:51

Yeah, I take it I read that RNS right?, FIL ltd bought over 5% from zero holding, and declared it today?

[darrin1471] 20/6/2022 14:44

20k available for me but did not buy any more. Got enough for now. I will wait until next Tuesday to see what the review says.

[blackhorse23] 20/6/2022 14:23

Institutions are buying , skyrocket soon , bought more this morning after trying few times

[hamhamham1] 20/6/2022 14:04

Taking a long while to execute my 3rd buy of the day, but it's executing so got the stock in the bag. (For me, a time to be greedy).
Very little free stock available with my broker, anyone else having probs buying anything over a couple of thou?

[hamhamham1] 20/6/2022 13:19

Did someone (FIL Limited - is that Fidelity?) go from zero to over 5% stake in this today?

[blackhorse23] 20/6/2022 08:35

Boom time coming

[blackhorse23] 20/6/2022 08:14

Over 70p close today

[sankshiela] 20/6/2022 06:31

DOWNER - you miserable squid. Wish you were in doubt