Ig Design Share Discussion Threads

[darrin1471] 12/8/2022 12:31

ham: Thanks for the heads up. Looked at a few of them before but did not research fully like I did for IGR BOO and MCB.
LUCE. I do not like the sector they are in. Commercial and domestic lighting are not a sector I want to be in as I think rising wages = higher interest rates = a housing and commercial downturn.
Kier. ditto
ITV and Reach. I don't watch ITV or read paper newspapers. I avoid any TV adverts like the plague and don't pay for online newspaper content.
FSJ and DLAR are already on my due diligence list.
Capita are to big for me to understand in detail

I hold a few RR at a current 20% loss. Holding for the 4 year gain. Will buy more but keep on being warned that they need to raise cash.

Hold JET2 for a 50% 2 year gain and maybe more. Competitor Tui is financially weak and high barriers to entry. TUI needs to keep prices high to pay off debt. JET2 have strong finances, an excellent customer service record and treat their staff well. Growth is well signposted based upon the number of aircraft they have ordered.

MANO. Finance legal action against directors when companies go bankrupt. Slow during covid but bankruptcies are now rising and likely to continue to rise. Smaller investment as difficult to understand the law. There is a good thread on ADVFN of knowledgeable people to which I can't contribute too.

Hydrogen. A significant contribution to green energy. The projects for the next 10 years are enormous. Hold the tiniest amount of ITM for interest in the industry. Hold PRES. A recovery in oil and gas but they raised finance to build a factory to expand cylinder manufacture. They make high pressure cylinders for our nuclear subs but the new factory is for hydrogen storage cylinders. Cylinders are needed everywhere you dispense or store hydrogen. Look at the PRES investor presentations and the number of cylinders needed are mind blowing. A 2-10 year story.

[hamhamham1] 12/8/2022 12:07

Nothing goes in a straight line, 3 steps forward, 1 step back.

[hamhamham1] 12/8/2022 11:17

Most recent buy was yesterday, Jupiter at 121p but now it's 118p, oh well, never catch the bottom.

[hamhamham1] 12/8/2022 11:11

I got daring shares of BOO, FSJ, LUCE, SFOR, CPI, DLAR, RCH, KIE, ITV, maybe worth a look and STX is a punt.
I have sold a few others since 2020 once 2x or 3x, lucky timing, also sold a few back at near cost as realised not ideal ones. But mostly just holding for another 2 or 3 yrs as I think a lift coming in next 12 months.
But who knows

[darrin1471] 12/8/2022 10:44

ham: As I said a "very lucky trade". I also struggle to profit on trades.
Strategy has been to buy and hold for 2 years for a target 50% gain or 4 years for a target 100% gain.
But I see others dipping in and out of the same shares while holding a core holding.
Currently 70% cash. Will go to 50% cash on next step down.
Hold BOO and MCB which have similar potential to IGR but both hold more risk.
Looking to buy JDW and pubs on the run up to a world cup Christmas. May need to catch a falling knife on the next leg down.

[hamhamham1] 12/8/2022 09:49

Darrin, I never that lucky, in the past when I tried to do that, I sell and end up buying back at higher price, hence I just buy and hold nowadays.

[blackhorse23] 12/8/2022 09:35

I have sold way early & bought CURY lol should wait few weeks sell another 50p extra per shares lol I had good amount shares ha ha

[darrin1471] 12/8/2022 09:31

Just bought them back at 135
Hold 6% more on the hour trade.
Very lucky trade. Not my normal thing.

[hamhamham1] 12/8/2022 09:29

I am no good at trading shares, i just buy cheap and hold for medium term. Less stressful, as long as don't over invest in any one share.

[darrin1471] 12/8/2022 09:09

Sold half remaining holding at 143
Hoping to buy back at a lower price

[peteret] 12/8/2022 08:43

Caution us needed here.

[hamhamham1] 12/8/2022 08:37

And when it's 600p, it's only a 2.5% rise.

[hamhamham1] 12/8/2022 08:35

A 15p rise in a day would have been a 20% rise in share price a month ago, but now is barely over a 10% rise.
When the share price is 300p, it's only a 5% rise, etc.
All relative I guess.

[hamhamham1] 12/8/2022 08:32

Like is said, 150p today is a very reasonable ask.

[hamhamham1] 12/8/2022 08:15

Yeah, nuts!

[oakville] 12/8/2022 08:11

£5.70 just 12 months ago.

[hamhamham1] 12/8/2022 08:06

138/137 mini auction.

[oakville] 12/8/2022 07:29

Bought in on the back of Blackhorse tip at 77p so hoping for £2.20.

[hamhamham1] 12/8/2022 07:20

150p is my today's, end of week, target.
Let's see.....

[hamhamham1] 12/8/2022 07:03

12 August 2022

IG Design Group Plc
('Design Group' or the 'Company')


Long Term Incentive Plan Awards

The Company announces that on 11 August 2022, it awarded a total of 410,759 conditional awards and 480,536 nil cost options ("Options") over ordinary shares of 5 pence each in the capital of the Company ("Ordinary Shares") to Lance Burn, Interim COO, and Paul Bal, Chief Financial Officer, respectively, under the Company's 2022 Long Term Incentive Plan ("LTIP 2022 - 2025").



The awards are consistent with the terms summarised in the Directors' Remuneration Report on page 69 of the FY2022 Annual Report and Accounts and accordingly are subject to certain performance conditions set by the Company's Remuneration Committee being achieved during a three year period (two thirds based on relative TSR vs FTSE SmallCap (ex IT) constituents; one-third based on EPS growth). An 'underpin' condition also applies to the awards that allows the Remuneration Committee to reduce vesting levels if it determines that vesting outcomes reflect unwarranted 'windfall gains' from share price movements. In addition, Mr Burn and Mr Bal have committed to a two-year holding period. Fuller details regarding these awards will be disclosed in the Company's Directors' Remuneration Report for FY2023

[hamhamham1] 11/8/2022 19:34

Bh23, you sold before the last update, it was in the 70s max, get over yourself. Since then you have been burnt on McBriide big time and Currys.
You know nothing about investing, you are a gambler, you will lose your money, you keep going all in on punts, which results in the law of diminishing returns.

[time 2 retire] 11/8/2022 18:50

Bh23, do your research before posting, year end company presentation already stated that no divi until next year plus I'm not aware of any significant debt, only working capital, ie seasonal companies will have bills to pay until receipts collected after Xmas, it's called an overdraft.
Please move on now, you did your best to pump this all over the place then sold out way too early and now trying to put off other investors by your above comments.
Good luck with any future investments but mark this one down to experience.

[dancing piranha] 11/8/2022 18:41

Blackie,

How much debt do CURY have? and they are paying a divi?? lol

[blackhorse23] 11/8/2022 18:30

This is my selling price not buying lol this is high volatility stocks.. if next trading updates not paying any dividend it will go opposite directions ... they need to pay bank loan 1st before pay any dividend as agreed with bank