"halfpenny 31 Mar '21 - 14:51 - 234 of 242
HodHar....What an Idiot you are!! Now DCB in play and further falls due. IXI can fall very quickly. 50p or less as No News is Bad News....Risky at these levels...be aware.."
Halfpenny - filtered. |
I hold shares in CIP, they have a good investment record and usually only hold a small number of companies (around 10) so that their investments make a material difference to the NAV. The main attraction currently is that the share price of CIP is 50p while the NAV is 80p, a massive discount. |
Interesting announcement; their investment policy is below
hxxps://cipmerchantcapital.com/investment-policy/
No idea what their track record is like mind you |
IXI news today at 7am is just the tonic IXI need. Looking at 90-100p. |
IXI looks like they will bounce back this week as news flow. Can move quickly.. |
Are those tarot cards? |
Looks like there maybe a takeover on the cards see next week.... |
IXI now Looking great so i expect more news in pipeline and this weekend it may be all positive. Upwards and onwards as we get clarification we all want. 80p plus soon on my charts also show next target level 100p... |
halfpenny - filtered |
IXI now turning upwards. Target 80p on my charts....news flow this weekend maybe in the pipeline |
So it was not you who bought 645,000 shares yesterday |
IXI now rising and beating Dead Cat Bounce DCB so new target 80p.. who is buying and news over weekend... |
IXI further falls maybe to come but support at 66p. May surprise target 80p ....risky Maybe it will survive if they explain what remains in the contract they had. Maybe a takeover can help IXI... |
![](https://images.advfn.com/static/default-user.png) Hi all,
My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and IXI was one of the Stocks we discussed as Peter C3 himself holds it and it delivered up an unpleasant surprise. He talks about his strategy for what he intends to do next with IXI etc.
Also in this episode we have a Special Guest Star in the form of Tim Rogers, who was the former CEO at ABDP. He gives loads of insights into the likely future for the Car Market and also gives some background etc. around ABDP.
As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management. Sadly we didn’t get time to chat about Tim’s classic motorcycle collection !!
Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 45) and you can find it on Soundcloud at the link below.
I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the local boozer (we can dream !!).
Cheers, WD @wheeliedealer |
HodHar....What an Idiot you are!! Now DCB in play and further falls due. IXI can fall very quickly. 50p or less as No News is Bad News....Risky at these levels...be aware.. |
If you can read an RNS, you know that this recent announcement, even in a worst case scenario has little to no impact longer term.
Right business, in a hot area, at the right time. |
IXI a further fall is likely as the facts are released. No crumbs left on the cancelled deal so now very risky at this level. Lets see who is right 50p otr less soon. DCB in play!!! No news is Bad News!! |
complete nonsense. halfpenny, or halfwhit? |
IXI be aware this could be a Dead Cat Bounce. Chart shows further falls below 50p. News flow not looking good short term!! |
Prediction: 80p - 75p - 120p+ (at a very minimum).
For EW followers. We're at the base of W4 (Outcome:Break the W3 top next). OR
We've just completed WC of 2 (Outcome: W1 of 3 to come next)
DYOR |
If you say so. I will do that first thing tomorrow. |
Rubbish disaster companySell |
No credibility whatsoever here until management provide "committed order book" as well as "contracted order book", the latter as we recently learnt being complete BS.
Contrast that with say SPSY which has a $50m order not reflected in broker forecasts simply because they are not sure which years the revenue will fall into. |
IXI will survive - they have plenty of cash on the balance sheet. Its not a solvency issue - they just need to right-size the cost base to be appropriate for the level of business which they have.
I'd therefore expect a lot of job losses and restructuring costs, and the business to be meaningfully smaller in 6 months' time.
Given that its guesswork what that business looks like, for me its uninvestable at present - just not my style. For those who like turnarounds, maybe they'd look at it, but its a different investment proposition and equity story to the growth focus from before, so I'd expect some churn in the shareholder base.
Never nice to see these situations, and even less nice to own shares in these companies as I did! |