Journeo Share Discussion Threads

[johndoe23] 05/3/2024 12:57

Gap fill to 230p?

[qs99] 04/3/2024 15:59

Am buying on the dip, new position for me, but DSM selling stakes often provides a really good buying opportunity. Interesting thread as well thanks. Worth looking at DSM stakes and working out what you think has "legs". I have also bought NBB, if it hits its targets it will be on an EV/EBITDA ratio of about 2 during this year IMO.....

GLA and DYOR
Cheers
QS99

[hydrus] 04/3/2024 15:41

Yeah I don't see how a signalling focussed operation are a competitor tbh. It's a different market.

[serratia] 04/3/2024 14:51

Would Siemens be a customer rather than a competitor ?

[jm65] 04/3/2024 14:44

...ah, a major competitor gearing up in the same market is what I read :-(

[hydrus] 04/3/2024 14:10

Why JM? I can't see anything in that article that is negative for JNEO or even that relevant, perhaps other than a clear statement from government that there will be further investment in modernising railways - but we knew that anyway.

[jm65] 04/3/2024 13:50

Is this more the issue for Journeo?...https://www.bbc.co.uk/news/uk-england-wiltshire-68465675.amp

[studentinvestor13] 04/3/2024 13:15

Uk shareholders always get themselves twisted on these sorts of situations thinking there is a big overhang when there often is not (you can see that on the order book). What will happen here is DSM will place their block with another institution I think.

There should be many willing to take on the DSM block on these valuation levels. I would be if I was an II. DSM are not doing rapid forced selldowns

I'm happy to buy more anyway when the new tax year comes and even more if we get an extra British Isa allowance ;)

[weatherman] 04/3/2024 12:10

DSM still has a sizeable shareholding 2.73% of a £30m portfolio - the weakness may be due to them selling down further.

[studentinvestor13] 27/2/2024 09:33

10% discount now to where the director buy was last week! And a single multiple pe adjusting out the cash

Gift horse. Stare. In the. Mouth ; )

[studentinvestor13] 26/2/2024 13:36

Buying the dip, adding to my first holdings in over a year. Target 13x pe 300p a share on this tranche. Holding the rest for the long term 70m revenue and maybe 12m ebit target

[rimau1] 26/2/2024 13:13

Downing must be continuing to sell down, i am adding at these levels its way too cheap. £40m marketcap, cash adjusted 8x now.

[weatherman] 26/2/2024 12:46

More sells, but still in growth range, looks like forward forecast PE now around 10.

[davidosh] 22/2/2024 21:47

Apologies it was Sopheon where he took on the NED role. I see they became involved in a bid situation too

[charliec51] 22/2/2024 16:01

Barney Kent - Daviddosh, Barney was not a NET at IDEA. He was, however, COO. And a very good one at that.

[davidosh] 21/2/2024 15:08

vfast....I was at the Agm too. I like Barney and know him from his days as a COO at Ideagen and NED at Sopheon.

[vfast] 21/2/2024 15:04

Nevertheless nice to see the new NED Barney Kent wife buying 9,363@ 267p.

He addressed and made positive introduction at the AGM last year. Had a chat with Barney and he comes across as a switched on guy.

[adamb1978] 21/2/2024 13:46

How is she a maiden if she's someone's spouse?







(I'll get my coat...}

[eeza] 21/2/2024 11:04

Maiden purchase by Jennifer Kent, spouse of NED, of 9363 @ £2.67.

[eeza] 20/2/2024 10:50

Seller still plugging away in the background.

[johnrxx99] 20/2/2024 09:52

But not growth.

[adamb1978] 20/2/2024 09:45

Yes, reduces the chance of missing revenue targets

[pyemckay] 20/2/2024 09:17

although this contract was in the forecast for this year it still provides some reassurance going forward.

[vfast] 20/2/2024 09:08

Great news this morning, there will be more to come in 2024

[janeann] 20/2/2024 07:20

£1m revenue pa till 2028 secured