Jpm Bb Usa Eq Discussion Threads

[battlebus2] 30/8/2023 19:23

First trade for a while with a small buy at GTC.

[battlebus2] 30/8/2023 15:51

A poor day for me, down 1.7% and -6.5% YTD mostly on the back of QRT -27%. Keeping the faith there for now.

[battlebus2] 30/8/2023 11:05

QRT down 20%+. 🤨

[battlebus2] 30/8/2023 09:21

QRT half year results show revenue and profits down substantially on an exceptional 2022. Cash flow is excellent resulting in net cash of 9.6 million but no doubt it’ll be marked down

[battlebus2] 30/8/2023 07:45

Well done INS holders. 41% premium isn’t too shabby. 👏

Where are my takeovers in 2023? 🤣

[galles] 29/8/2023 19:36

I've been looking into it. While Ashley does have a tendency to have a fair holding, he doesn't buy them outright - counting Mulberry, Currys, Boohoo, N Brown as examples. But with these players building a substantial holding in ASOS, it is telling as it reduces free float, particularly as it is one of the most shorted companies out there. Also at £486m market cap, they only just spent £330m snapping up Arcadia's brands including their stock.

[battlebus2] 29/8/2023 17:07

Interesting Galles, maybe 🤔 they’ll make an offer at some point.

[galles] 29/8/2023 16:38

Interesting development at ASOS. Bestseller now have 27% holding, along with Frasers with 19%, and Camelot with 14%. Large holdings by few players. Wonder what will happen if they continue increasing their holdings. Frasers only started having a notifiable interest last Oct and already have 19%

[battlebus2] 29/8/2023 16:21

Good news on GTC David. Getting the word out is always a good thing.

As a previous holder of RTC Ihave looked at them but didn’t purchase after the rise but I do see them as still cheap.

[davidosh] 29/8/2023 14:34

As an aside as I spotted Norman Broadbent mentioned and their 40% increase....same sector but have any of you looked at RTC group recently?

They moved from loss to profit in their interims and now paying a substantial dividend likely to be over 6% when the finals are announced. The outlook was positive and I think they can achieve 11.5 to 12p of earnings as H2 is normally the strongest half. That puts them on a P/E ratio of 4.5 and growing with a very big order book.

Worth checking out and I admit to bias in my confidence as I hold and have done for many years. It is my 8th largest holding but a small cap for sure so will not be everyone’s cuppa

David

[davidosh] 29/8/2023 14:24

Good news....GTC have agreed to do a Mello presentation at the end of September.

It will be our September results show and quite a marathon with eight companies wanting to present and another ten or so featured in the Results round up session with our Mello panelists so should help raise the Getech profile.

[battlebus2] 29/8/2023 09:30

Markets still in the doldrums this morning. GTC making new recent lows.

[eeza] 29/8/2023 06:31

Yes, only 55.

[battlebus2] 29/8/2023 06:23

Shocked to hear of the death of Jonathan Lander of Volvere. He will be missed. After a short illness apparently.

[battlebus2] 29/8/2023 06:05

HVO Plans for a new larger state-of-the-art facility to meet growing demand


-- Capacity increase to 50 quarantine beds with optionality to expand to 70
-- Expansion of laboratory services to include cutting edge labs
-- Largely funded by multiple hVIVO clients
hVIVO plc (AIM & Euronext: HVO) , the world leader in testing infectious and respiratory disease products using human challenge clinical trials, announces its plans for a new consolidated facility at the fast-growing life sciences hub in Canary Wharf, London. The expansion, largely funded by hVIVO clients, comes in response to the Company's growing orderbook and increasing demand for its human challenge trial services.

[battlebus2] 27/8/2023 11:59

Aishah for those who don’t know the substance of foreign aid it’s eye opening.

[battlebus2] 27/8/2023 11:56

Don’t have time for many podcasts at the minute but I like Richard Perry and he mentioned ADVT a former holding.
Worth a listen. One Health is one I’d not heard of before.

[aishah] 26/8/2023 23:03

Chandrayaan 3: Why claims that India spent "British aid" on moon mission are more far-fetched than aliens

[battlebus2] 26/8/2023 22:24

Back to the premium bond theme

[battlebus2] 25/8/2023 17:19

Down 0.6% this week YTD -4.4%. Still 11 stocks in the portfolio blue with HVO the top performing at +78% followed by NBB which is up 48%. In the red column TEK is worst at -47% TUNE -34% with GTC -28% and ORCH -21%. Keeping the faith with all the portfolio so no trades this week

[battlebus2] 25/8/2023 14:13

I must say I’ve made the biggest gains from buying stocks at what seemed lows and then buying more when they lower still. Quite a few that then succumbed to a bid like RPS.

[kemche] 25/8/2023 14:03

You can always spot a market professional when they average down. Never up.

[battlebus2] 25/8/2023 13:28

😂 LOL exactly

[eeza] 25/8/2023 13:11

Yes, don't buy because it may go down more - but buy in case it goes up more.

[battlebus2] 25/8/2023 12:31

I agree Cowie but most will add when they see a share rising.