Just Share Discussion Threads

[drleon] 15/1/2020 17:27

Mad CS analyst - CS as a research house prefers property insurers and undermines Lifers. On the other hand, CS group owns 4.5% of Just!! Yes I get it - research is independent of investment decision making- why do you undermine life companies? I get that toot has a lot of potential and at 5-6x PE is priced favourably to the upside.

Millennium fund LLP at NY has taken a big short on Just !

[18bt] 14/1/2020 12:09

Decided to top up on the Credit Suisse induced dip yesterday as the momentum still feels good and it remains very under-valued on conventional life assurance metrics.

[18bt] 14/1/2020 07:59

It looks like it might have helped their client anyway ...

[cthompso] 14/1/2020 07:25

Hmmmm... this is the same Credit Suisse that has been so busy in the Swaps market.Almost crooked?

[18bt] 04/1/2020 08:28

24.6m shares traded yesterday. Focus should move to a trading update - last year it was quite late on 6th Feb, but I wonder whether they might bring it forward this year.

[18bt] 03/1/2020 16:10

Bump has now materialised ....

[scrapheap] 03/1/2020 16:08

Now arriving...

[kron76] 03/1/2020 11:12

Also expected a nice bump this morn - yet failed to materialise! rhyme or reason....

[typo56] 02/1/2020 19:52

I'd expect a lot more tomorrow with a chunky amount (20m ish?) uncrossing in the closing auction.

[18bt] 02/1/2020 15:06

Looks like strong trade in advance of index entry. 1 124k and 1 50K OB trades showings as sells.

[18bt] 31/12/2019 15:31

Well done - you're quite right and my mistake. Announcement at 13.15 today. Interesting to see what effect that has on Thursday as people drift back to work.

[typo56] 31/12/2019 10:03

I was thinking they could be top of the reserve list today to replace Entertainment One. That would mean promotion on Monday (6th Jan).

[18bt] 30/12/2019 18:22

Isn’t next review in March? Last change effected 23/12 with data from early Dec.

[18bt] 30/12/2019 18:22

Isn’t next review in March? Last change effected 23/12 with data from early Dec.

[typo56] 30/12/2019 17:51

Looks like JUST could be promoted to the FTSE 250 index next week.

[18bt] 24/12/2019 08:40

Standard Life now above 16%

[chucko1] 20/12/2019 11:46

Yes, it will be a huge relief for some to sell without loss. But I reckon patience will eventually work out well on this stock.

[18bt] 20/12/2019 10:33

Those sell orders at 80p providing a limit to the upside

[bobbybullet] 19/12/2019 12:01

Out @80p. Still think there is some upside here, but will take time. Off to gamble in the oil sector PPC. Be keeping an eye on Just to see how it goes ?

[18bt] 16/12/2019 14:23

Credit Suisse up from 4.7% to 5.2%, through swaps. Well timed purchase made last Wednesday.

[18bt] 16/12/2019 09:55

Loads of apparrent program sells at just over 80p. One largish (37.5k) OB sell.

[18bt] 16/12/2019 09:53

80p was the placing price in March of this year - it feels like the next price hurdle to be overcome. I suspect it might need some positive news to do that.

[cjac39] 13/12/2019 14:32

I’ve sold out now fwiw. Recycled into aviva which looks cheap but not JRP cheap. >7% yld which should rerate to 4-5% so 30-50% upside. Good luck to all

[18bt] 13/12/2019 08:30

Where to now? Focus on FTSE250 domestic stocks in light of election with gilt yields still edging up ....