'Teach-in' event scheduled for next Tuesday 5th Jul 2022.
Presumably this is some kind of presentation? … for analysts? They should be more explicit. |
NAV 340p Take over probable. |
Consensus
Mean consensus HOLD
Number of Analysts 20
Last Close Price 259,90 GBX
Average target price 304,11 GBX Spread / Average Target 17,0%
High Price Target 385,00 GBX Spread / Highest target 48,1%
Low Price Target 220,00 GBX Spread / Lowest Target -15,4% |
Consensus
Mean consensus HOLD
Number of Analysts 20
Last Close Price 259,90 GBX
Average target price 304,11 GBX Spread / Average Target 17,0%
High Price Target 385,00 GBX Spread / Highest target 48,1%
Low Price Target 220,00 GBX Spread / Lowest Target -15,4% |
Short interest is increasing, above 6% now. |
Keep motoring up .GDR 300 nurses to train for new test .News anticipated.Multibagger possible game changing test. |
Someone stalking? - speculation only on my part. |
What's going on here, its up? |
don,t we love shortsellers,give us great opportunities. |
Screwfix doing a 10% offer over May to ordering via the app, thats quite a discount, I just cancelled a shed on order and will re-order it tomorrow when I have the code for downloading the app, quite a saving for me, quite a reduction in margin for KGF ! |
indeed EI, shares worth £520k, which 6 x the value of his director fee - wouldn't have done that on a whim. |
Large non exec buy.
edit to my earlier post. |
great news that the share price has fallen away a bit for the share buyback programme.
the multiple strengths of the group continue to be dramatically undervalued in the current share price. i think the general perception as reflected in the share price rating is stuck about 5 years in the past. the business has simplified to only operate in markets where they are #1 or #2 , and they are financially very strong. |
EI, tell me about it. invisible hand at work makes things v frustrating if you are looking to buy panic, when all you see is euphoria. but must start to hurt soon esp if bonds continue to crash. some big trades made this week looking for lower bond prices ie higher yields. hopefully we get them and something breaks. |
Yes, I get that, there are an awful lot of folk out there in cash having been scared not least by scared witless by the yield curve inversion and the media doom mongering around this, of course what is just as likely to happen on back of this particularly given events is yet more central bank about turns that will send stocks off to the moon. KGF could then see one hell of a bounce! |
As a % of my overall portfolio no, on an individual stock basis it's far from ideal.
What has hurt is being heavily in cash over the last 3 weeks as markets rebounded. |
Another 5 million just been sold as a single clip, just another typical day! EI, you must be hurting now? |
got an upgrade yesterday from db but one of those upgrades i dont like, a valuation based one in large. usually thats never a trigger for a move. they talked about kgf having more exposure to the trade side which should hold up better than diy which they say is moderating but long term trend (in diy) being intact. they say pretax is expected to decline in 23 but move up in 24. trades on 8.5 times their 23 f/c.
if makes a lower low then likely to fill gap to 230. there youd be back in the realms of pre covid. |
Market saying profits warning on the way?, that's how it looks to me, does not mean I am right obvs!. |
quite a powerful down trend at the moment, those hold 5% of the company in short stock are making stupid sums of very easy money |
I've added 20% to my holding today at 257p. |