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[cyberian] 27/9/2024 14:34

Interesting leak!

[indiestu] 24/9/2024 14:16

Please re-read my post. I did not say that the CFD's RG has purchased expire in December. CFD's are by nature a short term trading or hedging tool.

'My' strategy was to purchase December expiry contracts in the hope of catching a significant move up into year end results. They can be rolled out if needs be.

I like your two theories regarding private equity and the sale of Affirmity. Fingers crossed!

[gordongekko4] 24/9/2024 14:01

if his intention is likely to hold for a short period of time (December 2024 expiry as you suggest), it is unlikely that he is looking for a return off the back of inproving trading updates as they will only come after the expiry of his CFDs (last year, the full year trading update was only published in January...) what is more likely then, is that Richard Griffiths is buying into the rumour that LTG will be taken private by US Private Equity or will sell Affirmity for USD 100 Million. Presumably he is well connected in the City.

[indiestu] 24/9/2024 12:44

It's just the truth, he only cares about making money. Surely that is our task also? I usually lose money when I begin to care. It doesn't change the fact that the company is on a path back to growth, this is the opportunity to ride along with LTG on that journey.

[hazl] 24/9/2024 12:37

Well that's a bit negative.

And pot and kettle come to mind.

Hopefully he cares about the company.

[indiestu] 24/9/2024 12:27

RG did not invest ten percent of his wealth into LTG. The majority of the stake he declared is held through CFD's. So, he is using borrowed money and paying financing costs. Therefore his intention is likely to hold only for a short period and pocket a quick return off the back of the improving trading updates, which is generally his strategy. He's just trading it but that's cool, so am I. All held in Futures contracts for December 24 expiry. Take care as he can unload those contracts overnight which could kill any upwards momentum dead.

[phillis] 24/9/2024 09:51

Also sitting pretty at GFM

[gordongekko4] 22/9/2024 14:00

according to bloomberg, the total value of Richard Griffiths' public holdings is currently 195 Million. Investing 20 Million into LTG is a significant chunk of his assets...

[indiestu] 22/9/2024 08:29

He has made a packet on NCC.

[toffeeman] 20/9/2024 16:15

well he lost a shedload on SCE!!

[hazl] 18/9/2024 10:21

Thank you for your thoughts


Indiestu.

[indiestu] 18/9/2024 06:57

I liked the trading update. GP Strategies integrated and demonstrating growth.Outstanding debt cleared.Margins improved.A new division set up to deal with US regulatory hurdles. All major clients retained in a difficult environment.Dividend retained.Company is mean and lean and poised to benefit from the recovery in the business spending cycle.

[hatfullofsky] 17/9/2024 18:08

Anything below 3 is very good

[hatfullofsky] 17/9/2024 14:21

MCAP is x 1.5 ARR, anything below is super value

[jeffian] 17/9/2024 09:16

I must admit I don't pretend to understand exactly what they do (I gravitated here from RWS in the light of the Brode connection) but I do like companies that generate cash and are able to pay down their debts (if any). People use all sorts of criteria - PER, PEG, EV and so on - to assess value but cash is right at the top of my list. You can make accounts say whatever you want them to say, but you can't hide a lack of cash.

[hazl] 17/9/2024 08:48

The market seems to like us today.

[12badger] 17/9/2024 08:24

Very uninspiring set of results. Seems to have lost its way - no acquisitions and no organic growth either.

[hazl] 17/9/2024 07:35

Dividend remains.

[xamf] 17/9/2024 07:27

Topped up early doors.

[hazl] 17/9/2024 07:25

That was anticipated.

About the future now and if they can return to organic growth if and when the market improves.

IMO

[hazl] 13/9/2024 07:30

Don't for get results on the 17th. September.

[wiseacre] 28/8/2024 08:47

The suggestion of a takeover may not be wide of the mark. Definitely worth a punt.