Logistics Development Share Discussion Threads

[+eysenck] 23/5/2024 16:27

Good news at APH with successful appeal of fine.

[lpavlou] 22/5/2024 20:54

Something going on here. We never had this volume before. Glad they starting buying more APH. I'm sure they will keep buying, but there is a risk if the results turn out not to be as the company asserts. Then that would have to take them out and put in a new management team.

[briggs1209] 22/5/2024 16:30

wait a minute, something must have gone wrong with my screen - it is showing the price going up.

[briggs1209] 21/5/2024 15:38

yeah, bit odd - bottom fishing

You would think the momentum traders would be chasing the hot stocks.

Still gradually selling chunks of the mission group.

I wonder how Finsbury Foods are doing?

[lpavlou] 21/5/2024 14:34

Where has all this volume suddenly come from?

[lpavlou] 17/5/2024 19:57

Looks like they offloaded a few more today

[lpavlou] 17/5/2024 15:21

Still selling 200k shares per day in TMG

[tyranosaurus] 17/5/2024 09:50

Sinking like the proverbial brick.

[briggs1209] 16/5/2024 14:32

Bidding up the price, selling down the stock.

[lpavlou] 16/5/2024 13:16

Dbay insisting the TMG offer undervalues the company but are still selling shares in the market

[briggs1209] 15/5/2024 03:40

they bought all those shares from 15p all the way down to 12p. Now they sit on their hands.

[lpavlou] 14/5/2024 17:51

They have sold 760000 shares in TMG this afternoon. Looks like they are not hanging around for the actual bid or reinvesting in the bidco.

[briggs1209] 14/5/2024 10:08

There goes 10p.

Without any info on FIF and without results of APH we could free-fall down.

There does not seem to be any buying interest.

[lpavlou] 14/5/2024 08:20

The current loss on APH is worth 2.5p of NAV and assuming all the other stakes are flat, we still should have a NAV of at least 17p. Without the buybacks we could drift lower to sub 10p, with the only catalyst to drive the share price being the company performance. I still favour Dbay having a go and taking out APH once the results are out.

[briggs1209] 14/5/2024 07:31

How low will we go?

[lpavlou] 13/5/2024 09:07

Should make a decent return on TMG now they are in play but small beer compared to their stake in APH

[lpavlou] 10/5/2024 18:56

Need to have acquired another 24m APH shares to get to 15% for an RNS

[lpavlou] 10/5/2024 15:57

APH price is back at 35p having fallen to 25p and LDG is down 10% in the process

[value hound] 10/5/2024 09:40

Yes, all a bit bizarre really re APH in particular. I bought in like others for the obvious discount / value focus etc etc., but given DBay's stated goal is "to provide our investors with superior risk-adjusted returns while prioritising preservation of capital by focussing on investments with a high margin of safety" APH was a strange choice.

This is all easy in hindsight, of course, and I know nothing detailed about APH and I'm sure there was a case to be made, and hopefully there still is, but even now after it lost over half its value in 12 months, it still doesn't come anywhere close to being any kind of value share IMO; v disappointing.

I haven't sold any, and will let things play out, but I don't feel tempted to average down either (currently 17% down overall having averaged down once).

[lpavlou] 10/5/2024 09:00

Buyback ended without acquiring Eskens stake. Have they been buying more APHWill be interesting to see what happens to the Sp without the buyback

[lpavlou] 08/5/2024 20:42

They own 56.7m shares in APH at a cost of 59p. Currently losing 17m. Time to go big or go home. Let's see if they bought any today.

[uhound] 08/5/2024 15:51

Anyone have any thought on this stock?

Big fall today, probably because of APH news of further delay to results and the shares have gone nowhere.

Buy backs not been good for the share price