Menzies(john) Share Discussion Threads

[plentymorefish] 09/6/2020 15:38

It's like shelling peas.....

[rastamouse] 09/6/2020 15:33

Time to add me thinks

[tole] 09/6/2020 14:08

I've been adding almost daily since buying in at 109 the other week.

[nw99] 09/6/2020 12:22

Thanks very interesting

[nw99] 09/6/2020 12:21

Looks a buy here after recent retrace

[papagai3] 09/6/2020 12:17

The trade war between the United States and China or Brexit hit the industry badly last year. By contrast, cargo airlines reported strong growth in 2017 due to the strong economy.

In fact, air freight has experienced an upswing in recent weeks: In April global revenues rose by 36 percent year-on-year and in March by 26 percent. This is shown by figures from the analysis company World ACD. In the transportation of urgent high-tech items or medication - a key discipline for air freight even before Corona - revenues increased by 116 and 71 percent.

[kaos3] 09/6/2020 11:07

I plotted 2 months chart MNZS and AA.

they highly correlate - meaning that it is about industry allocation and less stock specific. MNZS is slightly underperforming - reasonable as there is a seller but at AA. is too

major boost will come from the politicians - they can not hold it much longer - many countries did open

PS Carnival down too today
WHY? are transportation CV19 stocks down today?

[papagai3] 09/6/2020 08:41

it was expected that one of two would print on the sell button

[papagai3] 09/6/2020 07:52

Buffettinr who is the dividend income fund?

[gooner1886] 09/6/2020 07:31

Agree and update would be good

[kaos3] 09/6/2020 07:29

It would be great if MNZS would start to drop PR RNSs . Like - this and that re - opened. We increased our workforce etc. Would give a boost as it would come onto a broader radar.

[nw99] 09/6/2020 07:26

Perfect thanks

[nw99] 09/6/2020 07:23

We have gone from 80 to 155 so I am happy

[buffettjnr] 09/6/2020 07:23

There are two sellers. Kabouter is 1/3 of daily volume. So 2m shares trading they are 660k.

The other seller is far smaller and will be out soon. They are a dividend income fund.

[gooner1886] 09/6/2020 07:22

Maybe you are right, id take a steady rise anyway

[kaos3] 09/6/2020 07:22

but it looks very good for the share price anyway. all I am saying - it will take a little more time

[kaos3] 09/6/2020 07:20

they can sell all their shares in 1 day on 2 M vol if they would be exclusive seller

[kaos3] 09/6/2020 07:16

my language skills are zero

in the last5 trading days there were more than 10 M shares sold - they would be out in 2 days (they had cca 4 M - now reduced to 2 M) , the rest of selling was done by someone else

[rastamouse] 09/6/2020 07:15

And how did you come to that conclusion??No other notifications of any other new major sellers.They should be nearly done selling now or finished.2 pounds plus by end of week possible

[nw99] 09/6/2020 07:14

Agreed they are the only seller will explode when out

[kaos3] 09/6/2020 07:11

Kabouter did not sell a lot considering recent trading vol. I expected them to be out by now. Meaning someone else (unknown to me) is doing the selling much greater than Kabouter. Or multiple of them.

Meaning - when Kabouter is out - the share price will not simply just spring up unfortunately.

[gooner1886] 09/6/2020 07:08

Coiled spring

[nw99] 09/6/2020 07:07

Nearly done

[bigbigdave] 09/6/2020 07:06

Kabouter selling more

[kaos3] 08/6/2020 19:01

Well - Slovenian Airport operated by Fraport had 15 % of the normal turnover during the close down. now it is operating normally and is expecting that at the end of the month it will reestablish all the operating lines it had before the crysis.Lufthansa is expected to start 1st halve of this month.