Plexus Share Discussion Threads

[zho] 08/5/2024 11:41

Hi Paul,

While you're here, can I say how much I enjoy your weekly smallcaps review.

(I'm not signed up to Stock so I can't comment there.)

[paulypilot] 08/5/2024 11:28

No, Paul Scott is not selling his position!
This is a long-term holding for me, and the short term share price doesn't really matter. I tend to buy the dips, and top slice into big rises, which works very well. Only for a small portion of my overall holding, as >90% is a long-term position.

Although 13p is the level where I've previously had a rummage around for loose change to top up, so it's tempting to take out clumsy sellers when this happens.

I'd like more frequent updates from the company, although it's previously been criticised here when it does put out updates.

Significant newsflow tends to be infrequent, so we just have to be patient I think.

Cash position should be fine after the 2 large one-off deals, so we shouldn't have to worry about dilution or insolvency. Also I like that previous announcements said that the large rental deal is capable of being increased again.

Price drifting down between announcements is just the reality here, as people get bored and chase other things. Then vertical moves up on good news, where you can't get any decent size. Hence why I'm happier to just let my position run, and wait to see what happens.

Paul.

[grahamite2] 08/5/2024 11:07

#8975 scroll down a bit and you get to an excellent one with Ricky Gervais. He has become rather a good bloke.

[monte1] 08/5/2024 10:44

c38 mph.

vbrs

dyor.

[michaelg1] 08/5/2024 10:24

What's that in new money, gra'?

[grahamite2] 08/5/2024 10:16

That there Cala d'Or looks beautiful. Still pleasantly mild in May, too, low 60s.

Morning all.

[dmf] 08/5/2024 10:09

I think there could be a possibility that Paul Scott may be adding to his position due to current weakness in the sp
He still seemed reasonably confident according to his latest podcast

[monte1] 08/5/2024 09:49

#8950

As long as it has a half decent strip and easy access to a Linekers what else would an avatar need?

[monte1] 08/5/2024 09:47

Morning all.

[barry evans] 08/5/2024 09:46

Good to see what clearing the backlog means exactly.

[emigna2020] 08/5/2024 09:36

"prammed to death", WTF??????


Isn`t Milly a female name?

They will be organising a crèche next.

[jeffian] 08/5/2024 09:34

Warm regards to Milly. Our (grand)Sonny (14m) is having his first swim this morning. Just off to see him now.

[jeffian] 08/5/2024 09:32

Talking of machine guns, I was a bit surprised to log on this morning and find that the thread hadn't been prammed to death. I do note, though, that Cabaliers are doing their best to bring it to a conclusion today.

[jeffian] 08/5/2024 09:30

Mornin'all.

#8920,
BOL!

#8937 et seq,
It looked to me as if his WC bowl needed a good scrub