Sig Share Discussion Threads

[jc77777] 14/1/2021 20:13

He’s definitely abreast of the share price movements

[ianood] 14/1/2021 18:18

jc77777 shouldn't that read "He's a tit."? :)

[thomasearnshaw] 14/1/2021 13:23

SHI Falling again

[jc77777] 14/1/2021 08:56

He’s at it. My screen shot from yesterday morning. Old October note.

hxxps://ibb.co/JzwSvQq

[heatseek77] 14/1/2021 08:47

Ammu sorry got TwitE filtered what note is this?

[thomasearnshaw] 14/1/2021 08:13

Suggest you contact Numis [phone]

[ammu12] 13/1/2021 16:46

Can you share the note ?

[heatseek77] 13/1/2021 16:46

Wow Fen2, Twit/Mick even more screwed up than I thought..

[fenboy2] 13/1/2021 12:56

I remember Thomas when he used to post as Mick Kipper, amongst many other names. As no one else agreed with his views he used to have conversation between his different accounts. A bit sad really.

[thomasearnshaw] 13/1/2021 11:20

Numis has a note out with gross margin pressure and a 17p target - current view from a broker

[jc77777] 13/1/2021 10:41

Date on that is 7th Oct 2020. Good try

[thomasearnshaw] 13/1/2021 10:16

Numis has a note out with gross margin pressure and a 17p target

[thomasearnshaw] 12/1/2021 13:32

FFS loss of 57-61m expected

[thomasearnshaw] 12/1/2021 13:31

Jeffries note

Management has published new guidance for a 2020 underlying EBIT loss of £57-61m. JEFe which was previously at a £75m loss.


...but 2021 expected to see limited changes for now. Management's commentary for 2021 is only qualitative so far. ....However, UK Distribution is unlikely to return to profit throughout next year. As such, we see little scope for change...

With losses due to continue at least through 1H21, we anticipate further cash burn to occur this year, likely causing end-2021 net debt to be ahead of end-2020


ouch

[thomasearnshaw] 12/1/2021 13:30

yes. snow is coming. dont eat yellow snow

[thomasearnshaw] 12/1/2021 13:26

Jeffries note

Management has published new guidance for a 2020 underlying EBIT loss of £57-61m. JEFe which was previously at a £75m loss.


...but 2021 expected to see limited changes for now. Management's commentary for 2021 is only qualitative so far. ....However, UK Distribution is unlikely to return to profit throughout next year. As such, we see little scope for change...

With losses due to continue at least through 1H21, we anticipate further cash burn to occur this year, likely causing end-2021 net debt to be ahead of end-2020


ouch

[claret dragon] 12/1/2021 13:17

Decent couple of days after all the doomsday scenario.

[crickerno1] 12/1/2021 11:02

Actually bought in Yesterday with a 2 year timeframe

I see this as a recovery play

I bought Capita
Galliford Try
Costain

Prepared to hold our for 24 months

Covid is the only thing holding these back although I’m very frustrated with capita

[lauders] 12/1/2021 10:35

Indeed bbd! Will it last though? Going on past form probably not but the trend is improving and we are seeing higher highs now. No problem if you have the investment time frame of more than a few weeks ;-)

[bigbigdave] 12/1/2021 10:29

Cracking breakout

[albanyvillas] 12/1/2021 08:23

zoh
That article is complete bilge generated by a machine