Ssp Share Discussion Threads

[goodday1] 02/12/2024 17:17

They should follow/mirror CPG as they work in the same space but on a smaller scale.Gl all

[hunter154] 02/12/2024 16:48

I like their pivot to higher growth North American and Asian markets. This stock has gotten too cheap hence I pulled the trigger on Friday.

[hunter154] 02/12/2024 16:47

Europe generates a big chunk of revenue (35%) for very little return. FY19 op profit for this segment was 7.6%. Any signs of an uptick here will be very good news for the near to medium term.

[everton448] 02/12/2024 13:42

I think they will be a strong set of results and we should see the start of a rerating as the market looks towards all the lovely cash this business will generate in the next few years

[cafc69] 02/12/2024 13:09

Wots your thoughts ?

[everton448] 02/12/2024 12:06

Results tomorrow

[lyqwyd] 27/11/2024 05:31

Middle East calming down should help, then Trump, love or hate him, may calm the Russian situation. Air passenger numbers are forecast to hold up by all major airlines. Baring any left field situations, should see growth here.

[cappajumping] 26/11/2024 17:25

Lyqwyd I am a quiet holder here having bought over last 6 months sub 180. The only risks I can realistically see is stickier price inflation in western economies, increasing employment costs/regs in the western europe and the black swan of regional conflicts exploding to be more than that and significantly cutting air travel. The flip side is the opportunity of increased mobility, further reduction of WFH increasing intra-country commuting, the 2026 WorldCup in North America, acquisition integration and efficiencies being landed and possible lower cost to service debt. Looking forward to next week and some share price action on progress because lets face it we know from the airlines and the airports that passenger numbers are there !

[lyqwyd] 24/11/2024 06:54

Looking like a good entry point now. Gearing is reducing due to a reducing rate of mergers and acquisitions, along with continued t/o growth in the travel industry. The company also has a cost reduction plan going forward, so now seems likely to produce a strong 2025. I would say undervalued at the present price point.

[everton448] 22/11/2024 14:45

Rubric capital management increasing their position here

[everton448] 22/11/2024 09:11

This will come back to bite me, but it doesn't seem to want to go below 150 - seems like there's some support there

[cafc69] 21/11/2024 14:29

I hope so . Any descent rise and I will cut my losses

[davethehorse] 20/11/2024 10:42

Full year results soon...should read OK as far as we are aware from the updates but the market didn't take kindly to the half year in May so let's see...

[everton448] 20/11/2024 09:48

Think you are right Dave. Sad to say that this company seems to have no friends at all in the market. Seems only a matter of time until we head below 130 - AIMO

[davethehorse] 20/11/2024 09:41

Looking like heading for all time lows here :-(

[everton448] 20/11/2024 09:04

Cut to neutral from overweight by JP Morgan

[davethehorse] 20/11/2024 08:49

Another broker downgrade by the looks

[davethehorse] 20/11/2024 08:32

Why the fall...inflation report?

[everton448] 18/11/2024 13:51

Yep. Lower highs and lower lows too. Makes you wonder if there is something going on that we private investors do not know about

[everton448] 16/11/2024 11:52

Results 3 December I think

[cafc69] 16/11/2024 11:33

When is the next company update ?

[davethehorse] 12/11/2024 12:57

Very unloved....thought shorts were closing here but not sure with this price action now

[everton448] 12/11/2024 09:11

Totally unloved company. Still think this will come good in the end but right now looks like it is heading back to those summer lows.

[davethehorse] 12/11/2024 08:51

Dropping with the whole market....thanks Labour government