Stobart Group Ld Share Discussion Threads

[gabrieloak] 09/10/2019 09:40

Nice bit of news today: amazon?

[lpavlou] 04/10/2019 20:14

We should have some news on ESL on Monday as to whether DB will be bidding or not or whether they need more time.

[lpavlou] 02/10/2019 18:34

Back to 120, but not company specific. Only drag at the moment is ESL. Might be tempted to top up tomorrow if the market rout continues.

[nige co] 27/9/2019 09:13

I don't see any gap to fill @118p Joe?

[lpavlou] 26/9/2019 22:25

Still surprised at the lack of volume. At these levels it doesn't take much to move the share price up or down.

[woodhawk] 25/9/2019 16:13

Isn't one a consequence of the other? My same point applies.

[lpavlou] 25/9/2019 16:11

I'm not concerned at the lack of share price movement just at the volume. There's no buying or selling.

[woodhawk] 25/9/2019 11:13

It doesn't always happen immediately, lpavlou. Gotta have some patience these days - also not a good day on the market generally so far today due to Boris/Brexit nonsense and possible Trump impeachment. I'm certainly a lot more optimistic about STOB following the update today and more likely to increase my position here.

[lpavlou] 25/9/2019 11:05

Surprised at the lack of volume given the trading update.

[lpavlou] 25/9/2019 07:58

Update was as expected. Right to be cautious on Brexit and potential short term impact. Rail may need further write downs but they seem have stemmed the losses in that division.

[woodhawk] 25/9/2019 07:37

Strong update. Share price has been beaten down ridiculously low, like so many others.

[gaffer73] 25/9/2019 07:32

Yes, very good progress. No reason why this should be under 200p IMO.

[ayl30] 25/9/2019 07:15

Rns reads well, business booming!

[lpavlou] 24/9/2019 23:08

Keifer, investing is all about buying and selling and never be afraid to take a profit or even a loss, if you feel the share price has reached a level where you think there is not too much upside.

[keifer_1] 24/9/2019 14:41

Price is strengthened again.

[keifer_1] 24/9/2019 10:22

I might have sold too quick ....owell.

[keifer_1] 24/9/2019 09:34

Cashed in my stob at 130p. Think its peaked for now..

[lpavlou] 23/9/2019 22:43

We have 46.7m shares in ESL which were 91p when we have them up as security for the bonds. So we got 55m of cash having given security of 40m with the bond holders getting an option to take the ESL shares in 5 years time and keeping the upside. We are still on the hook for the 55m and presume we would have to bank any cash from an ESL takeover and use that as security. Whilst we have this ESL uncertainty it's unlikely that the share price will get beyond 1.45

[keifer_1] 23/9/2019 18:19

200p ?? OMG,yes please.

I'd be delighted. In fact, i'll start looking at the 2019 BMW GS 1200 Adventure to replace my VFR. :-)

[gaffer73] 23/9/2019 18:07

I'd be ecstatic with 200p so I hope your right.

[keifer_1] 23/9/2019 11:14

Thanks mate.

[gaffer73] 23/9/2019 11:12

No, nothing about share disposal just a declaration of ELS holdings.