Schroeders still selling? |
Schroders taking the chance to reduce their position |
 Thank you Spooky. Nice when they pop.
It is still a wait and see though.
The main thing here is that someone has stepped in to buy in size at 310p. I check the delayed prints at this time. We have totalled 707k - good start.
This looks the first bullish move in this ongoing downtrend. It was pinging off that £3 mark and with buyers in size now at £3.10, at worse (barring macro deterioration), I think this could be a bottom forming.
On the flipside, that move today didn't come back down. Sometimes these illiquid pintraday pops do correct so that is food for thought as well. If they do keep buying, there could be more of a spike, but I think the main thing is how this reacts on any down day now. If they start buying the dips, then that should be the confirmation of a trend change.
But overall it is still hard right now to be too optimistic. There are so many of these charts. You can get very sharp trading bounces - alot of relief rallies on news not being as worse as being priced in, and then some surprise to the upside like LUCE yesterday and ZTF.
It is more a traders market isn't it.
Pretty obvious there are stale bulls and forced sellers everywhere, especially when you look at how someone sat at 132p yesterday at LUCE and how ZTF didn't even move on that beat.
But the main thing is....some form of relief for holders that someone is at least giving the Bears here a game now.
It deserves to go higher, as per many others out there. If you perform like this in this macro environment, you deserve a higher rating.
But we all face a challenging market.
And that is my final little tuh pence worth of....wordage ha
Time to fall over and crash.
Have a good weekend all.
All imo
DYOR |
ref 2025 stockopedia has 29.5p eps for 2025 - looks like that figure hasnt changed much in the last 6 months (negligeable tick up this month) |
Pretty impressive timing Sphere, well done. |
There's an algo in the loose.. 331 paid |
You're always here first Spooky ha
Taken a few at 310p.
It is being held back.
Watching these blocks hit at 310p:
145k
80k
50k
Come on...
Show us some whoppers to clear the sellers holding this back.
All imo
DYOR |
That sounds about right. Obviously someone somewhere doesn't believe they will make those. |
Any broker forecasts for FY25?
Quick calcs and I’ve got circa 30p eps. |
never launched so we will never know. |
Haven't you asked that before some time ago?Apols if misread. But someone posted previously that ReZorce is about 10% more than other similar products. |
How did Rezorce pricing compare with their current products ? |
yes - 9 times next year forecast and 8 the following. that puts it on a free cash flow yield of 9%+ nuts imho |
The new CEO realised that ReZorce was going to be a continual drag on profits at a time the market is hesitant to adopt it (Regulatory framework may need to catch up). The core business is thriving, with product growth and efficiency gains in motion. I expect there will be plans to do something with the ReZorce product in due course, when the market fully wakes up to its potential. Any sale of the IP would lead to a welcome boost in earnings. |
9 times earnings? |
Excellent update and still undervalued IMO. |
so 30% profit growth this year forecast and 16% the following - all for 9 times earnings. gotta laugh really. |
Yes great numbers. Great to see them doing well. |
Mr market can put that release in his pipe and smoke it. Ztf still got its mojo |
More than well....record profitability and ahead of market expectations! |
Look to be going well despite rezorce..hTTps://www.londonstockexchange.com/news-article/ZTF/trading-update-notice-of-capital-markets-day/16865389 |
Crikes, ReZorce went onto win the WorldStar awards 2025 - referred to as the 'Oscars'
hxxps://www.linkedin.com/posts/neil-court-johnston-b273841_circulareconomy-worldstar-rezorce-activity-7285017073066344449-MMk2?utm_source=share&utm_medium=member_android |
Agreed and I am one. The Rezorce story was compelling and clearly the new CEO did not fancy the expenditure required to progress the product. I wish holders all the best but I will be selling when I hopefully return to profit on the investment here. |
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