The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Deep, If I may... it's not about experience or naivety.Just because a couple of us have a similar view of the VOX market presentations doesn't mean we are right. It's just our view. Others may have a different view and ideally you should formulate your own opinions. I wouldn't worry about interpretation of the figures it's not essential. When they come out plenty of people will comment on them objectively and subjectively and resources to find that out will be easily available.
I've been bruised and battered throughout my investing life but I have learn't many things and probably one of the most important is that common sense is one of the most important traits. I'm sure you have plenty of that.
Today in the markets is a classic example of Macro sentiment. The pandemic has decimated most of the major economies in the world and we have the added complication of brexit. The next few years will undoubtedly be bumpy in the markets an I'm sure we'll learn a lot. Ultimately though soundly run companies making profit will win out and I think DX falls into that category.
Just demonstrates how inexperienced and naive I really am.
As for interpreting the upcoming figures, frankly speaking I'm as much as use as a chocolate teapot.
Like all of us, I'm hoping to see the SP head northward.
Best I staying tight lipped until I really understand what is actually going on with the markets. That my friends' is a very, very long way off!
Yeah Portswigger... a very poor attempt at a joke. !!
I was just trying to point how absurd Jamie last two posts have been. It boils down to "Lloyd is the man" and Dx secure should increase as they are all going back to work in the city and other banal comments. I expected something a bit more insightful than a statement of the obvious. !!
I think SisterAct meant it as a bit of joke. That's how I took it and it made me chuckle anyway. !
No real comment on the RNS. We knew that was coming. Awaiting the figures.
""Everyone wants to work for Loyd" ! ... is that so with 430+ Vacancies."
I don't think he's talking about the drivers or warehouse staff. He's talking about middle management, people who want to carve out a career in logistics.
Here Here Sister. !
I did like your comment about working for Lloyd. Like something I would expect to read in Private Eye and It gave me a laugh this Sunday Evening.
The comments from Jamie were full of sweeping generalisations and summed up why I never take any notice of platforms like these. He said the share is cheap with no justifications. It's not based on what we know currently but it is if you factor in substantial growth. There is substantial upside in all shares if companies involved grow their business and make profits. They are just worthless throw away comments. Comparing EBITDA with companies with different business models and at different stages in growth is just misleading in my view. Like you Sister for me it was just worthless.
His essential premise is that everything will be OK because Lloyd is in charge. !
I appreciate some may take a different view and take comfort from it and that is absolutely fine.
I've listened to it and what a waste of time. Just a repeat of what was said a month ago. Lloyd is logistics man etc etc. Important yes but what is really important is what he has done in the last three years at DX. Last Month Jamie came out with.... "Everyone wants to work for Loyd" ! ... is that so with 430+ Vacancies.
It was in my view as Chelsea said recently it was a down the pub type conversation. It told us nothing apart from his view that Lloyd is great guy so they should do well and picking figures out of the air. Investment advice at it's best. !!!!!!
Interesting listening to Jamie Constable particularly when he said Lloyd Dunn was a "logistics man through and through" and that he knew what he was doing.
Positive vibes but I've said this before only to watch the SP head southward.
It's a well known fact that logistics companies are somewhat in the doldrums but all investors pretty much know what they are buying into.
As Ports explained to me, it is a plethora of economic factors which determine the SP and we simply have to keep the faith in the company management.
I for one am, particularly in the medium term.
Jamie Constable discusses logistics companies including DX from about 5:40mins. Good management now in place, share price is cheap, plenty of upside.
https://youtu.be/jA4Zdcrm18M