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Added more to my holding.
The kettle is heating up on this one.
From the Towers
Barcap
Yes, the sp movements point towards a takeover in the wings.
Some rip!!
ceo....to be on sky news....in 5 mins
After the recent declines I have bought at 325p.
Cheers
Barcap
Looking at this fall away in price. I am not sure if it is a buying opportunity or not. With supply issues and port strikes, plus the housing market facing a headwind, I am waiting to see. Any thoughts?
I think they have managed to keep their profit margins even though input prices are increasing.
I guess over time their profits could get squeezed a bit if input prices continue to rise, however I would expect them to be able to pass on price increases to customers.
As a leader in their field they should be able to maintain their premium.
Next year PE ratio is looking to be around 20 which is slightly racy if a recession kicks in.
However, they haven't put a foot wrong and still growing strongly in a growing market, which is both domestic and commercial.
Assuming we avoid a hard recession then this company is a no brainer long term investment to tuck away in a pension.
They did get derated recenytly ( from 500p+ to 330p) as did many growth shares so I expect the derating is over.
As their recent trading statement is now out then they will go quiet for a while ( but they rerated +10% on the statement) as no new news for a while.
Bottom line, be patient and trust this company, it is well run in a great market.
Barcap
I would be interested to hear from regular watchers of this share the reasons they think it is not moving upwards?
Very disappointed with reaction to results, imagine if they had been bad, probably would have gone to 10p
Initially up to 490p on good rrsults andcraided divodend then a sell off foen to 400p.
My thoughts are that the market is worried about input prices and therefore margins.
We'll shall see tomorrow.
Everything in results report was as expected.
Cheers
Barcap
We should see some action that day!
Yo-yo movement once again, maybe I'll sell when it goes back to over 520 this time and buy back later if it falls back to the 490's..... Already missed many chances......hahahaha
".... Take profit and buy cheaper...".
Classic big mistake on a share like this, it will run away from you when you sell and you won't get back in.
Forget about trading it, just buy and hold for 3-5 years then review.
Barcap
The broker is hardly neutral. The P/E way above market norms (Fair value around 320p) . Take profit and buy cheaper, Volex 298p in its expansive EV space and cloud data space will generate a bigger return this year than FAN for sure. WATCH THIS SPACE
Sit tight on this one.
Downside is very limited due to predictable earnings flow.
....but it's another down day(sad emoji face)...
I bought Kainos at 1573.
Volution stabilising now.... Hopefully a base for a move up.
Cheers
....'no choice'...
I have choice anyway. Won't sell for a loss. Got to hold them for now, and I got quite a bit of them. Don't think I'll buy anymore but may top up FAN if it drops below 490p.
I may rebuy Kainos sub 1600.
Good solid company hit by earning on wage costs.
Hold tight.
Yes, exactly like KNOS. It's up and down like crazy. I am sitting on a considerable loss with an average of 1940p for I bought in during the spike. Oh dear me....
Looks a bit like a stop hunt over last 2 days.
People bought 520-550 last week and set their stops 490-495.
Market makers smash the price and pick up all the stopped trades cheaply.
Sawi it with Kainos quite a lot!
Yes, I may have spoken too soon. It's a big dip once more. Will it shoot back to 530/40 again this time? Only God knows. Let's hope so anyway.....may buy more if it drops below 490p....
Well, 530p support failed so we are back to the old support aroind 495p.
I topped up at 498p
Really see very little risk in this company