The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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@JoeKenny.
Good luck with your COM holding. May your confidence in them hear fruit.
I'm just not as confident in them as you seem to be. I'm a lot more convinced that this one is the better investment (at least IMHO). That said maybe you can see something with them that I'm simply not seeing. Either way, fingers crossed that it works for you.
I've done all my averaging up here for now, but I did increase my COM holdings the other day as they look to do well from the increase in casual dining over the next while.
In terms of FUL, if we take their reports literally, then we could see news of acquisitions as early as late June!
Hi JoeKenny.
Yes, I believe you are correct with the big players with high debt levels not doing so for a couple of reasons. First being their debt levels is one of the big ones, then of course they are already big players. MARS being one of them as we know.
But the smaller players, such as FUL and I'm sure there must be others in a similar position that could potentially exploit the status quo with negotiating better rents for themselves on vacant properties to expand and grow their offerings.
I'm hoping to stumble on a couple of others too in a similar position to this one but nothing has come up this far. Maybe I'll have another look at COM. Perhaps another small cheeky are here too.
Hi Trent mate,
Totally agree, though think the reasoning behind it is that the bigger players have taken on too much debt to start any sort of expansions (only one I can think of doing this is Jdw, mab certainly isnt). Great opportunity for FUL, lucky for us it's still under the radar at the moment, though I think that'll quickly change over the next few months.
Hoping to genuinely see anywhere between 50-70p for this share this year (may write to them.to come down to Cardiff!)
I don't think it's if it rises, but when.
There are clear expansion plans that have been stated by the BOD. This coupled with lower rents which can be negotiated in FUL's favour bodes well for a good return for those willing to take the risk here. I'm just surprised to see (or not see) others in the sector looking to use this philosophy with a view to expand their own empires. I would have thought that now would be a good time for any company to take full advantage of lower rents being available in empty premises. You'd think that there would be one or two that may well be positioned to take advantage. Unless I've missed them.
You can tell something is building, lots of buys, stable rise... this will spike big time as soon as good news comes in
Better than sitting around in the bank losing value ey! Hospitality booming at the moment, doesn't look as if anyone will be on holidays this year so should bode extremely well for the UK recovery play.
Who knows what this SP may hit once solid stats and acquisitions are announced!
Well done Joe.
Keep pumping in the small amounts....it will soon grow, I am confident of that.
I am buying likewise for my grandson, I hope he gets the benefit in the years ahead also.
Reckon we will get good growth within the next 12 months.
Glah.
85 quid bought today, looking good