Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hold 120 and onwards from there hopefully
If bid came it would be in 25% to 33% range above previous closing. IMO
The run up continues - £2 bid?
Someone definitely running the rule over us
I'm in. Some large trades going through today. Judging by SP activity I would say someone accumulating. Good article on current situation, https://www.cnbc.com/2024/03/23/activist-oasis-may-turn-to-a-preferred-playbook-to-help-build-value-at-greencore.html
The chunky director buys around £1
Share buybacks
Oasis
Steady price climb
All adds up to something special soon.
GLA
New. career.move no hit. records in years
The Oasis purchase of a stake in Greencore has the potential to be extremely significant for Greencore , bssed on ehat happened at Premier Foods after Oasis took a stake and Daniel Wotner of Oasis joined the Board of Premier Foods. Media comments suggest that one of Daniel's first objectives will be to have the Dividend reinstated. Something that I fully support and have actively campaigned for since the Buyback bean 2 years ago. Things, as they say, can only get better. Onwards and upwards.
Can anyone remember a company (not Greencore) that in the past axed its Dividend and instead launced a Share Buyback before launching a Management Buyout.
Signs of life here. Looking positive and good company.
Lets hope for over 110 on closing
Strengthening all the time - patience is all that is required although an MBO or bid would be great.
Slow and steady rise, lets hope this continues and 2024 will see return in value.
Friday mega volume
08 Mar 2024 103.60 106.69 103.57 106.10 106.10 3,308,570
Cash cow, ripe for a bid.
So many UK companies look vulnerable.
Hold4Gold
Starting to look like momentum.
Good week end levels, lets hope Onward and Upward.
Completely agree . The company has enormous potential , but the shhare price is going nowhere untill the dividend is reinstated, and as a result the company will continue to be a potential takeover target.
Scoping around for somewhere to put my SPT windfall, landed on this one. Seems to have steered its way through Covid reasonably, given the nature of the business, that can’t have been easy. I’m not a fan of buybacks over dividends, so that was a negative, but I’m slightly hopeful they may be on the verge of changing tack on that. An announcement of any dividend, even a small one, is certain to boost the SP from here. I also think it’s undervalued, and as others have said, has to be a takeover target at these levels. The fact that they got a placing away during Covid at a price higher than today’s speaks volumes. All just my opinions, and who can tell. I’m hopeful.
Mentioned in top 10 small cap article
https://citywire.com/new-model-adviser/news/top-investors-10-favourite-uk-small-cap-stocks-trounce-the-market/a2437247
If the dividend is reinstate, say 2p interim plus 5p final and at a consrrvative uield of 4% yhe shatr prie will be £1.50. However, if the buyback continues the share price will continue to drift. Yield equals demand, no yield and a potential capital loss equals little demand. The only positive with regard to the current abysmal share prive id that the company is an obvious takeover targrt for any funf looking for a cash cow it can milk for regular dividends (adjusted profit of up to £80 millionprojected for this year and likely higher in future), as a result my stake in Greencore is currently a takeover arbitrage position.
So you don't believe the sp will be higher than 108p in 12 months time from today. Which leads on to suggest you don't believe the dividend will be reinstated in the same time frame.
Hmmmm, okay.
Apologies re. typo, should have read "bonds" not "bons"
Greencore's share price is going nowhere untill the dividend is reinstated. Lack of demand for Greencore as an investment at the moment because the shares do not provide a return and have not done so for years. Who in their right mind is going to invest for no return wnen they can get up to 5% guaranteed elsewhere from safe government bons and no chance of a capital loss which is all that Greencore has provided since 2019.