Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Wow that was quick.
Strong again the momentum play.
Thanks for your insight, Mike.
I wonder if the market already knows that the trading update would be positive, hence today’s rise.
Let’s wait and see, fingers crossed.
Hi both,
Just to share a little nugget.
If you look at the last 3 days or so, our shares in Germany have outperformed us here in the UK - so for today, the German SP increase was just over 4%; whilst us here in the UK just short of 3%.
What I find interesting is that whilst the UK airlines have been hit in the last few days, it looks like the arbitrage effect between here and Germany, is looking like it's playing to our advantage at long last. So again, last Friday, the German SP was up all day, albeit modestly; whilst ours moved about a little and then ultimately broke through in to the pm.
So just thought I'd share and let's hope it continues, either way eh!
So expect Easter trading news from tomorrow, but most likely Thursday and if we keep in the range above £5.80, we should break through that £6.30 upper level once and for all
GLA
PS - Still look at the two short sellers against our stock from time to time and interestingly, they've collectively lowered their shorts from 1.6% about a week ago to 1.49% today - another decent sign for our stock
Thanks Donalb! Freta news but it was published on 20 March! There must be something else!
Dathrilla, maybe this is helping a bit !
"Tui is expanding its cooperation with Wizz Air"
https://aviation.direct/en/tui-expands-cooperation-with-wizz-air
Will trim around 630p+ although £7 could be here b4 you know it.
Any news I missed today? Is this in anticipation of the Easter announcement?
Lets go TUI!
Nice move up over the last few weeks, plenty more to come.
Thanks for this. Interesting: perhaps the post-pandemic world is starting to impinge on the chartist mindsets at last.
The only worry now is wether the Great Overinflated Crash is coming, from what I read in doomsayer headlines…
Hi donalb,
Many thanks for sharing your thoughts.
As you mention, the update was leading into Good Friday, as of course by then, the business knows exactly how many customers they will be taking abroad etc and hence why I believe the update will be this week coming and anytime between this Tuesday and Thursday and ahead of the Good Friday date as they will certainly know numbers by then etc etc.
Actually the comparisons will favour a stronger year on year with lower numbers late March last year as Easter was later and more may well be taking holidays this weekend as we're writing this and therefore stronger year on year - the business itself of course may well compare like for like, but even if they do, believe the results will be strong anyway.
Clearly I know that it's a bit 'Peter and Paul', as any slightly weaker comparisons right now (yr on yr), will then mean slightly stronger comparisons into the start of Q3 for us, but actually 'right now', I'll take the numbers this way around and giving us an even better end to our Q2.
The really important part though, is for our SP to 'hold up' in this range and until they do announce
GLA
MikeSO2, a good St Patrick's day optimistic share price call, just some things of note re 23 Easter comparisons, that Easter market update was on the Thursday 6 April 23 before the Easter Sunday 9 April 23 & I wonder if last years later Easter might slightly change the run rates compared to this years earlier Easter. My guess is the Easter update will be more similarly dated to last year, when there is more visibility, but then who knows :-) GLA, DB
Hi all,
So very encouraged with where we finished off the week and as shared last weekend, it gives us a great springboard into early next week and when we should get an update ref Easter from Tui - should be either Tuesday or Wednesday and based on last year - and if so and at a level going into those days as per today, then it gives us a brilliant opportunity to push through that pesky £6.30 upper range level and onwards and upwards towards TERP. Additionally, if the breakthrough is particularly strong, then it could wipe out the short sellers,. which for me and I'm sure yourselves, would be even better eh.
So hoping that we stay at this sort of level by end of play Monday and let's see...........
GLA
How far off is TUI AG (ETR:TUI1) from its intrinsic value?
https://simplywall.st/stocks/de/consumer-services/etr-tui1/tui-shares/news/tui-ags-etrtui1-intrinsic-value-is-potentially-74-above-its
Hi all,
Hope you're all very well.
Just wanted to share thinking about this coming week and why a good week and movement in our SP could be really important and going into the final week of March 2024.
As I've shared a few times, our top SP since the RI is £6.30 and we've bounced off that top a few times in recent months.
So getting through this upper level is important in enabling our next leg up into £7's and above and towards our TERP of £8.30.
Today we sit at £5.67 and my hope is that by the end of the week, we'll sit somewhere towards the £6 mark - ideally above £5.80 as a minimum.
Why - because at that level, if the business does release a statement about Easter, which if it does, should appear sometime between 26th - 28th March 2024 and as per last year, then if we achieve a relevant bounce that reflects 2023 of some 12% for the day, then at long last we'd be above the £6.30 mark pretty readily and which would enable us to set some new upper levels to the SP. Additionally, if this comes about, you never know, we may knock out one of the short sellers, if not both - now there's a prize eh!!
Clearly just my thinking, but hoping for a good week this week to get us into this territory and we'll then see what happens into the final week of March 2024.
GLA
This seems to be a political board and not people interested in TUI and its bright future, if a German company wants to have their stock exclusively on the German stock exchange I have no problem with that, I have been in Rolls Royce I am closing in on 5 times my initial investment that's a British company, a good company will do well whatever exchange it is in, although Germany is doing worse please ignore Spammy and his 'I think', he/she does not know.
Https://apple.news/A_hgNAwymTC2-LAumhdA56g
"Money is flowing out of the London equities at a faster pace than ever, despite government efforts to boost the stock market."
"Of 17 European countries, only four – Austria, Norway, Germany, Holland – have seen greater percentage outflows of money this year."
It’s also telling how the outflows happen post 2016, I think.
Https://apple.news/A_hgNAwymTC2-LAumhdA56g
Net outflows from U.K. stock market ETFs would tend to indicate very little confidence in U.K. listings. Sentiment is a huge driver, and despite protestations U.K. equities are a buy due to oversale, people ain’t buying it.
When we land on the Dax, maybe we can benefit from the circa 10% rise across Europe this year vs the FT’s pitiful 0.2%…
The UK’s future looks increasingly bleak as a PLC. Time to invest in twee tourism, perhaps.
Hi SK,
Can I suggest you take a BREAK from posting such nonsense.
You're continually incorrect in your thinking and to be honest, it's getting a bit embarrassing for yourself!
I'm also not quite sure what you're actually trying to achieve by sharing such information? As investors in Tui, we absolutely KNOW the pros and cons - surely you know that?
GLA
Meant to add on that many recent articles harping on about the apparent strength of UK economy and its surprising resilience look set painfully unravel... UK property market is in a crisis with estate agents beginning to panic... sellers digging in refuse to drop their prices and buyers quite rightly refusing to over-extend themselves... it's a painful stalemate which will potentially trigger a massive fallout. Add to the mix the monumental losses on commercial real estate yet to be fully felt by banks & investors and its looking very precarious as many will sell other equities to cover their gigantic losses.
I think there's going to be some heavy selling today... Rishi announcing there will not be a GE on the 2nd essentially means that it's on like ariston... strap in for some turbulence as the wider global economic situation has a myriad of issues, China property sector, rising oil prices, Ukraine + Gaza + Yemen Houthi on top... it's going to be a bumpy couple of few months ahead!
I think we are stuck in a rut between 5.50 and 6.0 until the Israel and Hamas war is sorted out.
I'm no fan of James O'Brien, occasionally twitter posts of his pop up though I scroll right past them and I've never listened a show of his. I am simply looking at UK's published data (I've no experience of interrogating the German figures and I lack info on related context to objectively analyse it). UK chancellor benefitted hugely from delayed pay deals... majority of which landed in Jan, hence headlines of 'biggest tax receipts ever'. That delivered the fiscal headroom as it favourably shifted projected OBR forecasts. I expect upcoming UK data releases to show further deterioration as the rot sets in. Despite TUI's delisting from FTSE move it's not possible for TUI to escape the damage from a deterioration in the UK's economic Outlook... as for German economic situation I just don't know enough to comment and would be interested to know what others think.
'sickman of Europe'....I know what its like you are sitting down with a soy latte listening to James O'Brien on LBC and its just an echo chamber of Joy.
Why have you posted about Germany? they're struggling around trade with china and their dependance on Russian oil, what has that got to do with our decline in the uk?