The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen 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.
Looks like a great entry point for a company making about 15m at last count with a rock solid balance sheet.
On a qualitative note I’d also say that this management team has shown them to be very cautious custodians of capital over the past few years. So if they are spending 17m to increase production in order to meet demand, I’d say there’s a very good chance that demand is indeed real and those 15m profits are set to grow from here.
Somehow I don't see much sense in holding it, but.. Who knows
Only a modest amount but good to see, I have no problem with share buy backs
If you missed the Castings FY results webinar you can catch up here. Management sounded positive about future growth prospects.
https://youtu.be/q80SmZn739U
Think we dropped to around 150p last recession, holding off before I buy...
if you missed the Castings FY results webinar you can watch a recording here
https://youtu.be/aetjjegilYs
#CGS – CEO Adam Vicary and FD Steve Mant will present the FY results at a webinar for private investors today at 12pm. Track record of profitability and cash generation. Recently announced special divi and mgmt talking positively about outlook.
Register here: https://us02web.zoom.us/webinar/register/4616520829694/WN_mpyiGGF5TSO1zPTrLZGI8w
around £3 imv
pretty much a real bond yielding c5%pa imv, with impressive ii support and exec chairman gobbling up shares (Brian owns 2m /£6m already lol)
bought 3k shares @c3.10
v strong b/s; experienced and aligned senior management...excellent competitive position; waiting for supply chain to settle down imv
If you missed the webinar yesterday with Castings management here is a link to the recording Https://youtu.be/w__MCctX1Cg
and here is a link to the write up
Https://www.yellowstoneadvisory.com/post/castings-strong-balance-sheet-provides-comfort-in-uncertain-times
Reminder there is a webinar today at 12pm with management who will present the recently released HY results. Register here: Https://us02web.zoom.us/webinar/register/3216347401794/WN_l7l7hE0ITUSUOZFQ8bsrYA
Webinar with management on 18 November at 12pm following their HY results which are released on 12 November. Register here: Https://us02web.zoom.us/webinar/register/3216347401794/WN_l7l7hE0ITUSUOZFQ8bsrYA
If you missed the webinar with management on Monday here is a link to the recording: https://youtu.be/Ml-ZvtaW2AE
Here is a link to the write up: https://www.yellowstoneadvisory.com/post/castings-recovering-very-nicely-thank-you
Webinar at 12pm today with management Register
hxxps://us02web.zoom.us/webinar/register/2816207209559/WN_F7LX84plRo2c4Ln4-LHSAw
Management announce FY results on 16 June and there is a webinar for private investors on 21 June at 12pm.
Adam Vicary, CEO, and Steve Mant, will provide an introduction to the company and update on recent performance and the outlook for the current year.
Register: https://us02web.zoom.us/webinar/register/2816207209559/WN_F7LX84plRo2c4Ln4-LHSAw
Hahaa you're too humble, I've seen you time your trades so well on a variety of different shares - sounds like you've got a great eye for it! (after years of training I'm sure)
Thanks for your advice. I intend to hold for the ex-divi date before making my first sell (is it dangerous selling on the ex-divi date? I'm new to this!)
By the way, the next share I've got a good feeling about is FRP Advisory. It's brand new to AIM having only listed in March. It's risen about 50% since then (I completely missed this) but looks very good value to me and I can see it doing depressingly well in the months ahead because it makes money from business that are financially struggling. Would be curious to hear your thoughts on it.
Have a great weekend buddy and, as ever, best of luck with your investments - I feel we could be entering increasingly choppy waters in the months ahead!
no advice!!
dlg looks pretty strong to me (more buy on dips than selling atm imnvho)
cgs is often nicely range bound (so my gut says for next few months/perhaps years: "close to tnav & not high multiples c£3...and is it really exciting enough to break thru £4??")...as to precise buy/sell signals: it's experience, not dark arts
Hahaa I'm always quite curious by what your views are on various shares
Looks like you've traded this one very nicely! What's your trick to timing your buys and sells on a share you like? Got any advice for me on DLG? (where I haven't sold a single share yet)
bought back at 348
in case anyone cares lol
ah, patience may pay lol...
oh dear
well, happy to sell 300 at 4.xx
patience needed lol
sold those 600 @4
t/o??
bought back 600 @ 329
holding 2k free carry...still see bottoming out below £3 as possible (foundries in v weak patch & 5-6* trailing EBIT would give an sp c £2.50...dyor)