Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Thanks for your views, s/w. I will get in at some point soon.
Kick/this is the second time ive been in CVSG. I bought it at £14 about 3 years ago and sold it for £19 not long after. I only sold it as i wanted the money for something else ,i always regretted selling it ,especially seeing it go to £26. Its quality ,great management and with all the "right people" holding it. As for the CMA. CVSG work off low margins. I think the drop is overdone ,anyway good luck with it.
Win/you wont go far wrong with GSK,its my biggest holding. I know people who work at the HQ in Brentford about 4 miles from where i live (although they will be moving soon to Earnshaw st ,near Oxford St). When to buy is always tricky ,at 1650p i make it 20% undervalued,with a PE of 11 and a divi of about 4%. People are living longer using more drugs and you can bet your life there will be another epidemic sooner or later. I normally buy at £13 and trim at £19 but we might not see £13 again. If it was me ,i would put 50% in,then add when it goes lower.
*CVSG
Just done the same SW . Had CSVG on the watch list since March and all though the CMA may cause a few problems still I think all those issues are priced in.
Might as well take some profits out of this got to speculate to accumulate.
Also keen on Rentokil if it dips back under £4.
S,w
I decided to release some of my holdings here a while back. Now, I'm patiently waiting to reinvest. This time, I'm leaning towards something with more stability, albeit with modest expectations. I'm contemplating GSK, but I'm uncertain about the optimal entry point.
I top sliced yesterday(10%) at 509p. Originally i only wanted 50K shares in this but with the volitivity of the SP,i ended up with 160K,so i was well overweight. So i needed to trim. I put the dosh in CVSG.
Lending … well done on Nividia
I was an idiot to ignore others saying buy Nividua
Certainly RR done well
It’s funny most shares have a short time frame that they really boom like we have seen maybe in past month or two ( the previous 2 years very painful )
I wonder where Nividia , Apple , Microsoft , Google , Amazon will go next :)
Well done Lending. Great to see some of the long standing members picking up a few winners. Couple had RR as well which paid off handsomely for them.
Don’t ever feel like you have to explain anything to the compulsive liar who doesn’t have a pot to p’ss in.
Cr888 I am one of the idiots who sold out some of my holdings earlier last year for a small profit. This idiot invested the proceeds in Nvidia currently 150% or so up on my purchase price vs DT currently up 40% on my sales price. So sometimes it is good to be an idiot.
I remain a strong believer in a buy and hold strateg and I still hold DT shares, but when opportunity knocks …………
Certainly, many have dropped out of the race. This could be one of those unique stocks that only true connoisseurs appreciate, demanding endurance and patience. I'm curious if the possible profit-taking might cause a temporary setback for us tomorrow or maybe we surge on!
very good day today, that's for sure.
Let’s check by Friday to see what happens to Qube short position
I guess we will see something by early next week
Interestingly ML court case is quite quiet ? Next news in 60 days on ML and then July results
Where have all the idiots who sold at 350 p gone … the big moaners and doomers
Only HKK , myself and 3 or 4 other smart guys held on to the vision of success and growth for Dark
The rest were shaken out !
I’m thinking Qubes graduate quants & developers are not very familiar with software SaaS ARR subscription models. Being x Credit Suisse you wonder after one collapse why they are the only ones targeting Dark 🤔
Well only one major shorter
And 17 analysts mostly bullish
Seems they can’t make their mind up 🤔
Up & Down like a yo-yo 🪀
https://shorttracker.co.uk/company/GB00BNYK8G86/