Sapan Gai, CCO at Sovereign Metals, discusses their superior graphite test results. Watch the 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.
I wouldn't pay to much to a paper story especially the sun.
Well judging by today, it really is a nonsense story
Experian collect data from sources such as ...the electoral roll...help create a credit profile...and sell to banks...
Shock.
Very much doubt if there's anything in this. All I can find is the back pages of the sun and mail. Motive, maybe sell a few copies by tricking people into thinking they can get 750 quid for free?
We will know tomorrow if the markets take this at all seriously.
I suppose the spectre of what things like PPI did for bank shares may cause a bit of nervousness. Maybe a buying opportunity?
Well not quite!, small position only.
I can't click a Buy given wider market uncertainty.
Luck to holders.
Surrey, take your point re the magnitude if the % drop, however
EXPN remains very highly rated.
Bulls would argue there is good reason for this.
* Experian
Can they though? - with the Brazil investigation ongoing ...
Just for transparency I don't hold Experion.
Given the magnitude of the recent share price drop, much in the wake of a better than feared Q3 trading update, directors’ buying is conspicuous by its absence. This is a 31 March y/e company so the directors are not currently in close season and can buy if they want to. I’d wait until one or more directors buys a significant number of shares before buying any myself.
Well I have just bought in here. Not massive, just £2k as I like to hold some back for bargain prices.
There are a few negatives I see as well as positives.
Negatives:
As someone else mentioned EXPN has quite high PE value for what I normally look at (currently approx PE 27).
This is a quote from IC from back in November 20
"A forward price/earnings multiple of 40 is rather steep, but as we noted in our recent tip, a cheap entry point is unlikely to arise. Experian’s essential data products and countercyclical services offer resilience during a recession and demand for its databases and analytical tools should only grow long-term. Buy." - How wrong they were, but possible an opportunity now.
EXPN has a debt of approx $4.1billion -I do not like companies with high debt, but it is within manageable parameters for the profits the company takes.
Now what I find the most concerning is the report of data leaked in Brazil.
https://www.zdnet.com/article/experian-challenged-over-massive-data-leak-in-brazil/
This uncertainty could bring the sp down further, hence I have bought in low amount and may add in future.
Positives:
Profit making with forecasts set to grow. (It may not hit this years targets though).
Bod have buys from end of last year.
High operating profits of approx 23%
Dividend paying.
Chart wise the sp is currently hitting strong support level and also the bottom of a weekly uptrend channel.
The chart position is the main reason for me to buy at this level into what I believe is a pretty solid company that will continue to grow. Whether it drops further, who knows, but in time this will likely go higher. I see the negatives as my opportunity to buy into a well established company. Further drops I intend to increase my holding here.
gla
i sold in a while ago when it started to under react to rest of market. sterling gains arent helping and its a lockdown stock so its probably being sold on those two fronts now. big gap lower today if doesnt get filled will point to levels around 22 quid. the problem the stock has is that the pe ratio here is still quite high, yet the growth in revs and earnings going out the next two years arent as good as in the past. so it may be a general rerating that the shares are under. im watching these but wont be prepared to step in within the technicals improving. id be far happier to miss the bottom and get on board once a uptrend recommences.
Hi @Velo. Bought EXPN as a 'safe' stock. I've been very disappointed with it (currently 16.5% down). Now sitting and waiting for it to recover into profit. I would avoid if I were honest based on my experience. Although you could take the view that this is a good time to buy in. Can it get any worse? GLA DYOR
Not in bed with you any more :) sold my position. Bad timing - my fault. Reappraising the situation in near future.
And just bought the 2nd tranche @ 2578.
Dillillied and dallied a few pence lower so pretented to be a decisive person and doubled my part holding to the full monty. Now any further buys will have to be really really a lot lower.
I'm contented.
Might go lower but in the deepest part of the March crash it didn't retrace that deeply (1900's) so not optimistic of it retracing much below the last visit to 2500's. We'll see, always up for a bargain if it presents itself.
I'm in bed with you now, so shift yourself and move over, and stop hugging all the blankets :)
God been stalking this for ages. Just bagged half my preferred budget for this at 2579. It's still in a downtrend so might go a little lower or not, whatever quite happy to buy the 2nd half higher as the case may be. Should have bagged it when it was in the 2500's last time. Been irritated ever since - but corrected that dalliance and struck today :)
Decided to buy my first tranche this morning. Happy with my sub 2700p purchase but time will tell...
Given the current state of economical affairs I expect a few bumps and jolts in the road but what price large data sets?
Individuals and companies will need to be smarter with their monies that’’s for sure.
I'm neither wise nor do i have much time to invest, but what I can tell you is that I invested in Experian because Nick train (who i believe is both wise and has time to rsearch) recently added Experian to his lindsell Train UK equity fund. I also felt that the recent drop in share price following the last 6/12 of results was covid related and that this would not effect the longer term trajectory of the share price, so bought on the drop.
Evening everyone.
I’m a pretty novice trader and I have been watching this share for a while now and if I’m honest I should have invested when it first came on my radar a couple years ago.
I have 2 small children and I just don’t have the time that I used to anymore, so Im hoping to save myself a couple hours research and just ask you guys, who probably know a fair bit more than I do..
Is this a good investment?
Where do we see this company going?
What’s target prices?
Are we due any news?
I’m pretty set on investing, is this a good price? Should I wait for any reason?
Please any help tips of advise would be appreciated.
And forgive me for asking, I would and will do my own research, I’m just trying to cut some corners and save myself some time.
Thanks all
Big data
Going great guns..any idea why ? Now past pre-Covid level.
...thank god for Experian....one less thing to worry about
It's doing better now - I just keep missing my entry point.
Anybody out there ? I'm a LTH but these have held up remarkably well in all this.
Higher low, higher high, broker target 2650p so looking good
Back on the upward path ?