The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just 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.
And, in spite of what negative criticisms of my post will no doubt generate, here they are:
expectations are very high that results will show significant positive revenue and profit. prople may say they have a timeline that stretches into 2030 but everyone who's been buying this year (including me!) are buying for a rise, either in expectations into the results or the results.
it's just very noticeable that, even with placings, there have been no ii TR1s nor BoD buys over the past year. There have been ample periods when, presumably, an order could have been filled, very obviously when Raphael sold off his stake. I doubt anyone can explain why not, other than saying 'they already have pots of cash, why would they want to make more?' you could make your own mind up about that logic.
most pi's here aren't holding umpteen millions of shares but, from the many, many posts written, it's obvious that the posters who purport to never trade but just endlessly buy also say they bought on the low so are at least double bagged at the moment. it's an evniable positon to be in, if true and , if true, even i would be happy to ramp away as my cushion of profit insulates me from any potential.
talk of stablecoin seems to just drift endlessly on never-ending 'news' that the world are all into stablecoins. so... is GST the only company pushing a stablecoin and waiting on FCA approval? (i actually don't have a comprehensive answer to that but... i doubt it).
will FCA EasySend approval come very soon? Will news arrive on Tuesday? more likely than stablecoin news. What will it do for the sp, when it does come? Spike, probably, as we've seen several times already. IS there any reason for them not approving it? doubt it...
Will a new acquisition send the sp higher? well, when Semnet proposal was rns'd it did, but the sp was trashed at the time. but it went from 0.7 > 1.5. where is it now? 1p. so, not quite the rerate that is constantly mentioned.
all rises and falls have to be in context to where they were. look at SAR and it triple bagged from a placing that murdered the sp at the time. it went from 55p (from a good average of 100p) down to 10p. it nows stands at 25p. does that make it a good buy now???
this sp has been at an average of 1p for years, now. so, is it due a major rerate 'imminently'? god knows. if the results show major revenue increase... but everyone keeps saying that the numbers are suspect so... cointoss.
what IS hilarious is how many times 'certain people' post how they made 20% in seconds somewhere else but still bang on about a share that's currently sliding. by my reckoning, said people have made 2million% in a couple of days on those alt. investments... so what's the big deal here?
it is, in the end, no more or less a nailed on guarantee than almost any other AIM share (and, before anyone bangs on about it being 'main market', has anyone ever paid stamp duty on their buy... EVER???)
Great Summary Katstrangler.
Rampers here are seriously top heavy and need to unload into the next pump..........
Parker, could you be anymore Sour? Lol.
Don't project your own concerns onto others.
Parker is probably as skint as kat...
Leave the big bucks to me lads...
"what IS hilarious is how many times 'certain people' post how they made 20% in seconds"
The liar said he filtered you splatted..
Not sure i like being applauded by this individual but i doubt anyone else is going to do owt else but pour scorn on it!
Kat there are a couple of massive contradictions in your supposed summary.
1. If expectations in the general market were massive, they would be reflected in the sp and we wouldn't have a market cap less than £20m.
2. The company hasn't produced any numbers so how can they be suspect. People on this board may be hypothesising but that is totally different.
3. Your comparison with SAR is totally flawed. SAR is an early stage pharma which is doing a phase one trial so has no product or revenue. It is also about 97% down from it's all time high. It is actually a good buy right now imho but that is a different debate. It is managed by scientists not entrepreneurs. GST has absolutely nothing in comparison
4. There is no doubt that there will be a huge market for stable coins, it's a when not an if. The question mark is more about how large the market will become and how quickly it will happen. That, admittedly for now, is conjecture
I first bought here years ago and was one of the few buying at 0.4p as well
The business has largely done what I wanted it to but clearly the SP hasn't. At some point the two things should align if the business continues to do the right things. Once again timing can't be estimated which is why I never talk about 10p by xxx. I expect it to happen but haven't a clue when.
It's also why short term trading here is risky.
Nobody saw the update coming when it did, nor the placing, so anybody claiming on being an ace trader in the last couple of weeks is deluding themselves
Ahs
Like I said before I’m in to deep to chuck it in
'evening, Bfd.
respect your points... but a couple of retorts:
i know SAR isn't a striaght comparison. it was more the pi expectation over realisation! the point being that one can't rely on pst rns' and consequence to say the same will happen again. there have been several huge spikes in their price that have been, even with the news trigger, conjecture and herd euphoria that 'someone on the board MUST know what they're talking about' and dived in. they had partnerships that were going to move the sp majorly and then... didn't.
but, yes, pharma is a different fish... but the similarity is they're both still starters and tiddlers in the grand scheme of things, seemingly needs placing funds constantly to grow, instead of having profits to fall back on? SAR had milestones, GST have opaque client transactions with no desire to clarify those numbers... until results?
yes, there will be a market for stablecoins. there is also a huge market for crypto currency but not all are created equal. i've no experience of any of them so i don't know where GST's would land in a league table of revenue generation OR what other stablecoins are seeking approval from FCA but it's more than 1 and i assume that not all stablecoins are created equal?
folk have been saying short term trading in GST has been risky for months... i know that as a fact from the ridicule of being seen as a 10%er at 1.3 and all the other numbers along the way. but, then, holding GST is a short term risk, too... as we've seen this month!
i enjoy the trading of some of my pot for short term gain and i'm patentely not the only one, as seen from the repeat bragging on here by 'some'. but, obviously, not knowing when or even 'if' approval will be gained (the sandbox refusal was a sobering lesson for all). but whatever happens, short term, it's not as if the sp then becomes untouchable, esp. if one accepts that there will be spikes and troughs and surprise rns' all the way to whatever target one has for the sp.
so, even getting it wrong, either way, doesn't stop one from investing, reinvesting or taking profits or accepting losses if something else comes along.
some basic 'stating the obvious' and some realism. and my own stance is to be more critical of any investments, barring blue chips and, even then, keeping a weather eye on them for suprises.
appreciated your response with no insults!
Kat I'm not here to insult anybody, it does nobody any good and just ruins debate. I'm here to share and learn to hopefully invest better. I also have no problem with people trading, I've done it on other shares myself, I'm just done doing it here.
What I would say to your retort is that you are vastly underestimating what GST have already achieved. They aren't simply relying on opaque client transactions, they have either built or acquired a whole series of regulated businesses which are now trading.
The simple fact that they could pay off the CLN shows that there is decent revenue coming into the business.
I'm happy that they are going about sharing financial information diligently. I have low revenue expectations for the year just finished and fat higher ones for the year coming.
Initially all stable coins will be created equally, it is how they are used and marketed that will drive the good ones. GST is in a good place. If this market grows as it is forecast to, it isn't about being the biggest it's about a very small slice of the market delivering big returns
Just look at the traditional banking market, there are many small B2B banks that deliver very good returns . They will never be Barclays but that isn't the strategy.
Splatted you legend - Done my first leverage trade today ! I’m on MEXC and I done Polkadot with a 20x leverage - Just closed it gaining 64.88%.
@kat - I got the measure of most people on this board but am still miffed with you ! This not me having a go, just can’t quite find your angle - invested, quite a lot according to your posts, yet the narrative of your posts does not support that IMO !
Not gonna lie I would love to come on here now and say yes it was me selling at 1-15 -1.20 and I just bought back, but I’m not that good. Unlike some I am currently underwater but I ain’t selling a single share before next results ! If they are underwhelming and below my expectations I will bail, if they anywhere near where I think they will be then my patience will be rewarded massively ! I know your a bit of a wind up but I do hope you are invested, be a bitter swill to swallow soon if your not, in my opinion of course !
Congrats theeduke. Nice start ☺
20 leverage. You got balls!
Stop embarrassing yourself kat. You should be more informed at your age
Theeeduke. Try to get some microstrategy on open at 8.30pm ( if not too big an open). I have carried mine through from Friday. Glad I did. Bitcoin had a good weekend. I am 10:1 leveraged
To summarise kat I'd say attention seeker, only explanation for creating multiple headlines on a daily basis every time he has a brain fart.
Apologies. 8.30pm thai time. 2.30pm uk
Theeeduke. I’ve had similar thoughts. Maybe frustrated author.
Nm
Haa Haa. Brain fart. Brain shart more like. Most of them are a follow through. I would hate to be the lady in his care home who cleans his pants 💩
Thanks, duke. i have a fair amount invested here... but it doesn't stop me having a balanced view of the asset. one thing i knw counters any opinions i hold is the 'positives' and the herd mentality that means whatever good news comes it will over-reach in the short term, allowing me to sell and either move on or wait to see if this falls.
i'm also pragmatic enough to understand that i don't have to squeeze every single fraction of a penny out of a share to still benefit. if the future of stablecoins, etc. are coming good then there's nothing to stop me jumping onboard again and again. as everyone is very keen to state, if the future sp is going to 5. 10, 20 or 100p one isn't blocked from getting in to enjoy another rise.
all i know is, since i swapped my game with GST to 'hold for gold' as opposed to trading the bejeezus out of it my successes with it have diminished. but, having held so far, one gets to feel 'owed' a catch up on the sp so i now hold for a 1.5 spike or better,d epending on the news and how heavily the herd pushes the sp. but i have no doubt that i'll sell the lot and watch... and if it looks like it's still got momentum i'll buy back in but still looking for the resistance.
if i'd risked a significant amount in the 0.3s or 0.4s i doubt i'd have held up to this point. for me, a bagger in one rise is more than enough... i'm all for a second bagging along the way but i'm critical of all aim/small cap shares. we all should be as i've experience of MODE, ARB, pharmas, gold, miners and they all have promise and 99% of them fail to realise their hopes in th elong term.
so that's where i am... i don't expect everyone (or anyone else) to hold my opinion. and that's fine. i feel the majority of posters will counter and conservatism i have about the long term future here.
Kat I think the issue people have with you is that its transparently obvious when you're trading it.
I don't have an issue with trading it for people to get more shares, it's a good strategy, it comes with risks which you've been caught out with before. Just maybe be a little more savvy with your posts, very obvious when you've sold and very obvious when you've bought. You'll note someone like me who is just in here with a load of shares simply waiting, is totally different to you and your posts. So what gets some people's backs up, is the way you change your pants weekly.
I don't understand this issue with 'trading it' or how people to choose to colour my posts. if the price is dropping i say so. if it hits a support, i say so. if the sp looks like it's consolidating on a weekend with the group hope of a tuesday rns, i say so.
it's more reportage than anything else. if i change my opinion with the trades why am i not ramping it to the high heavens becuase my last add was 0.978? my million shares are still waiting for 1.5 but i don't post guff about 'the sky's the limit' to try and push the sp to my sell price. my trades are tiny in comparison and don't colour my posts.
All holders need a villain when the sp isn't doing what they want it to in the timeframe they want it to. they can't post that they overbought, stupidly on a spike and they can't say their 'dyor' was just reading the rampier posts and diving in on that 'evidence'.
what is funnier is serial trolls who suddenly find jeezus when buying in and then start attacking less euphoric posts. now THAT is funny!
Kat. You are incredibly narcissistic ! I feel for your carers. Poor buggers. Now painting yourself as the victimised villan. Jesus! You are sad!