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#KETL Despite macro uncertainties, the sharp decline in the share price of Strix over the last six months is surprising given operational newsflow. The recent trading report highlighted that record revenue and profits had been achieved in FY21, with the latest update underlining the progress made towards the five-year goal of doubling revenues. Our estimates are unchanged.
With several milestones passed and the roll-out of Aurora ahead of budget, the growth in the number of retail listings and secured distribution agreements remains encouraging. With additional launches, such as December’s induction kettle (securing a German design award) we think the outlook remains promising for Strix Group, as reflected in their stated target of doubling revenues in the five years to 2025. We look forward to further guidance on the company’s financials with the announcement of their results towards the end of the month.
https://www.equitydevelopment.co.uk/research/milestones-passed
Share markets globally going to tank. Stagflation is major issue now with high oil, gas & commodity prices. That’s high inflation, lower economic growth (or no growth). Strix shares likely fall further with cyclical shares further out of favour. Maybe Strix shares going to around 120p with oil price rising lots. I remember too well the 1970’s oil price shock as a youngster!
Strix share price going to tank even more. Downward share price supports failing. Share trend is my friend means downward share price set to continue. Nobody knows where this is going to end up. May go lower to 160p. Hope not but these falling markets take no hostage. Hope for the best but plan for the worst. I think Russian oil, gas sanctions coming & so oil price set to go even higher. Meaning more higher inflation pain coming.
Strix shares going lower without any meaningful news. Maybe hitting all time new lows on way down. Could be a sector thing at the moment.
Strix shares back up, 250p plus again. Markets sharply up today. Yes, more Western sanctions set to increase global energy, commodities. Take the hit, consume less & move on. Nobody wants to pick a war with a top nuclear power such as Russia. Until Putin gets more over ambitious & overeaches himself, don’t think he got the balls for another World War.
Ukraine war. Thoughts to those who lost lives. Russia sanctions in force. Only can do this & try avoid more bloodshed elsewhere. Markets down but will bounce back. Events move on. Strix shares down but upward trend will continue. Like I said Strix has solid growth prospects, unique company, defensive growth play with low valuations. It’s a buy share.
I would say Strix is a Buy share now. It now has a rising share price, off its lows. Share price totally undervalues the company prospects. Investors seeing this now. Liberum brokers have 450p target unchanged after the recent Strix trading statement. Strix is spending money to lower inflation & currency swing effects. This extra £5 millions will increase the company’s future profitability too. Strix has solid great prospects, diversified & controls its costs efficiently.
Krustysmegma: Yes, investors are seeking valuation growth shares, maybe defensive qualities & a good track record history. Not many out there. Strix is worth (in current times) around 450p as it’s totally unique & a deserves premium valuation rating. Liberum brokers have 450p price target. So hoping for further share price lifts as investors are confident of a rising share price. Then Strix results are in March too. I do think Strix is a classic Takeover Target & can see a potential bid for the company as it is too small a company controlling a monopoly market-place. They need more vast resources to fully exploit all their growth prospects. Now that would be exciting sparking a surge in the share price, bringing the share price to a true valuation level. Lets see how everything plays out.
Well you called this one right pernix. Strix sp seems to be ignoring the increasing tensions across Europe and the wider world and may have finally turned a corner. Trading close to 250 now, hope the progress continues.
Brent Crude Oil approaching $100 barrel. Could go up more with Ukraine sanctions. This going to affect most global industries. Then wage inflation on top. Big problems ahead. This means cyclical growth shares going to be down as a category. Share bots generally sell across industry classes without discrimination.. Strix is classed as a cyclical share and this is concerning as all share prices take a hit. Strix prospects are good if it continues to pass on inflation price increases to its customers.
Strix 240p plus soon. It looks like value investors are buying. Strix is totally undervalued, share price down around 50% from their highs. No credible reason why. This is a strong buy, defensive growth quality company. If you look at the trend is my friend, the shares bottomed around 223p & it has recovered to 238p now. So hopefully shares uptrend will continue past 250p.
Risk Off for me. Ukraine situation worsens. Global markets tumble starting with American stock indexes sliding today.
Strix shares rising now whist market falling. Investors thinking this share is way too undervalued. This share movement has not happened in quite a while. Bigger share volumes, values of shares traded in recent days, today. Hoping Strix shares go up quite a bit now. With this Ukraine crisis Strix still going up, that is a good sign.
SKY News Latest:
If so with more war escalation, share markets may turn negative again. See-Saws, wonder what now?
NATO says Russia is continuing with military build-up
Despite Russia continuing to claim it is withdrawing more troops, NATO's secretary-general has repeated his comments from yesterday that he believes no de-escalation has taken place.
"On the contrary, it appears Russia is continuing its military build-up," Jens Stoltenberg said.
He was speaking at a news conference as NATO defence ministers are meeting in Brussels.
Russia has always moved troops around and this does not mean there has been a full withdrawal, he said.
The number of Russian troops on Ukrainian borders is continuing to increase and a full-fledged invasion could be launched without warning, he continued.
Mr Stoltenberg said NATO remains ready for discussion and a diplomatic solution, but is "prepared for the worst".
Russia’s Leverage: Some experts saying Russia wants more leverage sphere of influence around former USSR states. They know big consequences if they invade Ukraine. So main course of action is a diplomacy solution. I would like to see share markets rise now on renewed hope. Also Strix is very undervalued at these low prices & I’m betting these shares will push up now. Strix is a defensive growth share with great company growth prospects & a value play.
Maybe diplomacy is working. Nobody really wants a war.
Latest BBC Reports: Russia's defence ministry says some troops positioned on the border with Ukraine are returning to their bases after completing drills
See days of selling in Share Markets. Strix likely to hit all time lows. This perfect stock market storm with a potential European War, Higher Interest Rates, Surge Inflation, Lack of Unity, Politics Paralysis etc… The share shorters are going to have a field day, chance to double down on their bets now & drag share prices lower. Anyone’s guess what might happen with Ukraine & how long this will last!
Somehow I don’t think Europe, Germany is going to be bullied into Nord Stream 2 pipeline project. Too many bad memories of the past. It may be Putin will invade Ukraine anyway because he can get away with it with only toothless sanctions. If Putin backs down now the world will be thinking he got no balls. If he can show something for it, then he can claim a win & back down with dignity. Who knows anything may happen. It’s mainly the uncertainty hanging around markets & contagion of a wider European war.
Alternatively, Putin has got European leaders running around like headless chickens whilst he tests their willingness to accept his Nord Stream 2 pipeline and how much they will be prepared to pay for his gas in return for standing down his war machine. Who knows? I don't think it will impact Strix any more than other shares, especially after the recent near-50% fall in the SP.
Ukraine war? Maybe now a possibility as America evacuates it’s citizens from Ukraine. Bidens says things could go crazy quickly. Europe finds no diplomatic solution. It’s risk off for me, taking money off the table as markets will shudder with a war starting.
American Inflation runs much hotter than expected. Share markets will sell off, cyclical shares much more.
£1 millions of Strix share buys in succession. Then notice Shorts nearly the same, re: 7th Feb tracker info. I wonder if now bounced off the SP lows?
Markets always see saw and this Ukraine crisis is overblown I think. If Putin wants to invade he can do it now. He is playing this shuttle diplomacy with Macron, Shultz to get more concessions. I think nobody really wants war, so some compromise will hopefully be found. Then markets going to head upwards on a relief rally. Markets have priced in several near term interest rate increases now so not much new news here. Inflation should moderate in the future & markets will be much happier. Seeing real demand for Strix shares in especially around 230-240p range like big share trades yesterday. That’s good showing investors believe Strix is totally undervalued. So lets see if Strix share price can head upwards, off its year lows. Hoping so.
Krustysmegma: I agree. Moreso faster trajectory of interest rate rises cause latest concerns around cyclicals. That gives more ammunition for Strix Shorters to crash shares down 200p or sub, next main chart support. Last week went to 223p, so 220p support unlikely to hold as last week’s share bounce was shorts closing their weekly positions. I noticed after hours Friday share trade at 225p, after 231p bounce up. I think Strix Shorter will further increase their shorts too. I’m a supporter of Strix, like the company but just being a realist as what might happen. The big market bear is still to growl, Russia’s possible invasion of Ukraine. That’s a real possibility now I think as Russia garners support from China this weekend. This sudden shock going to send markets reeling downwards & cyclical shares going to get hammered. So wait n see now.
Yes pernix, see my comment on 27 Jan. Can't help but think that Strix is getting caught up in this rather than being a cause of it. Also agree that at sub - 200, if it gets that bad, it'll be a buy and hold. Expect to see a small recovery today as (potentially) shorts closed and profits taken for the weekend. Be wary if it opens down again on Monday morning though.