The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
Sorry should have made it clear - WM Mayor is important for NXWM
The Mayor of the West Midlands is a directly elected political post who chairs the West Midlands Combined Authority, covering the local authorities serving Birmingham, Coventry, Dudley, Sandwell, Solihull, Walsall and Wolverhampton.
The Mayor is responsible for franchised bus services, allowing for standardised fares and branding on all bus services in the county, similar to how London's bus network operates.[5] The Mayor is also responsible for the West Midlands Key Route Network, which is managed by Transport for West Midlands on behalf of the Mayor.[6]
Hopefully many listen to this ‘gut feeling’ and sell first thing on open, then us investors can buy more.
Technical analysis is a lagging indicator of the fundamentals, the graph doesn’t predict what’s going on, you just fill the blanks.
My gut is telling strongly telling me otherwise, we will see. Have a good weekend :)
Not sure how that is relevant to this name, but the amount of people in the UK who seem to pin their colours to the Gaza flag (so to speak) does put the stock market stuff into the shade IMO.
Seeing as we have gone off-piste, I sold my PARA position less than an hour before the drop. Nice when that timing happens for the good!
I did not like the look of the chart in that one, which was different to here, although gut feeling the same for both.
Hopefully it will be two wise decisions out of two - although I am now fully out of PARA (for now, at least). Still have the core (under water) position here. Good weekend all.
This is an intensely political environment . We may have to wait for the elections to be over
Looks to be Andy Street again as Labour vote split due to their Gaza position
I think he seem at least sympathetic to NXWM .. Who knows
Either way, I lost my nerve and sold the recent batch, a good circa 8% sooner than I originally planned.
I went against the chart (which is usually a bad idea), but I just do not quite trust the rise here. Meaning I think we need to go lower before mid 60's, nothing sinister. Have a good weekend all.
Next reshuffle is in June I believe ? Looking at the chart one from bottom. Believe around 5 companies change so if we don't get to 500m mega cap we don't stand much of a chance.
MCG - 358m
NCC - 421m
JUP - 428m
FXPO - 301m
Here it really needs a decent SP climb ...Mobico are perilously close to the bottom of the FTSE 250 in terms of MCAP value ...they need to avoid any drop down at the next re-shuffle
Need to see the US job figures today... could be a bit of weakness coming .... plus the FED reduced their monthly bond buying QT amounts ...they dont want any more rate increases .... weakening Q1 GDP there..
oil prices coming off recent bounce after ME fears fall back
ECB looking at rate cut next month
I think we "could" be looking at inflation having another go down over the summer ...
SP slowly climbing here as I suspect those hedging over inflation pull back as those inflation fears pull back
bit of a tip-toe move as everyone watches the data .... the data decides it all !!!
IMO DYOR
50-60p is an utter steal for this share & i only wish these were my entry prices. Such huge potential in terms of dividend yield in the future for those who can hold longer than a few days or months!
Well i think Spurley's post shows the potential here if the company gets it right. You need a bit of a luck in this game. I sold my GNC shares for 134 last week & made £20k+ profit with which added a good chunk again here earlier in the week. I also saw a share i held a huge amount in up till 2 years ago, PFC have it's shares suspended. I still had a small amount left so have written those off now but count my lucky stars as had i held i would be looking at a huge loss. I also have a small amount left in SDRY. I was sitting on 60% profit there but now all but wiped out in that one. It's all a risk & you have to balance the risk. Offset the losers aganst the winners! Welcome back to the fray LG
Craig30 I bought 1300 shares in National Express in December 2016 - for the Dividend . They were £3.53 per share . Dividend in 2017 was £164.71 , 2018 was £181.22 , in 2019 was £199.29 , in 2020 was £154. 70 - Covid cancelled the Dividend then . I was very happy with the rising Dividend I have not sold out , I have bought more as the price has reduced . I think my average is £1.15 now . I do not need to sell so will wait . I just hope it can recover and not get bought out , fingers crossed .
Well, who knows what the future holds.....no guarantees....but....once into 2025, then with a decent H2 there, then,yes they could be back to paying some sort of dividend ...a few "ifs and buts" before getting there though !!!!
Hi, if everything goes good for mobico does anyone think this will be a good dividend stock in the future ?.
My post was not meant to be insulting, however some would want people to post every day.
It doesn't mean we are short if we don't post and I have never said people should buy or sell.
We are using this platform to exchange ideas and research and I no one should invest based on what is said on a chatroom.
I don't know what you mean when you say you have been subject to our posts. No idea at all.
Anyway...good luck.
As for you Fish - i have been subjected to your posts f(& PaddY)or a year your post
"Fishb0n3
Posts: 446
Price: 56.00
No Opinion
RE: SP30 Apr 2024 14:02
Well is not because we are short, its because everything that was supposed to be said has been said.
We don’t have our lunch money invested here as most of the ling holders have cosiderable"
is technically correct - I stagged (made nothing from memory) this share when it floated got 200 sold 195 and kept 5 -which I still own so technically I am a "founding shareholder" I got my AGM voting Instruction card yesterday so yes i have my lunch money invested.
Can you guess why I kept 5 ?
I put a small tranche up at my limit in the last hour when the spread was very very tight - as i waited the price dropped and presumed I had missed the boat alas not - i managed to sell at above the buy price
Limit Order
Venue of Execution: CBOE Europe
Broker: Optiver VO
i had never come across Optiver so the question is who is buying for - the price has now recovered and as i type we are mid 57.75
c as in Chicago ?
so that 60p could be on the horizon ?
I have to agree, although equally, my bigger picture bearish macro outlook has certainly cost me some profits in a number of stocks in the past year or so.
Maybe they can pull off a soft landing? I am always willing to accept when I am wrong.
If they do manage to avert the type of outcomes that I have been anticipating (for a while), then I will have to find a way to recalibrate my thinking entirely. Would be preferable to being right though :)
Still plumping for the global debt pile to lead to a big event of some sort eventually. In the meantime, just going to keep trying to buy low and sell high. GLA.
LWHL
In this game I think PI make it far more difficult for ourselves than it really needs to be ... just tackle the bigger picture rather than focus on microscopic small issues that don't really matter in the big scheme of things
Over the past year or so with inflation....the answer was simple, to a certain extent ...invest in Mag7 with AI and huge cost cutting due to employee cuts, or in good dividend yields ....and invest in Fixed Income to keep your capital and get a coupon against inflation
And good old fashioned luck too. You can do all the research in the world, have patience and calm, but stuff does happen that sometimes even the best BOD do not see in time, or are powerless to overcome. Or good old fashioned fraud. Plenty of examples in the past (and probably/almost certainly in the present as well, yet to be exposed), where all of these good methodologies would not have saved you from losses.
The one thing everyone would probably agree on is not having all your eggs in one basket.
And I count shares, even in a diversified, multi sector portfolio, as one asset class.
Everyone on these chat boards will have taken some hefty losses at some point too, I would imagine.
Those still playing this game have learnt to adopt a strategy that works best for them. Which, for many of us, has not been a cheap process either :) GLA.
" why I’m looking to find something that’s genuinely undervalued. "
They are only undervalued if you have the skill and foresight to predict how things might turn out in 6-12+ months...and that is by no means easy, and you need to do your homework to know why they are undervalued now and what would be needed to turn things round .... probably a lot of external factors of which the entire market and thousands of economists etc are battling over and assessing
LG
It is very much a game of patience , with the main problem being with regards to the external factors that can affect costs and revenues ....and to a certain extent, no one knows which path those may take ..... given the economic and geo-political uncertainties etc which can affect inflation, prices,wage demands, revenue etc ....
Personally, I think the BOD and their key teams here are battling hard against all the issues thrown at them....battles that do take time, against cost rises that dont particularly give them that time..... and every step forward in one area is to some extent greeted with a corresponding step back in another ...
I think the shorters are using the share as a hedge in case inflation does in fact get more embedded and as such the consequences could be negative here , due to added costs, with difficulty raising prices ( potential loss of revenue by doing so, and being held to contracts)
Investors are keeping away for now preferring to invest in Fixed Income for safety, or where dividends give some yield protection...I suspect
If things get better externally, then I suspect investors would be happy to pay more per share for that more certain situation
... but we are clearly not there yet..and who know...it may take until 2025 to get there ...
It is "cheap" for a reason ...IMO
ATB
Hi lg
Imo you need to find out what’s causing you to lose first of all. Are you going in heavy straight away trying to make home runs for example? And then losses look unbearable when it’s starts dipping? If so why not start with a lot smaller size say an 8th or 10th of your position give if room to drop if falls a good chunk stick another 2 8ths or 10ths in that way your building a position over time and should be more weighted to the low end so it will make it easier to get with profit.if your investing in something a dip in the s.p shouldn’t really change your conviction. It will take years and a lot of experience to get really good at this but don’t give up lg
good luck whatever you do
The safer bet is to get into a world tracker ETF, however for stock picking, my lesson over the years is to stop chasing the pot of gold, instead, find things that have solid fundamentals at the right price and switch off, remember why you got on board and try not to look at things that may influence you, hold tight and the pot will most likely come to you. Trying to time the market, particularly in these conditions is a sure way to hand your money to the patient. Re the route for Mobico, personally, I believe the worst is behind us , and this is the last stop before we depart on our return journey; management failings have been recognised and addressed with a new CFO, revenues are on the up with new contracts and acquisitions, debts are to be mitigated through sale of NA company expected year end. Negotiations for price increases are ongoing, being firmed up in renewals in 25, efficiencies are being made, with advanced software being implemented amongst other things, profitability will be sure to follow. In the larger picture the macros will improve, margins will further improve, dividends will reinstated (for more than a week lol) and with a yield that is too attractive to ignore, the re rate will come. In the mean time, enjoy the ride as we await a potential buy out attempt :)
Thank you.
They do seem to find these random things out of nowhere. Like they blamed the Covid payments for years as if they were expecting to receive them forevermore.