The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Yesterday C4x Discovery Delisting from AIM. Yet another one unable to find the benefits of remain listed. We seeing a trend here. Sad day for London.
30 years+ for me as well. I remember the days of checking my shares on Ceefax :-))
But the problem is atm the "value" investor has almost become extinct, all of them have turned into traders too and do not want to hold anything more than a few days.
One of my other stocks £40 mil market cap, £14 mil net cash set to increase, profits for the year £8-12 million and it's just sell after sell, maybe it's the end of tax year selling, bank a big loss and when the new tax year starts there will be a lot of buybacks in value I certainly hope so because this is the most depressing I have seen things for a long time.
Davey50, if the stock market was the perfect arbiter of value, then anomalies such as MEN just wouldn’t occur.
The reality is, the stock market is often wrong, and sometimes very wrong. The reasons can be many. But human psychology and poorly informed participants are often the causes.
This is not always a bad thing as it creates substantial opportunities for the discerning investor.
Davey, I’ve been in this game for over 25yrs. And during that time, I’ve lost some and I’ve won some. But the most important learning throughout this timeline, that has greatly contributed to my wins, has been the simple axiom coined by Sir John Templeton, the internationally renowned, American-born British investor:
“If you want to have a better performance than the crowd, you must do things differently from the crowd.”
Or put another way, YOU CAN’T BUY WHAT IS POPULAR AND DO WELL.
And it’s in environments like these—where stocks are undervalued, unappreciated, and underrepresented—that wins are achieved. Of course, capitalising on such opportunities demands patience and a resolute focus on fundamentals, undistracted by market noise.
Terry Smith, the incredibly successful CIO of Fundsmith once opined that, “A continuous focus on share price movements to the exclusion of the underlying fundamental economics of the companies is neither healthy nor useful. In the long term one will follow the other, and it is not the fundamentals which will follow the share price.”
AIMHO
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Desperate markets mean people sell stuff at any price I totally get it. Been around bear markets before and stuff should be sold but struggling to see why people should be selling this on what they have. Sell overvalued or seasonal dogs that exist for director salaries and do placings none stop but not superb value. It's like selling £20 notes for a fiver atm.
True but at least the value of it is rising. Atom now 59-62p making Men's stake around the 40p level while they sit at 25-26p with a lot of other investments. It deserves to be a lot higher than 25p bid, do not think anybody has noticed it tbh
Money from arg received over 5 years, atom just paper profit until cashed in
I have elected to simplify the valuation methodology for MEN by using NCAV.
Molecular Energies currently sports a NCAV of 49.2p. This, when compared to its current trading price of 26.5p per share, represents a staggering undervaluation of the company.
For those new to value investing, NCAV was a measure created by Benjamin Graham (renowned British-born American investor and ‘father’ of value investing) as a means of gauging the attractiveness of a stock.
The formula for NCAV is: Current Assets - (Total Liabilities + Preferred Stock) ÷ Shares Outstanding
Current assets are usually broken down into cash and cash equivalents, short term investments (stocks and bonds), receivables, inventory, and deferred tax assets.
And in MEN's case, current assets are comprised of £1.3m cash and £4.8m for its 18.8% holding in Atome Energy. Outstanding shares are at 12,378,197 shares.
However, it’s important to note that, over the coming weeks and months, the company’s NCAV is on track to increase substantially with the March and April receivables (Argentine funds), the Green House Capital IPO (see link below), and the ongoing rerating of the Atome stock as it approaches FID.
Legendary investor Warren Buffett once opined that; “Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can’t buy what is popular and do well.”
https://www.sharesmagazine.co.uk/ipos
AIMHO.
.
It had to recover some ground it's trading well below NAV and potential and still is. Full offer 27p to buy now online
Low float and volume increased
Nice little tick up
Good call Dave she’s off
Well one mm left at 25p then 27p, only warning is the NMS is 300 which is a joke, they might fill of kill say 5000 but it's risky to have huge positions
Been bouncing along the bottom for a while, could be about to make it's move. Hugely undervalued imo, just needs a trigger, and there are a few in the pipeline.
It cannot stay at 23p for long with Atom adding 2-3p a day atm, especially when they have assets miles in excess of current market cap. I mean 30-40p is sensible target but longer term it should be 50-100p, at least some have spotted this now
Atom moving up again MEN really is off the radar here
4 v 1 on L2 was 1 v 1 earlier, need to clear the overhang at sub 24p plenty of nibbles
Atom 43p bid the other day now 52p bid meanwhile Men unchanged near lows
Suggest you do some research and see what you get for your market cap. Mind you this market is so silly now that punters only want them when they are flying. There was silly billies selling SNT as low as 7.5p last week after the boss had bought 500k at 8p today they chased it to 16p and everybody wants to buy, weird how 99% will only buy a stock now when it's flying AEG another example
Back to 20 almost and a 13% spread. A good RNS but clearly not enough after all the negative around this share
Atom starting to rise and of course MEN have a stake in that worth more than the entire MEN market cap
Up again sticking with 30-40p target
Petro. If I get 50% up here am I allowed to take some profits or do I need your permission. Not much stock out there it might go and no doubt you'll be straight over voicing the pump and dump line, why not buy some and make some money instead. It's trading substantially below asset value so there is room for a low risk correction to the 30's methinks
Petro.
Let me explain this to you. I buy size in my stocks. If they spike 50% I sell some and if they spike more I sell little bits all the way up hence I made 200% max profit in Aeg because I caught some close to the top.
Now if that just takes me a hour I'm a pump and dumper I get it, if it takes a week I'm a trader and if it it takes 6-12 months for this to happen I'm a investor. What part of your thick skull does not understand that.
Somebody else pointed out and is spot on...just because something is amazing value does not mean it will rerateto a more correct value overnight, some do and some do not. I think OPG is bonkers cheap and have held for years and I bet if that did 100% tomorrow you'd turn up on the thread calling me a pump and dumper.
Cannot win whichever way because you are only on this site to cause disruption and your calls are shocking. Anybody listening to you yesterday would have missed out on thousands and had I listened to you I'd be about £8000 out of pocket
Davey50 - You are not a long-term investor. You pump and dump and move onto next by Friday.
@davey50, Kwota et al.
Thks for mentioning this elsewhere, and posting some v useful highlights. Currently under the radar but certainly looks v undervalued and defo worth a punt. Have been in Blu for ages, waiting
for some valuations, which are alot more pie-in-
the -sky than here it seems.GLA..high hopes for this one and will buy more if the opportunity arises.