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Well said, f17 / Paddy. Totally agree.
Though, FTSE Futures looking a little bleak at the mo.
-60 points / 1.02% down ... which is quite a big drop in futures trading if I’m honest. Weird couple of days.
A vaccine announcement in October could be just what we all need to fund our Ferraris, women & kebabs :D
Well said F17, can't really question any of that other than could be a woman CEO (political correctness LOL but be great to be able to prise McCall from ITV-no chance of that). Everything you say is backed up in their RNSs. Personally i've looked into this companies results & history dating back years. Best potential upside with least risk on the whole FTSE IMO. If the shortsellers want to short it, good luck to them, gives me more cheap shares, lovely.
We remain excited by the long-term opportunity. The global recovery must be powered by a more efficient economy that is cleaner and greener. High quality mass transit will be a necessity -- thats from the rns. Everything is green. We have the cleanest diesels and electric buses. Within 20 years fully electric. A company on its knees wouldnt entertain a vision such as this.
Have a look at the rns. It states we won contracts in usa in a few states. Plus maintained Madrid etc. How we taken over companies that dissolved. So surely nex will be a bigger company in 2021 with more business. This my biggest reason. We not just steadying a ship. We soaking up contracts all over the world.
The fact a new ceo is coming in shows we are looking for the right person and not merely promoting within. When you take time to head hunt a ceo it means they mean buisness. A good ceo such as we had is underated. Im glad we taking time. Right man cant be chosen over night
We ready for March lockdown in q4 20 to q2 21. It willl not lockdown as before so income will keep coming yet we have HUGE cash reserves which can and knowing nex history will be used to streamline and diversify. And we will take advantage of government schemes as we are imo the nhs of the roads
They encouraged car share. They making congestion charges. Parking costs.Cars are a luxury with MOT Tax and insurance in this pinched climate. The common folk will do away with this and jump on a bus. The new builds have very little parking spaces as houses are built knowing houses will require no or 1 car max - just an observation. Plus uber every day is not cheap!
Intra country holiday's is all certain people can afford now so revenue there will increase more than ever too.
These are the common sense layman reasons. I could go on about placement price and more technical reasons but that's for another day. Feel free to disagree or agree but imo this will do better than jan 2020 figures tail end of 2021
@f17dge do post your five reasons why the share will recovery to beyond 2019 levels please
I would like the think so paddy. I dont think the world will suffer further economic lockdown. The issue here is we are in a sector which classifes us with airlines and cruises. We are not that in the slightest. But we have to be in a sector and while we will move quicker than those the common investor just sees tourism then moves away. I held and invested before and during covid. 3 quarters of my holding is pre covid so you can imagine my average! The final quarter of my holding bought my average down a one and half quid which im ok with. I try diversify my portfolio but always stick with essential companies as my core (so heavy in gsk azn biffa) and i still think this is. At these prices people will toy with it as a spec play and i dont hold that against them. As the 200 range approaches we will see a different type of investor. I feel every few pence upto that range people will take their money and run and fair play to them. I would love to have the time and funds to buy 10k shares of a stock for 120 and leave at 150p and move on but my trading style is fundamentals, build and park and it served me well until the c19 drama. So while i feel our results will be quality (just look at tail end of 2019 and start of this year), the darn sector will suppress us. Longer term we cant be denied hence my relaxed stance. Im no expert btw nor preaching and never thought i would see this price if you asked me in 2019. But it will not be a spec play forever and we will get the sophisticated investor's back soon and this room will be back to one message a year but its time time time. Steps are CEO, results, announcements of absorbed contracts and gradual growth. I feel rns of companies who paint the picture bleak are those who will come out stronger and lets be honest, our rns was all about being able to sustain and lockdown again and keep expectations in check, shows class and priorities are in place. I hope im wrong about a slow painful recovery and its quick as no one likes being several k underwater but a recovery and then some for me is an inevitably. I have a list of at least 5 solid reasons why we will bounce back stronger than 2019 prices if anyone gives a hoot but wont post them up unless im asked as it already sounds im overly rampish here. So sorry for the long message. Just had 10 mins to catch up on the market. Gla and be safe.
F17dge, it'll go up more than 10p on 22nd October!
Lets keep this to NEX guys and gals. Good day but being a patient one and after the good ftse day i still think we need a week finish of 120 to 125 and work it up in legs of 10p a month. Its a full rebuild for the SP. Ill be here for another 200 yet to get well into the blue so good going for everyone in on this monster drop. Need to be calm on this one which used to be a boring but solid share and i long for that day again. Gla.