Member Info for ADHB

The class action litigation was announced in January. Coincidently, there has been a coordinated short attack on house-builders ever since.

I feel that the sector may have re-rated sufficiently over the last five months to account for any risk resulting from this action.

"Just a patience game waiting for sentiment to change again."

Can't see sentiment changing while there's a 10% tariff on every home PSM export to the US.

"Then we’d be “on the right side of history” and could re-apply for membership of the human race, having atoned for our part in the forcible eviction and house destruction of the Three Little Pigs. It may sound ridiculous but that is exactly what Welby has done with the (former) Church of England."

Can't see the CofE share price recovering any time soon. BP on the other hand...

I'm fairly sure that the banks' 500p targets are predictions.

Pokerchips - So this arguments is: There are a large number of bookings, but the bookings are for flights in the future - because the flights are in the future, and things may go wrong in the future, the market is understandably nervous and bearish.

Would a lack of bookings remove the bearish argument and allow the market to invest with confidence? Or would fewer bookings for future travel give rise to different concerns?

I suspect that short sellers had penciled in a drop to Oct 23 lows based on assumed disappointing results. Now they need to stall positive movement while they consider whether there are still arguments for the drop.

Is there something to say about debt and high interest rates, for example. Do people still care about uncertainty induced by Gaza and Ukraine. Has the Crowdstrike issue been squeezed for all its Bearish goodliness. Will it be enough to argue that the results were not Stellar enough?

Maybe they will need to give up on EasyJet for a while.

"Most of them (probably all) will have sizeable holdings in ASC through their other tracker funds (350 or all share) and will just internally move them around as companies move from one to another."

Does a company moving into the FTSE250 drop out of the All share index? Not sure how the internal movements that you suggest would work.

Barker is either A) not expecting the share price to drop after the update, or B) a numpty.

We'll find out soon I guess.

Surely a couple of years of buybacks if SP stays at this level? Reverse some of the dilution.

I'm clearly being grumpy today.

Let's hope it turns before the earnings v market cap crossover.

What you fail to mention in your repeated warnings about CCL, is that TUI has fallen dramatically compared with CCL over the last year. Time for shorters to stop being greedy.

The US have added many jobs because the economy is doing fine. Crash the markets.

The chances of any bid coming from Mars is a million to one.

Since the fairly positive Q3 results on 9 August TUI has bombed by approx 30%. In the same time interval Jet2 has dropped by approx 5%. Tui is now smaller than Jet2 by market cap.

The power of shorters? Capitulation? A consensus that Jet2 will earn more in the future? A hitherto unrealised link between the Chinese property market and the German travel industry?

Current Market Cap is about the same as Jet2. Which will make more money next year?

Results on TUI website. I think they must have published the wrong set though. They look excellent.

https://www.tuigroup.com/en-en/media/press-releases/2023/2023-08-09-tui-group-q3-tui-group-with-significant-increase-in-earnings

(26161.67 + 39880)/7334 = 9.004 That would be correct wouldn't it?

Why don't we assume that the nil rights element is erroneous and your brokers are numpties.

Better than expected results and outlook - joins the list of travel cos on the up.

"Reducing the debt from 3.5 to 2.5bn.
Have you read or understood ANYTHING about this RI, ADHB?"

LOL

"(btw, at current price of 525p, the market cap is £2,664,012,923, same as it was beofre RI, ehnce why I said it is fair value)"

And the 1.8 bill raised goes where?