Member Info for adzy2k11

At £8? You either blind or purposely being stupid

Always through it was a front but he was bum chums with Shetty so you can rule out that bid now.

30%+ supply just coming on the market. I mean they didn’t even thank Shetty - brutal.
It can’t just the shareholding issue, there’s some serious stuff about to be released. Once again the market has got this right before the fact

That all said, it’s long term Positive, but depends on the extra dirt that’s about to be released

Kabaaa - the fact shetty has gone is very bad. I think it’s now a confirmed fraud. They need to suspend it

No worries. Seen it.
Something big is about to come out.

Can’t see the RNS. Mind pasting?

Instead of blaming shorters who have actually helped bring out the truth and make this company be more accurately valued, you should be blaming the company for all their dodgy dealings and yourself for a lack of due diligence. It’s hilarious how people love to bash shorts as if it’s somehow meant to be a sin. NMC is the exact reason why shorts SHOULD exist to bring dodgy people to justice.

Amen. He was bang on correct.
You only suffer abuse when people know you’re correct.

Is your name Matt Cookson? And another duplicate alias?
“This could easily bounce 200-300% over the coming months and I think it will!!!”

How many times do you want to repeat this drivel?

Alwayswrong - Totally agree with you there, can’t see it being bought out, also if you listen to the earnings call from August the company was adamant that the share price was significantly undervalued at £23, so I can’t see them letting this go now... unless ofcourse they find out the debt and other figures have been fudged.
The intrinsic value of this stock is £40 if everything checks out, but sadly there’s too many warnings signs that it won’t, and I fear there will be a reduction in guidance or restatement of financials coming. Perhaps that’s already priced in now and £7-9 is more fair value... we just don’t know, hence the huge risk.

Happy to help on GPN. Start off by just reading their website and watching their CEO on YouTube.
It’s been an an amazing investment for me, and they just completed a merger-of-equals with TSS, so the company is in better shape than ever in a fantastic payments industry that’s still very early in its growth phase.
I would just caution and say it’s trading at its higher end of its historic valuation range (chart looks amazing) but in my view it’s completely justified and I believe this will just keep going higher and higher for the next 5 years.

Or you can buy Global Payments which will do 20-25% earnings growth (with a high confidence interval) for the next 5 years all while expanding margins.

Risk per unit of return. investing 101.

Very good analysis alwayswrong... and I saw the same, hence why I got long at £8.66 initially... and may well go long again at some point depending on PA and facts as they are revealed.

I like to look at return per unit of risk, and return by unit of stress... and nmc just doesn’t meet it for me. There’s be plenty of time to get long with much less risk if all is well. I just can’t see it being bought out by a bunch of nobodies who don’t appear on any regulatory filings. The market believes the same otherwise it would have rallied after pavol krupa was ramping on Twitter.

The fact that you have people saying £15 by end of the week also tells me the bottom is not in. In my experience bottoms form when all the bulls, and especially the dumb money (retail punters), are washed out, there’s still far too many here.

Cooperny - see chart below if you think buying based on low RSI is a good strategy. I have this stuck to my wall to remind me to never use RSI alone.

https://drive.google.com/file/d/1deqCYL5ArCNSkc26HR4lwQi846PMHln6/view?usp=drivesdk

Good post alwayswrong - but all backward looking numbers. The market right now just doesn’t believe these figures, and there’s a likely chance atleast some will not be correct.

Remember it’s only a p/e of 8 if the earnings end up being true. They could well be, but it’s likely at best to be partially impaired by all this saga and at worst be a total fraud. In the latter case you need to put some probability on this, even if 10% chance of going to zero that naturally would significantly reduce the weighted average target price.

The biggest mistake “value” investors make is buying stocks that are optically trading at low valuations, forgetting that actually the “E” in P/E might be what’s wrong and not necessarily the “P”... and even if not so stocks can form a new trading range based on new revelations.

For me a long position is in stocks with more certainty. For example I’ve owned MasterCard for a decade now and people always tell me it’s so expensive at 33x current P/E, especially compared to its historic range of 20x P/E but you have to look at the underlying characteristics and changes in a business to see the duration and consistency of earnings growth is just so much better now, and recognise that perhaps it was just too cheap historically. The stock continues to make up 5% of my portfolio and I have another 20% in global payments, wex and visa.

Yeah the amount of rampers during the three rises last week were hilarious. But I guess they have to have their time too. I meanwhile was busy loading up juicy CFDs to bet short.

Haha, yup the rampers we’re out in force at 500p too.

That was based also on 1) fake takeover rumours from a big company called Fosun and 2) good results, the latter of which we have good reason to doubt were actually true.

I expect the Freeh report to be conveniently “delayed” and perhaps results restated too, and likely sharebuyback cancelled and a change in guidance

Ofcourse... Takeover by Unknown Czech fund who can’t even name their supposed “buyer” and don’t appear on the shareholder list? Or Shetty’s crony mate @ GKI whose company appears nowhere on any regulatory filing and whose site has conveniently now gone “under maintenance”??