Member Info for AimMaster2018

Gojit, yes, I took a trade on the assumption of double bottom. I set my stop loss and got stopped out as it fluctuated between low 15s to high 15s. Then I got in cheaper with more shares with same amount on friday. So for me, had I not got stopped out, I wouldav been nursing significant loss. But that decision was I believe a good decision. Risky one but many probably did the same last week. Selling losing position and buying in lower. But at the same time it can get oversold very quickly which is why we hit 13s imho

Kipper, many lth waited probably more than 2 years. Any1 jumping In now would have saved themselves 2 years stress nd be potiontially on the money. Or even bag before lth get to breakeven imho

Getoutjustintime

'You may be right xenor I tried to guess the bottom today and got it wrong. Didn’t like the drop below 14 so dumped them on the small bounce back and took a small hit. It’s just too volatile for me at the moment.'

As you can see, getoutjustintime thought it was a good buy around 14 to 15. To then sells at a loss.. patience needed here. Inflation expected to drop when announced this week which should help uk micro sentiment and also a drop expected in Europe too imho

When it went to 15 then went to 23, I was told I missed the boat looking for 14. I was told to sell around 20 mark when I got in by trisor (thank you) to get what was my initial target. Only time will tell now whether the second opportunity is a gift. Any further drop gives opportunity to accumulate imho

No one ever saw 13s coming, not even the major holders who thought it was cheap when they bought. Us PI arnt professionals and the opportunity to buy lower than institutional investors and even cheaper than the Board of directors who has all the information at their disposal. For £244m market cap company. That produces for argument sake 2.9b in revenue. If they bring margins up by 1%, that brings in £29m. They're hoping to bring the margins up by atleast 3 ticks to 6%. That's £87m potentially imho

Kipper9

1. The ceo having been shadowing JL for past few months, has quickly identified areas of savings to drive efficency that directly increases profit margin where as JL was about selling business to reduce debt. So you could say, there's 2 parts to a turnaround story. One that involves reducing debt which JL did. Now adolfo is now working on efficiency to drive profit margin. This should release free cash flow, increase profitability then grow. To identify 160m in savings covers reported loss made in 2023. But in fairness, if you look at adjusted figures, revenue and PBT are up.

2. In terms of RI. £160m savings doesn't include the changes pointed in media article? Such as, bonuses stopped and pay freeze by not paying real living wage, plus funds coming in from sale of ferra. Should give sufficient liquidity. Yes, 2 people buying injects some confidence. But if adolfo can increase that margin even the slightest, it brings in significant sum. Pension surplus from next year will add more free cash.

Analyst with a downgrade with 18p target price shows at 13p is imho is oversold and shore has confirmed with a buy rating. One good thing is, they have 43000 employees, it saved them £60m to get rid of 900 staff. Plenty of savings to be had if they can drive efficency and bring head count little lower

All in my opinion

Thank you nofear for that information. There's yellowstone presentation this coming week and hopefully a reduction in inflation may help uk stocks imho

What we know thus far is?

- Results were out 6th March 2024

- we've had 8 full trading days to allow people to sell or buy I.e take their position

- we haven't had TR1 from major holders holding 3% or more of the stock which they would had to declare with 3 days of their change in position. So 8 days has passed and no TR1 and this is consistent with trisor IR email confirming no TR1 received.

- IR stated retail investors were the cause for the drop so I'm lead to believe instituition holding less than 3% may have reduced?

- since the trading update, we've had 2 internal board purchases

- share price at levels seen in 1990's

- one analyst stated possible takeover approaches potentially after results is yet to be seen

I see trading volume is high. With last 2 days where sp has plugged the dropped. Nofear or anyone, can some show us the total volume traded over past 8 trading days and volume split by buys and sells please 🙏

Imho

Enjoy the ride guys, , in nofear

I maybe close with my UT from this morning imho

I'm calling 13.02p ut imho

Wow LSE03, fantastic find, love the word 'only' salt cavern, gives it that exclusivity. Consuela gone little quiet, something that relates directly to salt caverns lol knock out blow 🤣. Well done LSE03 imho

You'll have realised most if not all II are probably sitting at a loss. If they see one major offloading that's kept the price where it is, the others will be like, wait a minute, I don't want to be sitting on deep loses when 2024 FY will be more of the same. You then get multiple ii queuing up to sell than left hanging imho let's see of this story holds true

13.34 ut..Close but not close enough imho

Drum

Drunk roll for the UT imho

RR is nearing £4

Only thing that's coming is my ut 13.50 prediction imho

My ut for today looks possible imho

Technical means nothing when there's a background seller. Xalling 13.50 ut imho