The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
What's interesting is, you had a go at xenor for selling out here to pursue opportunity elsewhere that youve trolled him for, yet you've sold out yourself lol supposedly anyway imho
Its a discussion board!
I have been clear with my position. And stated where I stood. However from 16% up to sell at 18p. Staying muted until I had to question before you told us stop loss got triggered at 18p. It's clear you only shared that information when share price hit 17.50p to feel that little better to cap the loss. Had it hit 18 and hit 20s, I would guess you would have kept quiet about being stopped out. Tbh I am not even sure if you have been stopped out, could be lies hence why I take the comment as a pinch of salt imho gla
Each week is passing by, no sign of news? Truely worrying. How much longer, doesn't anyone know? Imho
No personal obsessions, even when you follow the facts in any stocks with your so-called research before buying into a stock, you've been wrong hence the loss on the stocks highlighted below. Yes ignorance of some of the posts comes across as someone who knows what they're talking about and been successful, but the results shows ur as good as someone who knows nothing about investing. It's good to get the message out there so we can take any of the post as a pinch of salt imho many times, you've told us 'your done' but clearly I think ur own statement applies to you 'throwing their toys out of the cot.'.. 'every time someone' post something that harl can benefi I.e LSE's . All in my opinion šha ha
No answer?confirms losing position on the ones pointed out below! You mean doesn't fit 'your narrative'!....as for taking advice from you, with that performance you'd cost people money. Ha ha imho
lse - your doing a good job. š keep it up
Capita? Bmn? Dec? Please explain these imho
And on poln
'Ha ha I know exactly what Iām doing but I made a mistake here listening to the bull and potential - big capital hit but just about covered by incomeā¦.'
Iv learnt if you do opposite of what broomtree does, you'll do well Imho
Ha ha
Many peope should 'Stop behaving like a child every time someone questions anything to do with capita and throw their toys out of the cot. People looking for rainbows when there isnt one to see imho. Broomtree bought around 19.30. And claims to have sold at 18p. Was up 16% at one point to sell at 7% loss. Realisation kicked in maybe imho.
Stop behaving like a child every time someone questions anything to do with cnr and throw your toys out of the cot. The bid looks like it mustav broken down somewhere imho. No news for months. Imho
They stated, they aiming towards recruiting 1200 staff, not long ago they hit 1000 staff and since been recruiting and taken on more apprentices. I wouldn't be surprised if we are very close to that figure. Once achieved, Labour cost will stabilise.. more staff means bidding for bigger contracts, making labour alot cheaper for every revenue it generates. Making is justifiable to recruit than bringing in someone from agency or externally at far higher cost imho this should then lead to path of profitability very quickly imho
Suprise there's no talk of takeover, I mean for Ā£19m company, 5 sectors, with multiple site, there's should be some land grabbing. The likes of BAE, BAB or even thales could expand their operation by acquiring Harl. It'll add Ā£200m to their revenue, and synergies will make it profitable very quickly imho
Suprise there's no talk of takeover, I mean for Ā£19m company, 5 sectors, with multiple site, there's should be some land grabbing. The likes of BAE, BAB or even thales could expand their operation by acquiring Harl. It'll add Ā£200m to their revenue, and synergies will make it profitable very quickly imho
What I have observed is, the volume has increased over that past week. but the price has declined by around 3%. I believe there's a background seller again but the buying has held up any further drop in the price. As soon as those buys dry up, could see it close to my target. U would question, whose selling around 17s when they could have sold in the 20s? And why they selling before results? imho....time will tell. Bear has the upper hand imv
Https://twitter.com/Geoffrey_Cox/status/1756694277713776944
'As a result of our successful Levelling Up bid, work is already under way to build a brand new Ā£16 million Maritime Technology Innovation Centre at Appledore, next door to the revived Harland and Wolff Shipyard, which now employs several hundred people including 30 young local apprentices, expanding to 45 in the next few months.'
The situation here now is different, the company, used disposals to release cash to control its debt. Now portfolio division is gone, there's no noncore business to sell anymore. To be a none real living wage employer highlights desperate measures to release cash by hitting those at the bottom end, rather than cutting bonuses of the people at the top. Isn't that a red flag imho
Remember people were banging on about hoping to get a statement when he took post in January to lure people in. Lth were deeply disappointed. Now they're hoping 'words' will move the SP? I thought SP moves on fundamentals. Just remember, to deny real living wage, to make such decision, the results has to somewhat show why they had to make that decision otherwise the media will be over this including the union imho
Sorry that was point 5 lol
6. As for revenue, the change is due accounting treatment of the contracts. But still likely to be around 200% more than 2022 figures. These revenue is from multiple contracts. So from 2025. FSS contract alone likely to bring Ā£100m revenue.
Imho