Member Info for AimMaster2018

Wouldav expected the shorts to drop lot more than it has. Still on the high level imho.

Job report I think too

Should be interesting tomorrow, results first, then Europe interest rate announcement and then inflation for America

Giant squid back to ramp, need the price higher to help cut my losses. Imho

Also if shorters have access to those details and see large sells, no wonder they have such confidence to continuing shorting at around these levels...I would guess many of those institutions are selling at a loss. Imho.

That report justifies why there's been no bounce at all, institution been selling in the back ground and lack of buying by them. The price action lately seems to indicate accelerated background sells with drops around 8% or so recently. St james selling like they want to be out..imho...conclude what you think guys. Had enough!

Error, always does that after market closes

St james and also River have sold heavily and there hasn't been much buying by others at these levels is what I gather imho

The US is to ban imports of Russian oil, reports Bloomberg News in Washington imho

Issue here is, putin warned if they happens they'll cut gas supplies to Europe. Imho follow the news

Oil jumps on report US to ban Russian oil imports. Could be announced by as soon as today imho

Don't understand how serco is down

The spending increase should it happen would benefit BAE imho however the wars here now. If Russia turn to us, it'll be catastrophic. Could be too late imho

Just wanted to add, military contract will benefit military stocks, capita has 1 large navy contract and only deals with few tiny admin mod contracts. But I think bolstering defence related contracts is like jets, fighters, tanks etc .

Schoders statement was in 2018, expression of opinion, when evaluating any company, the outcome could be anything. Time, situation and other factors change. No one predicted war in Europe or covid so equally schoders opinion was an opinion fitting at the time.

I believe it could be turnaround stock but may take longer for numbers to be reflected.

Imho

I think market prices share based on numbers...i.e FY2021...the future is uncertain. I mean we can't even predict what could happen tomorrow in Russia v Ukraine conflict for any company to predict the future with confidence is hard in these times. So for me, I hope to minimise my losses on any rise in price as too many risk to balance...shorts at a high level doesn't inspire confidence...all in my opinion.

Yup I think soo... also, its very difficult for business to project future guidance...as I have said before, inflation, interest rates, national insurance rise and wage inflation....December statement tried to acknowledge wage Inflation, a company dominated by large work force could take a hit...at the time, inflation was seen to be transitory but since January, it became a problem hence 2 interest rate rises in 2 consecutive months. Inflation has gotten worse since end of February after the invasion where gas prices are at record levels...on top of this u have employer national insurance to pay....then u have to digest demotion to ftse 350 ....all just adds uncertainty to the sentiment...all in my opinion

That's the worrying bit, the capita outflow for second half was 'material', so wouldn't have been able to pay much of the debt hence expecting debt to be broadly flat... revenue did not rise to levels market was expecting either hence December announcement at the around the same time, ormicron hit so wouldn't have been able to add more to the revenue, and the statement stated...profit could take the hit as a result imho...it worries me knowing shorts are still high and sentiment is negative, and war is notching up abit ...all in my opinion of course

Correct imho

You talk of profit, when facts states

As noted at the half-year results, we have seen a material working capital outflow in the second half, reflecting the unwind of advanced customer payments as well as structural working capital movements in our long-term contracts.

How can revenue be 3.2b when it's says below and when ormicron hit too ???

Group revenue2 for the 11 months to 30 November 2021 increased by 0.6% to £2,882m.