Member Info for Alessandro

Taverham on adjusted basis I see 250p totally justifiable, especially for a growth stock. I am still confused by the low share price, and it is not just a blip, it has been a couple of years of struggle to get the price moving. Possibly we need to move PBT towards £1.2-1.5B before seeing a significant re-rate. As we have seen today, it is not going to move by confirming guidance in the £1B region.

Quite a stark difference between statutory and adjusted profits. I would like to see the adjusting items.

The share price won't move from here that much, there will be no many great news in the next six months so probably people are taking their capital somewhere else. Stranded money with no dividends. An option is to come back here in a year time.

Hi Mary, how are you?

I am saying 120(s)p based on fundamentals and a discrete margin of safety. It could be 90 again or 60p, but I don't have a crystal ball.

I was lucky enough to buy in the low 100s and get out just above 160p.

I can't wait for the TU of JD Sports tomorrow, I am more bullish on that but I don't expect much new, all numbers are out there already.

I think there is a serious possibility that OTB will test the 120s again. I would't buy for any more that that.

More wishful thinking about Santa coming to town.

Bfdinvestor there is no conspiracy on AIM as many stocks have soared on AIM in distant and recent past.

Besides OTB is on the main exchange. Like myself, investors want reassurance on margins, statutory profits (it seems OTB does well only on adjusted figures) and most importantly sustained top and bottom line. OTB has been way overvalued in the past. I am not saying that the SP is bound to stay at the current level, an acquisition or change of sentiment can always bring about some upside. There is a plethora of people on this board that have been overoptimistic, the share price action today came as a surprise to too many people here. Not sure what they were expecting and why.

The share price action today says something.

Why can't we know the margins and the statutory profits for a start? The holiday market is very competitive and if increased revenue is not reflected in the bottom line, what's the point? Profit just in line with market expectation... what?! with a 15% TTV? Are margins squeezed to the bone?

How is OTB putting to good use the £95 million pounds on the balance sheet? If the stock is really undervalued as it seems, this is the right time for a share buyback program, or at least a chunky dividend... but nothing is being said about the size of the dividend payout.

I hope the CFO is worth the package... or why would they award her the long term incentives?

I can't wait for the next TU, I feel we are left with no much light to see at the end of the tunnel.

How did bereberg go from a target of £8 two years ago to less than£4?

Is it because of macro headwinds?

What about the lowered interest rates by the FED, will that help RWS?

The trading update is scheduled for October the 2nd. Maybe that date will be a turning point for JD.

I spoke too soon apparently. Nosediving

Are we heading to 250p?

Does the buyback make financial sense to buy shares at the current price of about £10?

Rylidan do you have figures of the short on this stock? how does this compare with the average on the AIM?

I am not good at sourcing this kind of info.

If there is one thing I dint like is going from cash positive to debt, that's mostly to cover the share buyback.

Crazy thing to do, even if the management thought the share price was too low not to take the chance, but really going into debt?

I hope they did the right thing.

Shore Capital keeps its buy recommendation, it would be nice if they put a price target next to it (FWIW)

RWS has focused a lot on AI. That needs to prove improved top and bottom line to allow the share price to recover. The next trading update will be crucial (if I recall correctly in about 6 weeks)

I think there is a relatively small number of customers that have allergies to peanuts.

Http://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20240910:nBw1Qtw8Ma&default-theme=true

35% upside is quite conservative. I would say an upside of 70%. Next Plc market cap is £12 billions ($5 billions more than JD) with similar earnings and lesser potential for expansion compared to JD.