Member Info for Alessandro

Given the weak share price I can see rws become a takeover target. However the offer price ought to be in the range of the concluded share buyback level otherwise it won't make much financial sense.

Hardboy I doubt labor shortage is a problem for Somero, considering they laid off 15% of the workforce. Unless the labor shortage is a problem for their typical customer.

Falcon, I am amused by how you make predictions to the 100th of a pence.

TU 22.08.24

Mary, possibly. Do you know when the next TU is?

Disgraceful. No concrete premium was offered, yet investors drooled for a 20-30p more. How cheap of them!

Especially the business founders... they gave away their baby reaping no benefits from the sale. The share price was bound for a recovery sooner or later. Here we go again, short sighted greed.

The more I look at the LSE the more I realize it is not a place for investors.

Mary I agree, however it will be a very long ride with JD I am afraid. The general market sell off can send ripples in the stock market and have 'real world' repercussions, such as unemployment (especially youth) and restricted disposable income. Retail may suffer for years to come. As you say, nobody knows though.

I have been selling off a number of investments recently to free up cash in the event of a market crash. Warren Buffett sell off is a massive red flag.

It is well possible that we go well below the 100p is the trading update is below the estimate for 2025.

Today we tested the 120s region... Is the market pricing is a slowdown in the holiday sector?

Rojen, too early to see a share price appreciation here. 0.25% won't make a difference. Rates need to be close to 3% to give Assura respite.

Are we gonna get a dividend?

Financialtimes

Airlines are bracing for the end of the ‘revenge travel’ boom, also known as the period of high fare rises following the end of pandemic lockdowns, when passengers were desperate to travel.⁠

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Many airlines, including Ryanair, have been forced to drop ticket prices to fill their aircraft in recent months.⁠

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On Monday, the carrier sent shockwaves through European aviation when it warned that air fares would be 'materially lower' in the summer months, following a 15% year-on-year fall in the spring.⁠

Roofer that has nothing to do with Starmer. If you have your shares in an ISA your ISA provider should be able to get it back from HMRC. What platform do you use?

Do they have a good stated reason to be shorting? The share price is low relative to the net profits (if profits are sustainable, which is questionable due to a change of business model with the heavy introduction of AI)

Why is this trending down below the pre-trading update level?

Ppywgda possibly a read across . Ryanair is a key partner of OTB. Ryanair is seeing a normalised trade, OTB could be the next to make a similar statement. Historically (pre-interest rates rise) OTB has been overpriced for a long time. The recent recovery from the lowest lows was underpinned by an extraordinary booking seasons on the back of the lockdown lift.

I won't be surprised to see disappointing results in the next TU. A good margin of safety would be a price below 120p (of course there is always the risk to miss the boat but I can see clouds at the horizon).

Once we have profits from energy, the share price could be over historical highs

KG I think a PE of 15 is reasonable for a retailer. JD is 50% undervalued vs. current valuation.

Net revenues fell from £11.4m in Q124 to £8.2m in Q125.

Does the weak UK demand flagged by Hugo Boss signal possible weak demand for the JD 'affordable luxury'?