Member Info for Alessandro

TheTrotsky confirming guidance is a very positive, the market feared more pain to come but RWS nailing it gives confidence on the Q2 upbeat sentiment.

Lol

Promising set of results. Keeping my fingers crossed for the FY.

Apparently Suzano is scrambling to get loans and arrange the disposal of part of IP assets to optimize operations and financials. I am not sure what are the odds for Suzano to land the acquisition.

Ironically Suzano may even outbid IP for the acquisition of SMDS (allow me to talk nonsense for once).

I don't believe in black magic

Tawse57 If I got a penny every time I heard that I would be retired by now (and I am not that old).

SN has been overpriced for way too long. The dividend yield is meh although with some possibility for growth. I don't see a re-rating at any time soon. Nor I can see a PE offering any more than the current market cap. Possibly a money pit.

We’re joining forces with Newcastle United Football Club as their Official Sports Retail Partner.

Does Newcastle United Football Club have some visibility in Europe? I do not follow football at all, so I wouldn't know.

How can Nat Grid invest an unfathomable amount of money into upgrading the infrastructure and still be profitable? It would take a lot to offset such an investment. Essentially the cost of borrowing will more than double as the long term liabilities will more than double. Scary picture.

If you Google the word 'Unloved' the first result will be Somero's website I am sure.

Jeffries has been very harsh with their note on Assura, saying Assura needs equity injection, curtailing development or asset disposal to allay a risk of a credit cut. Also added Assura risks to be priced out and the dividend risks being uncovered.

The note is not very detailed an does not give any additional info. Resembles to scaremongering for how it was written.

Krustysmegma - Your broker is absolutely right regarding your average. Indeed not having sold the full stake in TW you are not able to compound your initial investment. Your remaining holding still has an average cost of 20p, you only sold part of it at a 300% profit.

Mary I am not questioning whether trimming is a good strategy. There is a number of reasons for doing so and all makes sense to me. I am only saying that the average cannot be calculated in any other way than a weighed average.

Otherwise you may calculate paper profits that are in fact inexistent. An average calculated incorrectly will confound your ability to make a decision on whether to sell on profit, since you will see profits where actually there isn't.

Re London, I am in London for most of the year, so yes, happy to exchange ideas over a pint.

Mary if you put out your personal finances expect a level of constructive criticism.

The average is calculated by a weighted average on remaining shares and any repurchases.

I used to work as a statistician for a blue chip, this is basic algebra. You can't compound to millions on multiples of an ever shrinking allocated capital.

I am not criticizing your trades, that's matter of a personal preference and strategy, I am advising on your could look at data with more realism. Trimming on a 70% gain does not make a you 5-6 bagger on your remaining holding.

If your maths are correct, and if you traded 4-5 stocks in sequence starting with a capital of £10k you should already be in the range of millions. If not then you should reconsider the way you look at your data.

ShearClass - this is the kind of posts that I like. Thanks.

Hi Mary, the way you calculate your average is incorrect.

If you buy 100 shares @100p, (£100) sell 50 @170p (£85) you calculate your average price of your remaining holding as £15/50=30p. When you trim at 170p you assume that automatically you make a 3 + bagger on your remaining holding. Which is fundamentally wrong. Averages need to be calculated with a correct practice.

Lol more numbers dished out by the prophets.

I am still waiting to see the sp going to 250p as predicated by many (I can name people but I won't).

I love how people's forecasts go out of the window.

Re 'Unaudited' results likely spooked the market - Unaudited results are published regularly by most companies.

Truth is JD seems to have gone past growth, it's been 3 years now that JD is hovering around the £1 billion adjusted PBT. The international markets are much tougher and the UK growth has run out of steam. Not to mention the large number of store closure. A PE of 12-15 is the norm at this point.

Some people will still brag about their over inflated with intra-day trade success. However it is now time lick the wounds and move on.

Overactive traders trembling today.. They don't know what to do. Whether to add, trim, sell. Doing odd maths to embellish their imaginary multi-baggers.