Member Info for AlexTrader0

It’s still not showing here for some reason, no idea why but apologies for clogging the bb.

Apologies, my earlier post here had part missing which I’ve added/included below:

Noteworthy here that AT. is among the biggest beneficiaries of renewed US–EU trade alignment.

Strong US footprint, tariff relief on capital equipment, and dual exposure to oil & wind (+9.66% YoY) support demand.

Now trading on just 9.0× P/E vs ~19× sector average, with 115–150% upside to the revised 750p–900p analyst range.

RSI

Apologies, my earlier post here had part missing which I’ve added/included below:

Noteworthy here that AT. is among the biggest beneficiaries of renewed US–EU trade alignment.

Strong US footprint, tariff relief on capital equipment, and dual exposure to oil & wind (+9.66% YoY) support demand.

Now trading on just 9.0× P/E vs ~19× sector average, with 115–150% upside to the revised 750p–900p analyst range.

RSI

Noteworthy here that AT. is among the biggest beneficiaries of renewed US–EU trade alignment.

Strong US footprint, tariff relief on capital equipment, and dual exposure to oil & wind (+9.66% YoY) support demand.

Now trading on just 9.0× P/E vs ~19× sector average, with 115–150% upside to the revised 750p–900p analyst range.

RSI

Friday’s dip was frustrating — but classic pre-rerate noise (and it was a Friday!).

AT. trades on just ~9× P/E vs ~19× peers, with 27% margins, strong cash flow, and synergy gains from Seatronics & J2 already coming through.

Main Market uplist = ETF flows, index demand, and broader II access.

📈 Rerate mechanics are in motion. Update & presentation due 26 Aug:

🔗 https://www.ashtead-technology.com/investors/financial-calendar/

This window won’t stay open.

AT. looks seriously mispriced.

📊 Trading on just ~9.3× P/E vs ~19.4× peer average (Simply Wall St).

Margins, returns, and cash flow all beat the sector — yet AT. still sits miles below fair value (~£10.59 vs ~£3.35).

Main Market uplisting is confirmed.

Don’t hand your shares to shorters — they’ll be scrambling when this re-rates.

https://simplywall.st/stocks/gb/capital-goods/aim-at./ashtead-technology-holdings-shares/valuation

Https://simplywall.st/stocks/gb/capital-goods/aim-at./ashtead-technology-holdings-shares/valuation

“What is the Fair Price of AT. when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.”

AT. “Fair Value” as according to Simply Wall Street model: £10.66

Https://www.morningstar.co.uk/uk/news/AN_1753080688510353500/london-briefing-assura-swings-to-profit%3B-ryanair-profit-doubles.aspx

“RBC cuts Ashtead Technology price target to 560 (780) pence - 'outperform'”

Interestingly, RBC’s market “outperform” rating and new 560 PT here is actually the lowest broker Rating/PT for AT. at the moment but it’s still +70% higher than where the ailing share price stands today, looking extremely oversold/cheap for now!

Ocado SP has been so suppressed recently that it’s now like a coiled spring and post today’s encouraging solid update is just about to start jumping.

Outstanding half year results here, thank you Ocado team! Now undoubtedly few broker upgrades will also follow suit in next few days.

Noted on the shorts, but heavy short interest is exactly what makes this interesting — if the HY surprises on cash burn or Smart Platform progress, those same funds could be forced to cover very fast. All it takes is one solid beat to squeeze this massively well above here.

Ocado SP is so depressed at the moment that a solid TU here can take it to 300+ levels by Friday close, IMHO - OCDO is a classic oversold, heavily-shorted setup — ripe for a surprisingly solid spike on a positive TU.

@Bones84 — just to clarify, Sosandar fell because they sell clothes through M&S’s main website, which got hit by the cyber attack.

Ocado Retail is completely separate — it runs on Ocado’s own grocery site and fulfilment network, so the M&S website issue doesn’t affect them.

If there was any real risk, the market would have priced it in already — but there’s no link. The TU will be all about grocery growth and any Smart Platform news, not this unrelated M&S incident.

I also agree, a positive TU will squeeze shorts big time here and as such share price can rally even 40%+, it’s been done before, only time will tell.

Outstanding update here, especially as relating to market expectations, BME is just simply way way too Oversold & Undervalued at the moment, and with new CEO now firmly at the helm, share price could easily see 400+ levels again before this very year end.

@noggers,

JPMorgan only slightly trimmed here, from just over 5% to ~4.84% — that’s a pretty small, normal move. Worth noting, on the other hand, that Coronation actually increased its stake significantly at the same time, now holding over 12%. The RNS headline today says ‘below minimum threshold’ because they crossed down through 5%, but the actual new stake is clearly shown in Section 8A — they now hold about ~4.84%. So it’s just a very small trim, not a big exit. Always worth checking the details!

Is Bytes Technology in value territory?

https://www.investorschronicle.co.uk/content/6419583b-2a82-434d-93eb-49c8edb045cc

Retail footfall declines as shoppers stay home during June heatwave

https://www.retailgazette.co.uk/blog/2025/07/june-footfall-falls/

What Sets Bytes Technology Group (LSE:BYIT) Apart in the FTSE 350 Software Arena?

https://kalkinemedia.com/uk/stocks/technology/what-sets-bytes-technology-group-lsebyit-apart-in-the-ftse-350-software-arena

Fantastic! Official TR-1 (BYIT RNS Today): Coronation Fund Managers raised stake to 10.14% (above the 10%+ threshold). Confirms institutional belief, and interestingly, NO derivative instruments — this is fully direct shares.