Member Info for Archy147

This goes to show what a shambles the market can be at times....from worst to best in 2 consecutive days stinks of manipulation.

High on wham bars lol

Let's hope there's still a (rocket shaped) sherbet fountain to be lit under this from another bid!

Haha, did you ask Santa for a 5 bagger when you sat on his lap? ;)

My first buy was 96p on 7 April 2020, I would have readily settled for 200p at that point :-)

It’s a very bullish outlook; reminds me of the ones SNR and ELM published when they rejected their bids.

I do actually believe this MNZS one more but experience has taught me it’s wise to sell into the good news in these situations. Have just top sliced some of my holding @ 465p.

Agree MNZS is a fantastic stock to own but personally I would have been very happy with 510p for each of my shares.

I hold Elementis and SNR, both of which rejected offers of around 200p. They are both trading around 140p now, a sizeable 30% loss for us shareholders compared to the rejected bids

This great little company is on a nice growth trajectory.

I top sliced at 125p last year. Just bought the dip to buy back again at 106p. Happy Days.

Boy this is a quiet board no post since last May lol

For anyone interested , EWI was one of the first purchases I made when setting up my SIPP back in Feb 2020. Covid struck, my pf got battered and, shell-shocked, I took the gamble I of selling all my funds/trusts and buying individual (covid-hit) shares instead

Now tempted to shift some of the stock profits back into here…after the roller coaster of the last 2 years , it would be sweet to get back in at price below they pre-covid price of 218p again!

Ps this is currently trading a a discount to NAV (6% at time of writing). This hasn’t happened since 2017.

Guys don’t lose sight of the fact that Block is still trading at an extreme PE of 100.

I know bears rarely get listed to on these boards (as I’m sure I wasn’t when I pointed out the PE of 140 a few weeks ago) but at the end of the day we’re all in this together.

Companies on high PEs are particularly vulnerable in the face of expected interest rate rises. This is because their valuations are based heavily on expectations of FUTURE cash flows. Higher interest rates increase the discount factor applied to these future cash flows, so the negative impact on high multiple shares is compounded.

I think this helps explain what’s happening here, along with other companies trading on big multiples

Well we have a decent enough trading update but clearly the market isn't very excited

It's been a long wait so far....when will we get a buzz about HYVE?!

GSF really is a bit of a gem isn’t it. Hopefully the market will react positively to this good news today (never can tell these days).

I know exactly what you mean noggers I have exactly the same thought most days!

Each time i think about pressing the sell button, alarm bells ring in my head telling me BOO is terribly undervalued and one day this will rise and KEEP ON RISING. So selling up in the expectation of getting in lower, whilst likely to work, is a risky move to take.

Agreed, MCRO passed £5 in both 2020 (post covid) and 2021, it’s certain to happen again this year.

With a fair wind it’ll keep on going past there too. This hit £20 (!) in each of 2017,2018 and 2019 - that’s the real target for the uber bulls!

Looking really good here:

Low P/E
Massive yield
Growth

What more could an investor want! This is one of my favourite shares in my portfolio :-)

Well said dibs. I’m bullish too, whatever happens short term I’m 100% confident investors buying now will be happy with their return in 1 years time.

Impossible to call the bottom with these things but long term this looks an excellent opportunity to add to a portfolio. I’ll probably top up tomorrow if it stays below £11 (or gets any worse!).

Guys have been watching this one a good long time (a year!). Was frustrated to miss the bottom (sub 300p!) as took my eyes off the ball around Xmas, but anyway the dip below 400p looks to me another solid buying opportunity.

FSJ is an established company with many decades of engineering excellence behind them. The last time they were trading below 400p for a period of months was in the gloom of the financial crisis of 2008/9. This tells me the drop now has been WAY overdone and a bounce back is an inevitability, given some time.

We may go through some turbulence in the short term, but the bounce-back potential here is MASSIVE. The lowest price in the last 5 years pre-covid was c1400p. Expect FSJ to start tracking back towards that over time; first stop the October 21 price of 800p for what I think is a relatively easy 100% gain from here.

DRB you are the one who stinks up this board by being abusive to other posters. I was polite and genuinely believe that it is in someone's best interests to get out of on investment if it's trend is down and this is causing them despair, as the original poster stated it was.

I appreciate this is in vain when boards are proliferated by posters like you, someone who is proof of the investing adage that "a little bit of knowledge is a dangerous thing". Not only is it dangerous to you personally (you think it gives you the right to be abusive to other posters which frankly lowers yourself as a person), its dangerous for the posters unfortunate enough reading your posts also . Let me guess, you've been bullish on this for some time and your posts here have been encouraging people to buy when it was 200p+, 300p+ maybe even 400p+). YOU have cost people here a lot more than i have pal.

Lol I love the fact that anyone posting a bearish view on here gets abused. To be fair that is normal across most BBs though.

For the record, I doubled my money in 2020 by investing in covid-battered stocks and added another 20% in 2021 so not doing too bad despite being “inexperienced” or a “troll”.

Good point about the cash but that is going to get burned. NVCT will be trading below 100p by the end of the year….I’ll come back then to remind you of this conversation.

BYP the big difference between ASOS and BOO is they are trading at about 60% and 30% of the pre pandemic prices - ie are valued at much LESS than they were before the pandemic.

Novacyt a completely different kettle of fish trading at 2,000% of its pre pandemic price!

Well said dimi

I don’t concern myself in the slightest with analyst recommendations. Watched the Netflix documentary “InsIde Job” at the weekend and literally ALL the analysts were positive on banks like Lehman Brothers before the collapse in 2008. Nothing has changed, they’re all still as completely useless as they ever were, reactive to the whims of the market rather than predicting it.

My initial target is the pre-Covid price of £33. Fundamentally, I think the pandemic has strengthened the proposition of online retailers, not weakened it, so see an “easy” 50% upside from here once the fog has cleared. After that, £40, £50, ££60 become realistic targets once the bulls take over again.