Member Info for Bazzaman

Closed at 2.6 up 20.37%. Let's see what happens tomorrow.
GLA

Nice to be blue here now, averaged down during the drop. Onwards and upwards.
GLA

Up over 100%, nice.
https://www.google.com/search?q=lucy+share+price&oq=l&aqs=chrome.1.69i60j69i59l2j69i57j69i61j69i60l3.1936j0j7&sourceid=chrome&ie=UTF-8
GLA

https://www.investorschronicle.co.uk/ideas/2022/10/04/unloved-and-materially-undervalued/
GLA

Jeremy bought 718,733 shares, good news.
GLA

Agree but this will be a slow climb back to anything near these levels. At least 12 months IMHO, will be good to get to 120p first before Xmas.
GLA

Simon still positive.
https://www.investorschronicle.co.uk/ideas/2022/10/04/a-medtech-winner-in-neonatal-intensive-care/
GLA

Simon's view is hold at these levels.
https://www.investorschronicle.co.uk/ideas/2022/10/04/margin-pressure-and-market-volatility-hit-watkin-jones/
An extract;
There is no glossing over the scale of the profit downgrade, and understandably investors are taking a cautious stance, selling the shares down to their 100p IPO price. But equally the long-term fundamentals support both asset classes, driven by rising tenant demand and attractive income characteristics for institutional investors. Also, forward sales still account for half of revised 2023 revenue estimates, offering a degree of visibility even though earnings risk is now greater in a more challenging trading environment. Hold.
GLA

26% drop in SP on H1 results, major overreaction IMHO.
GLA

Anybody attending these today?
GLA

This share has become a complete dogs dinner & CF can't spin it any other way. Too much blarney stone, lesson learned. As Stockopedia says a sucker stock.

Cheers Tom, will do mate.

Hi Tom, I'm enjoying the sun in Crete waiting for this SP to rise. Hope all is well with you & the family.

Agree, also need an update on spin-offs. Whatever happened to DIM? Shockingly quiet on this front, CF needs to pull his finger out as since Mo is at the helm CF has plenty of time on his hands to fix the spin-offs.
GLA

Yes, it will be interesting to see what SD has in mind. More good news.
GLA

at 10.00, needs more news to turn this around.
GLA

With UT being at 9.02 gives the SP the opportunity for another blue day tomorrow.
GLA

ex-div date of 27th October ties in nicely with Q1 results so be interesting to see whether there is any impact of the 8p divi on the SP.
GLA

& a message to the shorters no doubt
GLA

An extract;
Liberum have taken a sensible approach in their forecasting, predicting Sylvania’s revenue will bounce back 16 per cent to $177mn in the new financial year to lift pre-tax profit by more than $30mn to $114mn and boost EPS from 20.6¢ to 28¢, or 24p at current exchange rates. On this basis, around 60 per cent of anticipated net cash flow from operations of $86.3mn will add to Sylvania’s cash pile even after factoring in generous dividend payments. This explains why Liberum forecast net cash of $174mn (57p a share) by 30 June 2023, a sum equating to two-thirds of Sylvania’s current market capitalisation. Effectively, the shares are priced on a prospective cash-adjusted price/earnings ratio of one, a bargain basement valuation in anyone's book, and that ignores scope for a repeat of this year's generous dividends.