Member Info for Beza

I’m guessing that the prospect of 5-6% inflation and potential interest rate increases as a result are going to do nothing for any businesses associated with building / property etc.

I think he means at 10:35 this morning! Jet2 moved into the blue as well.

What caused the end of session 6% drop? Did anybody see anything which would explain this?

AIM, I believe Car has a main listing.

Price target reduced from 195 to 170 by RBC which I probably the reason for today’s drift south.

Peel Hunt raises price target to 2460 - add.

Thanks Nobull. I hold APE also. I know that REA Iis the sick man (with its debts) of these 3 Palm Oil companies but I can’t believe how much it has fallen at the same time that Palm prices are riding high. Surely this will find its way to the bottom line and help greatly with their cashflow / debt numbers.

I’m thinking about buying some for my daughter (into her child ISA) as it’s dropped from a recent high of about £1.38 to just under a quid (as I’m sure you’ll know!)

This market nervousness it’s providing opportunities…

Morning Nobull, your previous was interesting. Can you explain the part about the Rotterdam pricing - I’ve not heard that before.

Trek

How do you arrive at 6.4% yield? I thought that the divi was about 32 pence, so about 4.9?

Palm Oil prices up 8% since the Middle East bombing started according to the news.

Quite a price cut from Barclays to 1350 (from 1650).

Broker Downgrade by UBS on MONY to 166 (from 200).

West, it touched £16 yesterday and with the continuing buy backs I think we’ll see go a little further too.

Palm oil prices will buoy REA in 2026, says Panmure Liberum

REA Holdings will benefit from elevated crude palm oil prices and growing volumes, says Panmure Liberum.

Analyst Andy Smith retained his ‘buy’ recommendation and target price of 270p on the palm oil producer operating in Indonesia, which was trading down 14%, at 114p on Thursday as the shares suffer an ongoing pull-back.

Full-year trading confirmed Smith’s net debt forecast of £157m and a lower earnings growth rate of 15%. The group realised a higher average crude palm oil price of $853m per tonne in 2025, up from $819m in 2024, although this was offset by a higher average price of volumes due to adverse weather and reduced mature hectarage.

‘Looking forward, we expect crude palm oil prices to remain at elevated levels, volumes to grow as the oil palms mature and for both the stone and sand operations to contribute such that we expect Ebitda growth of 14% in 2026,’ said Smith.

He also forecast a decline in net debt despite a ‘full capex programme’.

Thanks for that post Ian - it sounds very promising.

What’s your guys reason for thinking that CML looks cheap? On Stockopedia there aren’t aren’t broker forecasts to see what figures, EPS etc are pencilled in for next year.

It does appear cheap from a valuation viewpoint - market cap £39M, NAV more like £67M? And a reasonable divi.

*down that well*

Were people hoping to hear word of a dividend in the results? Not gone well that well this morning.

I read the update and expected to see the share price immediately higher so I’m really surprised by the (lack of) movement.

Surely they’ll move up in the not too distance future.

A decent update from MPE yesterday has helped both here and at REA.