Member Info for BodRuncie

What we have is a £300m market-cap company that is generating £50m a year in free cash.

What investor wouldn't want a piece of that?

Safe to say Bobby and the team have done a stellar job. Again.

Most likely it was a sell, dragging the sp down. If someone bought that much, the price would have shot up.

typical one step forward and one step backwards from capd. the uplift is always just around the corner at the next tu.

if msalabs picks up and if nevada get their ****s in gear, the next year will look rosier, but there's always a catch with capd.

Thanks :)

I'm a holder from the pre-Chae era. I am v impressed with Heejae, no doubting his drive and intelligence.

The only query is whether he can convince enough clients that they need to go on the SYS Group AI journey!

Thanks, Martin.

I always enjoy your write-ups with mgmt teams.

Was there anything specific that impressed you about Heejae or SYS from your meeting that you'd care to share before you post your write-up?

Announced today: Lexham Special Opportunities have declared a stake of nearly 6%.

Not sure how they managed this without nudging the dial upwards, so maybe they took them off another holder? (have to check for another TR1 appearing soon).

Anyway, Lexham seems to be Dominic Perks:

https://find-and-update.company-information.service.gov.uk/company/LP023559/filing-history

https://www.cityam.com/former-hambro-perks-ceo-makes-comeback-with-new-firm/

The sellers clearly didn't listen to this morning's vox markets interview... a record January, Canada starting to process payments in February and Dubai pre-approval granted :)

Macro conditions are bringing this down, nothing specific to the company.

But some good news is needed in the next TU.

Standard PIs never have a voice, we're just blown about by the winds of the markets and IIs.

But we do have a choice to buy or sell and take advantage of those winds blowing.

Strong II investment is a good sign, especially if they're increasing their stakes.

They don't want to buy the company, but do want to cash in on growing profits or takeovers.

It's an easy Buy and Hold at these levels, just gotta be patient :)

Mears Group (MER) and Hercules Site Services have both released excellent Trading Updates so far this year, so it looks like companies in the property services/management sector are doing well in the current climate.

Is there a read-across for KINO too?

Pointless sells, perhaps, but not pointless buys.

Lombard Odier upped their stake from 12% to 13%

Follow the money... :)

Imo, there won't be much to gain in HEX until Clink is finalised.

Even if Rudyard alone is worth more than the current share price, any negative result on Clink will cause a large drop in the share price. Who wants to buy-in big now, only to lose 40-50% of their investment in short order?

If Clink is a bust, the sp will tank, but eventually recover to higher than 16p. If Clink is a hit, we're looking at a multi-multi bagger.

It's the uncertainty that's a killer in the current UK investing climate, and there is a lot of money on the sidelines looking to get in when Clink is "known".

I also understood the re-entry to refer to Clink 1, doing whatever needs to be done (acidification etc...) to get it to flow, but I didn't feel any concern from it.

This website gives the ATH as 1950p, but a few pence either side isn't the point.

This is set to head up sharply in 2025.

I wish I'd listened to DD and sold ages ago. I hate it when my portfolio rises in value due to the excellent stocks I hold continuing to improve their financial performance year on year and initiate a progressive dividend policy :(

Maybe it's not too late? I can still sell now before the next rise AND avoid the next ex-div date. Phew!

Thanks for the advice, DD! Keep those great tips coming because you are a trustworthy person with a great track record!

Kisin is hardly a neutral commentator, so without any data to back up his points, I would take it along the same lines as his politics ( writes for the Telegraph, appears with Tucker Carlson, admires Jordan Peterson).

And how come the people who keep going on about "woke" are on the right/far-right?

It's almost as if they have invented some boogeyman that they can then use to score political points among their base...

As a rule of thumb, as soon as someone starts mentioning "woke" it's a good idea to switch off.

Today's spread is currently 2.381%. While this is not large for volatile shares, it is too large for a share with little volume, like REAT.

The spread barely moves on such little volume and is therefore too large for day traders (remember, this is a specific legal term in the UK) to make money.

If you are confused about the technical or legal specifics, I'd suggest reading through the links on my previous post, before realising why the spread is too large for Day Traders to profit from REAT.

If you don't mean "Day trading", then you can clarify what you do mean, because that is likely a whole different conversation :)

"Day trading" does, quite literally, mean buying and selling within the same day.

UK law treats it as specifically buying and selling within the same day.

https://en.m.wikipedia.org/wiki/Day_trading

https://www.investopedia.com/articles/trading/05/011705.asp

Day trading in the UK also has different tax implications compared to investing or dividends.

https://www.ig.com/uk/trading-need-to-knows/day-trading-tax

A "day trader's" share!? This is the opposite. There is low volume and a big-ish spread. How would anyone be able to make money day-trading REAT?

REAT is up 17% YTD, and that's with the 10% decline from its recent peak. The top performing fund managers are happy with c.15% growth per year.

There have been 8 holdings RNSs in the last 6 months, from IIs very keen to get in and increase their holdings. Do you know how IIs and Fund Managers outperform private investors? They do their due diligence, they don't overpay and they wait.

I understand you check the share price or your portfolio multiple times a day and wonder why you aren't rich yet, you see a 2% drop and start to worry, but this is the perfect share to be in. All the signs are there: great mgmt, profitable, synergystic acquisitions, untapped market potential, increasing II investment. The herd aren't here, so thank your lucky stars this board isn't filled with trolls, rampers, multi-account posters, de-rampers, etc...

You won't have to wait 5, 10 or 15 years, either. Barring Black Swan events, the sp will be higher in 12 months, and higher still 12 months after that.

There were 2 late reported trades yesterday, both at 196.50. No idea why though. Something silly no doubt!