Member Info for Bostonboy14

It's Alex Wright who's invested. He's a decent fund manager who runs their special values and special situations funds.

Didn't think I'd see it this cheap again. From £10 to less than £8 in a couple of months...wow

The price action on this is dreadful.

The amount of AI generated slop from HK is mindnumbing!

Seems something in the range of 60p-80p is likely depending on the valuation of DIS.

Some nice price action the last few days

It's the read across from Accenture that downgraded growth. Seems to have triggers anxiety about software stocks again!

What about the 10m share sale in auction at 16:35!? That's a big dump of shares from an institution.

That is just nonsense ramping Hench. Disclosed positions may have fallen considerably but it's still being shorted. I expect a post-world cup bounce and will probably settle in the mid-600s but talk of £10 etc is just pure speculation. Will be years before it gets there.

Seems like a lot of traders moving on having bought into the results thinking there may be an announcement on DIS sale. Agree, management has lost credibility with the market, so without something tangible, it's going to be a slow climb.

There's clearly some undisclosed shorting here and probably some liquidity moving out of software/tech and into other corners of the market. These IPOs aren't helping either.

Still baffling that after 8 months and after multiple offers, we still have no visibility. Makes me wonder if there's an alternative strategy to retain DIS and go private.

Got bad news written all over it 😅

Taking flight here......see analyst price targets are all around £10.

What on earth is going on with this DIS sale!?

Just algorithmic trading I reckon with conflicting sentiment about agentic AI. Nothing to do with fundamentals. It's going to take a while for sentiment to shift supported by positive trading updates. Same applies to Experian, Relx, Rightmove, etc. Swings of nearly 10% some days which is bizarre for large caps.

How many times do ppl have to be told that it's a fixed price contract!?

I've done the same..really not sure what's driving the price behaviour recently. £27 to £23 in a month....

£60m mcap. Totally out of sync with the value of the project.

Looks like our recent buyer is done filling their boots. Can only hope for some positive news now re performance and DIS sale. Fingers crossed.