Member Info for Bostonboy14

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.

Seems a remarkable fall given the guidance is still for high single-digit growth. How many companies can boast that kind of track record yoy in spite of difficult market conditions. This will have its day again.

Wow, you spout some nonsense. The drop is probably both macro and due to concerns that with Starmer gone, a more left-leaning Labour party could further increase tax/regulation on the sector. There's a lot of reasons why this is also underpriced given the success of BetMGM, which isn't being valued at anywhere near it's true value. Sentiment is poor, so expect some more games until the short interest disappears. Longer term this will have its day in the sun again.

Markets are so volatile right now. Large caps moving +/- 20% in short periods. Strange times.

Or not....seemingly all the excitement of the past few weeks has completely drained away eeek

Some big buys this week....makes me wonder if we are drawing nearer to something.....maybe month end?

It's had consistent growth for over 30 years and relative to peers is valued cheaply. It's trading at these levels because of concerns about AI. Fundamentals here are great. Sentiment will shift eventually and with the current rate of buybacks would expect to see this in a 3500-4000 range within a year or two.

We continue to drift.....is there any prospect of a meaningful update here!?

Disappointing price action. Figured once there was a bit of turnover with the placing shares that we'd see this begin to move up.

Anyone got access to this and can share?

What are your thoughts Chromo? You've been pretty quiet....