Member Info for Bostonboy14

Just waiting on the US market open as there has been some direct correlation with the share price for the past two weeks. Wouldn't surprise me if this hit £20 intra day. I'm on a £28 average and thought I'd got in at the right time! Now nursing a £6k paper loss ffs

I'm bleeding out on the table at this point with RELX and LSEG. Where's the bottom?!

And that's based on what? Sounds like speculative waffle

Wow a £59m sale. Seems like funds are offloading. I can't reconcile the price movements with recent performance or analysts' views. What am I missing other than speculative AI concerns?

Strong finish.....false dawn or imminent news?

Looks like a sell but some pretty big buys since.

Bought a few more at 2680. I think this is way overdone for a quality company.

Definitely range-bound until we get a meaningful update on the strategic review.

A lot of selling pressure again this morning. Must be traders.

Where's Cromo when you need him for some reassurance? Haha

Is this a treeshake to allow others to load up or has someone got wind of some dilution as part of FID?

Surprised by the selling again this morning when it seems we are on the cusp

Couple of decent buys to open this morning too...are we finally gonna get some news?!

Definitely going to base my investment decision on the "just not got the same buzz" comment.

Was hoping we might get some good news to end the week but alas no! What do we reckon? Big bang on Monday?

Price action suggests that there's a bit of optimism for tomorrow.....

What's with the big sells suddenly? Short term traders?

Something has suddenly set a fire under this. There's clearly no smoke without fire and leaks of FID announcement are becoming more widespread. Fingers crossed for a strong end to the month!

I think 65p - 75p is conservatively justifiable across both DIS and Comparison, and valuing Search at zero. This is a broadly a consistent view across analysts and there are various posts on here where valuation ranges have been considered. Whether we can ultimately get anything in excess of that will really depend on market conditions, management's negotiating ability and support from shareholders.

While cheap on paper, I don't think the market knows how to value this at present with such a wide range of outcomes possible for DIS. Until we get some detail on an offer, I suspect this will continue to float around the 48p-52p range. There's obviously scepticism given recent track record and who knows what the deal-making environment will be like if the geopolitical situation gets worse.