Member Info for Brocksford

I don't think there is a hurry to buy as it will probably slowly drift down for a bit . I base that on the generally unhappy trading context which seems ready for a correction downwards. I don't have the cash right now anyway as I have thrown everything (including the kitchen sink) at PFC.

My view; they can sustain being closed for quite some time. When they re-open I think the business will come back. They might be a bit optimistic about when they will re-open. On balance a sound investment if you are prepared to hold for 12 months.

I need to do well here as my pfc profits seem to be disappearing into a Tullow black hole.

It can't make it's mind up what it is doing.

bitofluck

I agree entirely with your assessment. The bingo and casino crowd will return. I'm not holding at the moment (I sold at 148) but want to get back in. There's money to be made here we just need to balance the sp against monthly cash burn and our estimate of how and when the lockdown will end.

Now it's rising I keep topping up in small tranches .

It's like watching Spurs when they are 3 up with 10 minutes to go, there's still risk it won't happen!

FBT - Are you holding TLW?
I am but am waiting for the trading statement tomorrow before I decide what to do next.

Sold at 256 and then watched it go higher before this drop. I want to get back in but I think the covid situation in the US will get worse from here. Watched the American Football last night, thousands and thousands of people in the stadiums. They still aren't taking it as seriously as the Europeans.

Given that the Debenham's deal looks to be a positive strategic move at a reasonable cost the rise in the Boo share price seems too modest.

Having a make up franchise seems a no brainer but going into homeware looks more uncertain.

Are there scenarios where in the short term the company thinks the price drop favours them? If the value of the company has fallen (as measured by share price) might the BoD think that any punitive action by the SFO could be scaled down in line with the lesser valuation.

The brand may be worth something but don't you get lumbered with all the shops and the employee pension liabilities?

We should form a club if/when we survive this without losing our nerve.

It's a more complicated picture than simply the vaccine rollout. Do the vaccines work against virus mutation? Can you cat it several times? Are vaccinated people carriers? Why are more are more young people now being affected? Can the economically damaged family budget support a foreign holiday?
Lots of variables out there and most of them are negative.
GLA

I sold too early here but would like to get back in. I can't believe the sp rise in the last couple of weeks as getting any TUI holiday in the whole of 2021 looks risky. The sp must be going to fall further but one think you know for sure is that when it is all over TUI will still be standing.
GLA

The others are all down and pfc is up, this could be the upturn.

I agree with your longer term outlook, this one is for investing rather than trading.

Here's hoping, your forecast feels too good to be true.

It looks as though they expect the share price to be something like 35-40p after the offer. That might be a good time for new investors to buy in but not much fun for existing shareholders. Is that how others see it?

If you sell your rights issue shares now who pays the 1.07 Euro per share on 21 Jan?
Do you (the seller) pay it even though you have sold the shares or does the person you sold them to pay it?
Thanks