Member Info for Cape

What on earth is going in with this company? aggarwal is behind it and Hyve. Is he supporting hyve in ways we do not yet understand?

So what does this mean the shareholder must do?
I imagine though the Travis Perskins shares have dropped, the shareholder will get shares in Wickes - which is a promising company.
What are the action points?

Whats with sus?

It was hoped that paypoint would grow overseas. Selling up its only overseas operation to expand growth at home sends a message.
It has little debt, so why not borrow to fund those acquisitions?
And why sell Romania so cheaply?
It's disappointing because cash will remain king for decades in countries like Romania, despite covid.
What we need, to shift rhat share price, is a clear strategic expansion plan.

Why a dip since covid? It does mainly cash payment processing

No explanation to be found for sudden fall in sp Guess this is to do with imminent reporting

o good place to plonk and better than london housing

Those who spotted the bottom in late January (well it was the third time SSE had hit the low 1300s in as many months, so hey ...) will today be rejoicing in a nice 15%. And with quite possibly another 3 or 4 to go. This number could make it to resistance at 1564 or even 1597 over the next two or three months. There is this ofgem review but it is in the market place and so presumably in the price. I think it will be found that so-called excess profits are needed for stability of supply and investment. It is a great shame that the understandable but unjustified complaints about consumer price hikes translated into lower greenery here. We have to pay for a cleaner planet and it may be cheaper to live in a garbage bin, but we consumers will be better off paying more for a cleaner environment - certainly for our kids.

Now trading at 1271 and has possibly turned the corner. This is a first class company hit by the high pound and difficulties in one division. A PE of under 15 and yield of over 3% on a first class UK company with a strong international outlook - up to you, but to me looks good for a position investor (6 months to 5 years say). Hit too by analyst ratings - we know these guys, how they like to gang up to push shares as they are coming to their highs in distribution days to please their clients who have an inside track and are selling; and similarly will encourage despondency at the bottom to loosen your grip Ie the ratings will have you sell low and buy high, ho ho. Difficult to say where this stock is going to be honest. I would guess at 1340 at some point which is a miserable 5.5% I agree on today's price. But then again, the surprise can only surely be to the upside ie little risk here outside of a major market correction. Up to you of course and any feedback welcome on this mysterious number.

China slowing and it's finished its infrastructure program etc. Well, no, demand holds up same same. New capacity coupled with falling demand will hit profits hard. Well, no again. Profits will hold good because the new capacity is at considerably reduced cost and lower prices if any will just choke off demand for local iron ore (China buys 60% of the 1.3 trillion shipped anally mainly from Australia and Brazil; its local production is woeful). So we have seen RIO SP on the up since June last year and is likely to make 3750 before the Autumn, which is 14% on the current price of 3280 in say three months. Nice if you can get it. Just my opinion of course.

Nope - trailing P/E is 19 compared to BA.'s 10.6. It is defense, a troubled sector, and UK defense at that. It knows nothing about helicopters. It paid 14 times trailing earnings, higher than forecasts when a purchase of just half Avincis’s shares was mooted last year. KKR is making twice it paid for Avinvi a few years back, too much. There is a 1.1 bn rights issue to cover this. The CEO's last fling before retiring.

A seller with 16.5 million shares to go is holding back the price ofr the moment. The latest broker's is 530 however and while they trade for their clients, this is a pointer to the value in UK house building today.

A hugely successful business and you feel that dark forces are holding back the share price. I bought at 360 and was planning to sell just before 400. But really, so much good news out there I figured it would continue a breakout past 400 and roaring on. But no! Profit takers I guess. It'll be back shortly for an assault on 400 that will be as easy as the Russians in Crimea.

a UBS downgrade to 13.40 sensitivity to the Defence industry (hit like BAE and RR by govt defence spending cuts in US and Europe) and the CEOs refusal to sell the medical services division, which could make more money if run as part of the American suitor and so the cash is greater than the value to the Smith conglonerate It is an excellent company and at this low price worth hanging on to.