Member Info for Carllapos

This is always a complex subject. The Share dilution was high, so if you held prior to the RI and didn’t buy into it, I think I’m correct in saying, your holding was diluted around 3:1. But the TERP value, would suggest a circa 50% drop in the overall market price of a share.

I find using the pre RI MCAP a more helpful gauge. I’m sure I previously worked out that a current price of circa 360P would take us back to pre covid MCAP and that is therefore my barometer.

Please educate me if I’m wrong, as I’m not 100% sure on this. It’s just how I work it.

I think we’re riding Brexit optimising today. If a deal is done over the weekend this will hit 140p by Monday close.

I’ve sold out at 128p today, 42% up which I’m happy with. My intention was to buy back in the afternoon dip. I was hoping for near 120p. But this thing is a charging bull right now, so I may miss out. But that’s life and there’s no such thing as a bad profit. I’m sure a buying opportunity will pop up soon. But there’s always that risk that you can’t psychologically commit to a buy price that was higher than your last sell price.

Ky only real regret.....not using leverage!

Are you invested in card factory by any chance? It is another one that makes up a large chunk of my holding that has a similar feel to SIG. could be up your street and worth some research if you’re not already there.

I have to agree the dow seems Totally out of sync with what’s going on in the world and Nasdaq is a whole new level. Reality has to bite soon.

As frustrating as this holding is right now, the potential is surely massive. I mean can anyone offer me any good reason why CARD can’t return to 2018 levels of profit by FY 2022?

When factoring in the cost saving measures they learned from covid, to continued partnerships with Aldi etc, and the push online with their new website. Surly we’re taking about a potential x4 bagger here in quite a short period of time!?

So is this being manipulated or overlooked?

I hate to be critical, but basic info like why the SP dropped so heavily should form a basic part of your research. Asking on here isn’t doing research, it’s asking others to do it for you. Which is lazy given that this is readily available info.

We very much seem to be trading on Brexit news and hopes right now with SIg It’s going to be an interesting few days. A deal could push this over 40p quite sharp but no deal could easily send it into the 20’s for a brief period.

Even with no deal, I think I’d feel safe to top up on the 20’s. But I’d much rather a deal obviously! Ha ha

I agree with you on many shares, NEX, TUI, aviation and tourism in general. Will all be working under a very restrictive environment for some time to come and their rises have little fundamental support.

CINE is another one, as much upside potential as this has and as much as it tempts me (traded it a fair bit) it still seems very exposed to me. They’re in the hands of the studios and governments, 70% of their revenue is US based, which are still heading in the wrong direction on covid. they’re got a massive debt pile and recently added half a billion to that. They will desperately want to carry out an RI to reduce debt, but they don’t want to do it at today’s low prices. But it will surely come.

This is the stock market. Strong results will always overrule bad PR at the end of the day.

They’ve done the right thing by proving they’re taking positive and decisive action to tackle their issues, prior to releasing results.

I was surprised to see the market respond well to ABF results.

Well what a terrible few days we’ve had here. It’s a hard life! Ha ha.

My hat goes off to dream machine, I’ve been confident in this stock over a 12 month window, but not as bullish as you. I thought 140p by month end of optimistic, but I think you’ve called it right!

That’s interesting and very gloomy theory! The alright lows were super low! No doubt there are going to be casualties yet to come. But I can’t see the overall markets dropping to those levels seen in March. But who knows, I lean the vaccines could turn out to be a pup

So you went out of your way to create an account just to put this post up.

For a start, what makes you assume all consumers want to go out and buy shares on the stock market because they quite enjoyed the experience of buying a blouse? Ha ba.

So that’s is for the sound input, it I’ll stay invested if it’s all the same.

I disagree, I think with a Brexit deal and phase 2 vaccination roll out / easing of restrictions etc, there is still a couple of waves of optimism to come yet. Then by late spring/early summer we’ll be into reality territory and we’ll see just what is left of our economies.

Buying out small competitors, re-opening closed branches, recruiting.....not the hallmark of a company that’s having a bad time. If the trading update doesn’t have an err of positivity then I’m giving up investing! Ha ha

Dan, I agree with everything that you’re saying except there is one problem, fundamentals just don’t matter that much anymore for certain shares. Sentiment and momentum have taken over.

So many companies that are massively over valued, it has been the way for some time now. I’d much rather only fundamentals mattered, as those who invested the most time would reap the most reward. The Buffet approach as such, but sadly that’s not the modern market.

Exactly.

Patience has been my downfall on so many occasions recently. I left superdry at 180p, IAG at 110p and premier oil at 13p!!!

I’m sitting this one out. There is no fundamental reason for the SP to be this low, so as you say, a rerate should only be a matter of time.

Isthat the target is it? If they pull that off, then this makes for a very attractive long term hold as we could see the SP head back north of £3!!

Thank you

Cine jumped on vaccine news and then funding.

We’ve seen a sensible rise here from the vaccine news, but been stale since. I think it’s going to take a decent trading update to get this moving. But it could then be quite a rapid move toward 60p hopefully.

The fact we’ve traded the whole way through, we really should be in the 40s now. But the board have been very quiet, so not much to gain traction with.