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I think the EZJ holiday business is way underestimated here - EZJ brand for value sells the holiday and it is playing out in front of your eyes - I have added to my holding again here at 527p which seems to be around the bottom on current trading -
gla dyor etc
Sundd - we told everyone the results would be good didn't we matey! - some people couldn't see it - NOW THEYR'E SEEING!!! - anyone seen Nutjob?
gla dyor etc
Hey HD - Citibank valued the studios alone at around 3b a couple of years ago - current mcap is 2.48b - which is why I keep adding on the dips - sooner or later value will out
gl dyor etc
Big call by DB to upgrade just before a trading update - they must be pretty confident for Wednesday - personally I think the results will be good and have added on dips over the last few weeks -
gla dyor etc
Long term Gio - I don't trade, I invest and add - OCDO was at around 460p in October so is UP since then - adding and averaging is not a problem if you are here for the long term which I am - being marked down on macro atm along with most other UK stocks - MKS is the same, crappy UK retail sales today but MKS gets marked down on the overall take on the macro even though it had very good results and gained market share only a few days ago - same thing going on here.
gl dyor etc
I would expect this to go down today along with everything else on those inflation numbers - ffs
gla dyor etc
I added here this morning and will continue to add on any weakness - my add decision was confirmed when Valueplay cast doubt about the figures today in yesterdays post -
gla dyor etc
Apologies there guys - hit the bloody post twice
MCG are selling their American business when the American economy is turning the corner - interest rate cuts are coming down the pipe and inflation is falling - Cosmens know this and it is an opportunity to cash in on future growth for a knock down price - they have already secured some of the company for peanuts so whatever the agreed takeover price is it will be less for them overall when averaged down - follow the money
gl dyor etc
MCG are selling their American business when the American economy is turning the corner - interest rate cuts are coming down the pipe and inflation is falling - Cosmens know this and it is an opportunity to cash in on future growth for a knock down price - they have already secured some of the company for peanuts so whatever the agreed takeover price is it will be less for them overall when averaged down - follow the money
gl dyor etc
Today's drop a read through from Delta Airlines results today - sentiment driven and of little concern to Easyjet imo, just a buying opportunity which I took advantage of earlier to add to my holding which is now around 6pct of my overall portfolio -dyor etc gl and good weekend to all
JJ - the highlight of the results for me was that MKS are taking market share in Women's clothes, so long their nemesis - they can be tarnished with the dowdy frumpy image no more - FACT - this I think will play out going forward -clothing momentum now with MKS -that is a wonderful and powerful thing - rebound here next week imho.
dyor etc and good weekend all
Added at 498p -
gla dyor etc
Basically what is happening is the Dow is messing its pants because interest rates will not fall as soon as predicted - that is why the FTSE is being hammered - the FTSE is the Dows B!itch
gla dyor etc
Added at 60.5p
gla dyor etc
Being hammered right now - when you state things like "uncertainty in terms of economic growth, and consumer and geopolitical risks" - you are setting yourself up for a fall, international sales not helped - I will look to add if it falls much further, down 5pct atm
gla dyor etc
Back in here with a small tranche having sold out a few months ago - will add if it falls further
gla dyor etc
Overpriced or underpriced that is the question? - regardless of what the market may think or say - talk is cheap - The Cosmens are putting skin in the game which says it is underpriced - follow the money
gla dyor etc
It is interesting XXXA - I have been monitoring the share price closely this morning and MCG opened down along with the rest of the market - went to minus 1.6p then reversed quickly to be trading up 0.2p as I am typing - someone is clearly adding here on ANY weakness - accumulating as it were - agree in terms of selling - I would not like to be short on this stock right now.
gla dyor etc
Sainsburys sales declined over the Christmas period and their share is down 3pct atm - probably a read through from that in terms of MKS currently down today - my read through is that their market share of sales declined because MKS took their share along with many other supermarkets - looking at the sale items left on the shelves in terms of clothing I am pretty confident for tomorrow - lets see
gla dyor etc