Member Info for Carrington

It looks like Barclays have increased their holding to over 6pct - maybe sp was dropped to fill that order?? - fallen around 14pct in 3 days and around 25pct in 2 months - decided to take a small punt at 297p - lets see how it plays out - gla dyor etc.

Agree with Senator here - if you look at the figures 200p is still crazy cheap - I added to my holding this morning and will continue to add on any significant dips - gla dyor etc.

Added a few more here this morning at 164.7p - gla dyor etc.

Results came in pretty much as I expected, good shoots of recovery here, I added this morning at 184p - gla dyor etc.

Big spike guys a few minutes ago - up 4pct - snouts out guys -

Deutsche Bank is negative on the stock with a Sell rating. The target price is still set at GBX 340 - So you have a company in at 402p and looking at paying a 35pct premium minimum and Deutsche comes up with this -LMFAO - gla dyor etc.

"Bank of America analysts said Castlelake's strategic plan was unclear, but the airline's fleet could be of interest. They estimated a takeover ‌at a price of £6.50 per easyJet share." - More than happy with that takeover price - lets see what plays out today - gla dyor etc.

Guys, if you are the type of investor who is messing your pants on RR falling 5pct ffs diversify into other sectors - if not and you have diversified then keep the stock long term, by that I mean at least 2 more years - anyone all in on RR is asking for trouble in this market right now - it is volatile at best, reacting or overreacting on any movement in oil - I hold a large holding in BP so this loss for me today is largely offset - I would recommend others do the same - gl dyor etc.

Added a few more at 208p - gla dyor etc.

Will be interesting to see how the results go here in a couple of days time - sp getting support today - my gut feeling is they will have done well recently on the garden front with the good weather over the last few weeks - I am around 8pct up on previous buys here but rather than take the profit I have decided to wait for the cards get turned over on Wed - B and M tend to do well when the general public is scratching around for money and cutting costs - I am hoping this plays out on Wednesday - lets see - gla dyor etc.

Causeway Capital Management LLC in for 5pct - like I said, the mcap is silly here - as it is for many UK stocks - EZJ now being takeover reviewed by Castlelake - MRO could well be the next target for a predator - gla dyor etc.

Airline related stocks are silly priced imv right now - you only have to look at the potential Castlelake bid for EZJ, which I hold along with SSPG - value will always out one way or another in the end, some UK stocks are ridiculously priced right now - SSPG is one of them, and may well be next to fall on the turkey shoot of UK stocks - if/when the Iran war is resolved the sp here will start to look very very silly as it did with EZJ - Irenic were pushing for a PE takeover not long ago when the sp was around the same price as it is now - gla dyor etc.

EasyJet has 70 per cent of the fuel it needs for the summer but it will incur higher costs if global oil prices stay elevated - imv Castlelake are banking on the Iran war being resolved sooner rather than later knowing full well that EZJ have 434m in cash and although 42 per cent of its aircraft leased, it owns almost all of the next-generation models, the A320neo and A321 - so the overall value of easyJet’s fleet is greater than the airline’s mcap - that is significant, very significant and gives Castlelake a huge opportunity here - if oil starts to go south the sp at 450 will look very very silly - I added a few more this morning at 444p - lets see how it play out - gla dyor etc.

Last added here on the 8th April at 397p - Said on here many times that if a share is incorrectly valued, then value will out one way or another - this is now playing out in front of your eyes - 30-40pct premium the going rate for takeovers of late so based on a 398p close you have got to be looking at between 517p and 557p imv - lets see - gla dyor etc.

Added a few more at 220p - gla dyor etc.

Added at open for 170p - gla dyor etc.

I have to say I am rather glad I added to my holding here at 182.8p a couple of weeks ago - going to be grim figures for the shorts in 30 minutes😮😮😮😮😮 - lets see - gla dyor etc.

Added again at 207.7p - Bharti knows far more about BT and its prospects than the sellers do, made his millions in telecoms - the buy signal is the fact he wants to buy more - whether his bid for more shares gets rejected is irrelevant imv - gla dyor etc.

Bought a few of the ones I sold at 255p on 11th May back this morning at 225.4p - TRST fallen around 18pct from its May high, oversold now imho - lets see - gla dyor etc.

Added a few more this morning at 210.1p - gla dyor etc.