Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
Jolly good week in the office, an extra g and t before dinner tonight is in order for me and Mrs C - well done to all the lth's on here - plenty more to come down the pipe imo - 4.05b shares in circulation - a 3b bid would equate to around 120p a share - think about that over the weekend
gla dyor etc
I just had a quick look at the London Stock Exchange RNS updates for ITV and I cannot see one notifying a share purchase by ITV yesterday - I was under the impression that an RNS would show the following day if any purchases were made by 730am - worrying for shorts if this is the case
dyor etc
"Exited final position around 70 - GLA - keep the faith" - Never wrong to take a profit Mary and with US non farm payrolls dropping at 130pm the market may reverse if they are too bullish - if ITV goes south I will be looking to add - momentum now firmly with ITV and imo it will get support from any weakness - lets see
gla dyor etc
A bad day to be short here today - these positions were added to only a few weeks ago - I suspect some are closing as I am typing, fueling the rise today - bring it on
gla dyor etc
https://www.shorttracker.co.uk/company/GB0033986497/
Said on here yesterday that advertising woes had been exaggerated - money going into itvx and itv studios makes sense - funnel money into things that make money - citibank value 3b last year for itv studios alone - add onto that the concessions for uk film and tv studios announced yesterday makes this a massive target imo - anyone in their right minds will not be selling this share anytime soon - follow the money
gla dyor etc
Fantastic results - broker upgrades will surely follow in due course which will imo add to the share price - dividend reinstated - going back into the 250 index gives greater exposure and will attract funds - momentum now firmly with Kier - for me this goes higher - follow the money
gla dyor etc
Divi back - the markets will like this for sure
45p a share downside, really? - that would imply an mcap of 1.82b - Citibank were saying ITV Studios alone could be worth as much as 3b only last year - economies picking up, advertising spend will follow -imo - I am selling nothing and will add more if it goes south on Thursday -
gla dyor etc
MKS has been marked down from January onwards, on the back of the assumption that they would not be able to maintain their grocery sales after the Chrismas period had finished as that is what traditionally has happened, but this is not the case as these figures show - I added last month and will continue to add on weakness - MKS has significant momentum here, not just in food but also in clothing - momentum is a powerful thing - Just ask Waitrose, which has been decimated by Marks recently - a rerate will come down the pipe here imho - patience needed until the next set of results
gla dyor etc
I actually sold out here a few weeks ago for a small loss - the dispute with MKS is not a good look in terms of future partners and I actually agree with Valueplay for once here - Ocado NEED that money from MKS to bolster the balance sheet which in itself puts them in a vulnerable position - I think a settlement will come here but for me it will favour MKS not Ocado - lets see
gla dyor etc
Just want to say a big well done to all the lth's on here (Jed, Tom, Poker etc) - patience is a virtue as me old Mum used to say to me and patience paid off today - I have added here over the last year or so and today has been a good day at the office so I will have an extra g and t before dinner tonight to celebrate - I think today was the turning point for ITV - focusing more on ITVX and ITV Studios makes sense to me and I think the anticpated disaster in terms of advertising revenue may well be overdone - as economies come out of recession, more spend on advertising will ultimately materialise - dyor gla and good weekend to all - mine has started now
Its difficult Ripley, I have had some underperforming stock in the past which I have taken a loss on, the key is to win more than you lose - I think with Keir it is sound in terms of the projects it has completed and there is plenty of business to come down the pipe regardless of who wins the next election - I know engineers in Keir and they are snowed under with work atm - plenty of plus points still to come here, the divi being one of them - gl dyor etc
Should read 22nd Feb not March !!!!
My note below on here from the 22nd March - it is playing out pretty much as I expected - the results will be good next week and I fully expect a dividend to be announced which should add further impetus going forward - looking good boys and girls - gla dyor etc
"I bought in at 127p a few days ago and I think it will tick up prior to the results being announced on the 7th - it wouldn't surprise me if we were around the 140p mark by then - the fundamentals look solid here as does future business prospects - I think the results will show this -"
Dont you just love that smell of burning shorts on a Friday morning - bring it on
Always nice to see the shorts get a bloody nose - bring it on
Cevo - what happened last Thursday re sentiment is irrelevant mate - it is what happens NOW and in the future that IS relevant - in any sector where there is a positive read through there will generally be a positive effect - for example if UK retail sales figures rise then MKS will rise even if they had good results and booming sales a week earlier as the results a week earlier are irrelevant - if you don't understand that then stop trading/investing
dyor etc
Sentiment Cevodniya - sentiment matey - the takeaway is passenger numbers increase - that increases sentiment in the sector overall regardless of what engines are being used.
Big increase in passenger numbers forecast at Ryanair - should augur well for RR. today - lets see
gla dyor etc
Big increase in passenger numbers forecast at Ryanair - should augur well for EZJ today - lets see
gla dyor etc