Member Info for Carrington

Added a few more today at 229.9p - gla dyor etc

Having bought in at a 65.6p average in Feb I may book some profits here - reluctant tbh as I think there is more upside and I prefer to hold dividend stocks long term and at over 7pct it is worth holding for me - also telecoms are imo a default defensive stock in times of turbulence which is right now, - difficult decision - gla dyor etc.

Personally I am glad for the pullbacks here, it gave me a chance to add yesterday at 150.5p - will keep adding on further weakness - gla dyor etc

US Inflation figures just came in much better than expected - UK stocks will go higher now imo as the interest rate cut now back on the table in the states for now - nice - gla dyor etc.

Something I had not actually considered here - MTI are an Israeli based company so therefore one would have to assume are exempt from any future trump tariffs ? - maybe they could be considered as a possible take over target going forward? - gla dyor etc

Added some more at 120.9p - gla dyor etc

"Is kier going bust?" - put the skank down mate for your own good then call nurse -

I think one divi John - would be surprised tbh with any more in light of the nic/min wage comms going forward - gl dyor etc

Have bought here before many times in the past - savage reaction to reasonable results imho - just added a first tranche at 123.9p - divi increase shows confidence in the future and fits nicely with my portfolio - will add on further weakness which may well happen when the states opens later - lets see - gla dyor etc.

Well done to all the pi's on here that did the math, worked out the value and did not panic sell - a nice little profit is now presenting itself - for anyone that was selling a 6b mcap company that was already down 30pct on pretty reasonable results - I would suggest you stop trading/investing pdq and take up something more sedate like stamp collecting - gla dyor etc.

Savage "I think it'll continue bopping in the 570-590p range spending short periods a little below 570p and also above £6 but no substantial rally for the next few months ahead." - don't you think you should caveat to Sunbeam1 the JDW q2 results on the 20th March? - it would seem a little irrational for someone to give the trading range for a share price based on a period of a few months when these figures are just over a week away? - gl dyor etc

Lovely article Rivaldo - thanks for that - for me this continues north until results day on the 17th - massive opportunities for MTI now in terms of defence spending throughout Europe - gl dyor etc

Sold another 15pct of my holding at open this morning for 360p - BRC Retail sales not great for clothing so MKS was always going to go south today - add to that the current trump negativity which only adds to the downbeat macro - will look to pick these I sold back up and the ones I sold at 372p a few weeks back if the share falls below 340p - gla dyor etc

A lot of pi's have lost a lot of money today by messing their pants - panic selling on sentiment alone based on negativity around defence spending - MRO has limited defence contracts and the mcap is above 6b - yet pi's were still selling after the sp had fallen over 30pct in 5 days - ffs people wake up, do the research work out the math and stay calm - gla dyor etc

Berenberg went negative on the defence sector downgrading bae systems and Chemring - as a consquence of that RR and MRO being sold off along with the rest of the sector - add to that the negative sentiment re possible US recession and crappy China growth data so people are selling up and asking questions later - next support level on the chart is at 443p - will be looking to add more here if that falls - gla dyor etc.

I wouldn't worry too much about the retrace here - markets nervous ahead of a possible US recession and crappy China growth numbers earlier today - nothing has fundamantally changed for RR in the last 5 days - the profit taking is just sentiment driven - the race to bolster defence, snr's etc will continue unabated imho driving RR further north in due course - lets see - gla dyor etvc

Decided to sell my holding here this morning for a small profit - Recession is now looking ever closer for the US on the back of tariffs which is not going to help RTO going forward or make the Terminix integration any easler -best to err on the side of caution here I think - gla dyor etc

Big rise here this morning - cannot find a reason why atm - a bit of plus side volume but nothing else showing on my screens right now - gla dyor etc

Added at 475p - gla dyor etc

Added at 491p - gla dyor etc