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Completely agree, Unilever is a typical fund manager stock, very slow growth poor margins but does pay a decent dividend yield.
If you want excitement then SN. Is the place to be as it’s a turnaround/recovery play with great potential
No problem ro55fay. Yeah I had to work hard for that small profit, best purchase was at 11.99 average 12.64. But with rather a large sum invested I couldn’t take the risk.
Fingers crossed it’s just institutions selling out after a decent run from low 12’s and just looking to reallocate funds.
Ro55fay… I chose to climb out of the tree for a small profit. Even if I am wrong, at the moment there is nothing lost unless there is a decent rise tomorrow from the off. I might have to pay a little more to get back in. My view is that after hours ‘buy’ was a delayed sell which caused the snowball affect of others selling but there were enough buys to fulfil the sell order in the end.
I am with Stockready1 … there is no smoke without fire and the 8m seller might know something in advance.
I hope to be wrong and get back in almost at Even Steven after repurchase costs etc and the spread - let’s see tomorrow…
I don’t buy it (if you pardon the pun) if someone wants to buy a large order the prices rises to get people interested in selling. If the price falls and there is no reason and more want to buy how is the large order going to be fulfilled?
There must have been something that has spooked the market…
It is now! Big rerating following 45% of revenue from the new online digital product.
Write up on stockopedia:
This is an interesting recovery/growth prospect, but not one without risk. System1 was previously known as BrainJuicer and is part way through a strategic shift away from lumpier advertising consultancy revenue towards higher volume and more automated (and scalable) advertising data solutions. These solutions help customers create more effective adverts.
There’s a risk that the digital product doesn’t take as well as management expects, and the stock’s status as a Speculative Micro Cap is well earned. There’s a real lack of liquidity here, which makes buying and selling tricky. The related share price volatility must also be considered
Guess I will top up during this phase of weakness. I see them as a takeover target as well. Might wait a little as all tech shares are being punished at the moment. .. Nasdaq down 2.75% as I write
Nice rise over the last few days. I see this stock as undervalued and under-followed given the dividend yield and potential capital appreciation that seems to be on the table. Hopefully more broker upgrades to follow soon. I notice there is a lot of advertising on the radio stations too.
So why was there no RNS about the Citigroup assessment? Struggling to find it
That’s why there was a 6% jump at one point today before falling back a little to a 4% close
@chard1980 thanks for your reply. My view is the market simply isn’t prepared to wait for this share to take off. By 2024 when the 5g market is expected to have taken off … maybe
I think it’s a slow burner likely to suddenly catch fire when the appetite returns sometime between now and 2024. It’s hard to be that patient I guess
Back to analysts forecasts, stockopedia provide the following:
Y End 2015 2016 2017 2018 2019 2020 TTM 2021E 2022E
Rev. 4,634 4,669 4,765 4,904 5,138 4,560 5,124 5,257 5,602
Oper. 628 1,127 934 863 815. 295 539
Net 410 784 767 663 600 448 553. 689 816
EPS R¢45.6 87.8 91.3 75.7 68.4 51.1 62.8
EPS N. 91.4 68.3 88.0 89.7 87.2 66.6 60.0 80.4 95.5
EPS G% +22.5 -25.3 +28.8 +1.96 -2.78 -23.7 -22.0 +20.7 +18.8
PE Ratio x. 24.5 27.2 20.3 17.1
PEG 1.18 1.31 1.08 1.17
So based on today’s share price a Forward pe for 2022 of 17.1 is cheap for a growth business
Where do others on this chat get their figures from?
Sharecast News) - Analysts at Berenberg raised their target price on medical services firm Smith & Nephew from £18.25 to £18.40 on Friday following the firm's "extensive meet-the-management event" a day earlier.
Berenberg stated Smith & Nephew had laid out its medium-term margin expectations and committed to regular share buybacks at the event, leading it to take a fresh look at the stock in order to factor the new disclosure into its forecasts.
Overall, Berenberg said its view on S&N remained unchanged, asserting that it was "a much better business" than the market gives it credit for and, if it can deliver on its promises, the analysts said potential upside for the shares was "significant".
Factoring in recent Covid-19 trends and new guidance resulted in 7-9% reductions to the German bank's 2022-2026 adjusted earning per share estimates but Berenberg stated a slight drop in the risk-free rate and a lower equity weighting in its weighted average cost of capital calculation, along with rolling the discounted cash flow forward to 2022, meant its DCF-derived price target increased to £18.40 per share, almost exactly 50% above Thursday's closing price
While Berenberg, which reiterated its 'buy' rating on the stock, acknowledged that Smith & Nephew's products were largely used in elective surgery procedures, leaving it "vulnerable" to the effects of Covid-19 on procedure rates, the analysts believe the however long effects from the coronavirus persist, it expects them to be "transitory" and to have "little to no bearing on the long-term outlook".
Apologies if this has been posted on here already. Make of it what you will.
Paul Scott’s verdict on Cineworld
LON:CINE) - terrible news today, as this hugely indebted cinema chain has now lost a big legal case. It looked insolvent even before the adverse judgement, and by my calculations doesn't have enough cash on hand to pay the legal damages. With over $5bn in gross interest-bearing debt, equity holders look very vulnerable to being wiped out either completely, or through a discounted equity raise. Massively risky, I think the equity is worth nothing. Bargepole. That said, it was propped up by the lenders last year, and 4-bagged from the lows (a surge that has since dissipated). So who knows? A share only for reckless gamblers, not investors.