Member Info for chillphill

Formally announced by lseg. Active from 19th june. Been fairly large in this for a while now, a very relaxed holder…

As expected so the fall is confusing. Thoughts anyone? Ironically i decided not to trade this… sods law ;)

No surprises or shocks. Wondering if we could get an approach at such a discounted price as we are. I believe that has been approached before, but now we’re out of the AIM & business is more stable so it makes the process far more straightforward. If so, we would be looking at a minimal £3.50 offer..

The director buys where after this too!

Burned (ing) shorters or insider directors placing c0(ks on the block with own money…. Now getting popcorn out for the panic and squeeze show…

Marcus - it’s just Savages short investment style/preference. He’s siding with organisations (shorters) who've done quite a bit of co research. Quite rightly (for him) talking the shares down inline with his position/re entry target . Just as we’re talking the shares up inline with our positive outlook. GBG also a very similar situation; he sold his holding early too - they update soon so I respectfully hope he’s wrong as I’ve increased mine. Gla (perhaps not savage in re of cpi and gbg from my selfish point of view)

It is odd tbf Savage. I think there’s a gamble on both sides of the discussion. Atm the bulls are winning hands down. Perhaps the shorters are chasing substantial losses? Either way this will be resolved soon; A a massive panic and short squeeze (my preferred outcome) B. A collapse in SP with holders getting burned. I have great trust on Oasis to drive change, the numbers and actions are favourable too. Time will tell. Finally tge higher this gets the harder it will be for shorter to justify positions, we’ver broken £4 barrier so lets see…

Hi all. Just read BMY is joining the ftse 250 after recent growth. Maybe this move will initiate further purchases as the index holders’ add BMY to balance full ftse 250 exposure. Should get another sp boost? Thoughts?

Agreed - room for both. A very pleasant ride so far from 260s so I’m not complaining. One thing which confuses me is the short interest. Seems like they have a ‘what goes up, must come down’ mentality. Any theories out there as it does slightly go against my investor instincts (in re of the research resource these guys have to bet against a company). Gla £4 +this week🤞

I’d rather they reduce debt first

After Experian PLC (LSE:EXPN) shares sank 30% over the past year, Stifel joined the throng of City voices suggesting that investors are overly pessimistic about the credit data group’s prospects in the age of artificial intelligence.

The US brokerage said the 22% sell-off since the start of the year has created “an attractive entry point into a consistent compounder with a strong track record”.

Stifel cut its target price to 3,900p from 4,400p after “prudently” increasing its weighted average cost of capital assumption by 25 basis points to reflect “greater company-specific risk from AI tools potentially adversely impacting Experian’s long-term prospects”.

But a 'buy' recommendation was reiterated, arguing that the shares were trading at a "30%+ discount" to the ten-year average valuation multiple.

While concerns that AI tools could disrupt data and analytics businesses have weighed heavily on sentiment across the sector, the analysts noted that more than 90% of Experian’s revenue came from proprietary data, limiting the risk of disintermediation.

The note highlighted Experian’s “record year” in the 2026 financial year, with revenue growth of 13% and benchmark earnings up 15%. North America remained the standout region, while management guidance for 2027 was viewed as “somewhat prudent”.

Https://www.proactiveinvestors.co.uk/companies/news/1092767/city-analyst-stays-bullish-on-well-placed-experian-shrugging-off-market-s-ai-worries-1092767.html

Very reliable company. We need a bit of sp growth though.

Octobers and Feb acotar release is in this years figures… last years results are todays chip wrapper. The company has set its stall out ready.

To clarify - no pending announcements known - just concerns across the sector.

Yep - proactive investor narrator suspects this is the case

Noticed Relx also down. Wondering if there is another pending threat announcement from this sector?

This market confuses me. Not concerned but confused. Could easily turn green today if it behaves like this. Has anyone any logical thoughts?

Hi All - AI’d this - very interesting - looks like we’re having a v slow organised short exit ontop of the good news trail… Hedge funds are actively scaling back or entirely covering their short positions to protect against a potential short squeeze. This retreat accelerated after activist investor Oasis Management disclosed a dominant 15% stake in Capita and placed a representative on the board. Because Oasis has legally agreed to maintain at least a 10% stake going forward, short sellers face a highly restricted pool of shares to borrow, dramatically increasing the financial risk of staying short.

Hi All. Expn in a similar boat to Relx due to AI concerns. Reporting FY 25-26 next week. The numbers hopefully should be good which will again hopefully boost sentiment for Relx. Adding at these levels too. Gla