Member Info for chillphill

Managed to put back a slice of previous profit at 39.7p - comfortable with transaction.

Considered reasons all please?

Profit taking?

‘*False dawn’ peace - when really the supply issues already baked in will pull through with time?

Sideways trading no news…?

Any other thoughts as I may return the profit i sliced off if it falls sub 40s?

*Nb Trump hasnt sent 000s of troops for no reason…

2 months wages up now Bagz. Surely that warrants a gafor!

Not overly happy when this happens… may be a tax thing given the timing but so soon to exdividend and such volumes!?

Hi all - I'm a previous holder here. Looking to get back in as i’ve parked cash from the current global mess going on.

Pros for buying mtl

Sound investors Drachs

Sound balance sheet

Sound management

Active productive profitable mine

New mine to open soon

Exploration bonus unknowns

Unknowns

Lack of news - sideways trading

Nicaragua politics - trump relationship

Natural disasters

Worker unrest - revolutions etc

Price of gold

The current macro situation

Anything I’ve missed please. I’m thinking the sideways trading and macro situ will squeeze the sp in the short term (sorry to sound hawkish to exisiting holders)

All looks under control financially with net assets building nicely. We just need some sales numbers to fill in the gaps.

Whats not to like here!

Good, I’m glad you’re up Bagzz. It would be nice to have a very good rise in this stock over the short term to trim profit and invest in some of those bargains being created out there!

Fair play to you. Sadly I didn’t. I was waiting for 6 to trim. Still nicely up and hopefully not as exposed as many other businesses to this sh77show.

Anyone with issues?

Ok BLife - Accepted all your observations - i even pre outlined many same on my initial message. Many on here are offsetting this risk as follows…

Interest rates may not rise or admittedly fall

All CEOs retire eventually - if dodgy he would have gone on the triple profit warning (should have imho)

Larger wars impact all shares so don't hold any if this bothers you - bug out to Scotland

The company NAV makes current sp look a bargain

People will always need houses and VTY is the best fit for ‘generation rent or buy a rabbit hutch’

I do think theres a smaller fall risk here pending the war unfolding and boe rate meeting soon - but still maintain your 1.74 is a bit of a grasp at numbers. Interestingly though your worries are on the same sheet as the rest of us to a degree.

Beterlife - what make you think this please. Specifics… I’m happy to listen and also buy (back in) on further dips but I cant see anywhere close to £1.74 (yet). Public and government belt tightening, possible interest rate rises and inflation (materials and labour) will increase challenges; not to mention vistry surprises which they are good at. Please post your views openly - but considered otherwise they count as diddlysquat.

So difficult to read and time. Yes jet 2 at 10 quid… with any dry powder i can muster.

Hi Dartron, simplified my holdings big style when this started. GBG SCT LSEG and LUCE (at 1.82) all sold off before they pulled back. Left a slug in jet2 and got totally burned as I couldn't take no more.

Went in to MRO chasing it down from 5.5 and now have a hole. Moved back into AV from its recent low point and now enjoying a pre exdivi rise (long on this now), Hex (my long aim play)doing well due to the helium shortage, back in LUCE(mid 1.60s) and I held my ‘saviour star’ largest holding (breaking all my investment % rules) BMY pre ACOTAR x2 announcement, this has carried my folio forward over the last few weeks. I have no discipline to hold cash as all the bargains excite me so much (before they ruddy fall) Good luck for the results too.

Any thoughts on where the sp will be the day before exdividay (25th)? I’m hoping >£7… but then comes the question sell and re buy or hold for the divi.

So frustrating - is it a leak or are the market makes pulling it down for a spring up? Gla

Hi whatcango… yes I could have executed my timing much better but I’m confident this will be above six again very soon… betting on how many missiles each side has left I suppose. I try not to beat myself up for individual investments and tend to keep an overview on the whole folio combining all snakes and ladders. My saviour has been BMY which I went into big late last year - 2 ACOTARS came just at the right time.

Did you hear about what a dyslexic devil worshiper did at a black mass?

He sold his soul to Santa!

My favourite consistent stock if heading south! I’m back in, but it’s tracked further down. I’m thinking it’s getting traded down ready for a bounce on results day where the recent recent stella update will be confirmed in the formal results on 26th Mar. Apart from this I’m stumped; green energy related with no middle east production or transport connection… thoughts observations welcome all.

Hi all, built a fairly large position here as I’m hoping we’re at the bottom. Chased down from 550s which I thought was good value then! I’m wondering though, if the current 30% of profit which is defence generated may increase as orders get quickly generated/increased by an embarrassed government who have been caught out with minimal defence assets at a time of war. Much of MRO’s problems seem to have been borne out of understating future turnover so surely a few big orders (yes with a lower profit margin) from HMG might tip us into a more favourable place. Admittedly the military division is not as high profit as the civil aviation so maybe the defence division will have more ‘lifting’ to do. Thoughts anyone?