Member Info for chumba

Effect. On, on! And away from GGP was his comment about the lag between the rise in the spot price of gold vs the rise in the mining companies. A most knowledgeable chap.

Thanks for posting the link. Yes, he states a rodeo ride but he's a share holder. So that's a good reason to keep the faith.

Was 0.6 the bottom?

Suspenders from tomorrow, not immediately. No doubt many will get out allowing those in the know, or dumb fools like me, to buy near COP today at much lower rates.

In again. GLA!

Shutts...heavens knows how I did this, but sold yesterday and with proceeds have just bought back in at a much lower rate. Very GLA!

Arthur...exactly. In the business world there are up ups and downs, like the stock market. Tone and the boys are suing them for not disclosing the true profit situation, so it looks like we're in a winning situation.

BWTFDIK?

Maybe...but why why would the CEO make a large share purchase if he were aware that it would be detrimental to the sp?

Almost BE on my earlier buy!

Great analysis there Senator...thank you.

Just reading JP Morgan's latest broker note where they have the following concerns..

First, UK LFL came in at +1.3% (versus 2.5-3% Street expectations and JPMe at 5%), which suggests very weak sales densities in the context of ongoing space addition," it said.

JPM said the underlying trends are even more concerning in the context of weather and calendar tailwinds in the period, while the LFL outcome implies a very meaningful gap versus other reporters, across grocery and general retail.

"Second, the absence of an FY26 outlook at this point (only reporter amongst peer group) is reflective of the lack of visibility and action plan, in our view," JPM said.

"Third, and perhaps most important, we are not yet convinced that management are focused on addressing what we see as the most challenging aspects of the investment case, at least for the time being."

So, currently there is a delta between what our latest trading statement says as opposed to what financial experts believe. Let's hope that our Board address these issues soonest and remember, the darkest time of the day is before dawn.

Looks like BME are selling their own shares...at vast discount? 221 low. Ouch!

Tjeerd Jegen, Chief Executive, said:

"My early days spent listening to and learning from our passionate colleagues and customers have underlined for me the strength of our value-focused model, which is more crucial than ever in the current challenging economic climate. While B&M UK's like-for-like sales are growing, I see a significant opportunity and requirement to sharpen our commercial and operational execution as we move towards and beyond the Golden Quarter. Looking ahead, my focus is on building on our strong foundations, leveraging our market position, and continuing to deliver exceptional value for our customers."

Group revenues increased 4.4% (+4.5% constant currency2), with growth from new space and a positive quarterly LFL performance in B&M UK and B&M France

·

B&M UK like-for-like ("LFL")3 sales of +1.3%, driven by a good performance in April from our General Merchandise outdoor ranges assisted by drier weather and Easter timing

Clearly the reason behind the recent drop in the sp?

Happy talkin', talkin Happy talk

Talk about things you'd like to do

You've got to have a dream

If you don't have Bitcoins

How you gonna have a dream come true?

I assume that is his BE level? Clearly an astute trader.

Or Ascent from here?

16:35:05 273.20 21,194 Buy* 274.10 274.90 57.90k

Looking at similar timed trades, this looks like a sell. Boo!

BJet. WG. me too! Did well initially, but then? Oh look, an offer at 36 p so buy in at 28p...easy money! Suspended at 19p? It just goes to show how we get taken for a ride.

However, SEIT is doing OK and pays a nice dividend once a quarter.

Ultimately. it's about news. If bad, the sell and wait a few days for it to hit rock bottom...then buy and enjoy the recovery ride. I still don't believe how far this has dropped, as after all, people still need to eat?

Bjet

Unfortunately, my biggest holding too! But am about to BE on one of my tranches, so a slight positive there. But I need £4 to be properly in the black.

Lesson. Do not attempt to catch a falling knife. Let the sp drop, then watch it drop again and again!

Quite a large buy last thing Friday...so that was my hint for a top up. GLA