Member Info for Clued

UBS sp target raised today from 3500p to 3700p BUY

Stand my previous post, but found comments by Shore Capital and figures from todays's Interims, re concerns about the negative FCF for investors (and dividends I presume) though acknowledgment that BAB are going well in the right direction. Thus two brokers left their ratings as HOLD today, but I can see / hope some will boost the sp in coming days with better ratings !! Remember, BAB hit a high of 388p not so long ago and now they're back to making decent profits with a great Order Book.

Slept in and didn't see the sp activity until 1pm !! Amazed that the sp didn't hold its 320's pricing. BAB contracts in stock are 2.5yrs sales, sales up 10% on H1 2020/21, profits materially up even adjusting for a Goodwill redn hit in H1 2020/21 A/Cs, etc. . Vast majority of firms face risks of Inflation, Supply Chain shortages, Covid, etc..looks like BAB's exceptional honesty on all the latter prompted profit taking. Personally, think any LT holders who sold made big mistake as these are excellent results and prospects going forward are superb.

But muchaboutmoney, yes there are less shares but also £500m less cash on the Bal Sheet !!

Ireland's Professor McKonkey (spelling ?) of Trinity College Dublin said in Daily Mirror yesterday that research shows unusually that a Cold Virus 229E has merged with this O variant and that these are good signs because if O variant becomes dominant then a Cold will be the worst most will get....thus the Cold symptoms vast majority are showing from the O variant.

I had shares back around 2013 in Quindell when a Robert Terry was running it. I lost a lot when the scandals re mis-management of the co went public. There was the possibility of a crowd funded case against Quindell up to 2016 I think, but in the end it was dropped as deemed too risky. Quindell became Watchstone around 2014 so, if latter win their case, then us ex-shareholders of Quindell shd also get compo. Anyone here in same boat as me ?

ha ha ha Doni. Anyway, I topped up at 300.5p as feel results will be good and worst behind them, also a LTH so patient to wait !!

All, any idea what next Tues Interim Results will reveal as I'm thinking of topping up ? Are there Technical indicators to help, I'm not a techie !!? Any feedback appreciated.

Hi contrarian, I'm not looking where to run and hide and I remain near fully invested in over 20 stocks with avg div of 4%. JPMorgan also is optimistic re 2022 stock markets, especially Asia, Europe and UK, so not sure what you mean. A little inflation can be good even if banks also increase interest rates a little to counter inflation. The current price increases are largely driven by shortages and fuel increases and won't continue at the same high pace in 2022. Maybe your scenario relates to those with leveraged investments and other material debt ?

Not into Dragonflies contrarian, but much of the reason for the sp drop here was cited as a loss of volatility. Well, Volatility is what we now have so why aren't the sellers who sold this babe not buying now ?!!!

Hi gordo, yes the Macro status affects shares, but, as volatility increases and shares fall, shorting increases so cmcx will benefit. Also, without debt, cmcx will not be exposed to interest rate increases and its sp has already fallen substantially to a level which is lower than it shd be vis a vis profitability. JPMorgan forecast recently that FTSE100 will rise to 8100 next year though that was maybe generated pre-O variant knowledge, I realise cmcx is in FTSE 250. My avg is 277p and I'm holding as a LTH so good luck to all who hold. One possibility is that Lord Cruddas sells out and, if that's annnounced, the sp will blast off given how low it is.

gordogecko, Maybe cmcx will go below 200p, no-one knows, but with increasing market volatilty, good profits, virtually no debt and profit base growing, cmcx should be one that increases in market value. Also, Lord Cruddas who owns 62.5% of cmcx, is starting a review soon re splitting the company broadly into one for CFD Trading and one for Investments which would increase the whole market value based upon 'sum of parts' principle. So whoever is selling either knows something negative we don't or is misinformed.

avocet123, the current boosters boost the antibodies and it's believed that extra protection is provided even against the O variant.

Smithy, maybe you'd be happier if a UFO took you away to their planet somewhere beyond our galaxy ????

Surprised this share not well over 1p by now.....

Just saw sp at 0.85p on CNBC......up up and ....

fugazi1, FTSE and US futures currently Up along with Oil, etc..

well done nuri123a, keep up the buying, how many more funds do you have ?

What a great rise yesterday, on the way up again, maybe up 50% Monday ?

big blue, best to keep your successes to yourself. Also, lest you have forgotten, 'pride comes before a fall', believe me I've seen it enough in life