Member Info for Clued

Cobas Asset Management, SGIIC, S.A. sold down 1% 3rd June, ref RNS 6th June

Looks good EyesOfBlue !! March on £20 !!

CR888, the BOD won't give a damn, they think of themselves and their families !!

Robina, and you really believe Simply Wall Street that "Revenue and free cash flow set to increase but earnings set to plummet" ? Rhetorical question, obviously, as Natural Gas prices are trending upwards again !!

HKK, not over till the fat lady sings as they say !!

CR888, maybe you could call your contact II's over the weekend and get them to vote No or Abstain ?!!

Kick, "The fact you sit there lapping up his every word makes it more enjoyable to watch" and "You are all embarrassing yourselves."

You are very deluded in the way you think and know nothing about me as a person. I'm in no way enbarrassed, why would I be !!! I won't reply to you any more on such nonsense as I have better things to do with my time. Take up a hobby or past-time away from these forums as may assist your mental health.

Doyezee, good point, however there's opportunity now NOT to be "left it wide open to an opportunist takeout by TB on the cheap "

They still need a 75% Yes Vote, mine is a No !!

Stupmy, I'm not a chart believer !!

Couldn't the 526p and other figures be derived from traditional discounting future net cash flows and revenues, etc... ?

Damiansasha, thanks, I understand,, impatient myself as never thought this would fall from the 520's !!

Winstanley, agreed. Presumably, as this victory for Lynch was in a Criminal case, with the proof standard 'beyond all reasonable doubt', then the following Civil case "First charged in the US in 2018, he was eventually extradited after a UK judge ruled in favour of HP in a similar civil fraud case in 2022. HP is seeking a reported $4bn in that case." will be dropped as the proof standard is less at "balance of probabilities" ???

Well done sheltie with RR. I too have made large profits as bought in at the RI stage, sold half my holding too early (£1.50 believe it or not, but still doubled my money), the other half is still riding... !! Darktrace for me was only a small investment, 2,000 shares, which I traded a bit as well, so happy enough with my time in it !! Lynch has won today, and DARK is also in FTSE100, so I wonder what effect they'll both have on the TB takeover, if any !!

Kick, I am very well aware of Fred and Rose West and wouldn't remotely compare them with alleged liars on this forum.

".....clearly pseudonyms for 2 outrageous rampers on here". May be all "clear" to you, but not to most others. Some believe in questionable things such as Hindus believe that bathing in the very polluted Ganges cleanses them spiritually, Christians believe that Jesus Christ will come again and save the faithful, etc..., so please don't be too hard on humans !! I believe no-one fully on these boards though I do weigh up what is said, but my decision to act is mine alone !! I do have an idea who you are calling Fred West and Rose West, but what the Wests did was so evil and depraved - they should have been executed quickly - that comparing them even remotely with two on this forum, that you say lied, is very odd in itself.

Stupmy, a bit unclear what you mean exactly. I realise that 'tipranks' is simply pulling info together, but the info I posted is of today from their website. EZJ is down because there aren't enough confident buyers right now v sellers to raise the price. The targets are only targets and for within the next 12 months so today or tomorrow little relevant, but I do find it surprising that buyers lack confidence as the analyst forecasts are quite attractive and many do pay them attention otherwise why bother having them. I bought in before the recent pullback and am very confidently, albeit surprised at the drop, Holding. When Steve Jobs left Apple and then died soon afterwards, the impression was that Apple was finished, but then Tim Cook took over and it's a much higher value Corp now albeit with some recent challenges. The EZJ guy leaving will probably benefit EZJ because even the top guys lose interest and fresh eyes usually override old ones !!

RichEO,

"The people that matter - the market makers, the banks with their algorithms and the uselsss analaysts they employ - all with pretty limited experience of the real world - say “crap company, risky, poorly run and the CEO wants to leave”. Stay well clear."

fyi comprising those "useless analysts" with "limited experience of the real world" etc.... !!!!!!!

https://www.tipranks.com/stocks/gb:ezj/forecast

Based on 10 Wall Street analysts offering 12 month price targets for EasyJet in the last 3 months. The average price target is 694.17p with a high forecast of 852.01p and a low forecast of 526.24p. The average price target represents a 46.28% change from the last price of 474.55p.

Think again !!

NMABI, I haven't been selling !! Today's drop I'd guess not pi's top slice selling, but an II reducing. We'll find out by w/e RNS.

I sold some of BAE and RR too early so won't do same with BAB !!

Yes Uncle_Doug, saw that to. ULVR is a fantastic consumer food business. It has been lazing about in last four years, but recent action to improve the corp structure and be more focussed on product profitability should yield positive results. Glad they are holding on to the Russia ULVR Icecream because why should they give it to the Russians FOC ?!! If it upsets various groups then they can always compensate ULVR for it !! Had enough with BP's £25b gift of their Rosneft stake and of SHEL's c. £5b gift to Russia despite the hypocrisy of UK and Europe continuing to trade indirectly and directly with Russia.

Meoryou, tempted myself, but have a high qty already and try to limit my exposure to too much in each share. I do feel that it'll hit 500p again soon and the downside risk is low so it would be an easy 40p gain from 460p. However, I thought the same with EZJ recently around 530p and now it's 487p !!

Phippsy, well done if you're making money as a day trader, most regular day traders lose money. This forum seems to comprise mainly investors for a longer period than for a day or a week, but maybe some other day traders may come forward now to specially provide you with information which isn't "last week, last month or last year", but in DEC's case some historical info may be relevant for day traders.

Not entirely sure what you mean by "All vitriol and bile welcome", but if you mean some nasty abuse, I don't even know you so won't oblige you there !!

CRR, what "inside sources" are you referring to or can you not disclose as it was told to you in confidence by someone closely associated with the deal and you won't reveal their identity ?!!! Or the info is somewhere on social media ?!! Assuming the USD to UKP exch rate doesn't change between now and share holder fund receipt then there's a c. 4.5% easy gain if one were to buy at 580p !!