Member Info for cm45

Many thanks. Looks very positive and still be low the radar for many but should react to results and positive commentary. Maybe Artemis felt that had become a little overweight as the sp marched up. Now to decide what to sell, before buying in!

Bit lonely on here Rivaldo! Looks like you are the sole poster. I have watched them on and off and just see that Artemis have sold a few but still have a significant holding. Brokers have a tp of 450p and suggest div increase. I held off until more certainty in Trumps infrastructure spend, but maybe now is time to jump on board. You still a holder? How do you read it now please?

Great results from EJ today, attributed in part to Ryanair pilot problems, and monarch/air Berlin reducing overcapacity in the market. So presumably dtg have benefited similarly yet the sp. Is static. Maybe only trading update will move it, but looks a screaming overlooked buy. Dyor

Yes, it is,a puzzle and I do hope that it is not a serious health issue for Mark or his family. It is interesting to me that his key executives for operating subsidiaries are all long servers with most if not all with 10years service plus. Unusual these days. So opportunities there to delegate a lot of stuff but I suspect the key deal finding/making falls on the CEO and FD. Seems like a great time to bring in new blood at a high level, maybe from corporate advisors etc. If he finds somebody quickly perhaps he will reconsider. Looks like a man overstressed and in turmoil. Hope he can work through it for his sake. Health and happiness way more important than wealth

No need to wait for agm, just watch Mark WJ interview 18/1 on Equity Development site. Very odd

If institutions happy, why £50m+ knocked off value after excellent results, and great Belfast sign off?? Strange interpretation of the week

People will sell because they are incredulous that the CEO would walk rather than restructure, to achieve better home work balance. And in interview in answer to a question about becoming non exec, merely says he will see what the future holds. Clearly all is not as it seems. Perhaps we should expect a takeover, which would be a reason not to sell yet!

Tip of the week today. States undervalued relative to 888 and daddy power, and repeats Barclays view that gvc value is less than 2021 earnings. Positive views of Ladbroke deal structure. Let's hope sp moves forward now.

Num is brokers just initiate cover of Uanc with a target of 400p. Another step in the overdue re rating ....

With the latest deal looking a cracker, and the large credit line renegotiated on good terms, surprised the sp has hardly moved. Just topped up. Future for tef looks bright

That was my first thought too but then I decided it was really positive that he could get 1.4m shares away at 160p. Shows confidence that they can be resold quickly at a higher price inv.

More strong buys today. Good to see.

Why do you say the small independents can price cut?? Surely SFE have economies of scale, particularly with the new factory ? But like tesco and corner shops for example.

Plenty of buyers around at this level. A £400k buy just gone through. I have topped up. But rather less than that!

I will be very surprised and disappointed if the dividend is cut. The sales value miss was very small although increase cost of sales was disappointing. My sense is that they are being conservative and rightly so.

To answer your question, Zoo is on my watch list and I am trying to distil the facts from all the hype. I have no ulterior motive. I have been around far too long to believe comments on these boards influence the price, particularly when the bulk of the stock is held by a very few institutions. They will move the price. Look, no one saw the last placing coming and all /most were shocked it was done at 9p. The price at which the investors felt risk/reward was acceptable. And accepted by the company as they had no better options to raise cash to expand. I question whether so much has changed in a short time but I do believe the company will need cash to expand and probably see the recent dramatic sp rise as an.opportunity. I would in their position. Finally this is a bulletin board to share opinions, not just for unbridled optimism.

I smell a placing, known to some already at a guess. What price? 30p? 35p? Not sure they could get it done at 40p....

The Sabbath as you call it, in Saudi, is surely every Friday. It was when I worked there.... And unless they have all converted from Islam to Judaism I guess it still is

Not sure about that. A drop of 18% suggests a falling knife to me - in the absence of a preclose bounce. It has risen far and fast on a promise but little tangible underneath it and the results, I for one, found underwhelming

I agree. I don't think the market understands Uanc. analysts try to apply the same metrics used for other builders and it underplays Uanc unique wholesale value adding approach. Maybe with a couple more days for them to analyze Uanc properly, the sp will advance. They are building a very strong reputation with planners and developers to very good effect, and significantly shortening timescales from large site application to development starts.