Member Info for cm45

Just heavily tipped by Simon Thompson in IC. Like LXB, they are winding down through realising company assets, 2/3 of which are UD$ denominated so have significantly benefited from the fall in the pound. ST thinks the assets atre worth niorth of 90p and he believes the market is overlooking their real value. The board are all credible city figures (not spivs!!) and this looks to me like a one way bet. But dyor

Director buying another 600k pounds on 8 July so solid confidence from someone with the inside track. Good enough for me. Time to average down and load up while still at this low price!

Very interesting analysis and I share many of your views. And of course wish that I was 95% in cash right now like you! Well done. Cash is king just now. I suppose the only joker in the pack on your book value anaylsis is that some value more conservatively than others- and at different times?. In times of turmoil like this mercant banks are often rushing around trying to stimulate mergers/acquisitions and anyone below market value is fair game, so long as consolidation can bring cost saves or market benefits.As with Taylow Woodrow and Wimpey.

Another director adding another 100k. Looking good. Onwards and upwards.

Even today with such a strong trading statement and outlook. Strange . It would be good to hear from other shareholders in this below the radar quality company.

To paraphrase: this is gonna take far longer than we planned but its not our fault! Hard to see what will bring a rise in sp this year now.

Very thorough analysis in IC today. Suggests a conservative uplift of 40%.very happy I doubled up at 205p.

Rdw was best value in the sector at 420p. Drifted out to 395 with brexit noise. A steal at that price - so I have just stolen a load!!

This seems quite a unique situation. The company is winding down and returning realised capital to shareholders. Mine arrived today. Simon Thompson Investors Chronicle has written up his analysis today having spotted some buying from the team presumably reinvesting the proceeds as I have just done + a bit more! Those closest to the likely future capital pay outs atre putting more of their skin in the game. Good enough for me to double up..

Many of you are closer to this than I am so how is the cash burn? If they need funds the placing will be at a very low price. almost option money now and still trending down..... For those confident in the product/company, a good chance to average down?

You are so right and if town planners would do govt wants and get their collective fingers out then builders could increase output . And bvs offers best value in the sector but investors have lost confidence in the management . Needs some institutions to shake up the board . Or a takeover to release value

I like your analyses. Have u looked at st modwen and galliford? Both have high broker target prices for what that is worth

Just spotted that pag have been buying in their own shares for a week now. They are way off their high of 440 and ubs have just posted target of 460. I think the hitbto the buy to let market has veen way overstated and although I am jursing a lossvgere I feel its time to Average down before exdiv on 30/6. Yesterdays brexit poll may give a buying opportunity today too!

I was just going to buy but then saw the spread above. 2.26% Jeez. is there a reason for that or just MM greed?? Reasonable t/o today so no excuse for that profiteering surely?

.. at the last minute in the hope that BHY get the positive w/e press cover that they merit. But maybe too far below the radar... Happy to tuck away at this price anyway. I like the risk/reward potential. BHY talked of Brexit risk in their results but I see the bookies have a gap between in or out of about 25-1 in favour of staying in. Looks just now as though, much as many find the Brussels dictats (and expense accounts!) intensely irritating, fear of the unknown will get a remain vote done.

I see the placing at such a low discount to be a significant vote of confidence from institutions who clearly expect a decent return from this level. As with many aim companies agl is for patient investors not short term traders . If i have a small concern it is that we get overtaken by one of the many research companies / bodies working on early non invasive cancer detection.

Doesn't look confident to me if he spent less than 5000 quid!! Looks like a failed attempt at cosmetics

Great results yesterday from this much overlooked builder/developer. Still undervalued after yesterdays 6% rise in a flat market. Not exposed to London over valued land/properties, very well managed with low risk and achieving good profit from adding planning permisions to growing land bank. Time for me to double up and lock away, It will tend to drift between results but then, move up as yesterday, I can live with that!

big drop as 38p returned to shareholders today.

Vec results due today I think. Hope they help our sp. Undecided whether to see before decision day or accept vec paper. Their sp has not done much this year despite good business progress. May sell then add vec to watch list to buy in to bigger entity post merger. Dealing cost low and i have cgt losses to offset on my v healthy skp gains...