Member Info for cm45

Lucky escape. Didnt buy yesterday didnt like the spread. Like it t even less today!!

I agree. 2 very canny City operators Nigel Wray and Bob Morton still in here. And the large new loan notes last week says to me that people with the inside track are not getting out. At this price its option money. Time to double up not to sell.

Hmm. 2 directors leaving early. Results due next week. 2x100k sold today. Maybe time to read between the lines before topping up...

Any ideas why? Sales of 200k+ no buys. Looking great value surely?

.....for Apple maybe??

Sorry TmT but no I dont see upside for some while. I have just listened to the CEO interview for 7 minutes and he talks about unexpected delays, and he talks about the future but no real signs of life in my view. And he didnt move the SP. Good luck to those who stay the course but I will take my losses and move on.

They will need to be very good. Market cap now only £18m and sp way way off the 52 week high. In desperate need of a dose of good news. Gla.

Big downdrift since 180p in November and no signs of life short term. Affected by general negative China sentiment and gambling revenues not good. I definitely wouldnt be a buyer now so my logic is to sell and use the hit to mitigate CGT before April 5. Seemed a good idea when I bought!!

Well this has taken quite a hit since the 160p peak 6 months ago and now seems to be drifting. Market conditions tough for CRE with business confidence not high, and brexit having a wide impact. I wouldnt buy now, so the logic for me at least is to sell -and use the loss to mitigate gains elsewhere, to avoid CGT at 28%. But I will keep on my watch list and check out any signs of life....

It's that time of year to clean out the stable to bring gains below the CGT threshold- or pay 28%. Always hard to admit mistakes and tempting to hang on in there, especially with stock like KMK but it fails my test: Of all the stocks in the market would I buy KMK today? Answer: No. But I will keep it on my Watch List to pick up any signs of life going forward, but with a market cap of 50m I fear there may be more downside then upside, especially short term. Interested in other views before April 4!

Buying opportunity or falling knife?? Glass half empty or half full?

Has anyone spotted the promised total revaluation of their retail portfolio? I have seen bits and pieces, and promises to return cash to shareholders but comparing the current capital value to the retail portfolio escapes me? Crucial info.

So Numis project 2016 down from 92.5m profit to 90m-3%. Panmure Gordon reiterate Target price of 640 yesterday.-after 534 the day before results!! Canaccord show 450p. Petrol cheap, interest rates staying down (ecb down today?), more overseas visitors, with sterling low,-and uk consumers eating our more often. Company seems well managed-rolling out new sites almost 1 per week. Looks to me to be a great recovery play from this level. Time to load up...

Sales up, profits up but comments about tough trading. More buys than sells today but sp bombed 17%. Crazy

Many thanks. I thought, wrongly it seems, that they had committed to a revaluation 'early in the new year' and were leaning towards realizing full value ASAP. In fact about 3 weeks ago in a reply to me they confirmed that the revaluation would be made public 'shortly' Change of plan so maybe valuation lower than they thought? Odd that the sp sailed through the market turbulence on an even keel, then missed the fair winds of the last few days. Maybe they gave completed the £18m buyback now. The IM plan? Well the BoD need to keep them fired up through the extended life and if they are happy that the misses occurred despite skillful best endeavors, it seems OK to me to rebase the incentive. The BoD and friends/associates have a lot of their own cash on the line, so I feel their interests are aligned with mine. Looks Like a good buying opportunity again...

Where did you pick up this info?? Not advised to me as a shareholder. You make some very good points. Have you made them direct to the company too? If so, any reply?

Very interesting post. Thank you.

Haha! I guess if they knew anything they would be too busy trading to write this stuff eh?!

I am thinking of constructing a share portfolio to buy what liberum are panning! They do seem to have lost the plot. They write this garbage with impunity to gain publicity, but the author doesn't get fired when proved wrong down the track. Crazy stuff.

400p off its high. But let's not get stuck on the semantics of distress. The point is for a buyer that shareholders will accept a lower exit price from 850 than from 1250p. Which is why megadeals often follow a rout.. That's all.