Member Info for cm45

ST analysed scenarios and predicts 164p take out before long. I think it could be more. Bnpl growing fast

Just written up by ST as a hold. Same as his last review- since when, sp up c16%.
I think he overstates regulatory risk and under estimates usa potential. (no mention of WMH)
Also no mention of market consolidation upside.
He seems not to like 888 for some reason. Happens sometimes!

Followed by 2 x £110k sales. Coincidence?

And still pushing on. Added about 5% since your post. Persistent buying. Any guesses on taken out price??

And someone bought 100k yesterday. If it looks like a fish and smells like a fish....

Just added a few using div proceeds in my Isa from elsewhere. Redx is so far below the radar it will hit the runway soon! Then take off maybe at next rns. Way more upside than downside in my view

Down over 16% in 4 weeks. Why? I thought it good value at 120 ( and ST in InvChrn set target of 175) and it looks very very cheap at 97p now.
Have I missed some news? Or is it just drifting due to lack of news?

By Edmond Jackson in II. Good analysis of trading update and encouraging to see director buying of this rather overlooked stock.

now down c25% since mid may on very thin volume. Results due 27/7. Looks way more upside than downside to me.

Due to the unusual share structure now, with just a few of us tail end Charlies, sentiment has little impact so sp drifts down through sheer lack of interest, inbetween 'events'. But those events are highly geared so sp will move significantly in either direction, depending upon the 'event'. My bet is that the upside is much greater than downside, so I am happy to tuck this away and forget about it for now.

Su h a quiet board. €49m contract win announced by RNS today. Significant marker which is likely to lead to further wins. After recent sp fall back this looks very cheap imo.

Maybe a little nervousness ahead of update this week but a very well managed business in an expanding sector. Happy to lock away more at what looks a bargain basement price.

Just been offered 596. didnt take it though!

too long an article to summarise and as a paying subscriber I dont think I should upload it free.sorry

Because tipped again by Simon Thompson today so sp marked up-and spread widened! Notable that no director buying for 18 months when several bought at 56p - or maybe they were 'allicated' (I didn't check. Not clear what it will take to reduce the discount, without a bid.

It is and twice as many reported as bought than sold today, yet the sp declines.

Very good trading update reporting great strategic investments across the 3 divisions. Should attract broker upgrades and positive write up from ST in Investors Chronicle. 300p will soon be seen in the rear view mirror imo

Held these for 6 years now and just added again @280p. Seems very little downside and plenty of upside on both house sales, land bank conversions and industrial/logistics investments.
Still below the radar but that will change

Not in gan?

Vnh is worth a look too for all vietnam fans. Double the discount of VOF. Imo....