Member Info for Couerdelion

Well let's maybe see if we can park my earlier question but address the key one which is where the share goes from here. Much like Trotsky, I also do not know though can I perhaps suggest that we might be seeing some sort of chart-based overreaction as the ex-div price kicks in and all the indicators start flashing red. If there is a certain bearishness around the stock today the only resistance will be ready buyers which sets them an interesting dilemma - why buy today at 54.4p something that might cost 50p next week. It's that sort of logic that makes me bearish on the SP until it finds support.

Not to say that the share isn't still quite cheap. Still around 50% of MCap is cash and the buyback is continuing to reduce the share count. We'll see what news the AGM brings.

What part?

Technical indicators are bullish. SP could climb a further 3% before encountering any resistance.

I filtered long ago. I generally do that to anyone who posts selfies all the time.

Probably just a foreign agent. The only good thing he has to say about any stock is LOL.

This might perhaps explain the SP movement today after ST's article was released on EAAS.

https://www.investorschronicle.co.uk/content/b23684f1-fbce-4bb7-94b0-07e0a36c7555

It's not that good an article and nothing we don't already know here.

Well after yesterday's "poor/mediocre" update, the SP is higher and over 10% up on yesterday's open. People are indeed moving their money but a lot more is coming into W7L than leaving it.

Always like to keep a little money here as there's plenty of upside and growth potential if you consider how the bonus scheme is structured. I voted against it but there's plenty of incentive there for management to generate EPS growth. But I wasn't going to turn my nose up at a >15% return for two days investment so I sold around 2/3rds of those I bought on Friday.

Just a few days now before we earn our 5.5% dividend for the year.

Easy money today but no reason to sell quickly. I'd expect at least another 10% in the next week or two but more over the medium term.

I think I broke the AI, asking it about money.

You're going to have to remind up - where is this cashflow you speak of? No profits = No investor returns.

Long-term for an analyst probably means 2-3 years.

I think 45-50p EPS is probably more key and we don't have to mess around guessing about market sentiment, simply what we think those earnings are worth. For me 540-600p would still be on the cheap side.

Unfortunately you've fallen at the first hurdle, wozzer. "Proven cash-generating" is not a term one could apply to any of the investee companies as they are not generating cash - at least not sufficient to cover costs - let alone of a proven nature.

I too couldn't resist selling down at these prices - around 40% of my holding sold in the last week. For the short term I felt that the downside risk was starting to outweigh the upside potential.

It's still a sound long term investment though I consider myself underweight here so will be looking to add on any sizeable dips if I am lucky.

How kind of Deutsche to come back with a price target of 395p.

If we take the forward EBITDA figure of 250-300m EUR, then the company is currently trading at less than 4x the lower end of that range - and 5x 2025 EBITDA. This feels very low to me and I would have expected something closer to 8x. I'm not suggesting that the SP will double in the next year, but there is easily room for it to be trading comfortably north of £4 by the end of the year.

All this talk of Milliband for PM is doing wonders for our SP today.

I think I've cracked it. If he's talking local currency, ZAR 1m would be around 1m shares while if the article thought the shares might double in price, you'd only need 500k shares which you can pick up for just £24000 - the sort of change that all of us keep stashed away in old shoe boxes scattered around the mansion/palace/villa.

If it makes you a millionaire at 4.8p, chances are you already are.