Member Info for Danger_Mouse

Doh! 1 week behind! But still 250,000 last Friday!

250,000 buy back on Friday, it’s more than 2.5x the daily average of recent buybacks (which ranged around 10,000 to 50,000 shares). It happened on FTSE 250 rebalance day (Friday 21 June), likely helping absorb excess supply from IHT and AIM-related sellers.

Seems cheap on P/E and had very good growth.

Pulled as in sold? Just does not make sense. Multiple compression has already happened, but strong FCF and potential for M&A or buybacks keeps upside very much alive.

I would have assumed the buybacks would absorb all the small holders. However, we have to accept that there were far more sellers than buyers, more than we anticipated. At some point, this dynamic will reverse sharply, driving prices upward. The bottom hopefully behind us.

Also known as a "boring but beautiful" phase when most people get impatient but where the best forward returns tend to come.

Quality companies still deliver steady growth, but not rewarded short-term. This is because GARP like GAMA tends to feel laggy in soft markets because it lacks both high-flying growth excitement and deep-value defensive bid. This is usually the hardest emotional part. You see growth, but the price does not yet reflect it.

You all are sitting in the "boring but beautiful" phase, when most people get impatient but where the best forward returns tend to come from once sentiment shifts.

There was a miscommunication in the media but does not change anything, expect the passive trackers to do almost all of their buying in tomorrow’s closing auction, with only clean-up trades spilling into Monday morning.

FTSE250 is probably more unloved than AIM. We are the probably the only users reading this this thread. This may change in time given the state of the US

This should have risen today. Bought some. Now overweight in PTAL, AXL and slowly increasing I3E.

With O&G neer bottoms and strong oil prices today. It would be foolish not too add so I added again to my monthly drip having not added in April. 3 more months left to drip then gas prices tend to rise ahead of winter*.

forgot to add... I double up today. Hopefully go up from here.

I don't want to be negative but renewables still make a tiny 2-3% or so of demand and so its really industrial use where it is needed now... but soon in places like China the EV car's are really ramping up in car exhibitions where there are pretty much majority EV.

However metals are needed now and even with new copper supply

Yes 90%

Sorry it was to go down 6% so a WTI of 64p is about the low point according to the latest analysts on Bloomberg. Look about right on the trend lines.

There is talk of oil going down 6 basis points. I have not added a monthly drip in April (I think) but I have done just now. Its WTI dragging prices down. Global growth is fine.

Normally oil would be $35 in a recession but it is those deficits that should mean oil is bottomed. IMHO.

https://www.londonstockexchange.com/news-article/AXL/2022-annual-results-md-a-and-reserves-report/15938220

There are some forward-looking work and drills in there as well as good performance increases.

People waking up to the strongest organic growth the markets have to offer. Not just over the current campaign. Looking forward to the results.