Member Info for Dartron

I dont post much, but been here since late 2019 (followed Trek here!). Still my biggest holding 50% of everything. Might finish the Mortgage off if we get to that £3 valuation. GLA. Also started SAVE yesterday, got a great entry and up 5% already.

I got some today at 5.66. I have been buying in little bits on several shares, yes I pay more fee's but that is compensated by getting a far better price. Looking at the chart, it is now back to key levels that it held before it took off - July 2020, so I think it must be getting near to the bottom. It is now in an area where there is plenty of support so I think buyers will start to come back in.

Exactly the same for ITM too.

My best performer today. Way to go TXP.

Got a few more today, in the January sales.

Yeah, I have done similar things. I had some shares in my ISA, which I exited and bought back in my SIPP as the timescales are more suited - got better prices for them over the last week. I sold my EQT over the last few weeks, having been invested for 12 months and lost 50%. I find it very hard to judge the financial situation of EQT, with such convoluted business arrangements. Might buy back in, but only once EQT make and declare an audited profit, but getting quite doubtful to be honest if they will make significant profits.

I think I was a bit eager on I3E, 13.75p this morning never mind.
Any opinions on SQZ (Sercia) if it all kicks off will the uk producer gain any upside? (was tempted today, but didn't).
Started a position in SAVE today too. Timed that one a lot better.

Sold my shares this morning for 13.59. Felt robbed at the time. Expect I will get them back cheaper tomorrow, if not - oh well, bought several high cash generating companies today at massive discounts to last week. Sometimes you just have to go with the flow. SAVE,JLP,I3E - all coining it in.

You reckon BatM have some secret technology for that? Wouldn't surprise me.

If the company is earning cash flow, has increased earnings, pays a dividend, then it is not worth trying to catch the bottom. Hence why I am buying little and often. I did think I had enough of these shares, but if they are still this price tomorrow when more funds arrive, I will take another tranche.

I held off adding money to my pension all last year, due to uncertainties in my own business. I felt that I had missed out on the 14% gains the FTSE had made in 2021. Yet, I started adding money last week, and am now buying at 30 to 50% discount in the shares I wanted. Cant wait to buy more tomorrow, have a shopping as long as my arm.

Reloaded & increased @ 6.12p. Worth the (agonising) wait.

Trimmed more today. I expect a blood bath later today, due to BTC. I agree with what you have said, and given it has revealed itself to be such a poor decision from TSL, doesn't bode well going forward. I was hopeful Block could find it's floor quickly, but even at distressed prices, a great amount of commentary points out what a poor buy it still is. Oh well. At least everything else has drooped so not quite such a loss. If I sit on the cash for a day or two, ill probably be quid's in.

BP, you said you have some left in this to run, albeit de-risked from memory. So what's your take, you still happy to hold?
I have read your posts on many other shares, and found you to be spot on (even when others didn't want to hear it), so value your opinion. Like I said, not make or break to me, and if I need the money else where I will take it, but I do think this will recover to at least 60p if Block gets back to $155+

Not really sure what your point is BP?
Ceres power new low today,
ITM new low today
VLX new low today
Blah blah blah.

Yes the price is going down, so is everything else in this space, so is it really worth coming here to give it a kicking?

I did sell a little bit today, just couldn't pass up buying some other bargain, sure lots of others are doing the same. When Block starts to go up, the crowd will arrive, IMO. However until then, this is has the least potential. Not helped by the seller either, who probably has different criteria to average PI.

Off topic, is anyone else having trouble with the site? Keeps logging me out.

Interesting thread. Yeah, I cant see many weak hands being left, and more so it is allowing and trapping more people in.
CWR behaved exactly the same as GGP yesterday and today. Although CWR made a new low today and GGP didn't.
I am in the process of adding more funds in general, though have enough GGP (or should that say have had enough of) LOL.

Yeah, damn all those buyers. Where's my retrace to reload and increase. Really thought id get some today nearer to 6. Thought the RNS mid week about those warrants, would infer some selling. Maybe it has happened and demand is just so strong.
Maybe WW3 will be my 6p entry?

It took an extra day for my new money to turn up in my SIPP, but bought more today @ 68.1
I have a SIPP now which I can pretty much forget about, all quality stocks with growth prospects, most generating cashflow, (all small caps) - plus few resource companies, which are as near to sure bets as possible. Being in the SIPP, I can wait now and monitor the performance over a period of months rather than days unlike some people who post here.
This week I have also bought VLX, I3E, CWR, CAR, & ITM. All of which I plan to hold for years and see huge growth potential in over the next 3 years - I doubt all will make it to that horizon as they get bought out. I also have more funds on their way to my SIPP, so will be making more purchases next week. I wont clog this board up, but will post anything I buy on Twitter.
https://twitter.com/DartronTrading

I too remember Royal mail, when it hovered around £2, and I sold out because of poor sentiment on bulletin board posts, what a great analogy Flatcap.

For BatM: I have estimated revenue of $110M (based on HY 74M) and Gross profit of $55M (based on HY 25M). I tried to track and adjust my spreadsheet as the contracts were announced, but there is a lot we dont know yet. To be honest, I see BatM as having their time in 2023, once Edgility really ramps up.

I think I have posted before that 80p was fair value IMO based on what we knew, so to be able to sell into the short and buy back at average 70p, gives that much hallowed 'margin of safety'.

"Looking ahead, we entered the second half with a strong order book and receiving sustained demand for our diagnostic solutions. We also continue to expect to generate revenue this year from the roll-out of Edgility OS by PCCW Global. As a result, we anticipate achieving better-than-expected revenue for the full year and EBITDA to be substantially ahead of market expectations with growth of over 40% year-on-year. Consequently, and supported by a robust balance sheet, the Board of BATM continues to look to the future with great confidence.

Sorry, I meant GGP.
Also, what I meant was, it is a great opportunity to ditch some bad shares, and buy in here. You are almost being compensated for the bad shares poor performance, with far more upside here than in said bad share.

I have churned a lot of shares so far in January.

JPM, just notified short on GPP too. It seems a lot of these shares are following the same patterns, like all up yesterday, now back down today. Reading some comments, apparently it will be JPM who have lent stock to someone else to do the shorting. I have CWR at £7.80, and now about to get ITM at very close to £3. Thanks to the shorters. It's great if you have cash or gains elsewhere. In fact, what I sold to buy CWR also keeps dropping so should be able to get that back cheaper too.

NFG.

Well I have made my investment......
After reading the RNS, I instructed her who does the shopping to go long on toilet roll. We are now hedged against inflation for at least 6 months here.

I bought in here this week for exactly that reason. I think Echo1 said it better (without upsetting LTH's) than I could have.
Ill take a 150% gain in a the space of a month or two please.