Member Info for Dartron

This was her appointment in 3rd Jan. Wonder if the issue is that she was appointed by the old CEO? Reading further down CFO doers not sound like someone who normally would take a sabbatical, but you never know it may be genuine.

Nicola Foulston, Group CEO, RBG said: "Suzanne has been hugely impressive since joining the team three years ago. I am delighted she has agreed to join the Board having been the Group's Finance Director for the past year. She will support me as we concentrate the Group on our Professional Services business and create value for shareholders.

Delayed trades from results, at 46p these were still the low end of the day on the 14th. Nicely covered up with at 42.1 buy of 23 shares. Gotta love market maker stocks. Im not decided what to do here yet, with an average quite a bit higher.

Nice for Christopher Mills to grab some at 36p, that kind of price would have been agreeable to me, lets see if 40p is going to hold. It might not.

26-Jun-23 14:00:29 42.10 23 Buy* 40.00 42.00 9.68 UT

26-Jun-23 13:50:32 40.20 6,316 Sell* 40.00 42.00 2,539 O

26-Jun-23 13:24:14 40.02 1,490 Sell* 40.00 42.00 596.30 O

26-Jun-23 11:40:27 40.10 100,000 Unknown* 40.00 42.00 40.10k O

26-Jun-23 11:46:01 40.00 46,890 Sell* 40.00 42.00 18.76k O

14-Jun-23 09:22:35 46.50 35,000 Unknown* 40.00 42.00 16.28k O

14-Jun-23 09:22:33 46.50 -35,000 Unknown* 40.00 42.00 -16.28k O

Reassuring FY update. WTF, no profit guidance, like they were hiding something?

Comments like - Highly confident in medium term guidance provided in July 2021, underpinned by the cost programme which is now expected to remove in excess of £15m of cost by end of FY24 made it all sound very desperate.

Searching round, Berenberg seem the only bull on this now, and for every bull there is a bear, like Liberum who rate it as a sell - One of them is very wrong, but which one?

Tipped in last weeks IC as a buy (looking a few years out).

Currently under book value.

UK Gov support

Growth in end markets

New CEO (deal making record - bought £1.5M shares in fundraising).

Not FOMO, but KOMO. Knowledge of missing out.

Not getting in to a debate, but they have RNS that the tax credit has been received, read the last one.

You say that they will have to... But look at MBH, they are doing a very similar thing, and hardly buying any. Then when the date runs out, they just extend it. I dont see why LDG will push the price up in this market. I also speculate that the NAV has decreased a little on the investments. So all in all, no better than anywhere else. I cant see the SP higher in 2023.

various reasons, it is basically just trying to get an advantage over other participants. most likely computer programs competing with each other over fractions of a penny, and of co**** giving the effect of share price movement, and causing a drift in the desired direction on low volume. just have to wait it out, nothing wrong with breedon as a company.

Done well there Ripley. I think this will recover somewhat once the OO closes.

Https://www.lse.co.uk/rns/CAPD/results-of-placing-06tkwvct52yeac6.html

They did this 2 years ago on the 23rd June. What gets me, is that they also did a buy back in Jan / Feb 2022. Why couldn't they buy these shares and cancel them? Or at least a portion, to open it up to other +3% holders. Surly they must have enough cash to buy those shares. For all the great updates we get, and the increase in their investments etc, the share price is not really re-rating. Perhaps it is partly due to this offloading? Rud owns 6.4% and Boyton owns 12%

I think its has made a base between 118 and 110 over the last 7 weeks. I think the probability of it rising towards results is high. It is encouraging to think that if it rose 30% we still would not be back at the high. Keep calm and wait it out a bit longer, or ideally add.

I use Adblock on chrome, same thing. But these latest LSE videos are really annoying. I am trying to use this site and less TBH.

I think 338 is the buy zone. BREE is a great stock anyway, so long term buys here should do well, but at current levels, I think you will be getting the lows. I expect several funds are having to sell this, due to being AIM only funds. It was noted, in IC mag, that there will be similar buying from FTSE weighted funds as well. I would hope to grab some at this level, but tricky freeing up funds in this market.

Besides, there are other potential short-term drivers for Breedon’s share price; in particular, a reversal of recent share sales driven by technical factors. Analysts at investment bank UBS estimate that around 5-6 per cent of those who held Breedon shares on Aim would have been forced to sell after the stock left the junior market. Breedon's shares were then consolidated at the ratio of one new for five old shares, but the new Breedon shares will only be eligible for inclusion in the FTSE 250 index in September. This provides “an attractive entry point” before passive funds that track the index are allowed to buy Breedon shares. Once they do, UBS analysts expect passive buying of 5-6 per cent, “with active flows (ie, buying) incremental to this”.

O/T, you would think that these chat boards would try and encourage conversation and hence traffic, but it seems they are happy to drive the last few people away with these relentless adverts and pointless videos.

Ever thought of averaging down Alan?

I bought some at 106, 2 days later sold them for 121. 15% gain. Very happy.

Not so happy that it didnt retrace back a little to let me back in, butt I also have a core holding which is now back in profit.

I think we might be seeing the base in many (quality) small cap stocks now, but there is also the summer holidays and further volatility as headwinds, hence selling for profit, which has been scarce for me. I would buy a few more if I got the chance, and go up to 5% on my pf, but have 3.6% currently.

AFM doing the same, and possibly CNIC - two I am watching closely as I hold.

REC FY results very soon, similar company, similar quality, will be a good barometer here.

I bought some around 4.10 or 4.20pm, had trouble buying. Large trades today above ask, this must be bottoming now.

Possible that Odey are selling. I too will be able to sell well under 45p for a profit, but will keep a few to see how it goes.

Https://recordfg.com/investors-centre/financial-calendar/

2023 Full Year Results - '12 months ending 31/03/23 - released 30/6/2023

I published some thoughts on DWF, have fancied making a few videos. It is not advice, just observations.

https://www.youtube.com/watch?v=Sa9qAT1O8Fk&ab_channel=DartronTrading

..and I have great confidence in the growth of our embedded systems business."

Yet, he still hasn't bought a single share?