Member Info for Doog58

I thought the William Hill App was rubbish during the Euro's.

You almost wouldn't have known they were on.

No offers worth having and no reason to bet.

Ladbroke was much more vibrant and where I did my, albeit small bets.

Mks has dynamic leadership who have really turned it round.

Ocado don't and Marks are forcing it to improve

Good for both companies and I hold both.

I'm holding Tui in Euros on the Frankfurt Exchange and I'm with Barclays.

There is a fx charge to buy or sell but I'm confident this will rerate upwards once the switch is done, so I'm aware of the costs and am expecting these to be comfortably surpassed by the growth.

Planning on holding for a few years.

Not sure I go along with the manipulation theory. There was a lot of hype building into yesterday's close an FOMO kicked in.

Today's results were quite good but nothing stunning and OTB has settled at what the market sees as fair value.

Hardly anyone comments on CCC but it relentlessly increases profits every year and is in a growing industry.

Apart from MKS it's my best performing stock in the past year.

A good chance of a special dividend too.

I've let the dust settle before putting in my two pennies worth.
The results were good and the free cash flow shows a healthy company.
The trading statement was very upbeat and the results more cautious.
This spooked the market but the fundamentals are strong.
There are plenty of signs that this will not be a full blown recession in US or Europe.
I've added this morning.

We recently drove past a Tirupati office between Jaipur and Udaipur.
It was an impressive modern looking building.

I've added
If the natural fracture proves successful then its game on.

Ignoring all the noise the housing market hasn't collapsed and as its intrinsically linked to the British economy, no government can allow it to.
Prices and demand never rise in a straight line and sometimes pause to allow earnings to catch up.
Share prices reflect maybe 12 to 18 months ahead.
Excellent time to buy and lock in circa 10% on average dividend.

This share is being pumped on multiple boards.
Be careful!

It looks like 'the seller is Nick.
down to 2.1% and probably going out completely.

I was in Val for years and have seen many placings.
Always the over-riding thing was the science works, even 'bloody works' in George's words.
Throughout all this the market value has remained very low.
Why if it's that good does nobody including the board, multiple drug companies etc not want to invest?

The markets are us.
If you believe in investing in quality then Mks is showing good management in multiple directions.
It's pretty much last man standing on many high streets and already taking over Debenham stores in the better location.
The Ocado tie up is a quality operation.
Food is excellent and clothing is gradually improving.
A bit of patience will be handsomely rewarded.

It was the lack of clarity which convinced me to sell up.
Who knows at what price the fundraise will settle.
Surely it could have been done and then Rns'd

There are always two sides to any discussion and I'm on the side of the management with quarterly reporting.
It allows them to be focusing their efforts on production without worrying that a couple of bad days might necessitate a big PR push wasting management time.
Anyone who has worked in production knows things happen unexpectedly.
Over 3 months the real trend of production can be established.
Turnaround takes time.
If you believe this is happening then a little mire patience will see a handsome reward.

I didn't want to post while the market was open as it may have appeared as ramping but I have gone back in at what I believe is an excellent rentry price.

Sell off has been overdone on a tough market day.
Any Rns seems to cause problems on Aim but it will soon recover.

Turnaround stories always take time and this is engineering/production.
It's a slow process and set backs happen but the production levels are moving inexorably up.
I'm confident we will be very happy in 2 years time.

The trouble is there are no profits in the short term and the nature of this type of situation is the share price will drift down.

The idea that it's one seller is laughable .
Sentiment has changed as uncertainty has increased.
I sold my last shares at 89 and got some stick but it was the rail delays which convinced me.
As I've said before markets don't like uncertainty.