Member Info for edben

If it was clear cut then there wouldn't be any litigation. Looking at possible outcomes - If they can reach a compromise then the numbers won't be too big either way; if BWNG wins then great! but even if they lose heavily this will be a once off historic problem. Looking forward from there BWNG will continue to be a profitable, cash generating company which can be assessed without worrying about PPI. Presumably they have set aside some money as reserve against possible outcomes?

Eventually the company will start paying dividends again. This should encourage big funds value investors back giving them a yardstick for a valuation. It may take time but I still see £1+ on the horizon

Insane but stuck at this level.
I suspect the big institutional buyers are waiting to see when and at what level dividends will start to be paid again.

Some investors will be waiting to see how big the dividend is when it is restored. Lookers used to be a reliable income stock. Patience and all will be rewarded!!

This company has the right products and the right story at the right time - it should be booming. Covid is irrelevant. So this non-growth is a bad sign. I am still happy to hold these shares as a speculative longer term play (but will keep this under review) on the basis that they will eventually get their act together and deliver what they could. It literally looks like a double or quits bet!

I have been following this company for some years now. Unlike Carilion etc it has not been chasing contracts at any cost but concentrating focus on the sectors it knows. The result has been a steady, managed growth with increasing barriers to competitors and a constant gap filling or spreading into allied sectors through acquisitions. I see no reason for this long term performance to halt.

The Times pick within motor sales

So if Cazoo can't reach the market share they predict, they could grow overnight by spending £600m of their cash buying Lookers .....

Lookers has a decent share of the car market, spread over several brands. I think this is a sector where ideas cross from one big player to another very quickly and there is a lot of staff movement between dealers. I am thinking of the medium term - a year maybe, not necessarily days.

If you look forwards and see the past as behind us, then Lookers' prospects look encouraging and well worth more than 21p a share - though there will be holders who just want out as soon as trading returns. Auditors will be encouraged to look deeper into the accounts of the rest of this sector to see how widespread these mis reporting / frauds are - only Lookers has a clean bill of health. We will return to buying cars especially as diesel then petrol become no-no's. Though there are new disruptive sales channels, presumably Lookers will compete there too.

There's still a bit of November left. If there were a really massive row going on over the corrected accounts we would probably have had another holding announcement by now.

THis one is wierd. iAbra is a tiny company so can't be expected to inderrstand consequences of press releases. But - it does seem they are more than supported by Dell and Intel who have presumably done their homework. Although it does seem unrealistic on the face of it, it also looks as though the very specialist area iAbra has been working is exactly what they claim so could be plausible. I bt TTG quite a while ago as it looks like a steady growth company so even if this is all hot air, the underlying business is worth around the current price. But make up your own mind!

Represents a tussle between long term holders who expect this to be a good long term investment (Norge) and more speculative short term players who are shorting (ie selling shares they don't have) as they are convinced price will fall (or fall relative to another share they hold). Shorting can be costly and is risky so the position will need to be closed out at some point. To sell shares you don't own, you need to borrow them and pay the true owner a regular fee. That's a market - using your money to back your view...

I do hope your maths is right. On the same logic, I bought in a few weeks ago too (av 40p). I expect the price to creep up steadily as more new buyers find this one so I'm happy to be patient to see double or more.

Share price has fallen back to the placing price. Many of the buyers in the placing will have sold out for a quick profit but some may still be clearing their positions as new placings come in. Once all these sellers have gone then real, longer term investors will take their place and we will start to see the real pattern. I see this as a good company with excellent prospects for being rerated but this won't happen overnight! But - worry a bit if the share price keeps falling as this means the placees are preared to take losses!

I think Accrol's plant is in Blackburn so this is pesumably a competitor. Increased competition will mean lower margins so not good news.

They will ideally need to put all their problems behind them. Write downs all at once for fraud, property, showroom closures, layoffs, re-evaluate any finance numbers, covid etc then look forward to a future which can only get better. This might need to be a 2 step process - first get the new management then clear the decks then perform. Still very much odds on that this will look like a good solid, profitable company again in a year's time with appropriate re-rating of the shares.

Numbers looking good; Covid not affecting Idox much - what more can you ask for today??

This is a huge retailer bravely working through a massive structural change. It has shed its high street shops, shifting catalogue to on-line and subject to chasnges in credit rules. They know how to source, deliver etc and the credit they have given will be better quality. If they can earn a steady £70m a year the share's perception will be very different, especially if the dividend starts to return to historic levels (easily >£3). Many "if's" but N Brown stands a credible chance of achieving them. Roller coaster SP can be anticipated in the meantime!

What a shame. Distinctive product line has successfully beaten the retail trend and outlets growing here and overseas. Now the clean upward growth path has been broken. We'll have to be very patient for the next year os so to see the SP back on track.