Member Info for Everton66

Kohl’s fit the 49 state coverage which they mentioned (they operate in every state except Hawaii). Will be interesting to see who they’ve gone with

Hi Polish Cap. How do you get to a 75 pence valuation? Earnings multiple or DCF?

Apparently JP Morgan have reduced to even weight with a target of 240 (reduced from 300)

Added here today. After a long period in the doldrums seems to be signs of life - with the price likely to be underpinned by the possibility of corporate action given Blue Coast have close to 30%

How have you managed to get an average of 123? The share has never traded lower than 145 (and then only briefly).

Https://www.joint-forces.com/defence-equipment-news/73953-avon-protection-mcm100-chosen-by-new-zealand

Positive news flow - contract win plus product development news

Really hope you’re right. Sold a few of mine as I can see this continuing to decline. No buyers and no IR activity to stop it.

Looks like it may break the all time low today (51p). Can’t sell any online

Thanks Polish

I don’t understand the reference to Wace’s desperation. What is it you say they are doing?

Thanks in advance

Absolutely. Share buying should require a Messianic cult like belief the main tenet of which should be positivity. If you see the price fall from 112 to 100 just be more positive. Whatever happens, do not tolerate honest debate or discussion. Onwards to victory!

Https://www.globaldata.com/newsletter/details/ssp-group-acquires-are-in-expansion-of-australian-airport-presence_80858/?newsletterdate=2024-05-03&hubspotcategory=gd-foodservice-prospects-daily&utm_source=website&utm_content=other_daily_news_articles&utm_medium=top_navigation&utm_campaign=type2_foodservice

Expansion in Finland and Germany and news of commotion of the Australian deal

I don’t understand how you can say with such authority that there are “players” seeking to manipulate sellers into selling? Is there evidence for this? (Genuine question).

I regret to say I entirely agree with you

Down again - and below where it was pre results. Wouldn’t be surprised to see mid 90s over the next few weeks. We may think that this is cheap but the market clearly doesn’t. Could be in the 80s after the 4.5 pence drop when it goes ex-dividend. And remember this is how the market reacts to good news- imagine if they announced lacklustre sales / profits…..

Plenty seem to agree with you. Lots of buys this morning

Trading update looks like a good one

It’s the Lindt bunny for 25p promotion if you believe the newspapers (this is an actual thing that has captured some publicity - honestly)

If only the market cared!

Tipped in the Times