Member Info for Fallingknife1

with enough shares being tendered to take the holding >25% and thus empowered to veto any special resolution. Provides a bearricade against any resolutions the tenderer doesn't like. Hopefully we will get a bid at a premium but I think upside will be somewhat limited by the concentration of shares in one hands. That said, some weak hands were takn out and investors will have to pay more to gather in shares.

Got to be a wind-up surely!

Strudel, Afraid so :) I got some of these from being and ACMG holder and some invested bt having held since 2014 with divis I think I am almost at break even. Been a very disappointing holding given the potential but the yield has been decent.

Well if current trading maintains then we should get a filip on Dec 13th with a seasonal giveaway in the shape of a special divi. Hasn't a lot of refit work already been done? If so, then Capex will lessen in the current cycle freeing up more cash. Any slip in the SP should be seen as a buying opportunity given the steady performance to date of the company.

Seems enough in today's update to suggest HSTN is worth a buy up to 105p. Managing to increase rents going forward while getting uplifting portfolio sales is pretty compelling. Could we see a bid emerge?

Despite the obvious temptation to cash in for a qucik profit. Must be good underlying strength here which hopefully means that holding on will bring greater returns. I am hopeful myself that after a chequered career ITM might finally be on the right road.

now after the director sale. Some underlying strength is evident and If I am on the ball I think we will see 250p soon enough. JPMorgan is overweight on this with a TP of 270p which if realised would be far more than pin money for any investor. I am staying the course here.

I think BMS is more shipshape than the falls suggests. Te oil price volatility is helping BMS and a rise in oil in these uncertain times would help BMS. The low sulphur IMO regulations kick in from January and these too will be beneficial to BMS. The currency picture is more mixed as the weakening dollar which denominates its earnings is offset against a weakening Euro in which its liabilities are denominated. Very pleased to see the divi being maintained. Once the sell on results crowd are out we can see a more stable if not growing SP.

and the acquisitions are really paying off. Gb group is worth 700p imo. Swung from a net cash position to debt but paying it down quickly. When debt is paid down then there will be good scope for divi hikes and a boost to the yield. Looks 20% undervalued to me.

the day on the front foot. No special divi this year but I suppose it is possible they will resume when cash allows. Might dip a toe in to these when the rise becomes a bit leg weary. The business has some way to run yet but today's update has enough in it for me to think that overtime this one has legs.

The mini sell-off didn't last long and HSTN is gaining a little bit of traction. I expect a test of 100p shortly but whether it can sustain above that level will be interesting to watch. I do think there is inherent value at around 100p.

Harsh but.... fair I would say Phil. Record production figures only by a thin margin and against very poor comparatives. we should be over 50000t by this stage. The Board have taken us from 20p to buy right down to the current SP. Investor will put money in on potential but any such trades are more than offset by disillusioned holders selling hence we have an SP that is dwindling away. Even the company can point to very few short-term drivers that will lift the SP. Personally I would welcome any sort of bottom here as there doesn't seem to be any support level here than I can tell of.

It has been fairly strong from 93.5p recently with good momentum. As the gap to NAV narrows the brakes will come on but am wondering whether investors will cash out at 100p?

Morning Phil. Hope but it is rock and feather. Falls like a rock but rises like a feather on any unfavourable/favourable but the company are not currently delivering anything of substance to underpin the SP. Even a surprise to the upside in q4 production is about 10 weeks away. We used to have EOY SP predictions. I shudder to think where this one is going!

Down almost 8% as any seller struggles to get the bid. Not much underpinning the SP in terms of news. i reaslly wish the company would get to grips with production in order to show investors that we have any sort of momentum. Instead the directors are taking us backwards at a million miles an hour. Every AGM has seen a marked deterioration in the SP viz-a-viz the previous year's AGM yet you wouldn't suspect it from the optimistic noises that emerge each year from the said BOD at the said AGM.

ITV is as pretty as a picture! Much more finely tuned than before and its direction of travel is good. Goes ex divi Thursday so although SP performance has been a bit fuzzy, its dividend yield policy is crystal clear.

is not just the tip of the iceberg!I really like the company so would average down if I could catch the bottom. Might go on a fishing expedition for some more at 500p if the SP melts away.

which is a good sign. Looks undervalued to me but probably not worth over NAV. Decent share to hold in my view and the recent lease renewals at more favourable rates should cement in some profits..

second-hand that this would be a good investment but I suppose only time will tell.

and moved it's TP to 3250p from 3100. The bank seems a bit slow in catching WIZZ so I am not setting much store by their forecasts particulary on WIZZ or any other share until they become more up with events.