Member Info for Fallingknife1

Cannacord reducing but Hanover going over the a notifiable threshold, Maybe the Share buyback programme is sucking shares out of the market. Fairly thinly traded but a very solid share in my view. Hopefully we can go past 350p into a new trading range.

The Market has woken up after all. Very strong buying in recent days.

hhhaha. Crazy. Will never happen. You can bank on it.

which is my maximum price to date.. Solid performer and still a big gap to NAV. Yield is only 1.5% but at least is consistent and safe. An unexposed share which I think will do well long-term.

today. I like the drop from the highs and fairly decent portfolio. I like the director buys of 53,000 in total less than a year ago albeit at 221p. Down 12% in 3 months but no idea of course if this is the bottom.

I dislike its underperforming of its index on a consistent basis, directors sells not much higher up and that there is more hope than certainty in the share. I will build a position when I am clearer on its direction of travel.

As at 19 April 2021, the Company's discount stood at 8.0%, with the AIC peer group sector average at 3.6%. Even after a 27% rise in the share the discount to nav has only gone rom 12% to 10%. Also fallen 10% since discussion below about the discount. Looks cheap to me.
The main headwinds are inflation and the vaccination implementation or otherwise in Asia as well as US China geo-political tensions. But the company has outperformed its benchmark over 3, 5 and 10 years.

so decided to take an interest. Up 80% since its inception and really performed well in the last two years. An incredibly important area and hopefully lucrative too for investors. I am looking for £50 here.

and the SP goes up. Typical of the Tic. Get Eddie in. He got the Know Howe.

Risks are to the upside for Electrocomponents (ECM) after the electronic parts distributor delivered a stronger than expected fourth quarter, says Liberum.

Analyst Sanjay Vidyarthi retained his ‘buy’ recommendation and increased the target price from £11.00 to £11.70 on the stock, which rose 18p, or 1.7%, to £10.99 on Friday.

The analyst increased his full year 2021 profit before tax forecast by 2.8% and 2022 earnings estimate by ‘a cautious 1.6%, with continuing freight costs and [foreign exchange] weighing, despite the expectation of strong sales momentum’.

‘We think the risks are to the upside as the year progresses, given the strengths of the digital model. We expect further synergistic acquisitions,’ said Vidyarthi.

My own TP is actually 1200p. Let's see.

to good news. I will add more. I think the return of cash will be more than the fall in the SP due to its return. When the detail is fleshed out I think we will see a jump in the SP. Tackling the debt and the pension is certainly useful. I have only one question. How EXACTLY do you pay 2.62 bn in CASH?????

Bump ***** takes a bow****

bump. Tipped in Shares Mag today which should put some petrol in its tank. Been a good share for me having punted it in the lows of 190 and 220p.

Well said Noel and sincere thanks to you . This is my fourth year posting on the share and up to only six months ago I was accused of being a shorter, deramper etc. I used to enjoy debating with you when we were on opposite sides of this as even though I disagreed with you I knew you were passionate about the share and had a sizeable investment. I also knew I was only putting forward my take on the share and you could accept or deny it. I have only ever had issues with the self-appointed board policemen here who tried to make FLX bb an echo chamber of their views. You can see how dangerous that is with talk of moonshots, rockets and god knows whatever nonsense. The first true thing either of that dodgy pair has said is posters have been driven away. You and I welcome debate. They do not. Look at rule M of LSE which they choose to ignore. Says it all!
5. You will not;
a. discuss illegal or criminal activities.
b. post any confidential or price sensitive information or that is not public knowledge.
c. post misleading or false statements regarding the share price and performance. Such posts are deemed as market abuse, and may be reported to the appropriate authorities.
d. post any private communication, or part thereof, from any other person, including from a member of the board of directors of a listed company. Such posts cannot be verified as true and could be deemed to be misleading.
e. post any personal details (e.g. email address or phone number).
f. post live price or level 2 updates.
g. publish content that is not your original work, or infringes the copyright or other rights of any third party.
h. post non-constructive, meaningless, one word (or short) non-sense posts.
i. post links to, or otherwise publish any content containing any form of advertising, promotion for goods and services, spam, or other unsolicited communication.
j. post any affiliate or referral links, or post anything asking for a referral.
k. post or otherwise publish any content unrelated to the board or the board's topic.
l. re-post premium share chat posts on regular share chat.
m. restrict or inhibit any other user from using the boards.
n. impersonate any person or entity, including any of our employees or representatives.

has been long and strong. Having been 33% up on my purchases I now find myself down a small amount. it is possible either the director sale or the election or a combination of the two has caused the retrace. Whatever the cause it has been sticky as it has gone through various support levels. Maintaining a wary eye here but some news would be welcome. Also I think Jay should be forced to issue a No reason know for decline RNS or fess up given the extent of the fall.

Seems to be marked down for no reason! I will add as I think the small drop of 4% is unjustified. Probably in an overlooked sector with other stocks being more sexy but there will be a return to value stocks at some point. And Bilby is exactly that.

Hilarious! Costing people their shilling is exactly what you do. I accept my view may not be correct on FLX. You and your dribbly mate cannot accept any other view here. Even when Noel and I were on opposite sides of Flx I respected his opinion because he could make a case for the company. People have disappeared off this board as moonshots station masters and Sheps are the contribution -if you could call it that- that gets regurgitated here by you and the mindset while the SP sinks. Perhaps if you posted on the subject of FLX you might stoke up some interest but I fear you are incapable of this.

Yes Oogle. Rising CPO prices will mean little to those who know DKL at least until they revoke the decoupling from the official CPO price OR get RSPO certification where they can export at a premium to local prices anyway. I am more concerned with production myself.
You would or should wonder how long their "canny" agreement will last in Africa should in the event of a collapse to $500 of Official CPO? It would become Scottish I reckon as in "I canny pay that (800E) ".

Well at least one of the rocket fools has admitted to a loss despite their bluster and attempts to bluster anyone questioning the share off the board. There is probably a nest of these vipers so for noobs be careful where you tread here.Noel and I play whack-a-mole but it is a tough gig.

Morning Oogle. Which prices are you referring to that "the market will catch up if they keep rising" ? Sorry I am confused.

Great user name btw. Wth does it mean? :)

skittled this afternoon. A 6% drop is a but severe but hey ho. Hopefully it will recover soon but good news in that I can freinvest my divi at the end of the month at a cheaper price per share.