Member Info for Fallingknife1

Dumper Dude has repented maybe. If it is not one of those cancelled trades which plague DKL it is a good statement of faith. The buyer will be well rewarded if the plans come to fruition here.

What is all this then? Someone paid 9.99p this after. I can see this person doing bird for a long time.

Just back to the placing price of 10p and still under half of the 22p placing price of 2018. Let's get established in the teens now. I am a relative noob here but long term holders deserve reward for their faith here.

but I don't think the bird has flown yet. We will probably see sellers emerge given the good run up from 5.85p but I will be averaging up from here. I don't think we are anywhere near fair value minus a deduction for failed or delayed projects but the more milestones we can achieve to derisk means we are at least 50% undervalued.

Well the high street and retail is getting leathered and maybe mass unemployment is coming too. If they can get online volume then they will do well I suppose. You would wonder about returns though for shoes if they haven't tried them on. Covid will be around for a while so I won't be following in the footsteps of anyone buying in just now. In fact I would probably run a mile. There are less risky plays elsewhere but will watch and see Shoe gets a spring in its step.

Hi DB, You raise an interesting point. Cat is the figures man so maybe he can clarify?
Have you factored in lower production? There was almost 39000t in 2017. Remember DKL price for FFB is correlated to the price of CPO so increased CPO means greater expense too. The Cashew Nuts business starts in Q2 2021 so may take time to get some momentum. Maybe Lincoln could reference his forecast unless he plucked it out of the air?

Yes I suppose the North is particular affected. I think though building companies have adapted. BDEV gave a positive update. I think the company who paid 70p per share should underpin the price. If NTBR falls then it becomes vulnerable to a takeover. Hope the divi can be maintained as this also shores up the Bear

Starting to move up now and I am confident that 2000p is on the way. Fall is ridiculous considering how well the company is performing. Good yield too so plenty to hang on to while we wait £20+.

Good update which shows that Covid hasn't blown the house down. The cash conservation is very good here but until the divi is restored those looking for a home for their money might seek a bed elsewhere. That said I think BDEV is probably worth 600p in these times as Housebuilding will be pushed up political priorities as a matter of urgency.

despite the pipeline and good news already out there. A bargain surely but where is the bottom?

I hope they have learned from the CPO Mill on what would stop the Cashew business getting to full production. It would also be useful if they could stick to the end of 2021 to get the third commodity running rather than some slippage though I accept their track record is not too bad on that front.
I find the monthly updates useful I must say so hope they continue. They can give a skewed version of the bigger picture but surely that works both way.
I hope Stockbox gets out to a wider audience as the story needs to get out there. Back on my buy list.

turn blue today. Clue is in the name after all. If only the other BJ the PM would turn blue too it would be like goldust. A retest of 9p would be useful. Once through the 9p barrier next stop is 10p imo.

Good call SK. It is coming out of hibernation today with some buying interest. Maybe a bid on the way due to the knockdown price. As cheap as chippies at under 70p!

Actually Luxury goods weather downturns far better than other products as their client base are often relatively unaffected by recessions or certainly by a much lesser degree than those at the margins. The lack of meetings and events is certainly going to hit shoe sales and I think people will certainly buy less pairs than before. There are a lot of foot fetishists out there though so the demand for shops and having your foot felt won't die out.

Well short-term I wouldn't like to be in investors' shoes here. The latest retail update confirmed that the public are shunning shoes and clothes. Ok that won't in itself sock it to the SP but is another marker of difficult times. The SP is holding up for now so maybe we are at a support level of sorts before the trading update in a few weeks. Xmas sales are beginning now so if there is an October splurge I would worry it is a substitute for December sales. I am afraid SHOE isnt one I will be stocking up on , at least for now.

Still no explanation for the stalling after this made 3p+ on the ask. I wonder is some fund offloading and not finished yet? Hence no declaration. Still I am more positive here than I have been for some time.

with excellent rent collection in difficult times. Divi to be paid within a month so I will recycle this back into shares. BBOX seems to be doing well out of the impact of Covid. With a safe yield in a low yield environment these have further to go. Ticks my boxes.

Teddy thanks for that . Difficult to chart this one with the buybacks and low volume I should think.
The relatively strong small investor interest since the 8th of October is probably explained by this:
"Investor's Champion comments: Zegona looks a cheap, dividend yielding play on the improving performance and growth of a Spanish telecommunications group.

A bonkers valuation"

hxxps://www.investorschampion.com/
Behind a paywall.

I am looking to join you okfornow. Huge discount to NAV and a 2% yield. Gonna pick some up as a regular investment and see how they run.

Autins has shortlisted for a regional award in a national manufacturing competition. The company has been shortlisted in the Manufacturing Matters category as part of the annual Make UK Manufacturing Awards which took place last Thursday.
Only regional at this stage but if successful would have gone on to a National award ceremony with more profile.
The medical device certification will be huge if successful imo.