Member Info for farhantahir

Wouldn't worry about it - market price and fair value is broken IMO. Demand for GSKs product offering wont have fallen regardless of the wider market.
Anyway - i'm waiting for the new tax year - this is something i'm going to add, along with 5/6 other companies.

@Sharehunter3 - i think the dividend is fairly safe here. But then, it depends on what the FCA says.

This is a point that that Keith has stated quite often - the existing business is valued at basically nothing. Seen reports which state that the sum of the parts is around 150% of current market capitalisation (and this is public knowledge). When you think about the businesses SLA owns - they own Parmenion, 1825, etc, there's incredible value here.

Bought in yesterday at £2.20 lol. Slightly annoyed with myself - but long-term, I continue to think the company is well placed.

Yep seems like it's doing well. I do expect some considerable revenue growth, going forward. You can't trade on a 80%+ gross margin and have clients like Tesco if your product is rubbish and can be rivalled.

NHS angle looks interesting - hopefully leads to a couple of Million+ deals.

I don't doubt the long-term future on SLA - it's a fantastic company. If they get the transformation sorted, they should be well positioned to deliver considerable returns.

That said - the share price movement offers a fantastic trading opportunity IMO!

But, dividends come with a caveat - they aren't guaranteed.
I invest for dividends - but I believe RMG took the correct approach. If there is no sight of what cash positions will be at, it's reckless to pay a dividend.

Not really heading for administration. As ive previously commented, insider buying would likely put the Board in a position where they will need to purchase the remainder of shares in the market.

This is trading at a market cap below it's current cash balances so is grossly undervalued and offers some buffer.
The primark move to refuse paying their rents could be interesting - if it works, I'd hope Quiz do the same.

Anyway, I'll be adding to my holding here. I currently have a average holding at about 14p. Not to unhappy at that.

Agreed with this - once normality kicks in, this should trade at the 140-150 range (as effectively, its a 5% yielder, with secured income). The current share price is just silly.
We all know that internet retailing is growing rapidly - Bbox should continue to benefit here.

Exactly, Massiha1372. I think there's a fantastic management team in place here who knows what they are doing.
There should be significant up-side here in the long term. Short term - it's dependent on how this virus develops.
I don't buy that the company will collapse - it isn't over-leveraged - the Board has been good in how they target expansion and have taken on sensitive debt.
This, Alliance Pharma and Breedon Aggregates - I rate the Board highly. There's other companies I haven't considered with solid Board though.
I wish we could top up ISAs now, lol.

The fundamentals of the company don't change. I actually think membership numbers will rise, post Covid-19. Lots of us, including me, will have put on a ton of weight due to lockdown. I've heard in various whatsapp groups from people that don't go to the gym now wanting to join.
Main thing however is that it's dependent on how quickly things are brought under control.

Short term gain, long term money should be made here. But I agree, its a steal at current levels. ISA topups are possible in 2 weeks - that's when i'll buy my first shares here :).

How will it collapse today?
Let's say they generate 16m in revenue a month (it's probably less though). If it's shut for 3 months, its 48 million. Some government funding will cover losses. Also insurance might cover loss of income through pandemics.

Otherwise, yes it's a big hit - but once they're open again, they will be mobbed - lots of people will get fat sitting at home all day.

I'm not invested here. I was interested at 2.50 a share. Definitely interested here now. :)

What's going on to cause stunned silence? It's Covid 19.

Lol. Yeah I think they face significant short-term risk. However, they currently have no debt on their books (according to their last set of results) so that should give them some lee-way in the future. Hopefully COVID-19 isn't going to last until September.

yep, under reported cash. We don't know their current cash position, however. Covid 19 may have trashed the cash they have...

If the market was closed, imagine the fall once it's reopened...

Yep - only issue is probably winning new business. But can see good opportunities for Crimson Tide - e.g. to monitor cleaning.

The Gym Group was always on my watch list. Felt it to expensive at 240 though. I think the sell off is over-done. Gyms aren't shutting down, and actually the PMs speech yesterday said going out for exercise (i.e. Gyms) is a valid reason. I know Gyms are seen to be dirty, but in 2-3 months (or less), will see a lot of people go back. Personally, I can't wait to go back to the gym.

I'll be opening up a holding here once I can top up my ISA. This and WH Smith will be the two shares I target from the sell-down. They're both well placed.
Have wider share's i'm also targeting in the next 3 weeks that fit in with my income strategy :).

Managed to get my 6k target... But had to place 4x 1500 each. I think that's the max that HL is allowing you to buy at once.
Total holding of 8500 shares. Now that will sit there for a while!
Now to look at other targets like GSK and Unilever, but wanted them at 1300 and 3500 respectively lol.

Yep meant annually (for dividend income).
I've place an order for 6000 of these at 85p - but it's not filling... :(
This is still a solid long-term play IMO. If the High-street / shopping centres die (Intu looks like it's in big big troubles), it will show a move to the likes of this.
Plus, warehouses are actually quite busy - Costco... Ikea... etc is essentially what BBOX builds. The ones in my city are still ram-packed!