Member Info for fatprofits

I personally would boot his ar*e out of the building.

From memory they did plus 13% on the last H2,

however trading conditions have significantly altered since.

This is a reason I'm not hugely bullish, may be I'm being too cautious.

Requires a + 6 % revenue growth in H2.

This was covered yesterday in a VOX Markets video with Paul Hill

and Paul Scott.

I've already answered your question yesterday evening.

A small amount as a speculative punt at just under 2.16 a share.

Holding a share does not mean I need to be uber bullish

on the outlook, we are currently in incredibly uncertain times

But, I would hope there is longer term value here.

Let's hope for another RNS

IFF arguably the most likely bidder.

Yes around 1.70 on another significant warning, so say a further

3 Million off pre tax guidance.

It's a possibility. RG is departing, DS is a new CEO, wider macro

is weakening..

I would hope this is a less likely possibility and IF it were to occur, then a bid becomes far more likely.

If you're an optimist, then the early afternoon dip below 2 was The low.

I'm guessing you are angry and disappointed that you bought higher up.

There is the chance of a bid here, as with PETS.

For transparency, not that I need to disclose this, I bought a small amount today, at an average of just under 2.16.

A second significant warning, IF this were to happen,

may see the SP approaching the 1.70's.

Risk/reward is significantly more favourable that at the close yesterday, but that does not necessarily mean it's favourable.

While today's warning was relatively easy to call in advance,

the call from here is far more difficult.

Laura, I called this correctly.

I posted a few weeks ago that the share price is now .. loudly shouting a profit warning to come, and warning we got.

Ignore my posts by all means. Good fortune.

This question has been raised elsewhere..why did they not

warn earlier..

Recent price action was screaming ...warning on the way,

yet we got radio silence.

hb, just to clarify, I had questioned the lack of BOD buying long before March - as the posts on LSE cannot be edited, they are all on here.

Let's see if we get an RNS tomorrow then.

What we don't want to see are tiny token purchases.

No trading update issued with today's news.

They may update in April, however given the sagging share price,

a very brief update today may have been merited.

The share price appears to have broken down from a multi year trading range.

Added to the above no BOD buying (besides divi reinvestment) does not fill me with confidence.

I posted the above back in March

As per this original post

Laura, I'm well aware of this.

I posted to stir debate, I had made the same point several times

well in advance of today.

Silence Not so golden, eh.

..

If a poster wants to crow about being short XYZ..

The question to ask is ...show me the post where you mentioned

this IN Advance of the market sell off.

Tom, the NI tax rises were a mistake and a large one,

however tax increases were on the way regardless.

It was only a case of which taxes were increased.

The IFS spelt this out following Hunt's last budget,

more like shouted it out.

The IFS reports are available free to read on their website.

Little doubt there were some holders of JD shares that

Were also Trump supporters and cheered his election victory.

Perhaps now the reality of a Trump administration has just hit

them like a truck

A rating over 3 would be approx 15 X.

In the current market with so much being de-rated,

that looks optimistic, even on a positive CMA outcome.

(barring a bid for the business).

Outside of a bid, they need to grow earning to reach that multiple.