Member Info for fatprofits

That humongous buy back soaking up the sellers ..?

Zebbo...is it copy right protected...

I take your points, which are well made.

I'm guessing some bearish see Anthropic, other gen AI,

ultimately being able to replicate this data..

That's the crux of the current selling 'rational'

..AI force is too strong.. very good..!

It's the force of AI (will disrupt the business) sentiment

to be more specific.

As the only definite claim any of us can make is we

will one day die, calling the future is guess work at best

What we can say as of today s ..AI is not negatively impacting

the business (currently) and is embedded within their own service offerings, they also make the case that if one of these new gen AI entrants develops a particularly useful product, they can licence this and incorporate within their existing functionality.

Clearly the market has doubts and is in liquidation mode...

sell now, ask questions later.

The premium rating has gone, which arguably leaves REL more

exposed to a potential bid than for sometime (speculation on my part Only).

The valuations commended by the large gen AI businesses are

extraordinary, Anthropic around 250 billion USD based on

it's last funding round, likely more now.

Relx would arguably be a nice acquisition - this alone, is not

reason to buy Relx shares.

I have to be honest and say I can't even take a guess at the near term SP direction atm.

It's easy to listen to live, for anyone particularly interested!.

Go to the Relx IR site, click on results, click on the camera icon

and it takes you to a short registration page.

You should be able to view live.

Results look solid, slight miss on topline, outlook inline.

We are in a sell and ask questions later currently accros the

sector, so how the SP reacts today...

All detail announced

Today... apparently..

Or you applying, or have you applied yet..

Lse, do you need to end every post with LOL.

You come across as an insecure little man who has achieved little in life and is desperately shouting in to the void for some attention..?

It's really not a good look. If you were a serious investor convinced on a price fall you would arguably be short REL,

but that's not the case.

LOL - as I'm in a good mood today, the above is being kind

Steve, I understand.

It looks to me as if we are in a .. liquidation phase currently,

driven by fund redemptions, algos enchance this.

Some institutional investorsay be pairing holdings and ..I would guess, large amounts of PI's bailing.

These events are impossible to time, IF you take a contrary position, perhaps buying in increments is 'safer'.

Thursday a key day for short term direction.

Steve, that takes guts - good fortune.

I've bought a small amount only

Hi, my point perhaps should have been clearer..

Will the large addition of new shares result in BIPS no longer

trading at a NAV premium...

Hi, my point perhaps should have been clearer..

Will the large addition of new shares result in BIPS no longer

trading at a NAV premium...

I'm beginning to wonder is there any point applying at a .75% premium!.

Sam, they are buying back YNGN, YNGA are the voting shares

..

And profits are down by 65% plus.

I've given some context for the fall in the SP.

Add in inflation since and that's a 65% plus fall in profitability..

In FY '22 they made adjusted pre tax of £90 million..

They are guiding for £42-£44 million adjusted for FY '25

And what % has adjusted pre tax profit plunged since then..

They are guiding for over £20 million Down on Full year 2024.

AW, thanks - I belatedly realised it was Den that mentioned

potentially buying Page at £2

Thanks

What is your buy rational then..