Member Info for fatprofits

I'm referring to the forward multiple which looks attractive
when so much else looks fully priced.

Any views?, as wonder if I'm missing something obvious on valuation.

Appears a gift to me.

Thorpe, Henry Boot tends to be under the radar, at least to an extent.

12 month high is at 2.90, hopefully we can take that level out.

Trading update on Thursday

This will hopefully pay off handsomely in medium term special dividends.

LRE a strong Buy imv.

We will be awash with treatment options within months,
just like vaccine options.

Hopefully we get to the stage where a take at home antiviral in pill form will
be available- Pfizer hope to have theirs on the market by the end of year.

What a difference a year makes, eh.

Incredible achievements for science.

I hope some people benefited from the call.

Have sold out and increased my position in Henry Boot (BOOT).

I have my doubts.

Elliott are usually very vocal indeed.

I've not seen Any confirmation of this or diect comment?.

Is it just a case of rumour has it.

* sales - revenue is Not profit.

* I really like Vertu - that should have read.

Watching TV while posting is not a good idea!.

CSD, best of luck.

My small position in GSK is less than 0.5% of what I have invested.

Really like Lookers (LOOK) in the listed motor retailers,
however they've already had an incredible run.

Looks very interesting near current levels imv.

Very much like the new strategic focus and expansion plans.

BOOT a rare Strong Buy for me.

CSD, yes significant underperformance against the wider UKX on many timeframes.

I'm not going to attempt to make a buy case for GSK as unconvinced on
the outlook.

From a trading perspective, this may be somewhere near a sentiment low,
however may be incorrect on that. Luck with your holdings.

Poker, the wider UKX strength is also a factor imv.

Where would GSK be at 6k on the FTSE100.

That being said I'm finding reasonable risk/reward situations very challenging
to find atm.

Had some JLG before last Friday's close as thought it would benefit from
pre dividend buying with tomorrow's XD - luckily that's happened and sold
some before today's close.

Will be interesting.

I can't in all honesty click a buy due to uncertainty,

however I'm hoping we are somewhere near a sentiment low.

Https://www.fiercepharma.com/pharma/activist-investor-takes-significant-stake-glaxosmithkline-amid-string-setbacks-report

Are highlighted in the above article.

Free cashflow looks horrible on a first glance.

Lovely