Member Info for Fishb0n3

I think the first cut will come in July now based on the data that came out today

JG68 I think they are the mgmt is bad on purpose if you get what I am trying to say.

It all seems a bit fishy to me.

First they said we will hear news about the sale of NA at the beginning of 2024 which for me means Jan Feb March and nothing. Than results delayed 3 over 3 weeks ago and again nothing.

I am very patient and will continue to be so.

Still adding when it drops however this share is not for everyone.

To be honest I also think this will drop again on earnings.

I just think there is something bigger at play which will take a lot longer than we think.

Trading View shows me 28th of March for earnings....I don't know how accurate that is as we haven't heard form mgmt.

The extra Isa is a good idea and I usually have a few uk stocks anyway.

Will it be available from the 5th of April? if so mine is going on Mobico this year.

Yes, that is my biggest concern as well....it will go down the same way as Hotel Chocolate or what is happening with Currys now.

Drag the share price through the mud and then offer a small premium and we get nothing basically...This will be the worst scenario in my opinion.

If you have a long time horizon it will be fine.

if you are looking for a quick profit this is not the share to be in.....usually when people expect a jump because of a sale or an earnings call or results from past experience it doesn't happen and the only way for this to jump a lot in short amount of time is a buyout which again I don't think it will happen.

what I know is that this will not be at this level in 5 years time and that's why I am keep adding slowly as there is no rush.

I mean everyone was saying RR was going bk 2 years ago and look at them now.

Someone hasn't finished accumulating yet so the price will hoover around here for a while...patience.

Yes, I guess that can be classed as improvement, we just need to see how the bottom line looks like however that will only happen at the end of March.

I strongly think something drastic will happen before that. It might just be me with my tint foil hat.

JG68..... I know we sound paranoid...It just makes sense more than anything else.

It might be because we have both held this for a while and we are in quite heavy, and on top of everything we do not see any improvements.

I guess we have to hold this for a lot longer.

The reason why I got to the same conclusion is because no one can be that bad at his job and still keep it for as long as they did.

that's what i have been saying for a few months now.....it all seems rehe****d.

maybe we are just pi55ed off however it does make sense.

JG what is baffling is that they give a dividend just to take it off 6 months after.....then they provided an earnings date just to cancel it 2 weeks after. They must have known what is on their accounts...I don't know it just looks like there is a hidden purpose as I don't think anyone can be that much of a f up.

Maybe is just me however it all looks planned.

At this point Garat is just Cosmens puppet, they run the show.

I just want to see if they increase their stake in the next few weeks.

I think they will keep buying to avoid a low ball offer as many other uk business did.

I have a long time view however it is frustrating having one bad news after another ....it's exhausting and it just makes you wonder how bad can they be at running this. It's not that hard, if you are that useless just copy what FGP as that shows you its not all about the macro.

Anyway......just a long wait now....still adding slowly.

It might drift back to 72.....so I have put a buy order around that.

The downside is that it will stay around 70 now for a while.

There are not a lot of share floating around anymore just by looking at the volumes in the last few weeks.

To generate more sells something needs to happen.

lets say that Cosmens want more share....where are they gonna get it from???

They wiped out all the stop loses.

EBIT of 175mil on a 475mil market cap its insane.

If this was listed in us it would be worth at least 4 times more.

I picked the wrong day to wake up late.

missed the chance to add lower however 78 is still cheap.