Member Info for GarryGraham

Chesh - You agreeing with Irene ?

This goes to 39p and no one is going to give a xxxx about share dilution and Potter, Eytan and Koot feathering their nests . Hang on tight chaps the rollercoaster is about to start.

For me the long term problem is this. I believe the Covid Pandemic may change the way businesses do business in future. For a sales event that holds thousands of people this is going to create a breeding ground for covid. There may be all sorts of restrictions put in place where mass gatherings take place. I cant really see Hyve getting back to as it was until 2022. I am also pretty much certain that if one does not have the vaccine no entrance or admission will be allowed. It could all be a logistical nightmare for Hyve and other similar companies. The world HAS changed. Anyone who thinks it is going to be like it was pre-covid is living in cloud cuckoo land. Hyve can be the market leader, mop up competitors and have a strong board but if the market is not there for their product for a considerable time this is going to have major cash flow strains in the short to medium term.

According to analysts' consensus price target of GBX 250, Galliford Try Holdings PLC (GFRD.L) has a forecasted upside of 122.1% from its current price of GBX 112.58. This is a buy with two major brokers. Debt free, big order book and very well positioned for when the UK government spend billions of infastructure. I think this is going North. Markets probably waiting for financial results for reassurance.

Sorry meant to say I do think Potter puts his and the BOD interests, a long long way before shareholders.

Tilburn - Potter should not have awarded himself even more options just for doing this deal - its too much. Totally agree with you. I dont think he puts his and the BOD interests a long long way before shareholders. However, if its a gusher all is forgiven.

Seamus - I know investors in Amigo have been through the mill and back but at last have a dynamic board. I am buying back in shortly as it is a great product. Let’s hope both Bpc and Amigo come good. Both Bpc and Amigo carry high risk but high reward.

I bought into Amigo recently and sold on the Rns last week. I really don’t think it was a positive RNS if read carefully. I may well invest again in future as I do believe Amigo has a stand alone product and now has a good board with a proven CEO. This is no more than a punt at this time and the odds are even at best, hence the reason it’s a penny share. The debt is massive, the company is currently not offering any new lending and has to deal with huge issues with the Fca and nobody but the board truly know the extent of the claims against Amigo. That said, I will probably take a PUNT again for a lesser amount than I originally invested Even though it’s at a slightly higher price as I would be prepared to lose the lot. Anyone new investing here has to be prepared to spunk all their money. This is no more than a PUNT, until further clarification on the financial position. I think the investment from the CEO is no more than a show of steel. 50k is not going to damage his wealth and he has to show faith, don’t be fooled by this it’s loose change in his back pocket. That said this could be a 10 bagger if he can pull it off again. GLA

Thanks a lot RL38 - much appreciated. As stated a newbie on this company but it does look to be heading in the right direction from what I have read so far.

Found the HS2 - phase 1. https://www.theconstructionindex.co.uk/news/view/winners-named-for-66bn-of-hs2-contracts

Looking to invest in GFRD as company now looks in great position with a healthy debt free balance sheet, great order book and bod shedding non profit sectors like house building. I am of the opinion the UK government is going to try to dig itself out of the recession and huge spending on infrastructure. Please could someone tell me 1. Has Galliford won any part of the HS2 contract . 2. Am I correct in thinking that the SP was 800 in Dec 2019 and if so why did the SP tank so much . 3. Does anyone think Gallifords can hit these levels again.? I hold shares in Kier ( which I won’t be increasing due to debt levels) and I also considering buying Costain but feel Gallifords look a great share pick. Any help greatly appreciated.

S Potter: " And now for my next trick ". " First you see it, now you don't ". I've only been invested since July and I am physically worn out from following this share. It appears to be one blind corner after the next. I am beginning to think the word petroleum in Bahamas Petroleum Company is a euphemism for DILUTION.
Bahamas Dilution Company PLC. Share ticker should be BDC instead of BPC.

Mark @1973 - what do you think of the RNS on Amigo Loans this morning mate ? I sold at a very small profit. Took a punt yesterday on good news. I thought the RNS made BPC stock look as solid as Natwest ( government owned ) compared to Amigo. If you are still holding in AMG good luck pal I hope for your sake I made the wrong decision. Didnt want to couple the risk of BPC and Amigo in case they both went rat****.

ONLY BPC - Please just keep repeating them words to me " Have a gamble at early retirement " . xxxx me that sounds sexier than a dirty Weekend with Holly Willoughby. Sorry Mr Willoughby but if you had invested in BPC you would know what I mean.

Ive bailed this morning but only bought very recently so made a small profit. Just don't like the RNS. I may buy in again if it drops. I really think the company is on a knife shelf and the risk is far too much. I like high-risk stocks but this is one stock too far for me. I do think Amigo has a good CEO but I believe the regulator and the mountain of **** left by the previous board at the total disregard for small PI and customers maybe too much for him. Good luck everyone I sincerely wish you all the best and you do all well. This may be one decision I live to regret but only time will tell.

Antha - Hope you're right about Bpc and Amigo. I’m in on both of them. Bpc could be a 10 bagger at least within the next 60 days. Maybe a bit longer for Amigo.

Oulton Mike - Sorry mate, you are right. Far too much time on my hands during this ****ty lockdown. Thought I’d throw a bit of levity in there and a bit of lighthearted banter to break the tension. Stay safe and GLA.

Another day in Bpc land. RNS at 08.00am tomorrow announcing Icemax already left port last evening on full steam with full crew to sail direct to Bahamas to commence first drill on or around 15th December. SP rises immediately 10% and a board full of buys. RNS at 12pm showing CPR is in full order. What a day for BPC private investors; could it get any better . Wow, Again another rise in SP. What’s this . A surprise RNS at 2.00pm GMT stating Environmental lawsuit has been rejected outright by Bamahas court as ridiculous . Further rises as excitement builds to an almost ear splitting Level on bulletin board. Starchild and Petrodollar have just purchased Langans. RNS at 3.00pm by Mr Potter announcing JV with Stena 90/10 on all future Bahamas drills. Rossann has now become an ardent ramper . Incredible. Final RNS at 3.45pm stating Stena Icemax is on way to P1 but is struggling to get through all the oil seeping up from the seabed in the Caribbean. Even Irene has thrown the towel in now and conceded defeat. Final share price closes 10% down to 2.75 as per usual leaving private investors scratching our heads once again how that could have happened but that is just another day in the wonderful world of Bahamas Petroleum company. Final post on BB - Harry states his chart configurations have been officially scrapped.

Harry - couldnt agree more mate.

In my previous post I said not trading as a going concern - better meaning - Amigo are currently not lending to new customers .