Member Info for ggrantsu

so you think the fundamentals of the business are good but you are basing investment decisions around entirely what you think shareholder base movements / trading volumes will be.....

your a maniac and need your head tested.

Kat why are you invested if you are so pessimistic about Booms prospects? Please answer this….absolutely intrigued.

yeah mate honestly...we had to calm the old strangler down a few days ago after his conspiracy theories about Tobin buying. Claims last night about Fincapp's valuation were just the next episode of breakdown...

Sounds about right! Let’s go for 35 in current climate (on low end of the multiples in this space for businesses not making profit unlike boom!)…

With a big out performance this year could step up incrementally!

they do it every year in June before the formal half year results

yeah its a good question...first time in my investing history god held me back from investing at top ha before falling. still watching closely and obviously would have bought if not for this Iraq problem news. I just don't understand the ramifications well enough so am sat on the sidelines annoyingly.

very interested to hear from more knowledgeable people on the subject.

oh jesus mate...get a life! it's painful to listen to...go and actually invest into businesses which can grow and multiply. you'll be a much happier individual

interesting Rivaldo that you are following both Centralnic and Anexo....literally two of the most undervalued opportunities on the planet. Valuations completely detracted from reality in both cases.

good spot this...thank you!

I actually think they will release a May focused trading update like they did with April. As they said in April update 'we are aware of the recent share price activity'...think they will want to reinforce how well they are doing this month also so wouldn't be surprised if they keep doing monthly updates.

https://www.bloomberg.com/news/articles/2022-06-14/podcast-ad-spoils-ruled-by-incumbents-like-joe-rogan

anyone in doubt about the prospects of this business and how attractive its offering are need to read this....now the 4th largest podcaster in US in an industry that is growing rapidly. honestly, just beyond exciting.

this dividend though is tiny....even at this share price.

unfortunately the news coming out of Ukraine is getting worse as Russia now clearly has the upper hand. I'm a big believer in FXPO and they have done an incredible job...but this stock isn't flying to 200+ anytime soon while Russia decimates logistics etc.

It's so f-ing annoying...pellet prices have never been higher. No other stock in the market which is being shafted from fulfilling incredible potential as much as FXPO. Horrendous.

I'm also bullish on Capita. Not sure what to expect on the June 29th trading update (date confirmed by IR). On one hand they have been winning contracts...I think my worry is 1) labour costs and tightness and 2) lack of news on disposals. Would love to think it will be good news as the bounce could be huge...however we may have to wait longer. Either way, over 3 year time frame this is a great play.

Kat's understanding of supply and demand is one of the most unique in human history - 'no amount of buying volume will offset a £2k sell'

Keynes he is not!

Kat honestly...for someone invested in this share (so you say)...you are honestly one of the most depressing shareholders that has ever existed. Go out and get some sun.

it's an interesting share this one. surprised more people are not following. sell-off has been absolutely ridiculous given the relatively minor step down in profit expectations/revenue. would be good to get more chat going on this board...

we need to get the kat strangler's view on those buys....probably think's incorrectly recorded and in fact its Tobin using zimbabwe currency that he brought across in suitcases.

it is the most screamingly obvious buy signal....this guy is literally throwing his money at this. money that he could be putting elsewhere into tech/vc opps which he will have lots of preferential/inside info on...

with his background in value creation and investment success, he isn't going to throw money at stuff unless he sees 3x + returns as likely.

honestly...anyone who tries to make out like this is some weird action from him is bonkers. don't over complicate it...a highly successful tech entrepreneur / investor is putting his faith and cash in this. he knows more than anyone else about prospects / future...and even the publicly available information we can see has the market backdrop as looking ridiculously hot.

Can't see why it would fall to this level unless takeover isn't happening this time around. Would love to be proved wrong (invested here).

Go to bed mate...honestly, will do you good to sleep all this off rather than constantly trying to think about why a highly successful tech entrepreneur/VC investor would want to put more money into a rapidly expanding business in a sector which is economically insensitive during a downturn, as well as having unimaginable scalability. Didn't you say you were invested here? Your being too hard on yourself...