Offer or not, Ted Baker and Superdry both are hugely undervalued for a premium clothing brands with huge revenues. They are both worth far more as we leave the pandemic behind.
Stay patient, this is about to rocket given elevated oil and gas prices. We are making bucket loads and will continue to. Hopefully update in couple of weeks. This one is glowing in the dark.
I agree Quetta86 - big bounce is coming up. CEO, Chairman and CFO dont just buy on luck. They know the health of the business before putting their own money here. All IMO.
I have a contrary view, I see no reason to sell at these prices given it has been so much oversold. One news of ceasefire and this will gain potentially 100%. Hyve continue to do business as usual outside Russia which is their main market anyways.
Look at the sp, they will take out huge amounts of shares with £150m! I agree, great set of results. We are back to near pre-pandemic level of profit and investment done on the land bank 18 months ago means next year is going to be awsome too!!
Due to geopolitical volatility, CMCX and IGG are nobrainers! I hold both of them, they must be cashing in big time. Vix is a good indicator of whether CMCX and IGG are making money IMO.
Why immoral? Most of Russian people are not tyrants and against the war, they dont deserve this treatment either (same with Ukrainians). Both sides of people deserve much better!
I manage to top-up when we briefly went to 72p on Thursday. Take a look at the results, this is so undervalued and more importantly we have big fat zero debt. What's not to like! Super strong buy.
Sold at 700p long time ago, really frustrated with the board for such rookie governance errors. This was such an amazing business, nevermind. Now focus on Russian/Ukrainian miners POLY, FXPO, EUA, POG for a few weeks :)
I bought my second tranche of FXPO after seeing Evraz results. These miners are sitting on so much cash!! If not now, in a few months time they will have to distribute it. I have one more tranche to buy but perhaps next week. I will sit on this for 6-12 months at least unless of course ceasefire and we get back to 300p.
People recommending "Strong Sell" never learn? 2 years go in Feb 2020, there was massive dip and people were scaremongering same rubbish, it's end of the world. It turned out to be BUY opportunity of life time! I am currently going all into Russia focused funds and Ukraine focused companies.
Way oversold for profitable company IMO, I understand there are some disgruntled long term holders here but come on, £8m for a profitable business. Really?
This is a strong business, all it needs is one offer from PE and that will make Mike Ashley to act. If you sold parts of Studio now you will get a lot more then £100m. Just my thoughts.