Member Info for hellyeah

If you sell Studio you should get a lot more than £100m mcap - it makes £30m a year profit and has 2.3m active customers and 1.3m of them are credit customers. Let's see.

Deltic train is warming up, chug chug yum yum!

Massively undervalued!

The drop from 114p to 55p was not needed, Joules is a well run business unfortunately suffering from industry wide issues. It will come back I am confident!

There was no logic in the fall of sp from 800p to 600p!! Back to 800p we go IMO.

RNS mentions all good re going concerns and the accounts have been prepared using going concern basis, the scaremongering needs to stop here IMO!

Yes, long story short - Studio is in much better position than it was when 161p offer came out. I am planning to wait for a year or so for 300p - this is quite a strong online business so expect a strong sp bounce!

Mike Ashly buying more, I wonder why!

Not worried about debt, this is an online business generating £30m-£40m profit year in year out. It has customer base of 2.3m with 1.2m credit customers. I cannot believe MM took the sp this low. I am confident of double the sp in a year. In FY20, profit was £28m and sp was 220p. FY22, profit is forecasted at £30m and SP is 99p. I mean WTF!

World has gone mad, way oversold. Effectively c. £90m market cap for the business that is producing £30m profit. I doubled my holding and put this in the bottom drawer just like AO, Boohoo, Mitie, Revolution Bars etc. These stocks will be back in favour, until then back in the bunker.

One of the most undervalued stocks in my portfolio currently. At half year, NAV was 199p I believe - I think we might be in the range of 225-250p hopefully given 25% increase in sales. Current sp is a joke!

I am very surprised at the low mcap given the annual profit will be 20-25% of overall mcap!! It's bonkers. We should be at least 100p+ in my opinion especially when the economy is opening up.

Blackrock closed out their shorts, they know two CBOE VIX spikes in one month is good for CMCX!

If there is one gold producer that is worth holding in your portfolio, its Centamin for me. Cheap sp and amazing 7% yield!

Way oversold, market is slowing waking up!

70% GTV is top of the previous estimate provided. The growth here is phenomenal so expect a big rise here today.

I just cant see how this business can come back especially now that summer is upon us and people will be out and about. I took a small punt in November after Omicron news thinking if people are at home, they might participate however that didn't crystallise in today's update. I sold this morning at 10% loss. GL to all holders here.

Commodity price risk goes both ways and right now natural gas prices are only in one direction, benefiting the companies producing natural gas!!

I dont believe in bitcoins and alike. Always a believer of proper solid businesses like HSS, they have stood the test of time and will do so over and over again.

If people need to learn about why patience is so key in the stock market, read the book Psychology of Money. Its soo good.