Member Info for hellyeah

I dont think anyone is dumping - its just MMs triggering stop losses, take a look at the pattern. I bought my extra chunk at 16.75p and sold at 18.15p, never made c.9% this quick for a company of this size in my entire life :D

My core holding here is intact and for long term!

Managed to buy a chunk at 16.75 after some automatic stop losses triggering! There is no news in the market for this kind of drop!!

Smart move by Cairn, they made Air India unsaleable which is a massive drag on Indian government. No sound organisation would buy Air India with a $1.2b worth of sword hanging on their head!

I wouldn't be 90% cash in this market. There are too many people with cash who won't let market go back to March/April 2020 levels. I am pretty much all in but selective. I dont have travel stocks, pubs/hotels, Teslas, bitcoin non-sense in my portfolio.

As I said earlier, there are some amazing businesses out there which are profitable and low debts with piddly P/E ratios.

Barclays upgraded GNC from 150p to 200p, sp has yet to catch-up!! 25 May 2021 is interim results potentially so hoping for a re-rate soon.

Shoe zone, Greencore and Go ahead all advanced today. Let's hope NSF is next!!

I dont think huge impact especially for Shoe Zone, they don't sell £500 ticket items. Short term is all going to be about store reopening and revenues recovering to pre-pandemic level. At least thats the message I am hoping to hear on 18 May to take us back to 100p+!!

My favourite is 7Digital, it is a platform business which is already profitable and has fixed capex so as more contracts are brought online, profits go up exponentially. I am hoping for 10p there. NSF is also quite attractive as we all know!

Shoe zone has a trading update scheduled on Tuesday which I am hoping will be a good since stores opened on 12 April and should give them Superdry style lift

I should have also mentioned Greencore, they are do a Bakkavor style lift up, Morrisons supermarket came out this week saying food to go sales are up again so Greencore is hugely undervalued IMO. All my opinion of course!

Archy, some amazing UK businesses out there in many sectors that can do at least one bagger! My list below. It will require patience though. Always DYOR

Costain
Ricardo
Hiscox
Go ahead Group
Shoe Zone
Centrica
Bab****
Saga
7Digital

NSF is a great opportunity if people can spot it. Recent equity placings in other companies haven't resulted in sp drop in fact it took off. Take a look at Kier and Mitchells & Butler. I am looking forward to equity raise to remove that overhang and then progress to 20p+ hopefully!

I would take 34p, thank you very much!!

Tomc1 - plenty of amazing businesses still available at cheap sp!! I have mostly UK equities in my portfolio which can get me at least 1 bagger if not more, biggest is Costain!

Strong RNS, all geographies trading profitably even during lockdown, imagine the effect when economies are fully open!! Under 300p for this is bargain, same for Go-ahead and First Group. They should all return to pre-pandemic sp hopefully in next 6 months IMO!

Expect a positive update since stores opened on 12 April and then Superdry and Ted Baker style recovery!! Hopefully back to 130p soon.

Morrisons supermarkets update today specifically called out improvement in food to go sales, great news for Greencore!!

@hash - there are so many prospects STILL out there that can potentially double your money in next 3-6 months IMO!! So many good quality businesses out there if you look in right places, obviously you will need ample patience.

I agree CraigJD - SP is currently at silly level. I would like us to move to 3 figures soon. All the services firms (Mitie, Serco etc.) re-rated so hoping Capita will follow suit.

At the next trading update, I expect GNC to get back to 250p similar move to Bakkavor. Food businesses are here to stay and now we have a stronger balance sheet!

This should head to 250p, there is a massive value here!!

We finished multi year high today at 111. 40p, I wouldn't be surprised 200p come year end the our NAV is shooting up in every trading update!