The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Any whiff of a decent update and we are in 100p+ territory, excellent construction business with a huge order book currently 33% of pre-pandemic price!! And we are fully operational even during pandemic, much better than pubs and airlines which draining cash as each day pass by!!
HMSO is still cheap. As we come out of lockdown people will spend more time in places like shopping centres and pubs! This should be a lot higher than 34p!! GL all.
This is the safest stock in my portfolio, I mean its a food business that is making profit even during worst of pandemic, what more can you expect. Hoping to see we get back to 140p soon.
Roblox debuted in stock market at $40b, shows the value of platform businesses. 7Dig is music cataloging business and worth a lot more than paltry £50m market cap!! Soon we will be making £50m in revenue only. Multibagger in the making!!
2p, 5p, 10p - I dont care. I am in here for a big prize. Platform-type businesses have real demand in today's world! Just look at the gaming platform Roblox which debuted at $40 billion! I need big bucks before I part with my 7Dig shares!!!
I was not expecting profitable year but BOD has done a phenomenal job. Now that the hard year is behind us and economies are opening backed by ESG agenda, we are in a prime position to benefit!!
IG reported 66% increase in revenue in their Q3. If we get something like this for Plus500, it will be a massive boost!!
The fact that you can buy these below 3p is bonkers...this is a platform business so our expenditure is fixed and as we earn more contracts we are more profitable!! We just added potentially 700m new users of 7dig services in an emerging market where demand is massive. Big boom coming here today.
220p is a no brainer for Tesco given we have been in lock down for 3 months and people are buying huge amounts from supermarkets. Strong trading update due next month and as summer comes back people will buy big for outdoor celebrations. GL everyone who is invested!
Our 31 Dec period end cash was £158m and current mcap is £163m. I expect the cash pile to increase from £158m and there is a cash to pay some of that as dividend!! Hope to see a strong update, increase in cash pile and a juicy dividend. Bring on tomorrow!!
There will be a few PE firms looking at Micro Focus and thinking how can we can our hands on partnership with Amazon! This partnership itself is worth so much!
I am expecting a bid but Amazon AWS partnership is even bigger news. Transformational. £10 is getting nearer folks!!
I agree, 50p is coming, probably tomorrow even. Update yesterday has secured the future of the business. Morrisons continue to partner with us, which is a massive boost.
I predict either the price will be around 700p in 6 months or there will be a bid and the company will be taken private. It is a great IT business generating huge cash piles every year. Debt is manageable for a cash cow business like this. In any case, at this price it's a no brainer! Plus c.4% dividend yield is a bonus!
Good for you OWLS, admire your confidence - I for once am definitely regretting coming out of Card Factory at 36p. It is nearly 108% in 6 days.
There is no point in getting out of stocks which are at the bottom IMO. Pretty confident CPI will do the same soon, Good luck all.
OWLS - make sure you don't do what I did when I purchased Card Factory at 34p last week and stupidly sold at 36p. It's now 56p and nearly 60% up!! I hate myself. CPI still has 1 bagger to do. I am planning to top-up tomorrow.