Member Info for hellyeah

36% increase in profit
75% reduction in net debt
20% Increase in revenue
25% higher order book
Dividend is back

This is a mother of all update and should catapult us to 200p!!

Ammu - 70p tomorrow IMO.

We need one spectacular rise of 20-30% to rerate this monster of a software business. I mean why are people allowed to buy in below 500p? This business makes $1.4b profit yearly. Should be 700p at minimum. Total bonkers!!

Results are on 25th Feb. I called 600p last week, let's see where we end up. Traditionally BAE's second half is stronger than the first so anticipating a pretty good update. Read the Half Year report and search for "second half", you will know what I mean :)

My target of 150p this year is slowly arriving! 11 March results, I expect a nice juicy divi and a super amazing trading update. One of the best performing stock in my portfolio. I am holding since 46p!

Rev bar will benefit hugely from people who can't wait to leave their homes and spend money that govt. has been putting in their pockets. Economy will be in full steam and people who are selling now at 25-26p will be wondering why didn't we stay in when sp is going to be at 60-70p. I don't worry about short term 10-20% gain, I am in for a long run for at least 1-2 bagger. GL all.

Reopening of economy means people will need a lot more leisurewear, they will leave their houses and visit shopping malls and this is right SDRY's alley.

Massive value here IMO, hope to see a 10% jump tomorrow when Finals are announced along with a juicy big dividend. Let's see.

Ascend to 600p have started hopefully. I managed to top-up at 459p this morning, which is totally bonkers!

BAE is only going to become stronger as economies open up.

Super66 - my 3 tips for next week earning releases are BAE, Reckitt Benckiser and Centrica. Hoping for at least 5-10% sp rise for all of them.

Lets see how many I get right!!

Get ready to buy F35 mate, 30% growth from here is about 600p. Post pandemic, we have seen closer to 550p twice in 2020. End of the year when economy will be in overdrive, we will see 600p (excluding dividends) IMO. See you again when that happens. We will find out the mood on 25 Feb as typically BAE's trading is higher in the second half of FY. GL all.

You lot have no idea how large multinational organisations stock work do you? Two things you must remeber:

1) BAE is not a growth stock, people don't buy it because it is growing 100% year on year. If you need that go buy Tesla with next to no revenue compared to mcap. Bae will pay good divi day in day out but is a long term safe hold

2) Multinational companies sp is linked to GBP. Stronger the GBP exchange rate, lower the sp and vice versa. Currently GBP is going through the roof.

It looks like you should sell BAE as you are looking to trade and not invest. BAE still may make you 30% in a year if you have patience though, is my take on this.

I managed to top-up some at 425. I look at MCRO in two ways 1) 3-4% yield for a strong cash and EBITDA generative IT business with huge reputation 2) sooner or later PE bid is likely, this is a cashcow of a business so won't be surprised this one is swallowed at 700p.

Time will tell but for now, onwards and upwards to Ex-divi date.

Super strong result and my investment in here is safe as houses. AZ is also earning a lot of goodwill and brand by providing cheap vaccine to the world, this will only help in long term.

This was always a long term investment for me as most of the float is with IIs and very little in PI hands. Remember Equiniti works with 70% of FTSE100 client, that is a big advantage and £600m is not a good offer to get your hands on those premium client relationships!!

do you even follow news?

https://news.sky.com/story/equiniti-draws-600m-takeover-interest-from-us-buyout-firm-siris-12212757

Nobody here to celebrate...you lot are disgrace :D

Who sold at 468p? You get news of 3-4% dividend yield and fools sell :D Typical

170p takeover bid...let the bidding war commence!!

All indicators pointing in the right direction. Generous dividend reinstated, 10% debt reduction, 40% margin, £1.2 billion profit...looking good... Sp should open 600p and move towards 750p hopefully. Long term hold for me in any case. GL all!!