Member Info for hellyeah

I own both Bakkover and Greencore stocks - both amazing businesses. I expect Greencore to do materially well after integration given the experience of both businesses.

What an amazing feat to keep the business almost profitable in a wartorn country!

My money is on 70p-75p takeover bid. Many of us are breaking even at that point. Let's see what tomorrow brings.

Tomorrow will be interesting. Hopefully we will get many material broker upgrades!!

My feeling is we will end the day with a triple digit sp today.

- Order book massive 40% higher than last year!!

- £160m net cash position

- £43m profit for company with mcap of £250m

We should be 150p, not half of it. Today should be good!

Most underrated stock on the planet! This should be 200p+.

It shouldn't have gone to 93p in the first place! The reasnoable sp is 130p in my opinion.

I feel a strong upward trend is coming. News from last week was a big hurdle but no more. DYOR as always.

I expect a major boost to EBITDA and net cash in the next RNS. Share price too low currently IMO.

This is a well run business with growth opportunities and low debt. One of my pick for 2025. 300p by end of 2025 and higher dividends along the way hopefully.

Shorts are closing it seems. Big transactions are going thorugh as the sp gradually rises. We shall see soon.

At this bottom prices, anything is possible mate. Current Mcap is too low given all the risks are priced in.

Hi Crossley

Some of my UK picks for 2025 - XP Power is a takeover target in 2025 (they had a 2000p bid rejected earlier this year), Bakkover and Greencore both food businesses so should continue to do well, Currys are due Jan trading update which I think will be quite strong (I know retail is not doing too well but Currys will be an exception), Zoo Digital is due a leg up, Costain's next update will hopefully have strong net cash increase. I continue to hold my favorite Just Group. I think Easyjet/TUI/Carnival will do well next 12 months. Vistry has been way oversold, you can see from the charts. I also hold large quantity of US funds (index linked and technology linked) and small quantity of other geographies like Germany, Middle East, Latin America.

Of course this is all my opinion. It could all go down south tomorrow :D

UK economy is not in a good place currently HOWEVER I have made plenty money in past 2-3 years. Bought into so many good UK stocks:

- Direct Line Group

- Just Group

- Royal Mail

- Greencore

- Moonpig

- AJ Bell

- Trustpilot

- Centrica

- Carnival

- Many others

There are good quality stocks out there. Vistry will do well in 2025. I have a few othter 2025 picks of quality UK stocks. GL all.

This is a no brainer - little downside and huge upside, mcap £1.8b and £250m tax with £200m debt is still a good business. Expect derampers and shorters with 100 odd posts to disappear once the sp settles down and start rising back to 1000p.

Vistry has been at this level of 535p about 4 times in past 5 years. Every time it bounces back straightaway and goes even higher, I expect the same again. Back to 650p in next week or two!

2025 is the year. I will comeback in next few months and say "told ya!".

If you are using Palantir as a norm, you are doomed. Wait till Palantir lose its flavour and then it will be down in the dumpster.

Johnjo - you are talking tripe. Fair value is around 650p.