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These two Deltic wells could change UK gas situation in a jiffy! Exciting times ahead. First well coming up in September and as Russia gas new increase the prices, momentum will build here and take sp to 5p and above ahead of the drill IMO. GL all.
Remember what Julian Dunkerton, Chief Executive Officer, said in 12 May Year end trading update:
“We continue to execute our strategy of returning the Superdry brand to a premium position and I am excited by the progress we are making. Despite the ongoing tough trading conditions and turmoil in the market, our focus on full price trading will deliver a strong gross margin improvement for FY22.
And then he bought whole bunch of shares worth £1.25m. We generate £600m revenue but our mcap is £125m which is bonkers! FY22 Prelim results should give us a boost towards 300p and beyond IMO!
Rise is because Covid infections are rising across the world!! Look at India, 100% increase and UK has c.20-40% increase depending on location. As we all know, infections can go higher quickly but they dont come down so quickly which means more testing is needed over that period! Cue Novacyt's new products!!
Because newbies don't understand this company just turned c. £100m in profit and its mcap is measly c. £330m which is bonkers for an "essential" business and yield of 4%. When tide will turn this company is worth a lot more. I cannot see people stop using bikes and cars. Simple as.
Its funny to see people have learnt nothing from pandemic stock market crash!! Stocks do come back to normal after initial reaction and come back stronger!! Particularly stocks such as ASOS which are traditionally high margin businesses - this is a short term volatility IMO.
It seems, PIs have learnt nothing from pandemic crash! It is always a buy opportunity with dividend paying stocks when market is bearish. I went in Halfords big time, 4% yield and nearly £100m profit for a £300m mcap company. For me, it's a no brainer!!
If Russia declares they have acquired sufficient territory (and claim a "win"), that would change the market and inflation environment in a jiffy! If anything we learnt from Pandemic lows, is that market will turn for good and when it does, it will reach for the sky!
I am fully invested in all my stocks, despite the high inflationary environment! This is a massive opportunity to reap rewards in 12-18 months IMO!!
3 out of 4 UK listed business have been targetted through either merger or acquisitions - Go Ahead, First Group, Stagecoach.
With National Express' worldwide reach, it is just a matter of time before they are targeted. That 220p share price is a joke, should be 300p+ Just IMO!!
Amazing innovation focused business comprised of Defence, Alternate energy, Power systems and Civil aerospace. Perfect for long term holding!! Potentially a multibagger if you have the patience. IMO.
This is awesome news for Deltic. Shell needs to show the UK govt it is investing in the domestic energy and we are very near to multiple drills this year!! Exciting times ahead!!