Member Info for highflyigman

11th March

Sad morning, futures nearly 3% down, today is gonna be grime. Anyone looking to buy the dip, be careful as this could get worse before it gets better IMHO. All the best. C

Good spot nitro. After exiting a good chunk of my nex position yesterday @263 I'm definitely looking for a re-entry as I think the 11th will bring strong results. I'm sure I won't time it right but I guess we need to see what the crazy Russian is doing. That w@$#*r has serious screwed up my of. :-/

I sold most of my holding this am as I'm very skeptical about the the Russia / Ukraine situation as will institutions. Hopefully the carnage in the markets will be over before the results on the 11th and I get chance to buy back in. I've definitely been wrong before, but I think the whole travel sector will continue to take a beating over the next few days. Shame as things were looking really good until this time last week! Stay strong all and LT this is a great company. ATB. C

29th of Jan to 5th Feb last year we did 250 to 303.8, then rose to just under 3.30 early April. Can we do the same again, this time with a but more conviction? Still a long way to go here and numbers must be decent.

Never been so glad to be 1.82% down today. Carnage. Added on strength today as news of the bottom of the correction started to trickle out. Decent 600k buy at the end of the day and IMO recent price performance is a good sign. With any luck we can all come out from behind the sofa soon :-/

Hey Morgan22, I do, yes. However I do think you could pick any of the travel & leisure stocks from IAG to SSP and they will serve you well through till late May, as they did last year. Why I chose this stock to go big on back in summer 2019 where I accumulated heavily < 150, its because of its strengh within sector, decent balance sheet after the initial raise and the fact it has recovered quicker, with less risk than say an airline. My interpretation of this being a number of broker 'Top Picks', is that brokers take a similar view. The new CEO, Ignatio, has also brought with him an attention to detail of processes that has also greatly streamlined the business, on top of already detailed cost restructuring driven by group FD Chris Davis which by my rekoning, should bring some decent results in early March. Most contracts are paid regardless of passenger numbers, especially in the US and although wage and fuel costs have gone up, the fuel was hedged and the market was already warmed up to the fact wage costs were up, especially in the US during the last round of results. Contract wins have also been mooted, however no solid news on these has yet been detailed to the market so I would hope this to land some time relatively soon. Hope this helps, and I do genuinely expect NEX to back above £3 by mid March, if not sooner. ATB, C

Building a base.... 3 weeks in the 255-265 range now.... and you know what they say? 'The bigger the base, the further in space!'

My money ( metaphorically and actually) is on the same play book as last year with a good run starting at the end of Jan through to April. Have a good weekend all. C

Last market update reported 85% of pre-pandemic revenues in June, lots of efficiency savings and business processes improvements to make the business more streamlined. Strategically heading on the right direction with green mass transit, a good few brokers sector 'top pick'
...and I could go on. Personally, if you compare the sp to pre-pandemic, even with the dilution, the current sp is about right, if not 10% below where I think it should be. C

Stay long.

https://www.britishbulls.com/m/SignalPage.aspx?lang=en&Ticker=NEX.L

Technicals; this is a breakout.

Fundamentals;
Everyone on here believes in the business and all Covid news is positive ATM.

Stay long.

It's easy to say though, I sold 100ks worth of iag last year at 1.69 to see them go to 2.20. Profit is profit and there is no harm in taking it, however I'm not going to start taking it till well over £3, which I hope will be in the next 2 to six weeks.

HNY All. C

Markets are in general forward looking and there is now a growing body of opinion that Omicron isn't going to impact the sector too much and a lot of it is already priced in. The who sector is up and commentary seems to indicate this rise has a fair bit to run. Fed interest rate rises is also triggering a rotation out of high growth tech and some of the cash will no doubt find a hone in travel and leisure as we head into the NY. ATB, C

Looks like a decent bounce back this week. Some more good commentary the outlook for the Travel and Leisure stocks in Q1, so let's hope we climb back towards £3 and beyond in the New Year.

Have a great Christmas break all. C

https://open.spotify.com/episode/5iSQncZ0JbvXBZrqvPnD0D?si=25jNVsioT3ylYyprAjpoAg&utm_source=copy-link

A good point jtan, but the other difference this time round is higher interest rates and the long awaited rotation from high growth tech is actually here. The repoted stg figures last week were good and ahead of expectations and there must be some read through to Nex and we are still cheap at these levels. Rotation to Value stocks that actually make good money could see us have a good run through to April, however the road ahead will be bumpy. Markets tend to be forward looking, so I hope talk of restrictions doesn't impact us too much this week, and anyway, you have to ask yourself whether you are a trader or investor, and for me, I'm happy to hold till Spring then will reassess then where I have high hopes of being back to £3.10+. Have a good week all. C

https://moneyweek.com/trading/604244/national-express-a-stock-worth-a-second-ride

Will be interesting to see how lockdowns I'm Europe and high probability in the UK impact US this week. My initial thoughts are that any restrictions will be short and sharp, and the markets will look beyond them. Thoughts?

Enjoy a chilled Sunday all. C

Nice to see us outperforming today. We aren't out of the woods yet, however if sentiment starts to air on the side of risk on in the reopening stocks, this share can move.

243 to 304 in little over a week in January this year, and we are now in a much better place than then. Patience required, I'm fully loaded here.

ATB. C

Anyone got thoughts on tomorrow's open? We might get dragged down by Travel & Leisure sector drag thanks to the airlines but im struggling to think how the latest restrictions will actually impact NEX.

With a bit of luck we might start to finally diverge from the performance of the airlines and get a rerate. C

Dilema first thing tomorrow... no doubt a drop first thing due to an overall travel & leisure wacking but for me, im just gonna ride it out and hold. Don't blame the govt for being proactive but we are in a very different place now, and unless WFH comes in, im struggling to see how this is going to actually impact nex. Sentiment will drag us down though. Strap in for the start of this week all! C

I completely agree @winchpete.. im gonna stick my neck out and say the intra day low will be 8.08, 2.09, steady rise from there to a 218 ish finish. Only a game till I need the money! Bring on January where hopefully we see performance akin to last year. ATB, C.

I fear yesterday's rise will be very short lived! :-(

This is one of my smaller holdings, so lost track of where this is upto in terms of the resubmission, anyone got any ideas? Thanks. C

Take what you will from the 'fool', however wherever the source, its good to know there are others out there who's thoughts are aligned:

https://www.fool.co.uk/2021/11/14/2-dirt-cheap-ftse-250-stocks-to-buy-now/

Big week. C