Member Info for JamesOxford

@CloudSurfer737 I did not realise you were a shorter. In normal times, YouGov could be a turnaround, but these are not normal times. It would not surprise me to see YouGov drop to £1.80...£1.70 on a bad day. The only winners at the moment are shorters and cashed up investors. The US has started to move troops into the area. It is either a bluff designed to force negotiations behind the scenes, or the US will escalate further. Time will tell. To hold YouGov or most other stocks before the weekend is dumb. As predicted, YouGov share price dropped late afternoon Friday. I expect YouGov and most of the stockmarket to drop further on Monday - it's just the way it is. As a cashed-up investor, I prefer to wait...cash in the bank and patience is key.

@Selpec 'The choice is to buy oil at high or Mobico at low.' For investors there are more than those two choices. However, the best choice is to keep your cash and not invest at all. At the moment 'oil at high' and 'Mobico at low' is subjective. Oil may go higher, Mobico may go lower as the war escalates over the weekend. Looks like boots will be on the ground, so expect the stock market to fall further on Monday. Cash is King. Of course, the best option is to watch from the sidelines...and be patient. IMO

@GenghisInvestor The results were OK, but then the US-Iran war broke out in a serious way immediately after. If the war did not break out, the share price would have been sustainable IMO. However, the war has has a serious impact and I cannot see Mobico's share price increase in any substantial and sustained way until the war is effectively over and we have no idea when that will be as yet. Far too many uncertainties IMO. An investment now, could mean tears later as both sides escalate further and the world enters a period of high inflation or worse recession IMO.

@Cloudsurfer737 Yes best to wait until the unknow becomes known. To buy/hold YouGov and/or most other stocks over the weekend as tensions escalate between the US and Iran would be dumb. I expect most stocks will fall late afternoon Friday. IMO

@petepete At times like these time and patience are your friend. Best to wait. Further escalation in the US-Iran war means stocks will fall further. IMO

Of course, the supply and price of oil is just one issue. With circa 1,100 services per day to major UK airports, no doubt Mobico will experience a severe downturn in revenues (cancelations etc) from those who intended to fly to or via the middle east to countries like Australia etc. No doubt all services/revenues are affected in some way, shape or form. I expect further escalations in the US-Iran war on Friday and over the weekend. Hopefully a conclusion to the US-Iran war will be nearer sooner rather than later so Mobico and others can resume normal operations.

@GenghisInvestor It's all there on my post of 2 March. Sold AM on 2 March - not great trading, just commonsense. In times of war that involve US or UK, sell up and watch from the sidelines. In terms of YouGov and a potential turnaround, my view has not changed. However, the US-Iran war is a massive game-changer. No one knows how the war will play out or for how long. Certain companies/sectors are more at risk than others. Mobico is at more risk than most. Hence, my decision. The fatc is that Mobico climbed quickly to 30p just before 2 March (and the shorts did not predict that rise). For me, that was the ideal time to exit - especially as it coincided with US attacks on Iran. The shorts are just lucky that the US-Iran war arrived when it did. IMO

When I posted on 2 March that I had sold out of Mobico due to the Iran-US war I was slated by a few posters here with the justification Mobico will be unaffected by the war for this or that reason etc. I sold out AM 2 March for a tad over 30p per share. My post was to let others know that cash is king at times of war, especially where the US is involved. I have just checked in and can see Mobico share price has gradually declined since then to 21.5p per share as at close of business today. Hopefully other investors did as I did and sold out quick smart. The only winners are shorts and cashed up investors. Those still invested in Mobico have to stay invested and hope for a quick end to the war. Time will tell.

Expect payment within 14 days of 10 March and you won't be disappointed.

@Cloudsurfer737 YouGov carries a high amount of debt. Of course it is serviceable, but high all the same when you strip out the intangible assets. On the plus, management is solid.

Of course there is the US-Iran war. As I mentioned when I sold out at £2.03, YouGov would probably drop to £1.80...it is only 5p off that now. Until the US-Iran war is over, best to keep cash in the bank, rather than guess the bottom or worse still catch a falling knife. The only winners for the majority of stocks are shorts at the moment.

Graff you said it's not over till the cash is in the bank. Does this mean your secret sauces have informed you that they are about to launch a last second bid of 60-99p as you have promised and assured us they will over the last severl months?! If so, then...shooowwww me the monnneeeyyy!!! Lol

@GenghisInvestor I am simply stating a fact that hedging for 18 months is not security over prolonged headwinds, and to suggest otherwise is foolhardy. I am not interested in justifying a lower re-entry price for Mobico or anywhere else. I suspect Mobico will fall further as the war plays out in the middle east. As stated previously, I have sold out of almost all my stocks and have no intention of investing until there is further clarrification on the US-Iran war. So it matters not what the 're-entry price' is as I will remain cashed up. At the moment it is stale-mate - neither the US or Iran side will back down. The US can send in ground troops as they did in Iraq. Time will tell.

@Brembo247 'Protection Against Price Increases: This strategy is designed to insulate the group from sharp increases in oil prices, which have previously acted as a headwind for the transport operator.'

Agreed. However, it has not been designed for a prolonged headwind of increases in oil prices, which will be the case should the US-Iran war escalate (EG US boots on the rgound) and contiune over 2-3 years. It is this concern that worries investors in the transport and distrubtion sectors, and associated sectors such as retail, hospitality etc. The path forward is far from certain. IMO

@Oily1990 I'm not so sure - still looks too high and too much risk and uncertainty at the moment. With the world economies under threat due to the US-Iran war and the kncok on effects - retail investor sought to be very wary. Without a decent RNS, JD Sports looks more attractive at circa 65p...as it was in early April last year. IMO

@Graff 'What's to stop another shark taking a nibble/big-bite at 35p or above?'

You have changed your tune. You have been adament for months there would be bidders 'desperate' to buy Wood for 60-99p. Now you attempt a back-track. No surprise there - you made it all up! Lol

@kay101 JD Sports are on a buyback at the moment, which has helped to keep JD Sports' share price relatively stable to date. So there is always hope. However, unless JD Sports releases a positive and meaningful RNS update of some sort in the near future, the share price will probably be 70-80p until the US-Iran war situation becomes clearer/concludes. Let's hope Iran surrenders quickly.

Anyone here want to join me in a Class Action against Graff (aka Gruffalo) who spouted for months that he has reliable sauces that several bidders were chomping at the bit and scrambling over themselves to offer 60-99p for Wood. Some believe Graff's secret sauces included Tomato Ketchup, Worcester Sauce. Based on the fatc that Graff made it all up, and dupped investors, I propose a class action against Graff.

Anyone seen Graff over the last couple of weeks?! No?! Graff, Graff, where is thou Graff..???!!! Face the music Graff! Lol

@Apendragon My posts are clear. If not for the US-Iran war, I would still be invested in YouGov. As I have said the US-Iran war is a deal-breaker for my investment in almost all stocks. I sold out of YouGov at £2.03 and made my reasons clear in one short post. I cannot quite believe that I have upset so many investors here with what I saw as a brief and factual post. I do see potential in YouGov, however, not when the US-Iran war is clearly under way and about to escalate. That is not investing, that is gambling. The only winners will be shorts and cashed up investors. I have cashed in alsmost all my investments and will watch from the sidelines. Don't worry, I will let you know when I have invested in YouGov again, so you know you can quickly close your short position in YouGov! Lol

@StressedOut1 'I see the expert has given his opinion. WE are going to see a slump on Friday, well where is it? Stop pretending to be so clever.'

As predicted, JD Sports down today. As at close of business Friday JD Sports slumped was down to .7644p. Probably more to come on Monday. As I mentioned before, it's not clever. It's commonsense for most investors. As the US-Iran war heat's up, stocks will fall (some more than others), it's just the way it is.

@asiddall I would say that China is already involved (unofficially of course). China supplied around 80% of components for drones. China and Russia have indicated support for Iran. China will be very interested in the US-Iran war. Let's hope cooler heads prevail. In the meantime, the UK - once a staunch supporter of the US - sits on the fence. The UK relies on the US for nuclear protection, yet Starmer refused the US access to its bases in the UK and overseas in order for the US to neutralize Iran attacking options.

@Istabrraq Let's hope for a quick end. However, Iran unofficially has China and Russia on its side. The US has Israel...barely a whisper from the UK and Europe. The lack of direct support for the US from the 'weak' west will embolden Iran and its allies. IMO