Member Info for JG68

Chelmochaser

Didn't they actually marginally increase in today's RNS ?

OK maybe not kitchen sinked but at last told investors how things actually are.

So much gloss and bull from Lewis and IR for that matter. The emails from IR last year seem very far fetched now.

Trisor if it makes you feel any better I've now got 350k at 22, so we'll down now.

I don't need the cash but when you're 3.5k per point it just makes holding very stressful.

Like I said I hope he's really understated the guidance to give himself room for upside surprises, but it's looking like 18-24 months before this will finally pay off.

Me too Trisor.

Gutted I didn't sell half yesterday at a smallish loss, only reason I didn't was it suddenly retraced from 20.72.

I bought a load more this morning and now I'm writing this off for at least 18 months now.

I think that the reason for today is a dire outlook for this year which if comes to fruition will result in an increase in debt due to the cash outflows.

I'm praying he's kitchen sinked this and this year won't be as poor as he forecast.

Is this being kept down because of PFC or is something afoot?

Also does anyone know what their operating profit is due to be, not the stated ebitda ?

I'm hoping that the reason for today is the dire outlook for this year which if is correct will result in increase in debt due to further outflows, and that he's massively undershot expectations for this year.

Then come August it may not be so flat as forecast.

At least another 18 months of kicked can.

I bet some investors myself included are thinking "let's move on now"

The question is whether the additional 100 mill cost savings will prevent it from tanking?

Was all this priced in, and the outlook for this year

Is dire.

Funny how it just does a last minute u turn though!

I was going to sell a chunk to derisk but it's rapidly retraced scuppering that plan.

Meanwhile 1.76 January 22

1.42 March 5

20% retrace

The sooner more bids come in for UK companies the better. Stock market needs to wake up and smell the coffee.

Anyone know what their actual operating profit is forecast to be?

Not the Ebitda that they bang on about.

Trying to think about all possible outcomes.

If a d4e was an outcome surely this would only involve bondholders if there was a risk of not being able to manage financial obligations?

Given the bonds are not due and they are nit in breach of covenants, why is this a risk here?

The way I'm interpreting this is they need cash to be able to fulfill their contracts?

This is still very concerning as bondholders specifically mentioned today.

I'm wondering what a d4e would actually look like in the event of one.

I was so tempted to sell half my holding in my isa at 92 breakeven but really felt the tide was finally turning. What a dawg holding this is.

I'm now tempted to buy and lower my average but can feel 60s coming very soon.

Extremely negative, as usual.

All doom and gloom.

Wouldn't be surprised if the great UK stock market goes to town on this post results, despite lower profits already expected.

Aimless

"World class" hahahahalololo

They havnt been shorting this for 8 years.

Didn't you know they're also long?

And this increase is a marginal adjustment ( 0.04% hardly world beating) hedge against their larger long.

Sneedway

Really appreciate your take on things, and everyone else.

I've only been doing this for 4 years, and over that time I have been gradually increasing my timescales, from 6 months initially to 1-2 years, but in all honesty I can wait it out as long as needed.

The reason this gives me more anx than any other share is that a large portion of my holding is in an ISA which is still 60k down from a very poorly judged cineworld trade at the beginning of my trading, so I'm kind of mentally desperate to get that ISA back positive.

Thanks all.

Been waiting a long time here and just when you think this BOD are getting their act together they disappoint again.

Meanwhile heading towards a 5% down day whilst the 250 is up 1%.

Demoralising being in this and just holding holding holding, better off trading it.

We've all read that and know how full of 5h1t Lewis has been.

How did that work out JL.

If it was so undervalued Pedro, why is down 2 % on a day the markets are bouncing.

Itv are up because they're using the entire proceeds on a share buy back, and they fcf positive and turn a decent profit.

Hardly comparable