Member Info for JG68

Think it's priced in now

I think drop was caused by negative fcf and increase of debt.

Hack cost, investment on it, pension contributions and impairment.

Similar expected H2 according to IR.

Thanks as always pokerchips, very informative post.

Don't know if it's possible or logical for shorts to average up as we average down ?

I know it sounds silly, someone may correct that.

Anyway the Times says bargain hunters and Mail says read accross from the arrival sale.

The only thing that makes any logical ( if you can ever refer to the market as that ) sense to me is, that given the price was steadily increasing even when several algo sells are fired off which usually lowers the bid, that someone was stake building behind the scenes.

What do I know, not a lot to get myself about 75k down on this!!!!

They blocked my adjective ra51st

he's also a ****** delinquent, he has targeted dipa on the other board (kiri) on here, numerous times telling him he can't afford curries anymore, how many rupees has he lost, numerous times , its there in black and white to see.

he takes pleasure in other people being down on their investments.

abysmal human being.

The only dampener today is systemica increased their short yesterday.

I have to say I don't quite get the strength today on such an awful day.

They were raising the bid all day even after several algo sells fired off in quick succession which usually takes it down.

Another 10p and I will be far more relaxed about how underwater I am.

Paddyboy

I can tell from your recent comments that you have acceptance of being so down, lots of wise cracks!!

I

So when do we think Adolpho starts?

FY pre close TU usually about 10 December, will it be Lewis or The new boy.

Well let's see in this brutal market again today whether it falls back after 2.30

Is it too far fetched to imagine Alsa and US shuttle to be spun off as a separate entity in the US?

Don't say that " all we need is Alsa to decline"

Another thing to stress about now!!!

JNC

Wise words as with most on here.

I have extended my time frame on this stock specifically until at least March 26.

I've said before that as much as it unsettles me being so overweight here, I'm treating as capital allocated, not required at least for that period, similarly to a couple of 2 year fixed rate savings investments I have made at 5.6 / 5.8 %.

Personally will feel much more relaxed when back in the 70s !

From holding up fairly well the last 2 sell off days, very weak again today, more likely to reach 16 than 18.

Imo the next meaningful rise this share will have will be the day Lewis leaves and Adolpho officially starts. That will result in a 2 fingers up 10% rise.

Lots of 2000 sells being fired through.

Sneedway

Think you could be right there, however IF we manage to dispose of NA for a decent amount and did significantly deleverage, interest rates shouldn't have too much bearing on this specifically, considering the short term finance liabilities are now secure, right?

Personally, I have a hunch that the 2% inflation target will be adjusted up marginally which will help with the above and possibly accelerate rate cuts.

A few months ago some brokers commentating on the mortgage industry were talking about 2026 when rates would start coming down, they seemed to be aware of the higher for longer narrative before it became mainstream jargon!!

I have restrained from buying small tranches in 3 on my watch list today, JD, Ibstock, and Aviva because there is every chance they could all reach Oct 22 lows again before any rally.

I remember the guys on Bloomberg discussing year end s&p targets in May, June during the rally, they all predicted sell offs in September/October.

Makes you wonder if these fund managers purposely orchestrate sell offs to their own end.

LWHL

I appreciate your points, and honestly no need to guard yourself so much re not giving financial advice etc, you're just sharing your experience and thoughts which I find helpful.

With regards to a black Swan event, some US commentators on Bloomberg are suggesting that one way of calming the bond crisis is stock market crash, so potential black Swan of sorts.

I'm stuck now with very large holdings in 2 stocks accounting for all my paper losses and need to just ride them through.

I did buy smallish holdings in some others the last few days, and it is those where I think I've jumped in to early and will sell and remain in cash in the balance remaining.

This is where I go wrong, for example quality stocks like phoenix and DS smiths, could well go much lower so I fear I've jumped in too early.

Plus by the looks of the US tonight, tomorrow could be a similar story, what an awful couple of months.

Joseywales

Totally agree, I can't understand why Cosmen doesn't increase his holding at this price, or any of the others for that matter. Maybe they just don't think like us in terms of lowering averages etc

Mavswf

Thanks for sharing your own experience and lessons learnt, I do sell shares at small losses sometimes soon after buying if I get stopped out and knife keeps falling, but won't sell these and take huge hit.

I do use this board as a sounding board, and you guys on here, especially today and the last few days keep me sane.

Really appreciate wholeheartedly all everyone's posts on here.

But LW has slightly elevated my stress levels tonight now, so might sell up a few of my small newer holdings to hold a bit more tradeable cash,as I fear that some purchases may be a bit premature given the daily meltdowns we're having.

I will be left with this and couple of other long term dogs.

Joseywales

An RI is my biggest fear here having so many shares, as you say the sp would have to be over a quid to raise any decent amount, I just hope and pray that the bond has dealt with any short term debt requirements, they still have 300 million in cash, and they remain FCF positive at year end, then I can't see any reason why they would need to raise funds.

God yes Mavswf

Probably 85 accross all my holdings.

I'm stuck in my ISA 40k down on 100k shares, can't average down.

SIPP about 25k down, and 20k down on another trading account, but I added 20k there today to lower my average to 85 ish

It's way way too many and knowing the type of person I am, I am going to stress constantly until this gets back to late 60s 70s, because that is a more acceptable level of down.