Member Info for JG68

Reading all the hypotheses and figures banded about, then why have the expert market only got this at 55p?
I mean reading everything here it's almost saying that this is too good to miss, throw everything at it.

And also, why havnt Samsung say put a bid in to buy the company outright, for say 2.50?
Wouldn't it be cheaper for them to do that now?

Do people think it is a relatively risk free investment at say 60p ?

Do people and these doctors actually think that there will be anymore destruction of economy and tight restrictions because of b----y covid.
Policy leaders won't let that happen again, we're all still suffering the consequences now.

Psk
I sent a complaint to Sky news for misleading reports and trying to create fear.
They've been banging on about 3000 cases of flu each day in hospitals compared to just 34 last December, but what they fail to report is that flu wasn't circulating last Dec because everyone had covid.
They don't report how many were in with covid last December, such idiots.

Been trying to look back and couldn't see one last January, and there isn't one on their IR website.

Is anyone expecting a trading update or will it ve full year in March ?

Really is a pointless article considering they still maintain NEX is more than 20% undervalued at what they perceive fair value to be 2.78.
So why deramp it if your fair value sp is more than double the current sp.
Total contradiction in their Warning.

The debt has been consistently over 900 million since 2016 and as high as 1.35 billion in 2019, with the share price increasing throughout that period.
They have a 5 year plan to increase revenue by 1 billion and to produce the same in FCF between 22 and 27.
They have already stated that margins will be around 7% this year rising to 10% by 27 with a mean average of 9%, and profit would lag revenue growth initially.
They reported 67 million FCF at the half year update, and they have stated twice during the last year that they intend to reinstate dividends at FY.
They also have stated they have been working on wage increases especially in N America throughout tthis year,and the issue around driver shortages was easing, reported in October.
That is a very bearish article designed to worry PIs and only on the back of the recent downgrades based on no more than guesswork.

It's all AT sells, no shorts buying before 12.30.
Maybe they're driving it down to buy after close.

Doesn't seem like there is a planned trading update before year end in March, unless an RNS drops to warn / adjust year end forecasts.
Most of these so called analysts and fund managers who commentate on Bloomberg are all saying the lows / bottom not in yet, probably HI next year after all the corporate downgrades likely in quarters 1 / 2.
So I'm expecting more of the same, probably lower still, until the tide finally turns hopefully in 23.
The only thing I can see that would exempt NEX from the lows some stocks might fall to, is the reinstatement of dividend and at least meeting expectations.

I wouldn't bank on QIA, their stake is loose change to them.
It really does look like he blagged the Japanese probably with a hard sell, and possibly done the same again with the quataris.
It's like an addict borrowing money from his mate to go down the bookies, then when he's lost it, going back for some more.
He managed a little temporary reversal to stop his nemesis the shorts, but he will only win by focusing on making the company profitable and relinquishing the golden share.
Who in their right mind us going to pay 2 quid for a company that can't turn a profit and is living above its means.

Some time ago earlier this year one of the analysts was talking about THG and Moulding specifically, its on HL website from earlier in the year, and he summed up by saying Moulding has lost all credibility in the city, and the only thing that will change the way the city views it is at least 3-4 quarters / updates showing continued progress, and really we've had 1 so far. So the next one better meet at the very least expectations, imo.

It is highly possible that this forensic audit could result in a fraud prosecution against 1 or more individuals.
The question is whether this will be directed at the company or individuals acting alone.
Forensic suggests crime.

This price action today seems to be THG specific.

If you look back at the trading update in June, they restated their short term forecasts, stating that profit would lag revenue recovery in 22/23, but they anticipated 7% margin this year, 10 by 2027, a mean average of 9%, FCF of 1 billion between now and 2027.
The markets tanked it on June 7th because of that.
It is already known and accounted for in the SP.
This is just what seems like capitulation for NEX, it's completed unjustified and not as a result of fundamentals.
For some reason it's an easy target due to low daily volume.
They are on track with their 5 year strategy, and even during that profit Warning in June, they still referred to dividends.
I suggest reading the June 7th TU.

Most days they have fund managers from various different hedge funds, all giving their views on how things will pan out, and as you listen it becomes clear on what their funds personal agenda is.
I think it's just pure greed that they are desperate for markets to fall further so they get in near the bottom.

Sorry I drifted at the end onto NEX.

When the SFO concluded they all left within days, and there was about 8% declared then.
I'm invested in Network international and despite rising revenues, profits, growth etc etc there are some leeches that have been short for nearly 2 years. It dropped to 1.60 earlier in the year and they still didn't clear out, it's now 2.90.
It's a stock not very invested by PIs so has fairly small volume some days. Similar to NEX IMO.
There's been very little II investment also, not even sub 150. I do find that a bit baffling.

It's what all the US analysts keep banging on about on Bloomberg.
They've got into my head!!!

The thing I'm fearful off is an out the blue trading update warning of a change to FY forecasts.