Member Info for JG68

Not sure how this will affect sp today, stagecoach will rise, not sure about NEX

How's this going to be received?
75% shares of combined company.

PW
Last to bed and first to rise!!! Haha

HNS
Thanks for that, really useful summary.
The part I listened to the cineplex lawyer was trying to to justify their actions by showing that without taking those actions they never would have made the savings they did, contrary to whatever contract they were tied into.

The only thing that slightly concerns me is the body language and facial expressions of the judge, she does seem somewhat softer when their lawyer is up and seems to harden when CINE legal team enter the fray.
Maybe I'm being paranoid but check it out on Wednesday.

This is probably what the IR person was referring to when she said that the CEO will announce the companies plans to return to growth during the forthcoming capital markets day.
And I do hate it when they say a share price is up 80% on a year, especially when the comparable time last year was their lowest point in 5 years SP wise, not exactly hard to be up from 120 ish imo.

JTAN
It's no comparison to PFC because this only being held down until the SFO either charge them or conclude their enquiry.
And as to Vodafone, they are non comparable, and their debt is enormous. Besides VODA has never really been a growth stock, look at 5 year highs, 240 ish, but they pay a good dividend, similarly LGEN, never really get capital growth just a solid yield, so those are good to hold for income if you can average down cheap enough.
But NEX has been on a growth trajectory the last 4 years, just look at the 5 year chart.
It was b----y well over 300 in the middle of lockdown with no buses running.
My gut says it could move to near that level within weeks given the right sentiment or stimulus.
The lady from IR said on their capital markets day the CEO will outline how they will return to growth from recovery.
Could I make up that 12k paper loss selling and investing elsewhere, yes.
But there is equally the risk that markets plummet and that loss extends, and also that sentiment changes around NEX and it flies.
So for me with this one I'm not selling.
I do sell fir a loss, today I sokd my coatain holding at a loss and bought RR and restaurant group this morning. Already cover that loss, but NEX is by far my largest holding and the only thing that halted its growth was COVID.

OWLS
So what you're suggesting is, if you invested 100k in a share, and you are currently 12k down so it's worth 88k, you may be better investing that 88k elsewhere in something maybe with current momentum, taking the 12k loss which you can offset in your tax return and hope this newer investment gains and doesn't lose you more money ??

PW
I was lucky today, bought RR and restaurant group late morning before the announcement, and been holding and averaging down IAG for a few weeks so all good there.
But CINE is still killing me, I'm averaged at 75 with one tranche and 86 with the other so about 30k down.
And NEX I'm averaged at 250 and about 12k down.
But it's only money.
Hopefully TUI will get back over 400 v soon.

PW
NEX, IAG, RR, as soon as Biden announced travels a go to the US they all rose.
Restaurant group was 7-8% down this morning, now only 3 %.
I think we are benefiting today from that.

Towering inferno BB.

Double whammy, no RI and this , there's going to be a f-----g inferno at Citadels offices.
HA HA burn you m-----------s

Not so bad being lumped in with travel!!

He needed Boris to talk some sense into him!
This is Biden saying sorry for Afghanistan

Give it time Mr Tan, we were 213 about 1 hour ago, its all good.

Lloyds won't let me close my trade plan , saying price is 175

Funnily enough sky news reporting today that trials on young children producing very encouraging results.

Was November 6th it was 165 which was the day before FBiontech announced the vaccine, and after an awful few months, it then rose to 206 the next day on 9th November, and quite rapidly rose to 330 ish in a couple months, before starting its sustained decline since March / Delta variant.
All I'm saying is market sentiment was really bad Sept/Oct/Nov last year and it needed drastic news such as the development of the vaccine to change sentiment accross all markets.

O have 100k invested here and currently 15k down, I'm not selling at a loss.
When the markets get over themselves and stop creating mass global sell offs for no real reason, momentum will build again.
How many times do they have to wack the markets on the same old Fed b------t meetings each month.
They either drop the markets because inflation is getting high, or if its low so people aren't spending, and in between that it's either covid or China.
FFS it's like groundhog day.

Awful day thanks to MMs and not even 2.30 yet.

Wish I had sold and bought back.
Been trying to get over 50 for weeks and see sawing back.