Member Info for JG68

Laura

I was here well before you and your 5000 posts showed up last week, so you move on, clearly a ramper and in and out merchant

But they both walked away for some reason, not a good look

JO

I look forward to that lovely jug of gravy, especially over my partners cooking!!

JO

My anxiety has transferred from cpi to WG !!

Given the sheer amount of businesses writing / complaing to Reeves, and the constant fall in UK stock markets, and rise in bond yields, wouldn't be surprised if they rowed back on the NI in some way.

CPI

Just to add I'm not at rns tr1 amounts like Trisor/ Trenners!!

JO

Yeah got caught holding with that rns, thought 120 was decent after all the interest abd fcf forecast for next year.

Yes got 100k in normal account at 20, having sold 300k a few weeks back at over 20, derisked, but being buying back in my ISA and have about 150k now at just over 17.

Was underwater here for 2 years and had jumped too early, this time doing it differently, was adding small chunks first hour today.

JO

I started that day last week with 10k shares at 120 and ended the day unfortunately with 50k at 70p.

So yes everytime I jumped in, they carried on falling.

JO

Do you wanna buy my wood shares for 70p special price just for you ?

Basilalderman

Didn't they reign back the cashflow guidance with more wooly words ( not so bullish) during last weeks update?

Well there's a clear summary by shore which is quite a kick re their EPS downgrades, given they've based that without actual figures.

It seems they're suggesting the impact will be worst than serco.

Thought they had more UK based employees.

It's hardly that risky anymore considering they will be more or less net debt free at FY.

And with pension deficit being removed as of 25, and the significant cost saving program well underway.

It's on sound financial footing now wouldn't you think?

Ice cool

It's not about instant gratification it's about trust in the BOD.

If the 60% capitulation really isn't warranted then you would assume some brief reassuring rns to investors, if they really weren't expecting that.

Alternatively they were expecting that, so what more can they say.

Right now trust is out the window

Trenners

I've been adding small amounts of the 300k i sold at 20 in the ISA now, this time I'm adding in 20k blocks rather than big chunks.

As you say the market/mms have clearly forgotten the cash/ net debt position.

The forthcoming increase in NI costs I'm expecting circa 20 mill, hard to know without breakdown of salaries etc, so unless this 20-30% decline is something like a data breach claim / rumours unknown, I can't think of what warrants this complete change of trajectory here.

As we have discussed several times, it will be the forward guidance probably issued at FY results in March, especially about FCF that will be the inflection point.

The Dec update is just a pre close update, probably not market moving.

And just to add I'm long, been here since well before last week as Aucuba has 95% of you are just in during the last week.

I'm just seeing the glass half empty view rather than constant ramping BS

Jxp

The only things that could warrant a 60% daily drop are serious fraud investigation or massive dilution / d4e etc.

Surely not even some black hole wouldn't be large enough to warrant -60%.

It's good to talk Nick.

As long as you remember to breathe in between!!!

This kind of battering suggests something like a massive dilution forthcoming or something like a serious fraud investigation.

Does anyone know what the actual sum of the parts is, should IIs try and force some kind of sale?

Look how your ramping expectation turned out yesterday.