Member Info for jnc0108

Haven’t been a poster here for years but let’s all pray for that paddyboy guy who was endlessly commenting how good this business was. I hope many on here practised good risk management and didn’t go all in with your cash like I see so many do.

Time in the market here? Take a look if you had been invested over a decade ago with this company and how much returns you’d be sitting on with all this time. Just because something has dropped in price doesn’t mean it’s worth buying. This is a terribly run business right now with poor management. I was buying this when Garat was first appointed around the 120s, took a loss in the 80-90p range as he wasn’t turning the ship. Terrible volume on the buy side and the chart is awful. So many companies in the LSE that have suffered similar fates, it really is a dire index right now.

I sold out of this at 80p or so a long time ago and it’s sad to see what’s happened here. I hope most can write this off and move on. The ftse is by large; a joke. This was always going nowhere, the fundementals were in poor shape and the chart backed it up. All the best to those holding but certainly not an average down day and keep throwing bad money after bad imo

I honestly can’t believe the share price is down here. I bought 48k worth of shares at 120p and sold out at 66p for a substantial loss. Rotated this into some other stocks and have made back a large portion. Thinking about a re entry but the management here have really messed up. Those chasing this down will probably be okay but I would come to terms your money is dead for a long time. Let’s face it there are much better investments in the short term, but if you are into recovery plays I’m sure this will yield well in the long term. So many UK stocks are battered down to ridiculous prices. The LSE is a casino.

The LSE is such a car crash, a complete disaster. S4 already let investors know this year will be turbulent due to macro and industry issues yet the share price drops significant amounts on so called news. So much for markets being forward looking. Virtually all of my UK stocks are in the doldrums, good job my other portfolio of US stocks and crypto are making massive gains. UK stocks are mostly dead money for a long time.

Will be interesting to see how the previous lows hold. No doubt the shorts will be all over this. This is a good company, ran poorly. I have no doubt this will turn round in a few years. Just accept that your money is dead until some major catalysts arise such as the NA sale, or a cosmen bid. At this price it’s clear it’s being pulled down so certain people can acquire at cheap prices.

It is evident the management have no idea how to run such a vast organisation. Let down after let down. I took a loss on my substantial holding last week at 66p. Cut the slow paced performers and moved it into other stocks which are already up 20%. The management team here show me no confidence.

I emailed John at IR last week for an update on results. Literally just got an email to say they haven’t published a new date yet.

We all know once this ships is turned it will be multiples of today’s price. But it’s going to be dead money for many years when there are faster horses in the short term. The opportunity cost riding this out is hard to swallow.

Interesting story pedro but it has no relevance to the share price. The management here need to deliver and show the market some confidence. If there is yet again another issue sprung upon investors, I feel like my capital will be dead here for many years. Perhaps a surprise to the upside with some good news for a change. The lack of communication is shocking. They have delayed results but have not given investors any further info. No wonder the market has been dropping this back down. I am continuing to hold and remain patient as I do think this is undervalued still but we really need a positive update

I think lots of us are holding out for the NA sale to balance up the books. If they fail to update us on the progress or show no interest, I think we are due for another drop. This share has been a rollercoaster, not sure why it rallied from the 55p low to 92p without news, and has now just sold back. Very frustrating

Another increase in holdings? They seem to be hoovering up from panic sellers.

And here comes the sell off. I imagine lots of people are waiting for a quick return for the NA bus sale which wasn’t the news people were expecting. A rollercoaster ride here for sure

German rail is less than 6% of the groups revenue. From my understanding they are absorbing 40-70m in additional contract costs to the remaining 10 years or so? Hopefully shouldn’t be to bad. Although I was half expecting a decent trading update. At least something positive. Perhaps a delay to time in news of a sale? That’s me being optimistic!

They announced cost saving measures on the last update, this will include redundancies and staff levels so the fact they are happening now doesn’t mean results will necessarily be bad. Driver pay increases were obviously essential in order to retain them, and will likely be mitigated with making non essential staff redundant. Drivers are essential staff to keep the business moving. There is obvious demand for infrastructure business so jumping to conclusions that we are “finished” because the share price is drifting is just unwarranted in my opinion. Lots of stocks are falling today due to the US cpi data miss so we are not alone.

This appears to be drifting on low volume. I still think we will have a positive update on the 29th, major holders have been increasing over the last few months with no public news. Time will tell.

I would agree with the below, dropped 10% on slightly missed inflation data a few days back, and the shares have been eaten up. Seems like strong resistance around 90, time will tell. A lot of big catalysts for this company to come, although there is always the chance the BOD don’t hit their numbers again. It seems the rally is down to major holders building their position so surely they are privy to more information than us little retail investors. I think we are heading back to the 130s by April, providing the macro doesn’t turn and if the company hits their guideance or beats slightly.

Nobody knows where the markets will go in the short term. This is undoubtedly a great price for a long term play. FYI my average is 129 (124 if you factor dividends)

So I am still underwater and have a substantial holding. There are lots of other long term holders here with even higher averages so. Wouldn’t be concerned that a 95 average!

Did you sell your entire holding? Guarantee if you try and time this market you’ll get caught. 1 positive RNS and you’ve missed your re entry, just my 2p.

I’ve watched my capital get decimated over the last 18 months, but I do feel like this is on the turn. Providing no major black swan or macro events, this should start to turn this year.

The selling here is relentless, until they post a positive update there will be barely any buyers here and will continue to drift. Am quite shocked we are down here, remember though it’s only a paper loss until you realise it so will wait to see what happens in the near future. Not expecting a mass advertising boom in the short term so there will still be head winds. They need to show they have costs under control and retaining whopper clients. Let’s pray for a positive update, the chart here looks disgusting though. For note I have two holdings one with a 143p average and one at 110p. I’m sure others here are in higher