Member Info for Jonnn

Particularly one Russian, Mr Abrahmovic. Is he still a significant shareholder? May move the price the wrong way if he has to liquidate. Can't find any recent info on significant shareholders.

Obvsly long term, this russian bs will help the company.

Despite the direct and indirect good news, it's not unreasonable for buyers to be holding off with everything thats happening in the U.S. Once it settles (in either direction) i think the SP here will start moving up, anything around this is a good price going forward.

Playing out nicely. Thinking this break out will put it back into a steady uptrend. Still undervalued, so likely to get some positively adjusted PT come in for it.

Share price can't seem to find a bottom atm, the fundamentals weren't changed massively with only slightly lowered guidance, seems like a huge overreaction?

If they weren't themselves contantly adding, i would put these in buyout territory, with U.S firms seemingly desperate to get hold of anything they can. Either way, SP is dirt cheap rn, way under its 2y MA.

I've added today, too much potential to pass on.

So Bab****s Cavendish Nuclear will be a player in the imminent roll out of SMR's as part of the UKs 2050 green energy target. However, i can't find any decent articles online detailing exactly how much a part they will play and subsequently how big a piece of the pie Bab**** will get, if any. Rolls Royce have moved up big on this expected news as much as their other deals over the last month.

Still a lot of risk in bab**** imo. Their debt levels here, plus the obvious risk of dillution. 'Too big to fail' no. Too tied in to uk defence contracts, maybe. But they could always just split off parts, Cavendish included. How much of that is priced tho. It's tempting at these levels.

Time for some steady growth here imo.

Luxury brands shook covid off quicker than the rest, theyre not weighed down by high street fluctuations and less effected by supply chain worries. Mulberry have their foot firmly wedged in asias increasing demand for luxury western goods, and have recently ticked the environmental sustainability box.

Bit of mystery that nothing significant has happened since mike ashley swooped in, no partnerships or restructures. Maybe, waiting for a buy out, but they certainly don't need one atm. Decline in revs is marginal taking out 2020, recent quarters look promising.

Chart has it pretty much on its 3, 2, 1 and 6 month ma.

For a luxury name with such a low market cap, who's majority is held by insiders, i like the r/r here, if not only for the potential for a buy out.