Member Info for joseywales

I said a £ in a few months ... make that days! First mark will really be 196 where the Ri was done some time back. Maybe an update or two away from that but who knows with the pace this is flying at.

WT ... really surprised NCC not really having it's own iteration of this.

Clearly it should not be. A pathway to £1 plus over coming months seems viable. Back to being very 'trade-able' in the meantime. Would say the short drove it to 67p and now getting a hold of it for more managed exit. If it ends the day nudging 60p ... that's not a bad day really.

Refinancing complete and finally some cash generation. Could well be worth buying a few this morning.

This is simply being played. From memory it went from 17p to 26p and now maybe on route to sub 20 again. What I do find interesting is the advert on Spotify where Flixbus are properly going after National Express almost as if the latter is a 'has been'. Clearly smelling blood or think they are.

Yes it was, pleased I got out in the 40s but only actually lost what I'd made on the trade yesterday when it went to over 57. Buying back in at 49p was my mistake ... as no doubt others did. Could certainly do with more like it.

I really don't know with SYNT. The SP seems pretty stagnant as if no one really knows what to expect ... hope for the best, fear the worst material I guess. Opted to take a few into the results but not too many. GLG clearing has given a little confidence.

Its a little tongue in cheek. Don't know where it will go but for me it's best out rather than kicking myself seeing it drift anywhere near the issue price. Plenty of fun had in recent months and just a mild sting in the tail to end with. I was expecting it to be more like 35p so feels like a win!

Out in the 40's so quite the result really. Back in when it hits 15p!

From a math perspective it's a 15-18p drop right? From a market perspective there's a lot of holes in the parachute! It's been fun since the new year but this one has run it's course. I'll sell what I'm holding and will again ponder IQE when it hits the 15p mark or lower. They'll have to pull some rabbit out the hat to keep the SP anywhere near what it has been in recent weeks. That march price of 24.5p mentioned would be a result!

Beamer, that was 24.5p under strategic review. Prospect of sale gone so no support for that SP. Could even open below that tomorrow.

This will slide all the way back down to 10p. No prospect of a sale of the business and no shareholder return on the horizon. Not bust ... so at least that's a positive! Those that missed the 'opportunity' to buy at 20p should not sweat it too much. Will buy at a lot lower in a few weeks time I reckon.

...and GLG pretty much out before those results next Thursday says a fair bit. Still, takes a brave soul to load up before then given the history here....

WT .. take a look over at IQE again. Took a brutal swing today so I'm back in the game there!

I think May for the results. They usually send notice a couple of weeks before. Sort of not that relevant really if the sale process is progressing.

I think it's been a real winner and relatively predictable. Think this is something more than a shake for build. Hope it's not but prepared to stomach a loss on this cycle if need be. I thought to start buying at 53/54p was reasonable ... then 43p! Need that crystal ball!

Yep, the hype could we be over. Went out, and came back to 43p! Sort of action that happens when closing in on news. Maybe those harping on about £1 or more in valuation are off the marks and 55-65p more realistic?

Well I thought I was out for good on that last run. Might even see the high 40s today but have not waited to start buying. Can never get the bottom right.

I'm sure all will be revealed on Tuesday. RE-financing is obviously ticking along and we know there will be additional cash over and above original forecasts. Should be decent reading really .... when staring down the barrel of an 11p SP!

All share deal sucks. Best just to trade the swings this will inevitably have. No-one wants all cash because of the 1.8bn sat behind it. So they will be trying to carry over the debt into newco with some kind of inevitable reduction of 3-500m. Newco get's that burden and shares slowly tank over the ensuing 6 months. Great for the financing houses skimming off the sale ... not so great for the shareholders. Opening salvo of course, but if a share deal is the best they could get then things really must be bad.

Down at this level is great. In my view it's still priced for re-financing chaos and no factoring in of an unforecasted cash boost. Oil is over $75 well into the summer at a bare minimum in my opinion. So cash inflow for the year must be looking at at least +30% on the low ball side. 11p is about helping builds. Confirmation of the financing complete and cash guidance for the first 6 months at least would get this chasing the 20's again. Ignore the noise for 6-8 months and it might even be a 'multi bagger' ... or not!

WT, I think gauging the market has always been challenging. This one just seems stuck to properly break the 50p but hopefully an update will move things along. When it comes to supply disruption, I thought the whole palm oil thing was the major element needed in supply chain. But I guess everything consumes oil!

Mine have mostly come good now like MCG and THG. Into Evoke for the 29th results day and TLW down at mid 11's. Out of IQE for the minute and pray I don't regret it. JUP interesting if fall continues. OCDO up to usual tricks.

Been very buoyant but being incredibly careful and prepared to miss some SP gain as you never know what newsflow you get from the USA!!

This one just got interesting again. What's happening with the buyback though ... surely there should be a daily RNS on purchase volumes?