Member Info for joteller

Everyone are trying to liquid their positions, the market crash has just begun again

This will have a bit of an effect on available cash:

https://www.bbc.co.uk/news/education-61088025

I do not have a short position on RR
I will go long when at fair value at 76 area, currently overvalued

Funds that buy in bulk, and slow sell into the market at peaks points over a long cadence. They get to the point where their initial investment has been recouped and any shares left in hand can be sold for profit. That's what's happening now, they are still offloading and feeding any buys.

JPM have done a ton of work over 2021 to automate their back and middle office processes. They should start the first rounds if redundancies soon to start clearing house to balance the books, as currently it's a 20 to 1 ratio of employees that make money and those that cost as admin heads.

Reason the UD airlines are doing better now is because the US is now starting to gear up for travel across their country over Easter and summer. Bare in mind most us citizens do little travel outside if state, and less international.
However with the airlines being so down in profit after past 2 years, the chances of them spending on new kit is low.
Don't let the false positive blind you to what's really happening.
This share will drop to about 76 over the next week, there is no big hunger currently until market stability comes back.

I would say the floor will be between 1380 and 1420, this still has some sellers in the background trying to off load that are already in profit. And the company has some headwinds.
Alongside that the big funds are trying to pick up dividend shares at the moment as they want to reassure investors with stable income, hence why Strix are a good target as they have an ex dividend date of the 12th May, and if you look at the trades it's small sells and singular big buys, as the bigger players shake out the weak hands to clean up the cheap shares in volume.

Word is they (JPM) are going to start reducing back office staff with the roll out if more automated systems to reduce labour costs.
At the moment they have large human teams that do payment confirmations and other services that new internal systems are far faster and more accurate at processing.
Looks like they are about to clear decks and reduce costs to weather the storm for the next couple of years while the markets are being trashed.

It does not matter if there is an increase in military spending going to RR if the cost of production and parts is also increasing.
It will take another year for parts and supply chain to resolve.
Also there is an increase in raw materials starting to kick into the margin costs too.
76 price target is a good aim in the short term, with a return to better times in 2024

76 is a good price target for a buy and hold.
However that hold period is 12 to 18 months.

1380 is a safer place to taking everything into account.
The H1 profit margin was too slim

Trim off a billion and looking about right for the next year or so.
Markets, parts, and cost rise are going to kick the legs out from under this.

Dividend date: 12 May 2022 (Thu)

Looking forward to getting a nice cash payment while the rest of the market drops, thank you Strix for supporting your share holders.

A safe price target in the short term is 1380 based on their profit to share volume.
7% inflation, constriction costs of production and delivery compounding the rise in operational costs to Asos.

The shorts while also be working to bring this down, with no hunger from big firms to buy while the market is being shaken.

Be warned potential for share dumping end of day and over next couple of days.

Pumping much

With difficult market conditions growing, having a share with a dividend coming is great.

How am I a joker, I was asked a question and gave a direct answer.
Secondly I said last week this would dip to 14, which happened.
At what point of being clear and honest am I a joker?

You mon

No, holding off now for 1390

Well I did say it would go into the 14's, and that I had set a buy price of 1480.
Thank you to those that gave me abuse about saying this last week :)