Member Info for jsydermills

Hi guys, I was thinking of buying this on the first day it dipped but I thought it better to wait to see when this bottoms up and get in when the sentiment turns bullish. I have a feeling we are not yet at the bottom but what do I know. Anyway, anyone think I will be lucky and actually manage a 70p entry here? Company is excellent, I had it on my radar before earnings and want it in my portfolio but always happy to get a good bargain! GLA

Hi all, new investor here. Or should I say punter.

I see this board is very active. Took some time to read some posts and to check if this is a stock being ramped, or whether there was some serious contributors to the discussion. Seems to be a bit of a mixture.

The way I look at it is two fold. The firm faces serious challenges. Under the new board those challenges are less problematic, one could argue, given the experience and know how of those appointed - connections with FCA etc. But there are still a load of complaints to work through, concerns about liquidity, the FCA and ultimately whether AMGO can get lending again.

I see it as a gamble and more of a recovery bet than anything. There is the potential to make a lot of money and the potential for this to go all t*ts up. I would say the odds seem to be more in the favour of the former than the latter. So I have given it a punt. Bought 350 shares at ~ 10p. I have started v small because I can see this really dropping to 8p as a pull back from 6 to 10p is inevitable, and am keen to go in with 1.5k shares if it ever gets to 6p again. But I am not prepared to put in more than a 100.

I will just be keeping this position small - the way I see it is I can either lose £20 (so what) or make £600, with my current investment. So I will just buy and forget. Low skin in the game = no care in the world. Convince me why I should put more capital in and I will. In other words convince me this is not a 50:50 but a close to certain outcome and I will. From what I have seen this is a gamble but maybe someone can offer me some evidence/strong fact that suggests otherwise.

At such a low P/B - a big increase in revenue from the Corp Finance division, the huge Round Hill IPO and the huge cash flow increase why is the market still undervaluing this stock? Thinking of getting in asap but if I can get it at a lower price, eg 45p, which would be nuts at this stage I will.

Why is their quite so much volatility in the SP? I am kind of attracted to the company given the catalysts coming into Xmas and the recent discount but ofc the volatility is concerning. Just wondering if anyone could give me any insight? Is there a lot of swing traders here or something?

New investor here. I like the company and have seen a few of their stores back before all this mess and the insane consumer obsession with the toys was evident. Didn't realise they were listed though until I was taking a look at some potential bargains post the vaccine rally!

I was thinking of getting in at 9,400 with a 2k position and adding - more if it drops - and less if it rises. The fundamentals, growth and the moat this company has makes it v attractive but I am aware of the P/E.
Keen for insights. Looking to add this to a long term portfolio along with GAMA. I am 22 so will be holding for a long time.

New investor here in GAMA - thinking of seeing if support holds at 15 and getting in if it does. That would leave it up 10% YTD when its diluted EPS in June was up 14% YTD so seems like an excellent entry.
Company looks to have good growth potential too so thinking good for the long term.

I understand the vaccine news has been interpreted negatively for the company but is that a correct read?

From what I can tell from their interim review they have a strong balance sheet, good liquidity and been so robust through this difficult period they haven't even had to draw on the Government fiscal support!
To me it seems the market has over-reacted - the WFH trend is here to stay, albeit to a less extent, and there are other aspects of GAMA's business that will benefit from a return to normality right?

I am 22 and looking to add this to a long term portfolio - been on the hunt for bargains after this huge market bounce - because I have missed out so no point chasing the high flyers is my moto! Appreciate any insight.

I think you may be forgetting the bigger picture here, imo the medium - long term future for UK equities is rosy; they're cheap and the economy will recover eventually. If you pick well and are patient there's £'s to be made. ITV is a nice play imo as production ramps up and advertising revenues recover. At around 74p its still cheap and I'm loving the gains I've made from buying at 63p. Lets not forget it was 90p in June.

Not really sure how the BoE hiring is a sign that firms are hiring again - I mean they hire more when the economy is suffering and in crisis. I know because I have worked there for 2 years making prudential regulation and overseeing macro financial risks. So that doesn't make much sense. But wait if firms are hiring again thats a sign the economy is getting back on its feet? Isn't that good for ITV? Oh the contradictions...