Member Info for Know0

istock (et al) - I don't see this spiking - I think this is going to be a grind, unless there has been some II accumulation going on

My Y/e price estimate - 42.5p

Hope Im wrong and its closer to 50p! GLA

This is small fry anyway - x16 multiple for a business unit that they dont see as core

Cash isn't really needed (unless building for an acquisition)

2% Divi return in a couple of weeks - this will bounce around 600-610 IMO until something more major is announced - I sold 30% when it hit 609p - wish Id sold it all now!

GLA

Still a way to go yet guys!

Keep the faith

Viewing - similar strategy to me!

Think holding 50p will take couple of weeks when it gets there again - had really hoped by y/e

Managed to get a meal and a beer in a pub last night so forgot about CPI for a few hours!!

GLA

Fingers crossed for tmrw and a bit more Green

GLA

sorry Eats - yes, that was all my confusion as I had in mind 38.5p! Makes a very big difference! I read you now

Crisis - What Crisis!!!!

Eats - I am unsure the read of these - you are saying, a fall below 38.5 indicates we will continue to fall?

Where do you see that bounce that changes this?

How much (if any) can be attributed to other economic factors?

what now Eats?

OWLS - NO FEAR made that statement based upon charts, Brexit announcement and other things remaining equal - not on whole marketing going South

Understanding of the sentiment rather than just pick an choose soundbites

Thanks NoFear for your ongoing inputs - Pls keep posting them

DYOR

RideEasy -Im looking 12-24 mths but I think before end of tax year I will be able to bank some profit and reduce my holding which is now £100k

Ive just taken a small position in a few other distressed prices - only £1500 or £2k but leave the alone for a year

Disabledman - I had intended to take some out at 50.9p - got greedy a changed my sell to 51.9p - missed the timing - was going to sell £25k - moral of the story - keep to your plan and dont get greedy!!

Will likely day trade this through 40s again - just had my daughter buy £20k for me that I will leave for 70p!
GLA - Enjoy the ride

Me too Ian - £95k - topping up though - not many safer businesses with big upside potential within 3 mths!

GLA

Many thanks FunInvestor

Hi all

Not taken a position here yet (although been tempted for last few months - Covid will pass so not worried about that, but concerns about the extent of films being made directly by Netflix, Amazon Prime etc

What do you current PIs feel about the threat of this competition?

Thanks for any feedback

Ive got a small holding in Serco and a pretty decent holding with BAE

Both companies (like CPI) have good government contracts - Serco and BAE are very sound businesses, and their shares are really suppressed also

Unsure why this would be

Guaranteed cash collection - good performance and large contracts to bank

All undervalued and not really reliant on Brexit nor CV19 to great amount

Maybe this years Santa Rally will be Hogmanay??!!

I missed Sandbar Increased their Short .4% on Wednesday

Someone is suppressing this - lets just sit and wait - all will be revealed shortly no doubt

well I have invested similar amounts in much higher risk - as they say, if you get your money back on a bad deal then its not too bad

I certainly wouldnt have come in at this level with the investment I have here and could easily take it out rather than add

BUT - IMHO, I dont see this business going bust - all these new govt contracts (yes I know we have seen others go)

Maybe it wont be 50p again by y/e but most longs believe we will make it there and maybe 60-70 by end of Q1

If I can make maybe 40-50% gain in 3 mths, I will be very happy - if its still 35-45 by end Feb, I will reassess

GLA

Im definitely still here - but my profits have dropped - almost at my average now ! I've added again today - as agree this is still way to cheap

GLA

Likewise NoFear

Ive traded this (and Marstons plus the banks) very profitably this summer but think this is way too cheap and although still in a decent ££ profit, I think it will be a very good earner soon

Thanks again and GLA

NoFear - thanks for sharing this.

Always great to see the analysis from you and Eats

Diolch

Volcano - I posted that from 5 weeks ago as evidenced info rather than the post you made without reference to any source

Just typing it doesn't make it true - Are you Trump in disguise?

Most of us Longs have also been trading this as its been so volatile

As I said - without sources to your quote, you are just fishing for comments - like a teenage girl on Instagram!

I did say yesterday that I thought it would drop again today but wanted to be wrong - at least no RNS today re II reducing, although wouldn't surprise me to have another esp with the increased short on Monday

This week wont break us and Volcanos posts certainly wont!
GLA