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Never let a good crisis go to waste. This is an opportunity! Recessions make fortunes.

Re-examine your portfolio and position. Remember you can always short the market. Don’t let your upward biases get in the way. It’s a two way market.

This is supposed to be a comments board about Persimmon. And yet we get rants about immigration. If you think the share price of Persimmon has fallen 40% over the last quarter due to immigration then you need to examine your investment skills.

Likely to fall over coming week for 2 reasons:
L&G and Blackrock are big holders. Likely index fund holders. As NCC going to be kicked out of FTSE250, this will force sellers.
End of tax year approaching. Tax loss harvesting.
Say sometime during the Summer (ie after sell in May, go away), then might be time to pick up some shares.

More than likely we will see a rights issue in not too distant future at huge discount (>30%). This will cause the share price to come under increasing pressure until the rights issue. In the meantime, watch for this to keep trending down.

I have bought into this one. Really undervalued.
If you value Egypt at zero, Vietnam is a great asset worth much more than the current SP.
Company is cash generative and should be in a position to start paying dividends later in year.

I think this company must be seriously affected by the current Brexit red tape. Newspapers are saying EU customers are switching away from British meat due to delivery problems.
Buyers like Tesco are not going to take any price increase from its suppliers, so Hilton Food margins are going to get hit.
Would be keen to hear in the next trading update the impact of post-Brexit. I have noticed that Wincanton share price come down a bit whilst the Brexit logistical problems are being discovered.

Indeed the Cobham experience shows that the SP has further to go down until a rebound. The CEO here has only just started so we won’t see a turnaround for some time.
The lack of a material bounce this morning shows lack of support and conviction.
I continue to stand on the sidelines.

No kitchen sink is without a massive dilutive rights issue.
Wait for this then buy. Too much debt relative to equity.
Can’t see any institutional support until after the results of the review promised by the CEO.

Been tracking this company while invested in Tirupati Graphite (which so far has had an amazing run). Not many graphene companies out there. May well increase the investment in Tirupati. Vesarien not showing the same kind of momentum.

I think the fall last week was down to a large seller getting out - that’s my read of the level 2 fills.
Company just been recommended by ii as top 5 shares for 2021.
So should be good support at this level now.

There was a huge trade for 555k shares at the close today buying in at 70p. That must be an institution buying given the size. If the funds are starting to follow this, then the share price will skyrocket given limited supply. Expect the share price to pop up on Monday.

Agree with Dr Zed. Think this is a multi bag.
2021 will be theme of global recovery, re-inflation and ESG. This type of commodity will thrive.
With so few listed companies of this type in the world, demand will outstrip supply.

On ii, able to buy on their website but ticker doesn’t yet show up on their mobile app. Nice close to the day.

Just exited this one. Had bought in after the profit warning, so made a small profit. Would have held on, but the recent large director sell worries me especially in the context of the uncertainty around the company's future earnings path and profit warning.<br />Will reconsider buying back in after the upcoming trading update.<br />

First ever post. Been following this one. Here are my concerns (and grateful for people's views).
1. While it seems impressive that Turkey posted 10.9% LFL revenue. It's less so in the context of runaway inflation (now estimated at 100% pa) - see CNBC article.
https://www.cnbc.com/2018/08/14/turkey-annual-inflation-rate-is-running-at-an-estimated-101-percent.html
When one account for things on a real instead of nominal basis, the picture isn't rosy.
On the ground in Turkey (I don't know about Russia), the DP stores in central areas are busy (probably foreign tourists given Lira may help). But the DP stores in non-prime locations certainly not as busy.
2. Given Russia is a start-up, they seem to be chasing sales at any cost. See CNBC article (giving away pizzas).
https://www.cnbc.com/2018/09/11/dominos-free-pizza-gimmick-goes-awry-after-too-many-people-get-tattoos.html
The above 2 points show up in decreasing GP% and operating profit%. Competition is high in a poor economic environment. Operating losses have increased.
So while on a store basis, EV/store is cheap, it feels like a a value trap. Particularly on the bottom line with widening losses.
So the fast growth is coming at a cost. But are they really truly as profitable as they are in the West without all these loss-making promotions.

btw, I'm not invested as yet (buy or short).