Member Info for LumpedOn

Current SP puts it on same PE as TEN, and about middle for the sector. Clearly still a strong appetite for buyers, and up to 30th Jan they can all bank Feb divi which is still 3.2% even at this price.
Risk is a strong pullback ex-divi - and as I have commented before this tends to have a swinging price once the good news has been absorbed.
I am holding for divi for sure as it is 5% for me, but will have fingers on the sell button is the pullback starts. The question I have to ask is whether this can put on another 30% over the coming years - mmmmmm not sure on that.

Not wishing to knock anything positive about this one, but the Yorkies are seriously behind the 8 ball on this "revelation" - it was the subject of the RNS issued (visible on this site above) on 27th Dec 2019.

What we need to break the current £17.50 trading range is some new news from the company via RNS, and not recycled snippets from some tired old hack.....

excellent video of the queues around the stores via the google news link.

Great start to 2020 - just hope it all can be monetised and become sustainable growth. Am a bit worried that with this latest lofty SP that the results next Wed will dissappoint those expecting astronomical profit growth and that they then trigger a sell-off.
Seen it happen before on other shares when people expect champagne numbers but get beer ones instead.
Fickle place the stock market....

Parf - good choice and timing. Low volume but on the rise today. Have got my votes in for the divis etc. for the AGM at end-Jan, but keep an eye on SP movements after that. This can be a volatile one, and a wide spread can develop.
Long haul it seems to be a good choice, but for me it is a tradeable one too.

Good news from the Telegraph - here'shoping it's another big New Year sales kicker...

Costa and Greggs are eyeing bumper vegan sales with meat-free toasties and bakes as part of their menus for the New Year.
Coffee chain Costa will launch a vegan ham and cheese toastie as part of its largest vegan menu.
Greggs, the baker, is expected to offer a meat-free version of its steak bake following the success of a vegan sausage roll it launched in January 2019. Its meat-free steak bake uses Quorn as a substitute.
Tyneside-based Greggs caused a buzz last New Year when it rolled out the meatless roll. The vegan alternative to its regular breakfast snacks proved a hit.
So far in 2019, sales have grown 13.4pc and Greggs has been forecast to beat early earnings estimates with £107m, according to analysts Edison.

am still long too, 2nd bite at the cherry. Need some positive newsflow ot bigger volume to get above £18, then hopefully on to £20. That will do for me.....

Still think there is bounce potential back to £20 - then I'll be out too

Cheers for all the useful chat guys - keeps the courage up !w

Was in and out of this on 23rd, and rode the day perfectly. Missed out on the 24th, but am back on it again from the opeing dip today - all on spreadbetting platform so easy to dip in & out.

Good luck to all fellow traders, and long term holders....

Hey Matt - long time since we met on here. Totally agree, but as said before I am sooooo deep into this one that I really have to sit it out. Have been drawn in 3 times on the early placings, and like many am now a bit stuck with it waiting for that jam.

At least this year they have got rid of the Pye / Pamplin axis of doom - I still remember meeting with those two jokers 5 years ago and grilling them about why with every acquisition or step forward they appointed another 5 directors.....Classic big brains who could develop a start-up but just couldn't understand how to scale up and move this from being an zoo-ologist's hobby to a proper business.

So it finishes the year strongly at the bottom of my portfolio with a massive underwater position (oh the irony of an acquaculture business being underwater!) and I thought getting caught with XLM and WPCT/SUPP was a bad end to the year - but those losses pale in comparision to this dog.
Bugger.....

dsc - good move.
Kicking myself for off-ing my 2nd tranche too low, but hey ho - it's always good to leave a bit for the next guy.
Still holding my main position, and pretty sure things will continue strongly. Cash generation remains high and grows y-on-y, and like all the ideas about customer experience and even the mini-golf - rock on !

queues of people in the shops belonging to something you're invested in !

Was in Stratford-upon-Avon a couple of weekends back for their famed Victorian market. Town centre streets closed off and full, full, full of food stalls selling pretty much anything you could think of - BUT they were still queuing out the door of the Greggs in Bridge Street.

I know this doesn't mean that much in the grand scheme of big business growth, and it's only a sample of one, but for me at least there are not many holdings I have where you can physically see the customers buying in droves.

Would be great to get back to the summer highs as part of this post-election rally - then some more good news to brighten the new year. Just got to hope next results reflect more strong sales.

So I got them away early doors, but only the ones I bought just the day before the results. A 10% turnaround inside 5 days is OK. Still holding my Oct ones as much more room on those to accommodate any price oscillation.
They may rally again, but think the political mood will darken a bit now with the whole legalise the end-2020 thing.
Anyhoo, good luck. I am still very much a buyer of these when the price is right - just love the chase......

Agree. As said here, this is a volatile SP usually but a solid company so am happy to gamble on it.
I bought more on Thurs 14th just before market closed (so price had dipped a bit) ahead of the expected good results which was risky but paid off.
But after this second rise I plan to cash in tomorrow and gamble (again) on being able to buy back before divi cut-off day on 30th Jan.
I would spreadbet it but the spread is too wide and it's cheaper to buy/sell on my online platform - how mad is that....

So agree that a special div is always a nice bonus, but I need to look harder at current div coverage in the accounts. If they are such a great business, generating the necessary, then a bit better regular div than sub 2% must surely be a good idea ?
My buy-in today was not for income, so this wasn't a big issue for me, but for sustained SP growth and attraction to both growth and income buyers I think they could do better.

Got lumped on this morning but a battle to get my order filled due firstly to the suspended opening / extended auction period and then to battle with the auto-trader tools but managed to complete my order a good bit under the £19 level.
Liked this company's approach for a long time, especially the clever marketing, and after this morning's news it felt right to pile in - as always just wish I had done so on Friday but hey.....
Let's hope for some high margin Christmas specials to rocket up the cash piles.

Don't see any solid documented factors to support a sustained uptick in SP and the director sale was only 200k shares which has easily been absorbed in the daily volumes since. I would suspect that the increased buying volumes since the trading statement are people hoping for the special divi on top again - that's certainly why I have bought in now. A 6% divi will do well for now and we'll wait and see what future reports reveal on whether bowling can keep growing - I would expect continued ups and downs in SP though, rather than rapid rises. Certainly been the pattern to date.

Matt - webinar is on https://www.equitydevelopment.co.uk/company/?company=Benchmark+Holdings&c=wETO Bit of easing back after a magnificent £1.10 but good volumes so let's hope the messages are finally getting across. Still haven't had time to see the webinar yet, but finally have done my tax return so will have time this week I hope.

interesting move Matt ! I failed to make the webinar as was preoccupied with HMRC issues (oops - what't the date!!) but was with my broker today who was on it and he said it made the business clearer, focussed on aquaculture, and people now "get it" better - s'pose that's helping the increase. I have not sold out yet but am monitoring for any drift effect - but looks like the only way is up for now. Will watch the webinar on replay and share thoughts over the weekend.

loving the Blue Revolution tagline though ! Will be on the webinar on 26th to hear more - you ?

95 now hit. I absolutely share your view, and am wondering how to protect against a drop after the results next week (as so often happens) as whilst I am 100% that they will be OK, I also don't expect any earth shattering news on hyper-growth so the market usually goes cold. Was going to halve my position once I broke even, but pleased I sat still so far though.... Perhaps best to sit tight, but always easier to sell volume in a rising market - what you think ? Will you join the webinar on the results with Equity Development ? I will be on for sure, armed with my pointy Q's as always !