Member Info for MarkBellUK

Trotsky your paranoid I didnt have you in mind mate

Connor Clarke Lunn (0.57% nearly 250k shares) have a short on this so the SP will no doubt be affected until they close out

>Not really. If the share price falls to c647p then we'll have been mugged!

Only those with real position and not fictious ones

Lets hope it doesn't ;)

Trotsky I have DMA so its not an issue for me but the volume is very small 39, 250!

On IG , ishares and AJ Bell its fine?

Now the consolidation is completed and the special in the bag im starting to like the look of things. There's a big gap on the live order book currently indicating a lack of sellers (maybe temporary of course) , but if I think this through anyone now holding has been through the process so why would they now want to sell. With no Exdivi drop, buybacks giving support, dividend revinvestment on the horizon and a booming business why would you?

Hi Stoopid,

The amount the stock moves on the 17/10/25 will be down to market trading but the EPS will be boosted as 1/13 less shares in circulation (i.e. if the price stayed the same the MCap would lose 7.7% = cheaper buybacks). This is ExDiv so in normal conditions you would expect a circa 50p drop in price, but I think this will be different as the long term prospects just got more enticing.

In real terms I calculate we are losing 1/13 of our holding = 7.7% but are gaining a special divi of 7.42% (50/642) on last night close price = rough balance.

With the ROI of the collect+ venture I will continue to hold long term. Pan Lib broker just put an 1100 target on this so I'll take the divi's, the specials and ride out the turbulence again

Could this be a wake up call?

Probably to cover tax liability, its that time of year

>i cant just belive how cheap this is compared to its peers like PLUS etc.

I strongly believe that will change. I held PLUS at £2.30 and sold fair too early after growing impatience.

Who's this idiot?

I wouldn't pay any attention as its all fabrication

Maybe the last /some of any short positions closing? (under 0.49%)

Thats an off book transaction

Order book is heavily buy weighted again today

SirTradeAlot the operating margin has been significantly increased, this is the marker

Anyone interested in Technical Analysis we are well in the blue buy zone

https://ibb.co/DfdDf0jQ

Just picking through this. Costs where higher-than-expected due to a one-time charge related to a regulatory review in Australia. Hence the profit miss.

Still CMC is coming in with a 33% pre tax profit increase and a decent increase in dividend doesnt warrant a 14% drop (and overall costs where reduced). Drops like his unfortunately appear to becoming a market pattern but on the flipside so is the recovery so this presents an unwarranted opportunity to buy in/ top up IMHO DYOR

Always nervous about CMC results because, generally, there's always a big swing. Historically they have either uncooked it or overcooked it, neither of which helps (Although I do have long term confidence in this company)

FT says total dividend for 2024 was 8p? (3.1p Interim + 7.3p Final??) ..6 Analysts covering CMC expect 12p for this upcoming fiscal year