Member Info for MaryBr190

Last seen running towards open water with their pants on fire.

Https://www.morningstar.com/news/marketwatch/2024021324/hedge-fund-snaps-up-stake-in-love-island-maker-itv

Silchester's acquisition makes it ITV's seventh largest shareholder, behind telecommunications company Liberty Global (LBTYA) (9.83%) and asset managers Brandes Investment Partners LP (5.83%), RWC Asset Management (5.63%), Schroder Investment Management (5.2%), Artemis Investment Management (5.1%), and Threadneedle Asset Management (5.07%).

Seems to have been overlooked....

Silchester's Strategic Investment in ITV

Silchester, renowned for its savvy media investments, has made a bold play by securing a substantial stake in ITV. This move aligns with Silchester's investment philosophy, which centers around identifying undervalued businesses with growth potential in earnings, assets, and dividends.

https://bnnbreaking.com/finance-nav/silchester-international-investors-acquires-5-stake-in-itv

Been adding back here as pretty low valuation and positioning for unexpected good news or for a first tranche in before a drop. Final dividend expected of around 3.3 to 4p.

This is a stock I fully exit on a rise as it usually retraces and pile in towards the lows, it usually rewards - on and the dividend is nice too.

Looking back over the last few years dabbled here a few times.

Exiting

March 2021 at 122

from 70.2 Jul 2020

Feb 2023 at 89

from 60.53 Sep 22

Aug 2023 at 74

from 68 July, 2 weeks earlier

Adding in hope for the usual turnaround, dividend an d resilience. Always a bid target too and the Silchester stakebuilding of 5%.

The party has started - on the way back up to £4 + IMHO

https://youtu.be/mW1dbiD_zDk

Chilling here awaiting next shot up

If the RNS's are anything to go by RWC seem to be leading the way.

Https://youtu.be/mW1dbiD_zDk

Ripley, Chelm & Mary

We should start an investment club as we seem to share the same philisophy at times.

Mx

Range is underpinned at 8/9p - add level.

The old money investors lost their shirts.

The new money investors, the jury still out until 2025/26 when they expect to buy plenty of new silks.

Up on the back of BARC and banking profit outlooks for all including CBG.

CBG will weather this storm and head back swiftly to £4.

That said 325/282 rise caused a small trim to readd in a pullback.

Adding and trimming.

Add & Trim to Win - still well within the recent trading range 55-92 - such potential to average down or build the core.

https://www.hl.co.uk/shares/shares-search-results/m/mobico-group-plc-ordinary-5p-shares/share-charts

Naira watchers. On the assumption this continues, there will be an opportunity again in this stock. I see the brokers bandwagon has started again so will add when it falls and trim when it rises. Aiming for a near £zero cost holding and the volatility in this SP may well help me achieve that ahead of target.

Not for widows and orphans.

Flatliners clearly wrong

Flatliners

Your grim reaper post, lol. It makes me despair and add at sub 70p which btw I did.

Will soon recover once the markets realises this is just housekeeping.

Management knew about the figures and still the EBITDA is in the expected range.

Re

My word, you're quoting 400-600 mil... i'll have some of what you're on.

Not hard to see £100 mn price of around £1 or higher though.

Perhaps the focus should be on the prospects and not highlighting yet again the slowdown in finalising orders given global uncertainty.

Hint to BoD... we know this already as background.

If you highlight it we will get another fabulous add opportunity.

Bid alert ⚠️ 📢 at these low levels.

Bid alert ⚠️ 📢 when it comes, don't act surprised.

M x

Https://www.thisismoney.co.uk/money/markets/article-13101293/Currys-shares-soar-bidding-war-erupts-Chinese-predators.html

Scramble at the open it seems. GLA.