Member Info for MaryBr190

Tuesday not Thurs - 15th August

There was a spike around 12 pm - thought it odd but they report on Thurs so maybe confirming a bid like Devro did.

investing.com chart shows it. Click on line, choose 1 day ie 1D and the candlestick icon (red /green)

https://uk.investing.com/equities/888-holdings

Mood of the board is getting very buoyant - after treading water we are floating up again.

Simple BT is fairly unique and would command a sizeable premium but not the all time high 31.12.99 - dot com bubble.

Could imagine £3 easily .

Motley Fool asked - Can BT Group plc’s Share Price Return To 1,513p? in 2014 - hmmmmm - probably not :)

Remember buying a shed load at sub 30p and looking to top up again in the low 30s although I have been adding at these levels.

May your half filled glass overflow. Looking forward to the next 6 months as once the 10p dividend is set in stone then the price will better.

Buy the dips

Add-B-Glad

Shore Capital estimates 50% upside to the current share price to around 30p, though much "hangs on the visibility of free cash flow improvement". The broker expects a swing back to positive cash generation in 2025.

Highest 1st tranche was 75/76p so the low 30s helped.

Patience has no time limit

Certainly recovered from 30p low. I added at 32 & 33 & 35 to right my position and partially trimmed to leave my average on the right side again. Still holding far too many but back in profit at this point and expecting the rise to continue.

A whiff of recovery or a rumour of a bid or a contract and this will soar.

Here is an article from 2010 - I hope to see a similar one breaking soon...... although I guess the price tag of £750million offered from Oberthur is unlikely but one could easily see a £200 million bid which is pocket change to many.

https://www.finextra.com/newsarticle/22071/de-la-rue-confirms-bid-approach

DYOR - with all the board changes etc a turnaround may be underway.

The Fiji contract was a nice extra.

https://www.asiaone.com/business/fiji-releases-worlds-first-100-cent-year-dragon-commemorative-banknote

Supply change shortages have eased. Lender and pension fund changes have been resolved so should recover some more.

As Manuel used to say..

http://www.quickmeme.com/img/e4/e47e2a4b8751881a0797b853f142c0eaf9de7363bbfe34a5825c52e2af6e3dbe.jpg

Aye aye Captain - value alert or trap - added - gut says on a 12 month window this will be a lot higher.

Seems worth a punt for me. Hopefully it bottomed at 55p and the bad news is already priced in.

The directors have shovelled shares to their children and therefore that seems like a positive if the directors are putting their childrens Uni funds on play.

Yes now Brian is on board with his vast experience with Mothercare and Pendragon we are only going one way :)

Re Ed Poots.. of course he did.

Firing on all cylinders

https://www.offshore-energy.biz/wood-allies-with-transitus-on-decarbonization-in-united-kingdom/

Is CMC Markets seeing a 'pivot point'?

08:18 28 Jul 2023

Snapshot

CMC Markets says net income in line with last year in spite of a quieter market backdrop

CMC Markets has "a massive investment programme and lots of opportunities"

CMC Markets has value over longer term says broker

CMC Markets "at a pivot point" after full year results

https://www.proactiveinvestors.co.uk/companies/news/927975/is-cmc-markets-seeing-a-pivot-point-927975.html

Any cash call I am in 100%

Special dividend or scrip then cancelation. We will know be September.

Going forward, we will regularly review our capital position, as we make further progress on our profitability and cash generation and as the competitive, consumer and regulatory backdrop becomes clearer.

As at 30 June 2023, the Group had a net cash position of £948 million. The proposed £250 million capital return, together with the remaining £21 million balance of the £50 million share buyback programme announced in March 2023, would leave the Group with a pro forma net cash balance of £677 million at 30 June 2023. 

We intend to consult with shareholders to determine the most appropriate distribution mechanism for the proposed return of capital. Following this consultation, we expect to update the market on how we will return the proposed £250 million before the end of September.

Someone is mopping up the sells going over £1 soon which wil be a relief to many.

Very content heree moving forward although I did expect more of a move up past the 132 of a few days back.