Member Info for MaryBr190

Out of the blue for sure but having trimmed 60% of my holding at 235p + - I am content to buy back in around the 165p level.

May go to 126p yet but someone will be sniffing around at these levels as this is a solid company that needs better management.

Dividend was due a cut but £zero Final and zero Interim will shatter small investors.

Buffet - buy when others are fearful comes to mind.

If you like the company at 235p a few days ago, you will like if at 165p 150p 135p 120p too.

I am adding all the way down - companies like this do not lose 30% every day so a buying opportunity will present itself here at these levels, lower levels etc, who knows.

Good luck all on the plunges. Selling at these levels does not make sense to me so adding and will hold 2024 if necessary.

on 6th have add

I concur it was just a comment.

Usually these chunky buys indicate that the news has leaked ahead of the RNS, just saying.

interesting entry point perhaps - grabbed a tranche - will add if lower.

no wonder the directors were buying, time to add.

Just the start, rerating soon 50p

It also supports our visibility over revenue for this year and beyond. As governments and companies face increasingly pervasive cyber security threats from a broad range of actors, we expect to continue to receive more orders for our cyber products and demand to remain strong as we progress through 2023 and beyond."

guess it is not just UK or London centric as geogrpahic speads the risk.

As an FCA, opening outlets when demand returns may hit revenue short term, but as demand will return this year, next year and the foreeseeable I would focus on the opening outlets and footfall increasing (eventually) to right this ship.
Closed outlets reduce costs other than fixed costs and as there are several outlets SSPG in many locations a lot of the trade can be picked up with few outlets until demand returns.

Adding on weakness, but with prospects and dividends rising, keeping the locations keeps competitors out so SSPG is the only game in town.

just seen... after sitting pretty at 577 sudenly dropped to 552 559 out of the blue. Assume there was a seller.

will move swiftly pass £2 when news comes out... we are heading to 2024 US election year and PR and advertising knows no bounds.

This can bound up in 50 intervals £2 £2.50 £3 £4 £5 if Sorrell works his magic.

No brainer - margins are up as inflationary costs largely passed on to the consumer who on the whole has shedloads of money.

These margins will fatten as inflation goes lower and the retailers as slow to pass on the costs savings by reducing prices.

That is the playbook here for the next months.

170p in the near term and over £2 by Xmas 2023.

Dividends must surely return soon.

will counter Gutters with @ £1.01p

Expect this to go through £3 and beyond on stellar results and progressive dividend. IMHO a gem, to trade.

with a 71p average I hope to trade this down to zero average cost in 2023.

In the UK rates have already dropped on bonds now 4% v 4.75% a month ago on a 5 yr with Nationwide.

Lower rates will see this at 1.40p soon.

expecting the momemtum to blast theough 32p on Monday as FOMO sets in in the US stock market.

When everyone is gloomy the buying trigger has already been fired.

BVC should still double from here in 2023.

EVs are a busted flush - no one wants them, range anxiety, cost, electric costs (ironically fuelled by fossil fuels as a back up) and or course no discernible "green cred" other than politics.

Diesel is here to stay until hydrogen is available.

Harbour will benefit in the meanwhile once the reality of EVs sets in.

I have to to a 300 mile mercy dash 3 times in the last few days and certainly would not have wanted to rely on an EV to get by.

Just a view.

Any drop on updates will be met with a wave of buying as each quarter completed moves towards a better future.

The same for all travel stocks at this stage.

Recovery
Dividends return
Clamouring for holidays
Confidence in sector.

The caveat being untl the next globalism false flags come along but ride the wave.

Invest for not even 2023 but 2024 2025 and beyond at this stage.

The tailwinds are there for all to see.

Bit late for 1st entries but adding to positions to ride the momentum, certainly the travel and hospitality sector should do well.

just flopped on no news?

so a rally into the TU and then a sell off

or a sell off into the results and then a sharp rally

I am backing Crudders. GL all adding here.

see the Welcome trust just picked up 3% plus of the shares.