Member Info for MattTheBrave

Clearly undervalued given current price and prevailing environment. I think this will move back to the 200p level over the summer. Still wouldn't be surprised if we get a bid in the 250p to 300p range before year end. GLA.

..all the senior management invested significant amounts in the stock in Nov and Dec last year at the low. Clearly they feel comfortable with how the business is developing.

Let's hope so. Better utilization at the new factories will lead to significant marginal gains in profits and cash flow, so reducing debt. This should have significant effect on EPS, and then we'll see a real move in the stock IMO.

Over £20 today - Profit talking anyone...?

So, Sales/ and profits confirmed for the year. Yes the gross margin is being squeezed by Sterling, but deserving of a 7% fall in the shareprice? Not for me. I'll be buying more below £15.

Yep - it'll be interesting to see how quickly they can ramp this up. BVXP have intimated that the stock is already with customers ready to go, and it's simply a matter of telling them to start using it! We'll see.

Overdone doesn't mean it won't continue for a bit -seen this a lot elsewhere. Recent share price performance really has built in some serious expectations of performance, and hence 'blips 'likely to bite longer and harder. I agree that this is still fine longer term, but I think there's a good chance of being able to buy back in cheaper.

Looks like a blip in the HP software business - not a shocker given the acquisition. However, I think this will halt progress until we get figures which confirm a stabilisation. I've halved my position this morning at £24, but will definitely buy back in if we fall back towards the £20 -£21 level.

It'll all end in tears - it always does for airlines!! The question is when of course - could be weeks, could be months, could even be years!! Like I say, great trading stock, poor long-termer - IMO of course.

...after another strong day, stock now on 35x last years earnings. I bought these at the back end of 2012 between 60 and 75p on a single digit multiple. I think they are now fully valued to say the least, so I'm planning to at least halve my position tomorrow. Anyone here able to justify the price at the current level?

Based on what Cagney?

Looks like you made back your 8pts (and more) on EZJ with you latest short. Not seen you playing in AHT much recently? That's been moving about a bit after united Rentals figures a few weeks ago.

I disagree. I'm refuse to play sports in just my pants. Perhaps we could just ban them for females........?

EZJ really is, er,....taking off, isn't it! 1270p last price!! As a long-term fundamental investor, I tend to stay away from capital intensive, cyclical businesses, and airlines are an excellent example of such. However, as trading stocks, they're perfect aren't they?

....about what the short size is now (that's already in the price) but where it's going. I always love to see huge shorts in the stocks I own because you know that's a chunk of buying that will have to happen sooner or later. Also, the use of stop losses means that any uptick can get magnified. It's difficult to imagine that that the rate weakening won't have affected Sunbelt, but the question remains as to whether they have more than offset this through volume growth.

Good news Hots - hopefully on the road to a full recovery. For avoidance of doubt, I am referring to your good lady wife, not Easyjet.

My post, yesterday, 17.24.

FD was incompetent, and he got fired for it. They didn't buy at a discount, they bought at the prevailing level at the time ie 169p last night. Only after the deal was completed did the price rise which none of the investors could have known ex-ante. Frankly, it's unusual to get a deal way at the prevailing price, so we should be grateful that dilution was less than it could have been. Personally I'm pleased to see company management buying alongside investors here - bodes well for the future.

...over the past few months. With the price back in 15's again, and 2018 (ie this year to end April) PE now down at 13x, stock looking pretty good value again. Q4 and full year results mid-June, so we might have to wait for them, and see whether the rate weakening seen at UR also affects Sunbelt.

...at 124.5 having bought in at 95p. Still think they're cheap and rip for a predator, but found more compelling ideas elsewhere. Still in IG though.