focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Think new management have all ready settled in.Just need to see normal recovery later in the year for one off the business the others seem to be trading fine and the integration of Eastmans.There also looking for small bolt on accusations so I think there in a good financial position.Would like to see some more directors buying at this lvl get some more skin in the game.
Hard to believe this is back at its pandemic low is this really going to make a big loss again when everything was shut down.There maybe a slow down higher input costs but will need big dent in profits to justify this price lvl results out soon .
https://www.investorschronicle.co.uk/news/2022/03/04/synthomer-plots-future-without-pandemic-premium/ A cheap recovery play with growth prospects tiny exposure to Ukrainian Russian area.Plenty off good opportunities to invest in as people panic and sell out.
Yea can see people cutting back on going out eating drinking cinema.So what will they do more off probably stay in more britbox costs 5.99 now itvx think may cost bit more but this is small amount compared to any off the above.Now many people have multiple streaming services there paying for like me but as long they don’t push up mega price increases I won’t cut back on any as I spend more time in than out better value for me.
Topped up some more at this lvl .So some people here not happy with the boss and her strategy don’t forget things take time to show there working and it’s been 2 years off stop start.At this value the production side must be worth this much with the rest thrown in for free and any chance off takeover offer must make this a fair punt.
Think the final dividend is 21p xd June . can’t believe company value not a lot more than a billion pounds yet there just going to complete USA buy in March costing think 750 mil.Russian Ukrainian exposure is only 1% revenue.Even the pension deficit has had massive improvement .Cazy times but I guess it pays to be brave.
Topped up few more in the bottom draw
https://www.investorschronicle.co.uk/news/2022/03/03/seamless-return-to-form-for-coats/ You may have missed buying lower down but these seem good value I see a lot more upside than down .
Broker upgrade £1
Just heard this news to I also have sold my my oil holdings. For me this holding was like the jewel in the crown of holdings and was good long term returns but what price will they get and who would buy at the moment is it even possible.This may result in a over self off and present buying opportunities for brave buyers.Will be interesting tomorrow for sure.
Sold out this morning to reinvest else where good luck all
Looking cheap for brave buyers
It’s like all things get over sold over bought opens up opportunities.Sold out these awhile ago but looking at £1.69 area to start picking some up. The food side of the business has been going great and I don’t see that tailing off this part of the business will be worth MS value now and the rest chucked in.The whole market for furniture clothing electric etc has been selling off like people will never ever have money to spend again.Think I like to buy when stocks are better value.
Yes and there stuck with 19% holding
Yes or more if another bidder turns up
Got back into these yesterday so over sold with the company still looking at bolt on acquisitions think the company in better shape than the market is pricing in .
These factors won’t make a difference there would need to be something wrong with there accounting to stop them going ahead with the offer so I’m just sitting on my hands.