focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I hold around 18 stocks atm having now just sold my indv shares for the second time after having another good run up.Thinking off doubling down on my elm holding off only 2000 shares before results.Think they have only started there recovery after a good trading update have good inflation protection growth prospects and if these don’t start delivering share performance someone again will have another pop at these.
I think there just going to make the £6.05 offer as of this Monday in my opinion .Obviously there have been plenty of happy sellers at this price.I don’t see no white knight popping up with counter bid i can only see very good results and contract updates pushing this any higher.But as I’ve said sitting on my hands for now but there’s going to other opportunities to reinvest in coming up.
It’s just how investment banking works .I thought the results ok the early market reaction was to sell off probably because analysts were expecting to much .I’m very over weight on these can see these getting back to £7/8 area through the rates cycle just need to make your own judgment when we have hit the top.
Think this may pan out till results which could be good for the upside if there better than expected or we close any new contract wins ,as it stands £6.05 is the floor or they just get stuck with a holding and don’t proceed with a offer.
Well this was my favourite stock to make good return this year and next but looks it’s come early.Will wait now till confirmed offer if close to offer price may just sell as I do not see any other parties coming forward.Will now move Elementis to my favourite recovery takeover play.
I think they will launch an offer with maybe a final slightly higher cash offer then we would see price move to the offer price or over in anticipation off any possibility off other suitors entering the ring.So think I’ll hang in hoping they do push on with the offer.
Looking at the defence statements I think the company are saying there worth at least between £6.50/£7.00 a share.The only thing I don’t no is if the bids over the last ten years we’re cash or share bids or bit of both.
This is cash offer maybe finish 450/460 they may raise again or this may show or interest from other parties.As I said the other day this is my fav recovery growth play they are going to a bigger business then pre pandemic with great global spread.For me I was thinking they could be worth £7/8 as the world air travel returns to normal.I’m not selling you’ll her more in the results.
Fingers crossed this is my favourite recovery growth stock for next few years Shame I have no funds spare to add.Well not till new tax year and thinking of opening a new Dodl Isa account to average in stead of buying a few grand at a time because of dealing charges.
No thx think I’ll stick with my holding here a lot off rising government work inflation proofing very high barriers off entry for they type off work they specialise in. Confident off growing margin only have 1percent off global market lots off growth here and no worries about debt with rising interest rates.There also looking at increasing dividend which will still be covered 3 times and possible buybacks.So yea hold on and wait results 24th feb .
Obviously these like kingfisher have had above normal profits with change in habits but I think we will still see a robust year again maybe up to 10/20% pull back to normalisation but this still leaves these looking very good value.
Rank for me biggest potential for recover I still love to go out socialising casino bingo great places to have food drink have flutter and some entertainment on to.Now 888 I’m put off with William hill buy dead wood betting shops can put a bet on with my phone tablet pc I just don’t see any fun in spending a day in the bookies .
Think these may drift lower production going up great but gold I expect to keep dropping costs in 2022 going up to around 1200$ from 875/975 range and then still Russian tension on going.I use to own Fres but they have other issues on top though I think only temporary.Going sit and hang fire looking at poly 850 fres 550 cey 80p there my entry buy points may happen may not we will see.