The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
TATTON ASSET MANAGEMENT Interesting they have popped on register with just over 5% stake seems a large amount for them.
Your thinking to short term the areas they operate are growth areas was doing great before covid can they get back back on track yes they will but not over night .I’ve been adding here thinking 5/10 years at least hoping 50% upside if we get past precovid plus divs.But think need see directors putting some skin in the game at this price lvl.But once these start moving up you’ll never buy in all ways want that lower price just average in and hold.
Topped up another 5000 bottom draw job
I will pick some back up just not right now just see it getting lower from here I’m not trying to talk it down it’s market sentiment there just no need to rush back in.
Yes poor rns agree .Sold out last week here profit warnings been slowly coming out on big ticket item spending through wait times and I suspect cost off energy eating into peoples budgets and inflation.Then we may high higher interest rates on top next year. On the plus side yes they are number one multi channel selling so when things improve will do well so staying away for now.
Hit my top up point yesterday so added few thousand more.
This sector is a waste of time for now debts will pile up or just small profits dividends look years away now if your thinking of buying in long term may be build your position average in who nose where the bottom is.
So he’s averaged in at £1.70 a share not going to make a bid so another 6 months . Long and short of it a bid will come down the line as he builds his position again in 6 months or will sell his stake to some one else who wants to .
Phil Bentley has exercised his nil cost again.
Mr Bentley has settled the charge to Income Tax and National Insurance in cash arising from exercising these options and therefore he retains the 425,094 shares.
He is ever increasing his share holding at ever higher prices this show his long term confidence in the turn around at Mitie in which I’m sure will show in share price soon.Out sourcing is a growing business Secro also comments on this through the CEO is a bit miffed at having to not bid for some gov contracts to do with defence just to look good on ESG so I’m sure Mitie will take full advantage.Any spare funds will be looking to add to my holding.GL all
Richard Wilson Is going to be investing a some of money from the sale of ii into ABRDN shares anyone heard of any info off how much that will be?
Increased my holding here extra 1000 think this is a really good move it’s growing market.People worry about them changing the pricing structure I don’t see this happening no one else does it.The tips service they bought has 1 mil clients maybe a few of these will take up ii services.Will sit on these now going to take 6/12months to no how it’s going.Expect more consolidation in this sector
II for me is better outfit than Hargreaves and bell and better value long term there price model gives stable guaranteed revenues 15% market share think these will attract more customers.I own these and use ii good simple answer the phone company.
Yea I’ve being watching awhile but just not cheap to me it’s just never ending covid and it’s does put there older drinks of as Tim has said.We could just end up with another mutation again getting a dividend think will be years away.