Member Info for medievalpeasant

Decided to have a punt on this now. As the often quoted saying goes, "Be greedy when others are fearful". This is a quality company going through a bad patch. AI cannot replace creativity, it's just a tool to help be creative. They have have long term relationships with all the top businesses. Though Publicis has taken some market share recently, they are limited in how much work they can acquire in the short term. Hopefully the new CEO can use this time to re-energise the company.

It was up 8% yesterday in anticipation of better results, but HEAD again never failed to disappoint. Seems to me they have been trying to maintain market share but their cost base is way too high, along with poor customer experience and low morale in the workforce. Until they find a suitable CEO, this is going to hell.

Given the tumultuous year regarding tariffs, could have been much worse. Holding for the long term.

Exactly. The shorters are like a cackle of hyenas. They know this is crippled and are in for the kill.

I see "The Wellcome trust" increased their holding by 20%. Perhaps they know something?

The BoE was pressured by Reeves to cut rates to try and stimulate growth. Bailey is useless, saying that the target inflation will not be reached until Q2/27 shows he is unfit for the job, like he was at the FCA. Reeves needs to increase personal taxes to control inflation, but she has ruled that out. Clueless the lot of them.

With the last three years being exceptionally mild, the prospect that the coming winter and spring will return to at least the average temperatures is fairly high I think. Together with a 13% increase in distribution volume bodes for a nice uptick in profit for the oil side. With the feed section still doing well and the food distribution seemingly back on track, we could be looking at a significant upside in profit next year, IMHO.

Share price now below net asset value. Historically a buy signal . Once this market manipulation has ended, the price will recover nicely.

Since I sold at a loss 3 weeks ago, the price has fallen a further 14%. Seems little enthusiasm for this company, despite Richard Beddard still being a big fan.

IMV this needs to rise 67% to match MP Evans rating, which is itself undervalued. Will not exit here under £20.

See little value here above 150.

Missing guidance by that much shows the management are not hands on in overseeing their business. Until a board change, one to avoid.

The board have been clueless for ages. I blame the major shareholders, Aberforth Partners LLP,

Perpetual Ltd and FIL Limited for not acting. Surely private equity could find value here. Are they also asleep at the wheel.

Yes, expecting this to be over 100p by Xmas

Good spot. Not so much the company as one of their food distribution sites. Probably not worth an RNS until after the employee consultation and they know the financial hit. Can't see it being significant. They must be due for a trading update soon. The mild winter might have made a dent in the heating oil profits.