Member Info for MickTKipper

Lucian Myers....... Winnies Ace shorter.

Hochschild A review of an old timer by Lucian Miers.

An old friend of mine tipped me the shares of silver miner Hochschild Mining (HOC) at around 70p in late 2008 as the GFC panic was at its peak. When I asked him about the prospects for silver he appeared to be only vaguely aware that this was its game...

He instead pointed out that the company had been founded in 1911 and that any enterprise that had survived two great wars and the great depression was unlikely to go out of business anytime soon, as the share price was suggesting. Naturally, I ignored the old buffer and missed a monster rally to 700p. Hochschild shares briefly traded below 100p during this year’s March sell off and have since doubled. If history is any guide they should trade much higher, regardless of the silver price, and I am long at these levels.

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^HOC&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^HOC&type=4&size=3&period=9&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

PFD Premier Foods..........

going for a 3 year high !!!!!!!!!!!!!!

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^PFD&type=4&size=3&period=7&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

Latest broker views

Date Broker Recomm. Current Price Price when issued Old price New price
26 May 20 Shore Capital Buy 46.80 45.20 - -
26 May 20 Peel Hunt Buy 46.80 45.20 80.00 -
06 May 20 Peel Hunt Buy 46.80 45.40 80.00 -
20 Apr 20 Jefferies International Buy 46.80 32.70 41.00 63.00

Citywire.....

Codemasters doesn’t deserve its discount, says Berenberg

Gaming group Codemasters (CDM) has added a new licence deal to its content pool that Berenberg says sets it up for a valuation rerating.

Analyst Sean Thapar retained his ‘buy’ recommendation and increased the target price from 340p to 400p. The shares were up 3% at 346p yesterday.

‘Codemasters’ multi-year licence deal with the FIA World Rally Championship adds a licensed franchise to its rapidly expanding content pool, supports its medium-term earnings growth, and poises it for a valuation rerating,’ he said.

The group is increasing revenue diversification and also has ‘the potential to benefit from the shifts towards digital sales’ and Thapar said the ‘continuing high levels of execution are undeserving of its 20% discount to peers’.

CDM Codemasters Brokers Views today..........

Codemasters Group Holdings Plc... CDM Liberum Capital Buy 352.50 346.00 370.00 - Reiterates

Codemasters Group Holdings Plc... CDM Peel Hunt Buy 352.50 346.00 375.00 - Reiterates

Codemasters Group Holdings Plc... CDM Shore Capital Buy 352.50 346.00 - - Reiterates

As promised monday...... MORE good news for CDM Codemasters.............

https://www.investegate.co.uk/codemasters-grp-hldg--cdm-/rns/project-cars-3-release-timing/202006040700068938O/

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^CDM&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

PAY Paypoint back to winning ways after a couple of down days. SP presently up 4.3% with a lot more to come short term and over the longer term. Short term Med term target is top of the up channel which converges with the 200 day MA. Longer term chart also shown below.

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^PAY&type=4&size=3&period=9&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

UDG Healthcare...........

Interesting to see the forward forecast for the company.

As per the majority of stock it will take a (very small) hit for 30/09/2020 but then in 2021 bounces back with vengeance, with a 16% rise in EPS which would put it on a p/e of 17 and a PEG of 1........in other words a (late) Jim Slater ZULU principle stock.

SEE forward forecasts below.

FORECAST

year Ending Revenue
(€m) Pre-tax(€m) EPS P/E PEG EPS Growth Div Yield

2020-09-30 1,005.48 102.04 36.88p 20.1 -4.8 -4% 11.18p 1.5%
2021-09-30 1,087.20 122.83 42.91p 17.1 1.0 16% 15.01p 2.0%

CHART

SP as moved above the 200 day moving average a bullish sign. In a lovely uptrend.

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^UDG&type=4&size=3&period=4&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

GLO Contour Global , lovely Bowl chart forming here, what an out performer in the last week/ten days. Daily rise nicely over 4.42%.

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^GLO&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

Oxford BioMedica PLC OXB Peel Hunt Buy 802.50 785.00 1,060.00 - Reiterates SP TARGET 1,060p

From sharecast....

Households repaid a record £7.4 billion of unsecured debt in April as business borrowing remained near record highs, according to official data that revealed the dramatically different experiences of individuals and companies during lockdown. Consumers paid off £5 billion of credit card debt and £2.4 billion of personal loans over the month, a rate of repayment never seen before, Bank of England figures showed. – The Times

===================================================================================

savings and debt repayment = consumer spending falling = bad news for retailers, bar essentials food and structural changes eg, Bicycles E Scooters = HALFORDS HFD.

Latest broker views
Date Broker Recomm. Current Price Price when issued Old price New price
01 Jun 20 Peel Hunt Buy 336.00 307.50 375.00 -
01 Jun 20 Shore Capital Buy 336.00 307.50 - -
01 Jun 20 Liberum Capital Buy 336.00 307.50 370.00 -

Codemasters Group Holdings Plc : Berenberg raises target price to 400p from 340p

UDG...........

UDG Healthcare PLC UDG Peel Hunt Buy 732.00 744.00 1,165.00 - Reiterates SP Target 1,165p

UDG Healthcare PLC UDG Barclays Capital Overweight 732.00 744.00 910.00 875.00 Reiterates SP target 875p

Questor: a Covid vaccine won’t cure monetary incontinence, so this gold miner is a hold
Questor share tip: anyone who fears more debasement of money by the authorities may want to own shares in Centamin

https://www.telegraph.co.uk/investing/shares/questor-covid-vaccine-wont-cure-monetary-incontinence-gold-miner/

Chart showing SP bouncing off support at 160p.

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^CEY&type=1&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

Contour Global, up over 4% today. I have held for about 3 weeks now and its done very well, AND it is paying a nice divi.

About ContourGlobal

ContourGlobal is listed on the premium segment of the London Stock Exchange (TKR: GLO). ContourGlobal is an international owner and operator of contracted wholesale power generation businesses with approximately 4.8 GW in operation in 18 countries. ContourGlobal operates a portfolio of 107 thermal and renewable power plants across Europe, Latin America, and Africa utilizing a wide range of technologies.

A recent upgrade from S@P............

https://www.investegate.co.uk/contourglobal-plc--glo-/rns/s-p-global-ratings-upgrades-its-ratings-for-cg/202005280715011443O/

Lovely bowl shaped chart......and a bullish move today with the sp moving above the 200 day Moving Average.

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^GLO&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

CDM Codemaster up 8.6%.

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^CDM&type=4&size=3&period=3&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

REG – Codemasters Grp Hldg – Exclusive five – year WRC contract commencing 2023
01-06-2020 07:00

RNS Number : 4548O Codemasters Group Holdings PLC 01 June 2020

Codemasters Group Holdings Plc

("Codemasters" or the "Company")

Exclusive five-year WRC contract commencing 2023



Codemasters (AIM:CMD), the award-winning British videogame developer and
publisher specialising in high-quality racing games, is pleased to announce
that it has signed a licence agreement with WRC Promoter GmbH ( "WRC
Promoter") for the exclusive rights to develop and publish the FIA World Rally
Championship ("WRC") videogames and esports tournaments (the "Agreement").

Latest Broker Views on HFD Halfords...........

Halfords Group Broker Views
Date Broker Recomm. Price Old Target New Target Notes
28 May Peel Hunt Buy 189.50 250.00 - Reiterates
12 May Liberum Capital Buy 189.50 200.00 250.00 Reiterates
11 May Peel Hunt Buy 189.50 150.00 250.00 Reiterates

Both recent covering brokers going for a 250p SP target.

HFD Halfords, mentioned on SKY and BBC and ITV news today, with people trying to snap up cycles after Grant Shapps speech below......

Transport minister Grant Shapps said on *Saturday that even with public transport reverting to a full service, once social distancing rules were taken into account there would only be effective capacity for one in 10 passengers in many parts of the UK transport network, just a tenth of the pre-crisis capacity.

He urged Britons to continue to work from home where possible, but said those who did have to commute to work should consider cycling or walking rather than taking to their cars.

He said the UK's road infrastructure would be changed to accommodate more cyclists.

Shapps also said E-scooter trials would be brought forward, with the potential for rental vehicles on UK roads as early as June.

Halfords is Britain's biggest cycling retailer with a market share of about 25% and 450 repair centres. It is also market leader in E-scooters.

"Saturday's evangelical Department of Transport speech could have been written by Halfords' CEO, with its very helpful remarks on cycling and E-scooters," said analysts at Peel Hunt.

*https://www.marketscreener.com/HALFORDS-GROUP-PLC-9590208/news/Halfords-shares-soar-after-Britons-told-cycle-to-work-as-lockdown-eases-30578458/

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^HFD&type=4&size=3&period=7&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

Halfords : UK's Halfords to reopen 53 stores to customers

https://www.marketscreener.com/HALFORDS-GROUP-PLC-9590208/news/Halfords-UK-s-Halfords-to-reopen-53-stores-to-customers-30677557/

Cracking stock flagged up on MarketScreener.com, well worth doing the lengthy research. Another gaming stock but from my research I find its not just kids who are buying and playing but there dads as well LOL. Cant blame them when no sport on TV.

Looks to have plenty of new games coming out in the next few years as well.

Its certainly not cheap, but expensive for a good reason, its going forward potential.

FDEV Frontier Developments. Tip Below.

Frontier Developments plc : There is still some upside potential

SP target 2300.

https://www.marketscreener.com/FRONTIER-DEVELOPMENTS-PLC-13620873/news-strategies/There-is-still-some-upside-potential-30666565/

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^FDEV&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

A large trade after close reported which gives a false SP rise impression, 4% plus on the day.

The Facts.......

Trades 430
Vol. Sold 33,514
Sold Value £256.72k
Vol. Bought 73,022
Bought Value £559.35k
PE Ratio 11.749
Earnings 65.20
Dividend 35.40
Yield 4.621%