Member Info for MKS123

Not all bad. Share buyback and increased div. Growth is still on the table.

Very pleased to see steady progress

Another bad day for FTSE with NFP due later. Circa 50k director buy is good. Divi and share repurchase programme will limit downside.

Similarly strong results from Apple inspired by AI. Market trends pointing to a robust addressable market for Engage. It'll be a while before School of AI and related income comes through

Not a good day for ftse in general. Results were good.

Solid update from Meta with significant focus on AI/metaverse.

Looks that way but they're still all rating convatec as a buy with a good return from 230s. IC article is the same from yesterday.

Settlement would be good but I wouldn't know where to start on putting a number to that. I don't see an reports of the same. The upcoming div date just means more will bail from 1st Aug. I suspect a drop greater than the div %

Interesting (albeit not surprising) to hear Pearson's update today pointing to an increasing role of AI in education and training. Alongside big Tech, traditional education players are pointing towards a future where AI and metaverses/digital education plays a key role. All-in-all this points to a robust market for Engage

Price is tempting but I remain cautious given the momentum in class action that could tie investor sentiment up for months/years.

Looks like 80s is the new support area before positive license news/September update should give new direction. The Naira/other central interventions aren't repetitive so I don't expect the same negative impact on repeat. I feel yesterday's RNS has been fully digested now

Not far off. What is "guaranteed" is support for the SP given outstanding buyback and the new 100m buyback, which is going to be done in the near term. The drop earlier this month was simply overdone and the SP is still recovering for the business that exists today rather than future potential. Good news on settling litigation also.

Possibly but caution over the view for rest of this year and board room changes. This doesn't look like a quick climb back up unfortunately so, on balance, the drop is justified IMHO.

Showing 6.38% on this site. The difference being Arrowstreet Capital. Either way, net effect since results is shorts closing with more to go. I'll remain a holder even though I expect some profit taking. This has been much higher historically so I expect it has more to go in the near term

Trump was likely to beat Biden let alone Harris. Will be interesting to see how mood changes because this share will be boosted by peace in Ukraine.

This is still in growth phase without meta/lenovo numbers filtering through. The mcap currently is low IMO even if there was a fund raise and they're burning cash. In short, I don't agree this should be so low and hence I'm long.

Results were better than expected hence the SP reaction yesterday. I suspect this would have been lower if results were worse. IC also has an analysis of yesterday's results. With that said, management has said no new funding is needed whereas IC article, at least, suggests the opposite. Time will tell. Ocado can sell retail to M&S to focus on tech or just get taken over.

I'm new to this stock but don't see it in a much worse position to when SP was much higher.

Sure. I saw the same. I wondered if I missed some other commitment. I'd be looking for comments on Lenovo (and Meta). The target is still break even next year AFAIK

Deutsche Bank cuts Indivior target to 1,500 (2,350) pence - 'buy'

Today's price hold is, so far, showing a good support to recover from here

BBN

Where do you see reference to TU in July?