Member Info for MKS123

Why now? The SFO has been going on for years and the extra pleas were months ago. In any case, the SFO investigation remains the only thing keeping the SP down. I'm here until the SFO ends.

BT Group is undervalued at current SP because Openreach and EE aren't valued correctly. One or both should be listed independently

It comes with the convertable bond that is turning into equity

"4 billion pounds for last year compared to the 3.1 billion pound loss forecast by analysts"

RR is a travel recovery stock but this RNS lays bare what a lot seem to have forgotten very quickly. Covid has had a huge impact and has left companies with loads of debt. Positive to the RNS is no sign for issuing more equity and the target of FCF in 2021.

Only 15 trading days including today and the actual results day. Plus an analyst call at 9am... i expect PIs to be buying in before finer details of 2020 are shared and, perhaps more importantly, plans for 2021 investor engagement and possible M&A

Vantage IPO around the corner and looking to be worth €2b+ for Vodafone on the day.

The rise of bitcoin has dented gold demand as a safe haven. With all the printing going on, I'm surpised at how low PoG has gone.

What happens if ftse 250 funds need to close their PFC position by 22nd March but have lent their stock to shorters already? How do you even check how much is held by ftse 250 only funds?

Index will have little/no bearing on customer contracts. And POO and OPEC has an influence on PFC because oil industry is an important sector for PFC. Higher oil price would filter to more E&P and more potential work for PFC.

I'm a LTH here and am waiting for when there is more clarity from SFO

Chasing rainbows can be profitable but also very risky. Why anyone would sell Yu on the basis of Yu itself is beyond me. Hold and add for me. Yu can move too quickly (up more likely than down IMO) to stay out

Anyone know why and the culprit is the 582.37k buy?

True sundezena and works alot of the timeif you're taking a long term view. In the short term (days/weeks), I'm still worried about cashburn, deferring payments, lockdowns etc. Vaccine rollout in the UK alone doesn't help IAG unless destinations do the same.

Given the uncertainty over Covid-19, including the duration of the pandemic, IAG said it is not providing profit guidance for 2021

Group continues to focus on cost reduction, increasing the variability of its cost-base and liquidity initiatives

I hope this doesn't leave IAG open to further placing. All-in-all the roadmap from Boris etc is positive but it's not for tomorrow. Travel stocks will remain volatile. IAG is still bleeding money and has taken on lots of debt during covid. Whilst I believe thst eventually IAG will recover, I don't see it happening without further drops along the way. I'd be surprised if we don't end closer to 150.

Buy on the dips if you're a LTH with 12 months view. Otherwise, the RNS today was as bad as expected maybe even more so tbh

Hold for now and long term buy for me. Ofcom review is not far off and will be a major factor on BT. Generally speaking, as we come out of covid, telecoms will benefit without the volatity of international travel stocks. Mobile data usage will be up

To be expected. Profit is profit. I'll continue to hold and add when possible. I'm not a day trader. I can't help but say many may well feel aggrieved come March results. This SP moves quickly

Instead of trying to find specific names that will benefit from a recovery, a good option is Yu, which should be providing more energy across UK domestic sectors

Mr EMC2, we have some similar habits, which I try to fight. I often buy back into shares I've sold out of. I should have done that with Blinkx! FWIW, a dummy buy for 10 shares is 3.70 and dummy sell on 10 shares is 3.692! This is on AJ Bell

I think most trading experts would say to leave emotion out of it. I've been trading other travel and oil stocks quite a lot in recent months. DYOR.

A slow and steady rerate with considered buying over time is miles better than other hot shares, which are akin to a pump and dump. Companies with seemingly never ending shares, no cash and piles of debt. I'll continue to hold and add when possible because Yu is the opposite.

Only 5 weeks max to go and I suspect we'll get a RNS before then.

On the customer service side, I've been tracking the trustpilot reviews since I first bought Yu in May 2019. Whilst I don't deny trustpilot reviews can be manipulated (I recall reading an article only last week about trustpilot removing a bunch of reviews), customer focus and a 3 ring policy etc. Is a focal principle of Yu and something ofgem monitors. I don't have a business energy account myself so DYOR

I recall in around 2009 buying shares in a company called blinkx. It was AIM. I bought at 15p and sold at 19p within a few weeks. It went to 150p in a few short months after. Lesson to myself was to be less concerned with SP and focus also on mcap and size of company versus the market it is in. This was for small but growing company, which is not too different to Yu. Yu target market is £35b! Their share of meters even at 18k is a fraction of a percent! I'll continue to hold and add where possible. Historical SP suggests even 330 is cheap. Wholesale energy markets suggest there is better profit to be made now versus 2 years ago. The digital channels Yu has introduced will prove themselves further. My point is its not too late to MrEMC or others who have sold. Yu isn't a pharmaceutical that has a scent of a cure but still needs to pass tonnes of hurdles or an oil tiddler that has found traces of oil but don't know how much. It reset its business 2 years ago, wsshed through legacy contracts and is now a predator for other B2B books

Hold and add for me. Profit is profit but why sell when Yu is in its current phase of growth, investor roadshow imminent, M&A possible etc? Mcap is still small and the target market is £35b. Yu has a smidge only right now...

New information changes everything. Good or bad. The news released since the sub £1 days is significant. You can make your own mind up if £3.30 ish gives a fair mcap or not based on Yu's current state and future prospects. I say the current mcap is still low and continue to hold and have added recently again.

The volumes have increased and are consistently high since 26th Jan bar the a few days lull from what I recall. I would not be surprised if we get a significant RNS before March results.