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I was in the share from Nov-Jan and obviously did well. IMO the drift back is due to the fact the the results posted were priced in in January and now the question is, are they sustainable given the cost of travel etc. Fuel is stable and china performance may keep it low for sometime. I think the feeling is the party may be over and the savings have been spent on travel in 2023,so going forward we have high wages/costs etc and people want a bargain to keep travelling in 24. Those two dont make for good eps!
Debt gets paid down if assets are sold so less debt cost. Prices increases are happening and layoffs will start to appear in cost savings. There also no value on the balance sheet for non tangibles eg brand, customer base etc. if you think it’s not worth it, don’t buy it or short it!
I’ve invested here because of the falls over time. As I said before I believe it’s currently undervalued. The market will decide in time if I’ve called it right or wrong. Both are possible and I’ve lost a lot of money before calling things wrong. But I’ve always said in business or investing, if you can’t loose, you won’t be able to win.
Hi pet
I’ll correct you if you don’t mind. It currently makes no money!
It’s burning a hole in the balance sheet and it may be cash flow positive, but profits are not. I want to get in here but I’m going to wait for results which I wouldn’t normally do.
Hi Dan
If you post your email address and leave a space for the at symbol I’ll send you a screenshot of my shares. I’m in for £130k and currently £15k down. I’ll also attach my crypto account so you can confirm to shut that clown up from the other day 🤗
I don’t think the ‘being mature’ applies to this board anymore and hasn’t for a long time. Its intended purpose as a community of equity holders exchanging useful points of view, left the building long ago! If you can’t prove ownership, you shouldn’t be on here imo.
Sms started with nothing and had the bit between his teeth when deals were done over a brandy and a cigar, time have obviously changed. A nearly 80 year old at the cutting edge of digital advertising? As for the analysis, it’s opinion the same you and I. You also have to ask the question, if it’s such a good thing, why is it in free fall?
Ive invested here before a few times. What I’m struggling with is, where is the value. Yes the share holders equity went in and is be constantly burned a the losses roll in and the companies that have been purchased, have all been above market value or the holders wouldn’t have sold. So we have a big animal that makes no money and unless that changes, the value is a low as the market wants. Just because you pay premiums for agencies and bolt them together, doesn’t make it worth more. In fact I’d argue it’s less. The goodwill will be enormous and a few no doubt are just hanging on for the bonus only! That said at 80p it would be very tempting!
PFen so you must be short on this share?
If you’re not the best way to do it is via a contract for difference and all your gain will be tax free as it’s classed as gambling. Put every last penny on it and even remortgage your house to add more. Sound a good move?
Sentiment towards the UK improved markedly in August with a net 24 per cent of managers running with an overweight position early this month, a sharp reversal from July when the net underweight stood at minus 8 per cent. The FTSE 100 has underperformed continental peers this year, down 0.9 per cent.
I have a friend we’ll placed in the marketing world and he said that S4 doesn’t appear to have the clout. They have a marketing world conference apparently, he did say the location but I can’t recall. When sms spoke, he didn’t pull the crowd as normal. This will be a great opportunity imo in the 80s
Jax please tell us all what your position is in VF. You have no problem preaching what a bunch of losers we all are everyday. I just hope it’s not a pathetic amount that wouldn’t make the slightest financial difference to you, even if you get this call right. Looking forward to your answer 🙏