Member Info for NasCan

The AUM is investors money who decide which fund to invest in not LIO.

I bought last year for 130p thinking it was cheap!

Paul Bal, you could of at least held on a week longer to sign the accounts? He's had a tough 3 years with all those trips to the States, so good luck, let's hope the new guy can now get the earnings and share price to 200p+

I also got PMI. As ridiculous as it sounds, I treat all my fund manager holdings as massive cash cows (10%+ pa) with flat to small earnings declines over the next decade, HOWEVER without all the tobacco legal claims risks and without all their debts.

Massively declining sales in a massively growing sector. £50m wasting in the bank for years when it could have been used to buy private bolt ons with a PE ratio of 5. Who the hell gives an excuse that the previous year was a boyent year!?!? Covid was over 5 years ago! Enough said.

I'll be minded to accept nothing less than 300p given the strong moat, growth and worldwide potential.

Results were due 7am today?

Its gonna go to the moon!! Damn it, I did in depth research into in at 20p and didn't execute as retailer liquidations every January scare the living daylights out of me, and I've had many such in the past!

Oh boy, I'm kicking myself for not 10x'ing my investment in it at 20p!

Yes a 40p takeover would be a win for all

They can afford to pay dividends, the only reason I have is for them to reduce the attractiveness for the shares so they go down so they can do a buyout for 60p. Maybe I'm too cynical!

Please you Europeans and Americans - someone please offer 1000p now that there is a clear runway?!

1st week of July cash hits account, but what to reinvest into...?

Yes 40p in 4 weeks given the new billion pound nuclear plant which Severfield specialise in and other infra projects. Don't forget steels go in very early in these projects.

If anyone has access to it can they please copy the keep points why, as it is worth 300 in my opinion?

... then there were 7 (shorters)!

True, who has the nerve to attempt to beat these hedge funds with PhD bods doing their in-depth research full time :/

Ok guys who is willing to bet yes or no if it will drop to below 400p this month, given the trajectory and increasing shorters?

Thanks Robotic Rach!

Should have held mate, this co is chucking out cash £200mil a year - with a guaranteed 7% yield - I doubt you would find anything better IMHO for a long term play.