Member Info for onsolidground

Somebody left the door open on the reptile enclosure Chumba and out pops all the snakes. S@um. Nice to have mates with tracking capabilities. Just looking back at their history and Hexam seems to have been supporting and explaining the RI, so looks like they got stripped of his shares and been trading ever since to get his money back. I probably bought theirs. Seems to be a pattern.

Totally agree with your logic Chumba and faor value is TERP, whatever we work to. £9.12 or the £8.08 that I had calculated myself.

Back profitable and €1.1, 000,000, 000 reduction in debt.

Therefore Valuation Gap.

Make that the lowest trading volume I have known by 12:45.

Just scraped over 600k

And these news stories keep coming and coming, thick and fast.

It's about 1 or two a week at the moment plus Linkedin and Kelso comment. (CityA.M purchase and its rebranding, Keventers influencer launch in India, and now MyProtein and it's rebranding. (Good Logo btw)

I cannot name you one other share that has had this intensity of newsflow in all the years I have been investing in shares.

Nobody seems to be even remotely tempted to sell and those short have been badly burn't and probably have a lot more headache to come. The "negative narrative" seems to have dramatically stopped since about the time MW exited (not saying it was them) and nobody seems to be now be willing now chance their arm.

Maybe not.

Seems to be nudging up quite nicely bit by bit.

Don't speak to me like that you tw @.

I understand perfectly how markets work and that's why I picked up ARB at 9.8p. and made a tidy packet off BOO and have made a small fortune off THG from 30 odd pence and having been adding monthly, and thats only the few you get to know about. Two you also hold and comment on.

Hopefully that's concise enough for you and to the point.

Well I'll tell you what.

If you had a share price trending at £15.70 before a Rights Issue, many months back and then with an adjusted £9.12 as the Theoretical Ex Rights Price thereafter - and it has to be said, back then, only on the prospect of getting back to profitability - and with 1.1 Billion Euros extra in debt.

Then as of today you have TUI returned to profitability and with 1.1 Billion less Euros in debt - share price 560 odd pence.

Been following shares for many many years and that's one large Valuation Gap.

Imvho and dyor.

No it wasn't priced in Hexam and the present share price against a TERP much higher tells you that. See below for the £9.12 TERP

Its back in profit and all metrics are pointing the right way including a large debt reduction, all of which weren't there before that TERP calculation.

https://www.tuigroup.com/damfiles/default/tuigroup-15/en/investors/Capital-Increase-March-2023/20230328_TUI-Capital-Increase_TERP-Calculation.pdf-fa0e474dbc422304afbe1f2a0324b84e.pdf

Are you still in TUI and did you catch this mornings trading statement and what looks like a fu gazy market over there. Then they wonder why so many quit listing in the Square Mile. Couldn't resist buying a few more and TUI are dual listed so could easily drop the UK listing. Would be one of lifes little mysteries had I not seen it all here many times over.

False market or treeshake being created against some sterling numbers and on an otherwise blue market day with OnThe Beach and airline stocks in the blue.

The price you see though is the price you pay and I managed to get a substantial pick up off the lows and to two points above. Same again readily available.

Hopefully the Americans will start to spy the bargain that is at 2.30p.m.

Here's a summary and most press are reporting similar. You decide for yourself if it should have been up or down. I've just added substantially.

https://www.proactiveinvestors.co.uk/companies/news/1023012/tui-swings-back-to-profit-as-demand-jumps-and-prices-rise-1023012.html

And a couple more.

FTSE 250 is blue and so is EZJ and Jet2.

The staged fall isn't generating any volume so I'll start adding a large trading pot.

In for a few more. Thanx

At 9.8p

Recently as high as 18p and 10p for the heavily discounted recent placing.

Has to be a true worth somewhere in the middle

The market makers have ###ked the share price so low with spread related falls and silly spreads that in the first hour there has not been 1 trade. That must be some form of new record here.

I have ever seen here at 58,801 shares.

First top up of the day. Thankx

Was over £15.00 mate with about £1 Billion more debt pre RI and without profit. See TERP calculation earlier

But thanks for taking the time to recently register.

Looks like the market makers are the ones that have been caught short here. 25p to 35p spreads on opening to try and stifle things and now semi induced dips.

But people can read and decipher updates like todays for themselves and irrespective of how some decide to move the price.

Should get a nice little top up or two.

Was meant for the TUI bulletin board. Have asked the moderator to remove.

God bless em. Been doing their level best this a.m to stifle things. 25 to 35 point spreads even at one point.

But ultimately though todays numbers speak for themselves and all can read and interpret for themselves.

Back to profit, reduction in debt and firing on all cylinders.

So where do the analysts now position their recommendations. Hold, Sell or Buy.

Could have come at any time but its perhaps more relevant I would say if you are increasingly intent on selling via bricks and mortar retail (supermarkets and the like) rather than via the website, although it should be of benefit to either.

Need though to hunker down on cost reduction Matty and profit rather spending on repackaging and rebranding, although most of it should be in house. 7 year lows on protein should be providing the headroom.