Member Info for oogleflugal

Morning all. T yes the big pending rate hike in the USA is putting the brakes on. I would have thought Boo must have a substantial cash balance still although they did splash out on a lot of bankrupt companies like Debenhams which may not have been the best move with online out of fashion (pardon the pun). Got out of ONT in the nick of time. Mind you can say that about anything you sell at the moment. Everything looks cheap and just keeps getting cheaper. Suspect with the way things are selling in May will prove to be a good call, although last May would have been better!. What are the chances of the war suddenly ending, the supply chain problems ending , energy crisis ending, inflation ending etc. A pile of negatives which if reversed could see a significant bounce out of the blue. Not being wishful thinking but it is the opposite end of the risk factor to consider. I've put a lot of faith and money into CNIC who having had 35% organic growth last years results have upped to 51% in the first 3 months, yet the Sp is still 15% shy of its high in November. That pretty much sums up the difficulty in the market right now for even a very successful company

T. Yes good point last day for dog walking on the beach here too.

Gooday! Is Barrybados where Rob Brydon sang Islands in the sun with Tom Jones.Still brings a tear to the eye.
Could well be right on OCDO. I notice them others have had a 'curious' amount of BOT trading in last few days.

Afternoon all Thanks T it does feel quite an achievement. I have wasted quite a bit along the way, but its so easy looking back. I thoroughly weeded the PF this morning (maybe not ruthlessly enough) taking advantage of small rises on recent purchases and mostly ploughed it all into my already sizeable holdings in Afritin (tin in Africa!, lithium) and Centralnic (Web and domain builder). Seem to have picked up a bug just before our gig on Monday for Ukraine, so will be a little less rehearsed. I prefer it that way to be honest. Hope everyone is keeping ok. Very difficult times. GL

Morning all. Agree T. I think you need to hold your nerve and think long and hard why you like a stock. It takes some beef to stick with sometimes. SWG has been the perfect example for me . I followed the directors, indeed I spoke to them on several occasions. They assured me my despair was theirs too on a much bigger scale, but only at the sp down 70% at one stage. The business has always been sound.They told me it was not just their pride but their money at stake. Bless they came good today with pretty decent results althought the market is still its begrudging self. Anyhow somehow my ISA is back in profit just. Probably not for long! USA was a bit of a basket case last night but Asia seem to have shrugged it off as has the UK this morning. Truss seems to taken off as mad ***** and upping the anti. Good for her. Kind of hope she gets more support.

Yep T right on 2 counts NB. It was good to take the losses and we pipped you to the first post of the day just before close in the afternoon! What are we going to see tomorrow? I was think I need to to take a more vigorous approach to chopping some shares. Trouble is as soon as I do that the ones I sell take off and the ones I hold drop or stagnate. Something like that.
Trouble is in this market its quite hard to sell some holdings. Really surprised how some have held since I sold. But the spreads have widened considerably . Will be watching CMCX and SCS tomorrow. MKS and OCDOI dropped7% today. Usually one goes up while he other goes down. Bad grocery numbers. ABF was a surprise. Of course prices go up, like fuel. But we still need knickers and petrol. Not that I get either from ABF. Think I need to concentrate on my main shares, CNIC, ATM and a few others. Diversification is not working for me. The idea of having too many in one stock is no different from holding 10 different shares all doing badly.

I Never make money out of OCDO. SO yesterday was a blessing not being around to buy at £10. Seems in freefall at the moment . On the plus side Cnic appeared to have satisfied their seller and f offed. ATM bounced well on good mining news. Elsewhere everything looks pretty fragile with USA sinking again.

Afternoon. Got stuck into some plumbing this morning so missed a great OCDO op to top up, but now gone passed my purchase price on Friday. USA making a weak recovery after fulling further at the open. Have purchased some ONT as these are quite a bit down on IPO now. CNIC reported full year well in excess of recently upgraded earnings now back below the heavily discounted placing sp to buy the German version of Which already generating shed loads of cash. Wish I'd stuck to my own advise at Christmas not to buy again till the spring. On he other hand would I have had I be buying or dithering now. Crazy market! One buy left in the can, better be a good one! gl

Thanks T. Have an eye on them too. Finally done it bought a small stake in OCDO, just the 10 million for now lol

On parade! Good morning. It can't be Friday. This has to be the quickest week gone yet. No I havn't bought any OCDO, but the temptation is stronger than ever. Spoilt for choice, but everything gets cheaper as we approach 'go away in May,' Hawkish fed should blunt the end to another lack lustre week. GL all

Morning guys. The incredible slide in valuations continues. G4M down 28% on a 1% profit warning! I don't like shares where the directors claim they sold shares to market to satisfy demand? That is cretinous. Since when has anyone believed that story? So why has it sunk from £10 to £2.50. Basically it was another classic internet lock down story benefitting from the Pandemic. Now hit by Brexit, supply chain chip shortage, and possibly not so much time on their hands to play music and learn an instrument. Was it ever really a growth stock except during the pandemic? Its is in a fiercely competitive field too.
OCDO almost appears in the same category except that it started out as a growth stock, rocketed during the pandemic and has lost some grocery trade but thats to its main business. Has had a few recent issues with successfully defended copyright litigation and wobbly robots, and two fires?
Berenberg have upgraded. Stockopedia have it as a multi screen superstock and nifty thrifty magic formula growth stock. They had a raise (about 20%) 2 years back at £18-£20? Realigned with M&S as provider and delivery, reached a high of £27.70and now £10.59.
OCDO looks like all things to all men right now. Growth, defensive, technology. All the things the market is not sure about making it look like the bargain in the market to me. Will I finally do it, buy back into OCDO?

Sorry to hear about your brotherT.Deepest sympathy . Its hard for many of us to have heads in the right place in the current circumstances without personal losses.
I have a feeling the situation in Ukraine may be drawing to a rapid conclusion if the west are just going to stand by. This will leave Scandinavia in uncomfortable limbo and Putin thinking he has all the major cards to do whatever he wants. Too many lives lost already to cow down to this cold calculating madman. As far as the market goes I saw an article yesterday saying we will be bottom of the G7 economy next year. No surprise there. Perhaps we could rent a government from NZ or somewhere. We seem to be run by a fool's ship of Enyd Blyton caricatures. Constantly trying to find more ingenious routes through the countryside to circumnavigate Dover, the M20 and surrounding area. How on earth people manage to run any kind of business around it I have no idea. Trains offering half price fares. now after putting them up again. Wouldn't use them if they were free, too much hassle and they don't even get you from A to B anyway.

Morning all> Thanks T. Has been something of a relief to a difficult 6 months or so and NP4 suddenly coming back to life. So 2 in the top 3 risers yesterday. Market screener have suggested that there is much confusion about inflation, stripping out energy which is hard to do because it affects everything, but expecting a retrace. Given the current circumstances thats hard to see just now. Of concern also are banks getting nervous about over exposure, unnecessarily calling in loans? My stockopedia account runs out soon and won't be renewing. Has been interesting and further arm of research, but I think I can put £250 to better use. Paul S. does say will we look back at this time as the best buying opportunity. Its certainly a buying opportunity but possibly not as good as March14 2020. I did purchase some BEG yesterday at 111, seems a bit cheap still. Took profits on CMCX, WHR, and SCS possibly a bit early, but need to fund ISA without adding new money. Possibly my biggest surprise is the way ANIC, (the Jim Mellon food production revolution vehicle) has performed recently. Back in profit just set to be the Silicon Valley of food production with lab meat, cotton, leather, dairy etc. We are certainly going to need it in the not too distant future. Best wishes to all and have a peaceful and restful Easter

typo.' has not stopped them being more volatile'

Sun shining here in more ways than one. SWG just landed a potential 21 million contract this was roughly the market cap of the company last month! Certainly made a huge impact on my PF today as a large holding. although sadly I did not buy at that low price. Cybersecurity is a volatile game, which is why I thought he smaller specialist companies would be a better investment. Has stopped them being any less volatile than the big guys, but at least the directors are a lot more transparent.

Morning all. Thanks T. Theres a huge amount of support around. The pet shop has been collecting funds since day one. Ukrainian flag everywhere. Russian troops concentrating in the east. 'Should give us a nice big target to hit ' as Putin said about on our new Ark Royal's maiden voyage.
Markets continue to be irrational. Plenty of decent investments but I can't see any sense in putting more in the market right now. GL if you are trading

The Russians deserve to be paid in rubble T. They have created enough of it. Really pleased our little trio have been invited to do a spot to raise some cash for Ukraine. It seems the world and his wife are doing benefit concerts. There's no shortage of musicians wanting to play but every little helps. Act local, think global I think is the expression. DJ I think many are feeling like you, including me. I'm in the top drop today IGP, a very unexpected profit warning. Just shows what a waste of time it is talking to directors. Its only numbers that do the talking. I think many also feel the time to cut and run passed us by a while back. Not to say it won't get worse before it gets better , but turns tend to happen quite dramatically. Its really hard to understand what the Kremlin must be thinking about the position Putin has landed Russia in. Unless he wants to go for Armageddon his days are well and truly in rapid countdown.

Only joined twitter on Friday . Must have been me made them jump!. Smokey is full of oddities T. Yes he can be very entertains when he does one of his mad turns . Great match Quins v London Irish. Very entertaining. I think the Irish coach had a point about them dropping the ball twice over the line and being held up, but really this was a fabulous display by Quins with two incredible floated passes resulting in tries that begs the question, 'why can't England play with this precision and flare? I suppose we had 5 internationals on show but it took a good 15 mins to break into Irish territory and a try down at the start. Smith was as impressive as he was with England although missed 3 conversions. Care was pretty slick still. Great team performance. Great atmosphere in this Brentford stadium about a quarter the size of Twickenham . Much more enjoyable. If you ever go there, their idea of a twenty minute walk from car parks to stadium are absurd. You need to allow a good 30-40 minutes to get in and find seats. Reasonable price bar although still about twice our local, hopeless staff. £27.50 for congestion and ULEZ, £15 car park, (which we had to vacate within an hour of match finishing) £30 fuel. Train about 110 million return and about 8 hours return journey if you ever actually get there never mind in time to see the game. Its a bit crazy these days but still a lot of fun for a great game.

Morning All. Just brought Smokey back from his first experience of a snow blizzard.Not very impressed. He just refused to be left behind. Now recovering on sofa shivering under Duvet. My partner has been. trying to get a new electric piano for the last six months. Eventually tracked down the one she wants second hand thank heavens as gigs beginning to flood in, well 2 or 3, which is a flood after 2 years of inactivity. Apparently the few chips they did have were destroyed in a fire. We seem to be behind the curve on everything . New chip manufacturing facilities being built in various countries. Germany completely screwed by their own energy policy dreamt up by a minister who defected to Gazprom, which is why Germany in the state they are in. If Ben Wallis thinks Putin is not the power he was why has he got more nuclear weapons than anyone else?
ATM holding well after a little wobble, hugely undervalued. Basically waiting to top up ISA next week so hoping it doesn't blast away again. End of week already, end of tax year again Better take a peak at the damage! My accountant seems to think it is all part of a masterful plan. I must say it is pretty good tone able to add to previous annual losses apart from last year when I wiped nearly all of them off from 12 years ago.

Afternoon Brigade. All the Russian stocks seem to have recovered to a degree. No idea what that is based on. Hopefully not Putin's word. Saw someone bragging about doubling his 300k investment on Poly and hoping to double again. Sort of Russian roulette?
I just discovered Mr Kahn wants £100 from me to drive the camper into London for Sundays game Quins v Irish. Will have to travel in separate cars now which will be more polluting. I think we should charge Londoners £100 to catch the ferry across the channel which is even more polluted than central London. Thats if they start running again.
A few up today but even good news is greeted with as much enthusiasm as a camper van in London.