Member Info for Paddyboy1

i don't ramp. Just stating it as it is. & i don't spend my entire life 24/7 on this BB rambling nonsense either like some children!

Great diligent commentary on Microfocus Nuri made just a couple days before it's taken over at double the SP. Not sure how he's got the nerve to comment really!

So, BOO has now fallen 35% in a month on no news whatsoever specific to the share itself! The usual names come from under their rocks. The ones who never invest a penny anywhere but surf through the battered SP list & write stupid SP predictions. As i see it this is in bargain territory atm & while it could drop further especially in the current gloomy climate it will ultimately rise back again. I've seen the short behaviours on so many shares before & whilst it appears relentless & seemingly endless. It does eventually stop & the shorts reverse their positions & buyback at silly levels. Yes, there is currently an 8%+ short presence here but that can turn to 0% next Tuesday on any news at all. As far as i see it the financial numbers for BOO look reasonably healthy & this is a perfectly solvent business which will come good in time. Ignore the noise. Make your own investment choices but for me this is cheap as chips & i'm buying at these daft prices. GL.

Price /Book here looking crazy now. Net Assets 4bn/MC 900m!

This is now at a level not seen since 2005. Crazy markets. Mind, it looks like pretty much everything took a bit of a smathering today!

This needs a trading update. Must be one due soon. Crazy to buy this without some updated numbers!

been thinking about selling all my PFC & throwing the lot in here. Normally a 50p gap between the 2 SPs. This morning that was down to 15p. Any opinions dual holders?

The results RNS was pants but it's created a great buy/top up opportunity IMO!

stop the whinging, start the buying. Easy doubler bubbler this if you're happy to hold them for a while!

just bought a block of these @135.50. Bargain basement this!

I've been taking a good look at this one since the plunge on results a few weeks back. Was sort of annoyed as didn't buy back then & it sailed away to 180+. This drop doesn't really surprise me. This was bucking the trend across the retail armageddon more or less across the board. This is a good company with a good set of financials & a nice divi too. I held off buying today as while i've no doubt this could multibag in time if retail stocks trend is anything to go by i expect this will fall some more before the inevitable bounce!

Back up again now!

The irony is it's not freefalling it's controlled falling & once they've taken out as many stop losses etc out as they can & buying pressure increases they will reverse & hike the price back up again. Freefall is Cineworld stuff!

short sellers always close at some point remember. They play on investor fear. The current climate is very fertile ground for them. That will change. Seen it many times before! if you have the funds to buy at these prices it's an easy win IMO!

Banning short selling doesn't work.They tried it in Germany.It's like trying to ban alcohol etc. It just goes underground! As far as i'm concerned the shorts present a great opportunity to pick up shares for way below true value. I'm buying more today. This SP is ridiculously cheap now on no share specific news!

just shorters playing a merry dance. Easy money to be made here!

bought 25k @50.47. another rinse & repeat. A nice 20% gain in a week or so!

I'm not really sure why the talk of a takeover here on a 6% rise. The share is just on a steady rerate. Bad news now baked in & a reasonably good outlook forecast from Iskander. Any takeover anyway would need to be at a very high premium. Asfari's shares are in very sticky hands. Historically a 6% rise is nothing here. 40-50p moves are not uncommon on this share & when the big boy contracts eventually drop you will see that poetry in motion. Iskander is keeping this ship steady. No surprises or outrageous forecasts. I like his approach & have confidence he will turn this around. Give it time that's all!

This is looking like it might be one of my better investment decisions. Built up a fair chunk at those lower levels. Such a huge drop always seemed ridiculous. This came down very quickly from 200+. Let's see how quick it's back there!

I'm not sure how anyone could really consider PFC to be 'overvalued' at a MC of £600m. The business has announced a n 18 month pipeline of $57bn. If just 10% of that pipeline resulted in firm contracts the SP would be more than double today's price! PFC's performance has disappointed me as much as anyone but i think people need to wake up & smell the coffee here. This is industry wide not company specific! i believe a lot of activities are being delayed due to all the Geopolitical uncertainties. These will recede in time & the investment will come.As a comparator WG has been far worse hit SP wise than PFC. Personally i found those results quite reassuring. My only concern is the increased debt levels really but overall liquidity is fine. I would advise anyone invested here to take some time & watch the results webcast as well. As i interpreted from it that some awards are fairly imminent!