Member Info for Paul2566

Nicely reasoned Daz423.

I'm here for what I hope is the long haul, i.e. long term (10+ years), ideally I would like it to pay dividends at some point in the next 5 years. The last thing I want is a takeover. If the purchaser were to offer 2p today, it means long term its most likely worth 5p, and thats just stealing my long term profits. What they will not do is offer 2p if its worth 2p. I have seen posts saying Hainan paid a premium at .5p, so they would buyout KOD at a silly premium. They didn't they just bought the future on the cheap. It is an excellent deal for KOD, but just as good for Hainan as they probably saw near term value at three times the price paid. Big companies like Hainan are rarely run by fools.

Decent sized spread, they need to be confident of a %5 plus drop between selling and buying. It will cost some people.

I don't expect a dividend for the nxt couple of years, I think there will be a lot of expansion over that time.
As to selling its upto the individual, but I ask myself do I need the cash now for something, do I think I can invest it elsewhere for a better return, etc.
For myself I see stocks of this nature as rare so I'm holding.
I accept that for some selling might be the best option, and as with any stock I could be wrong and lose it all, but I doubt it in this case.

I'm not complaining, but I can't see the buys that must be doing this, it's all just nickle & dime PI money. I know its lost of small buys but even so?
I can only think that the trades are missing for some reason and will show up at close of play.

If we know about it then its already factored into the SP for those buying, it can be assumed in general that everything known is factored into the SP.

It would be nice to start seeing some investment from II's, but I think once we have money in the bank and a couple of other things we are waiting on, they will pitch in on mass.

The only way to multi bag is to hold a multi bagger, but its hard to resist.

I have just over £60k in this on paper now showing a 92% paper profit, its hard not to sell, however I keep telling myself how rare it is to pick such a winner.
It has unbalanced my portfolio a tad as it now represents over 17% of my portfolio, not ideal.
However I bought this stock with a view to dividends in couple of years, so unless this becomes a life changing profit by selling, I'm holding to production and beyond.

While I cannot deny the SP does interest me and seeing it rise is nice. Thats not my main reason for investing here, we are most likely not many years away from what could be a nice regular income.

I cannot see that being likely in the near term, I don't see any substantial benefit to the company or shareholders and at the moment its a distraction they don't need.
I think it more likely that some years down the road the shares will be reduced via buybacks and cancellation.

It doesn't really matter tbh. Just some smart people taking a profit.
.5p is a good place to be for where we are right now, I don't believe for a moment it will happen but until the funds are in the account the deal could fall through and all we have left is the £7m.
My view is that the rise from .5p to .55p was FOMO, and as I said some sold taking the chance it would drop back, I was tempted, but didn't want to risk I was wrong given what I believe we have here.
It will I think knock on the door at some point in the next 12 months of 1p. Some will sell and bank a nice profit, I could even be one of them, but I doubt it as I have my eyes set on what I think is a far bigger prize.

Any update on the short positions to which you refer?

There are no institutions holding a short position on ALL as far as I can tell.
Nickle & Dime PIs shorting will have no effect on the SP.
What short positions are you making reference to.?

iLOVElithium

Checked it, discarded it.

Happy to stay with KOD and ALL

I only hold 1346 at an average of 54.77p.
I wasn't prepared to tie up funds for at least the next 5 years before I see a return, but I couldn't resist a small position at such a low SP.

I have a small position in this stock, and it does look like adding more soon might be a good idea, but what am I missing that the market sees?
It looks like the SP is discounted to NAV by about 9.47%. Hopefully this will account for some drop in property asset values, although I'm not convinced their particular assets will fall in line with domestic housing.
I cannot see any immediate threat to rentals based on its customers, and occupancy levels are good.

Not pretty.
Results only a mother could love.

SD235
The time between sale and purchase is unlikely to inpact me as I won't be buying DLG stock in the ISA. I am a tad heavy on insurance in general so probably would have moved the funds about anyway. I don't tend to book losses in the ISA so will hold the remaining DLG stock until it recovers, which it will, but not for the next few years. If the dividend is reinstated to any amount it will soften the waiting time a little.
Even with DLG (basically an insurance company that cannot manage risk) now is not the time to sell, too much going on with the markets. Maybe later in the year, once everyone has a better grasp of inflation, the war, recession, etc. Its been a bit of a year or two and as they say markets hate uncertainty.

Oh if your wondering its DLG, just didn't see it coming, some very poor decisions throughout the BOD, not just the one head that rolled, and some missleading comments released.
I'm hopeful there willbe a shake up but its going to take a while. Luckily about half my £14000 paper loss sits outside my ISA, so with the changes in CGT, I may make use of this (at some point) to sell at a loss and offest gains elsewhere.

Blue
You are not alone, I've taken a bit of a kicking on paper lately, but having reviewed everything nothing has changed in my rational for buying those stocks in the first place (with one exception), and I'm not even slightly tempted to sell. I just wish I had a lot more free cash right now to go shopping for stocks.