Member Info for PhatStyle4321

Haha have a laugh and jog on

"We note that ITM trades at 96x EV/EBIT in 2026e compared to 66x for Ceres Power (Outperform, TP £14.5), which has a higher-margin business that does not rely on the scale-up of the hydrogen economy near-term."

Good to see us in a positive light, will only be a matter of time before this surprises £10 a share once again

I would be buying more at these ridiculously low levels, results will prove the business is doing well and it will then rocket

#AIR #HFD #ATG #VIC #SED #EQLS #CBOX #TSTL #IXI #POLX #AMYT #ERGO #EAH #SENS #VTY #GLE #VRCI #TRLS

In this fabulous interview with 'All-Star' fund manager Paul Jourdan of Amati Global Investors. Paul takes me through what’s in store for equities, along with which themes, sectors and importantly stocks he likes going forward – including:

Outlook for equities. Start
What’s the likelihood of a #russian invasion of #ukraine? 04:00
How long will the stock market turbulence last? 05:20
Likewise, will the M&A theme continue (eg Air Partner)? 07:40

Stocks mentioned include:
Halfords. 08:45
ATG (Auction Technology Group). 11:50
VictorianPlumbing.co.uk. 13:40
Saietta Electric Drive. 16:45
Equals Money. 20:50
The Eggfree Cake Box. 22:20
Tristel Global. 24:25
IXICO.27:00
Polarean Imaging plc. Imaging. 30:20
Amryt Pharma. 33:55
ERGOMED 35:55
ECO ANIMAL HEALTH GROUP PLC. 36:35
Sensyne Health. 37:25
UK housebuilders Vistry Group & mjgleeson plc. 39:55
Verici Dx & Trellus Health. 44:00
What risks to future consider.45:15

https://lnkd.in/dNvBQX4E

Buying pressure getting better, as time goes on this will recover nicely, financials are all strong, just mistakes made on the way

Bargain of a stock currently

Buy them cheap while they are on offer, accounting errors are small and an oversight

https://darkhorseresearch.substack.com/p/weekender-26

Nice recovery but expect 500p in the next coming days

I wish you were right but this trend looks like it’s going sub 500 in the coming weeks.

I fear this could go sub 500p next week and if that’s the case I will have funds to add more.

The valuation got ahead of itself but everything points in the right direction for the long term. The trend is your friend

Either way I am still holding, however I am going to try and get more funds together as could easily see this going towards 400p now. It would seem large holders are rushing for the exit ?, has there been an issue with the JV due to its long delay? Who knows, but someone with a lot of shares wants OUT today

My thoughts is that you are absolutely wrong, but to be expected by a novice.

This is already reaching a bottom and the interest rate rises are not a shock, by the end of 2022, I expect this to be pushing new highs, especially when the JV is launched. I am just fearful of a takeover at these low prices.

The issue with Russia will resolve itself soon. Keep to your 40 hour a week job Andy and don’t sell.

Back to 1000p and onwards, selling way overdone here.

Absolute crazy to see this down so much for no reason at all, expect a huge bounce back

Now let’s ride the wave back up

Expect a big bounce due

I actually have brought some today, this is extremely cheap considering the long term prospects, hugely overdone IMO, recovery play in 6 months easy

FTSE down, expect 500p soon here

Can see this going a lot lower next week, especially with markets finishing worse, overvalued tech companies will correct and can see 500p easily here