Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Just curious
Why was ESS news terrible ?
Is it because they couldn’t get ‘full’ value in the middle of a pandemic ( a one in hundred year event )
I would look at it as a positive sign
The company is addressing its debt and still winning and retaining contracts
Agree
There is no news for the foreseeable so the share could drift a few % up or down
It depends , if you have done your research sit tight
There may be some hot money elsewhere but you could lose a lot
I reckon Capita graph is upwards
Any positive news in January will send this into mid 40s and beyond
Key is the 14th
Spangly
I also thought I could trade this
Timing might be out
If you believe in capita just sit tight instead of second guessing
The 14th will give us more information
I wouldn’t be trying to time your exit : entry just yet
Good luck
Travel and hospitality stocks will get hammered again
They are being traded
Whilst people are being vaccinated there won’t be enough people travelling or being welcomed
Tourism is dead for the short to medium term
Most hotels / airlines are calling 2023/24 to get back to pre pandemic levels
To put it crudely you need bums on seats at close to capacity to start making money
Agree
There is cheap money on the sidelines waiting to hit the market
Quality stock pickers looking for recovery will pile in
Still can’t see travel / hospitality going anywhere too fast
Services , infrastructure , outsourcing will benefit, not immediately but money will start to pour in
Ok good point
Enough Vulnerable people at least need to get it
But I also believe it can impact less vulnerable people as I personally know people who lost their battle against covid and not all were old or vulnerable
I don’t want to get into non capita related issues
Let’s move on
We are all on the same side and want this to move forward
Agree
The quicker we get herd immunity via vaccination the better
I think Rishi Sunak probably a bit over confident about getting back to normality by February
That’s a blatant lie , but suits the narrative
It’s going to take at least 6 months if we ramp up vaccines from 200k to the 2 million required per week
We will see some positive moves on any news but it’s going to take a while
Getting us past 60 now would be a 30% rise
That’s always dangerous , I would rather sit tight for 6 months
It will be a lot higher
But I’m in for 12-24 months but will review in Q2
This is undervalued like crazy