Member Info for Rojen3

Thanks for the reply Accountant. I did buy more today to get my average down, but as always bought way too early, £19,000 at £3.40. Really silly looking at where it is now. I was watching the market and saw the drop on my close brothers holding, but just thought it had a sharp sell off, then later checked on here and saw the later in the day RNS. Definitely lesson will be learned.

Nice to see a lot more buying volume than sells on Friday at least.

Hopefully long term and after the FCA review this should rise to more reasonably priced levels, based on its fundamentals.

Thanks again for sharing

Hi all

I've gone in very heavy here, with a view that the business barring thr FCA review etc, it looks great historical value and my average share price is £4.22 with now 18,510 shares.

Is anyone else up for/willing to share their averages? It's always interesting to see.

Cheers

To be honest I didn't think we'd see these prices again, but it is insane gow low this is going, when on results day it actually went up intially on tge results.

I've actually sold off a lot of my other stocks to put in here, I now have 11,540 shares here with an average of £3.96, so I think I'm probably at my limit.

Long term and after the FCA investigation vost has been determined, this looks seriously good long term value.

GLA

It does look like a lot of buys coming in

Yep I've been doing that Rock.

Currently valued at around 4 times EBITDA for the year, looks cheap.

Debt reducing and losses reducing.

Would've been nice to get a heads up on a slight revenue miss, but the long term story here still looks good.

Thanks for the reply everyone on averages.

When I look at all of them, in the long term view of where this stock was (and could hopefully be anywhere near again one day), they all look like decent averages, from £0.50 to £1.30.

Jcj07 I know it's disheartening, but just ignore the noise.

Usually advertisers are the first to drop in recessionary/high interest rate environments, but can be the first to turn up big to the upside and we could never see these prices again for S4. You can't doubt that this stock looks very cheap on every forward based metric, even if it's revenue and earnings stayed flat and they continued to pay down debt and focus on cost cutting efforts, with next to no growth. Along with the company having around a net asset value of the £1.50 mark, hopefully this should come right for all of us long term holders and is a case of "when" not "if"

GLA :)

Yep that's understandable. I know your pain with averaging down, I first invested in S4 almost 2 years ago at around £2.30 from memory, never thought this or THG would fall to where they did/have.

Fingers crossed on both for the future

Wow Kidge, that's a massive holding in THG. Good average on S4 though. I'm kind of inclined to agree with Lifeisarisk's comment, it looks like potentially S4 could be turning a profit and is showing better financials than THG? Have you not thought about balancing them out more between the two holdings? Or do you just have more conviction on THG's long term returns?

Well I couldn't help but buy a chunk more today with the long term view. I'm well over exposed (now at 50,691 shares with a £0.50 average, and it may likely drop on the results, but long term it looks very cheap on most metrics.

Is anyone willing to share the current number of shares they hold and/or averages? Always interesting to see.

Cheers :)

I gotta be honest, with the amount of averaging down I've done over the last couple of weeks (42,495 shares for me now), I feel like I might have a spot on that list NigeCo.

Let's hope as we're nearing to the previous lows, we should see some green shoots and upside in the results and onwards :)

GLA

I also added a bunch more at the close Deepjoy, like you say that's the likely catalyst for the fall, along with the overall drop in parts of the market, but long term should be a good long term hold and collecting divi's while we wait

Good to see you here Trek, seen and enjoyed your posts over on the Phoenix Group board

Hi all

I haven't been invested in SLP for over a year and a half now, but took the opportunity today to buy 5000 shares at a potentially good long term hold, for a very well run business, with a proven good track record.

GLA :)

I mean you can never tell with the market, but it is on a current earnings P/E of around 7, even after all the outflows after the last roughly 2 years, so does look to be cheap on the long term view and even compared a lot of other companies on the LSE currently IMO

I hope we're right too anyways :)

I've loaded the boat here, looks great value on the long term at these prices and a nice dividend, which the board stated in their last investor results presentation, is afforadble based on their current projected earnings and Balance Sheet strength for the future.

Hopefully should start to see some money coming into Mutual Funds when interest rates come down further

Great post PI and I personally agree with your points. I've been loading up here to hold for the long term, as does look extremely cheap and there should now be a number of tailwinds as regards to interest rates, for the company.

Nicely done Mary :) I didn't manage to get that price, but happily got a load at £3.83

Anyone else loading the boat at these prices? The upcoming divi and fundamentals here look nice at these levels IMO :)

*read

Thanks for the reply Harty, interesting to rrad how you do things. I've decided to hold on and not sell and, as I feel there's plenty of upside from here, pkus no profit warnings which has gotta be a plus :)