Member Info for RS2002

Don't worry chaps. I've been invested for over 12 months, my entry was 40p and whilst I saw 90p+ and didn't take it, I'm staying put.

1. Footfall to offices is returning but the large expoure with CAL is their retail malls and in particular supermarket tenants like Aldi/Lidl I believe

2. The recent collaboration with the Hong Kong Property developer will look at hybrid models such as retail and residential developments. It's no secret that Hammerson has submitted plans to convert their former Leicester store into ~330 flats with a new commerical ground floor space. What is stopping CAL submitting the same?

Source: https://planning.leicester.gov.uk/Disclaimer?returnUrl=%2FPlanning%2FDisplay%2F20210461

3. As Christmas approaches we will see retail and panic buying set in which should see positive footfall.

4. 90% occupancy from their tenants and 83% of which rent received at last reporting period

5. ~£0.5bn property portfolio which put their Net Asset Value at ~100-120p alone - This will increase as property prices go up and they open the doors to a hybrid model with their Hong Kong partner, Far East Consortium International.

Source: https://www.business-live.co.uk/commercial-property/shopping-centres-owner-capital--21526318

Whilst I've seen a lot of profit slip, I don't mind if this slips further and selfishly, I hope it does - if it gets to 40p, I shall be throwing the kitchen sink at it.

A lot of savvy investors are realising that bricks and mortar still have life in them, beyond office and commerical application - hybrid is the key here and this is an exciting opportunity for CAL.

Good luck, investors.

1. Bus Journeys 70%+ of 2019 levels and government contracts still paying
2. Have retained the Rail Replacement contract for London North Eastern Railway and continue to actively pursue other UK Rail Replacement bids. Could they be looking to pickup what GoAhead lost out to? The Southeastern franchise was taken from them and given to Last Resort Operators but if they could bid and win the contract, depending on margins could add positive shareholder value.
3. Still recipient of the £226.5m Bus Recovery Grant
4. No mention of driver shortages or operational issues
5. Won’t rush with a low ball takeover from NEX and still in negotiations which may not materialise

All in, I’m happy with the trading statement.

Thanks for posting this. I also use iWeb and will be looking for the share options to purchase next week

Take a look at equities at the moment, supply chain and inflation is hurting all sectors at the moment. This is Q4 2020 deja vu. Investors are hedging with crypto and if you cannot afford BTC, find a suitable miner to mint the coins.

Seems Plan B - Stock to Flow is holding! $53k BTC broken and we are on the way.

ARB is being held back but it's time to take full advantage. I'm loading up, despite holding a sizeable amount at 120p.

Good luck, investors.

The share just set a new 52 week low. I've set an entry of 150p

I'm a new investor and whilst I'm sad for those who seen the market cap drop significatly, I think the rewards vs risk scale tells me this is worth a modest holding. I've acquired now and will await the outcomes from their two income avenues, Sea Lion and the Ombrina Mare arbitration.

PW and Argo sold a small amount of BTC at a profit. Selling at $48k, BTC declined to $42k a week after the sale. It was a great move to firm up finances ahead of the Nasdaq listing and subsequent liquidity they received from the listing.

Couple this with increased costs of warehouse workers, seeing pay up 30%, the margins don't paint a good outlook for the next quarter.

Source: https://www.reuters.com/world/uk/british-warehouse-worker-shortage-triggers-up-30-pay-spike-2021-09-27/

Great to see the Aggregate of ABRDN PLC affiliated investment management UP their stake from 13.048260% to 14.07477%
Clearly institions recognised this was a good opportunity to buy the dip.

*rehash of is this going bust or not

In case anyone was wondering if Jawad was asking genuine questions yesterday or attempting to deramp, this thread he posts at 4 in the morning, answers it. He was being deliberately obtuse yesterday asking, in a woe is me manner, if he should stay, what the profit margins were for Southeastern rail which some posters kindly worked out to be around ~10-15%. One citing profit from both all rail franchises (not just Southeastern) was £6.5m from total H1 profit of £56.1m. Yet we have a rehash of us this going to go busy or not.

I haven’t seen a TR1 from an institution offloading which supports why volume of shares wasn’t as high yesterday to suggest more weeks than buys.

Many know Go ahead service London, TFL with buses and depots so to me, this and their other services and routes IMO are too embedded to be disbanded and if the bulk of their profit (80%+) is derived from their bus and other services (trams etc), I’d personally be inclined to stay put and be prepared to read a lot of threads with many pushing for a lower entry.

Jawad do what you did when CINE dipped to 17p - load up...

If it's any comfort, I'm sitting on a ~30% paper loss. My average is 1240p but I keep in mind that Go Ahead operate a resilient business model where 90% of their revenues are secured through contracts with no revenue risk from changes in passenger demand. Yes, the loss of one of their contracts is disappointing but they operate a much needed service and with a fuel crisis and cost of living increasing, it may just push a generation or two to using public transport more.

Good luck, investors.

India did the same 2018/2019 then did a u turn.
China, as others have stated are merely repeating this again for the umpteenth time to deflect from their housing crisis.

Use the opportunity to buy the dip because it will go up as it has for the past decade.

Great RNS and providing these options over 3 years is a great incentive for the directors and company to substantially increase marketcap and in turn the share price. I can see 157p as the bottom which this RNS is indirectly saying.

I'm confident, like Hut8, this will move very quickly once the US investors (PI and II) start buying and we get further updates from PW and co on the status of Texas, whilst we watch BTC being to break out.

Good luck, all.

I've been holding Stagecoach since 40p. My take is they don't just have lucrative state contracts, which pay, irrespective of passenger count, they are pushing ahead with a net zero emission goal. These factors and their strong liquidity (£875m as of June this year) give it a strong position to negotiate with National Express. National Express know this, too and have set about their own vision for ESG (Environmental-Social-Governance) score so why not bring Stagecoach's contracts including school bus routes into their operations.

Agree with the others stating National Express was 320p+ so so once they return to this price, we should Stagecoach back to 115p+ It's not if, it's just a matter of when.

RobinHood citing 23/09

Source: https://twitter.com/SoutosThanasis/status/1438089330644373504

I believe services, particular ly ones as established as Capita will grow as industries now expect to scale to cater to demand.

Source: https://www.bbc.co.uk/news/business-58543554

Incredible result. Well done to the brave holders.

“AMC is seeking to expand the research and growth of phytomedicines in the USA, and view MGC Pharma as the leader in the sector.“

This goes beyond the breakdown of the $24m deal but will see MGC pushed at the forefront thanks to the great partnership with AMC. Best of all, AMC have a fantastic board and relationships with government bodies including the FDA.