Member Info for Savage_KeyboardR

Eightyeight88 - Thanks for listing out shares which I've made good profits from there (excluding EZJ, as I opted not to buy that stock). You forgot to mention I've also made a fair bit from TUI, JDW, CURY and more but... maybe you didn't know about those ones. Anyway, discussion boards are for discussions. If you disagree with a viewpoint I've shared by all means put forward your alternative viewpoint and the evidence for it. I'm always keen to read other opinions and open to being persuaded to change my view; if such view stands up to scrutiny against the available evidence of course! Best of luck to you also.

Personally, I think EasyJet Board are content to milk the publicity gained from the bidding process, and I think they've got zero intention of allowing any bidder to take the business private (except for an outrageously high offer price). IMO

HagbardCeline - I'm just sharing my honest thoughts from the sidelines, I'm also finding hearing the buy narrative interesting and I suppose we shall see where the chips fall come the end of the bidding process.

Personally, I stayed out because I don't think EZJ will be taken private but if a deal is stuck come the end I shall be happy for those who won out and I'll be content I was not prepared to join in on the buying spree - Investing is all about doing the right thing for your own circumstances tbh - EZJ was too pricey for me to find value here for LTH; Possibly I might well have lost out here but I still currently think the bidders will in the end find they're rejected.

Lets see what happens - GLA

This morning I opted to book some healthy profits, with a small sale from my SSP holdings.

Details of My sale here: 25-Jun-26 / 10:17:01 / 198.70 / 750/ Buy* / 198.50 / 198.90 / 1,490 / O

Felts a good moment to extract something from the market gains. Staying invested here.

TheRealDeal2023 - It doesn't hurt, as I didn't take a position on EZJ. Sure would be easy to be gutted that I didn't buy in on the recent lows and make a quick buck but... I didn't take the plunge so 'it is what it is - such is life'. I'm doing well with other holdings and there's plenty of opportunities out there on the wider market, it's a big place for a minnow like me.

I remain content sitting on the sidelines because I don't think this bid will go through. Should the bids get withdrawn the stock will drop (it's inevitable) and at that point I probably will dive in here for a LTH but... only for the right price because I'm not going to buy over speculated stocks, and over the next 6 months there's going to be a LOT of cut price stocks to buy up - as stagflation bites down hard and hurts those who's gone all in on their speculative buying sprees. DYOR - IMO

I don't think the takeover will happen - in fact I think those taking out shorts will be the ones making an absolute mint here but... just my opinion and tbf those going short will have to have deep pockets to stomach the rollercoaster ride here.

For transparency I don't ever short (I don't have the stones for it nor the funds to do so!) - LTH investing only for me for the time being anyway.

Yep - I think the recovery bull run narrative has been way oversold. The sector is in prolonged stagflation IMO so buyers of the stock will require a low SP to find value in EZJ - I may be proven wrong but it is what I think nonetheless.

Wow the shorts are really notching up a gear now. IMO I think this will easily drop to ~160p level and technical support may not be found till it dips below 150p. The weight of the elevated interest rates and lower to no growth prospects for GBG hitting hard IMV - DYOR

As that's what I think will happen come the end of this process. DYOR - IMO

Not a chance IMV this will sink below £1 imminently- DYOR

Ionica - Agree with your take. Yep, SSP owns the TFS stock but as you rightly point out the figure is only realised upon sale and because TFS is listed the equity value cannot be counted twice. It is, as you explained, counted within the total listed valuation (changes daily) on the Indian stock exchange.

Agree, special divi (following TFS tranches being sold down) appears the route which would make the most logical sense me. Hence why I'm content to keep on accumulating SSP shares, as and when👌😎☀️

Personally, under steady growth conditions SSP should be worth at least £2.25p and some. DYOR - IMO

Potentially a difficult day for markets tomorrow perhaps?

Ionica - Absolutely, the TFS stake is something I've mentioned on here many times before and once SSPG begins selling down tranches (they are obligated to do so to meet Indian stock market new listing compliance rules) they'll need to return the proceeds to loyal shareholders (they committed in their last results to prioritise returns to shareholders).

So for me personally I'm remaining invested for the long term here. DYOR - IMO

"Just don’t see any rush to own GBG" - Oh 100% agree with you there on that! Yes, differing views are welcome from my POV, else it becomes an echo chamber and hype + madness takes hold.

The CPI results release in early August will be a massive male or break moment IMV. It'll either rocket or tank as the stock appears to have many on the short side and on the leveraged long too... setting up an epic battle to be fought out.

Cheers CHELMOCHASER - With CPI take care. I think AH is set to abandon commitments made to LTH's, the asset sales will continue as and when the business fails to meet its ambitious targets yet again the question will be 'what can we sell off to keep the wheels turning for another few months?'

The MyCSP situation appears very bad, and surely a Burnham Gov will be jolted into taking actions - it can hardly watch on from the sidelines as pensioners owed go unpaid month after month, after month... with only a Gov emergency loan to plug such a gap short term. IMO AH was brought in for one reason only, asset strip that business and leave a hollowed out and worthless shell for those who remain invested. There's also the potential CPI gets taken private via a low ball bid which could short change LTH's too. The LinkedIn hype of AH just doesn't match the reality of the financial results and at some point something will have to give IMV.

On GBG - seems we can agree. Where do you think the direction is for end of calendar and financial years? A rebound of the SP from the Lowest Lows in Spring 2027? Or something else?

Personally and IMO: I think you're going to regret it. DYOR

Given he'd backed ID spend and is now on his way out from No.10 (probably very quickly too) - I just cannot see Burnham putting cash behind unpopular digital ID spend (which GBG previously stood to gain well from). Gilts higher so borrowing costs up here in UK, plus EU hiked rates and even US Fed now looking more hawkish. I think we could be seeing sub 180p soon IMO.

For me to buy back in here (I sold my entire lot) I would want a price premium, for the risks near term risks - so possibly no buying support will be found here until SP plummets as low as £150-160p ish. IMO - DYOR

190p threshold crossed... I think closing SP today should easily end up sub 186.4p. Burnham victory appears to be lifting all UK gilt yields, so it's going to become rather expensive (higher for longer time period) to finance commercial debts. Not to mention £ weakening too - Stagflation is back in town.

190p threshold crossed... I think closing SP today should easily end up sub 186.4p. Burnham victory appears to be lifting all UK gilt yields, so it's going to become rather expensive (higher for longer time period) to finance commercial debts. Not to mention £ weakening too - Stagflation is back in town.

Fair doos OldAlarvian - I missed that you'd cancelled your 335 buy order. Bet you're glad you did so now eh?! Agree with Rik1, probable it'll test 300p imminently.