Member Info for Savage_KeyboardR

Literally impossible - as I'm neither short nor invested here.

CPI has many problems which little to no progress has been made toward resolving... Okay, so it has won a contract (possibly one no one else wanted? - There any way to establish who other bidders were?) DYOR - IMO

Poor Cabbage - they've only ever made 1 post on the stock with ticker code CAPE back in 2009 - what did they ever do to deserve being filtered?

Scanning the market I'm v.glad I've remained 'cash focused' through these months - It was a good decision to play it safe this time around.

IMV this dud of a stock is headed sub 300p, easily - as holders booking losses elsewhere will end up selling off those stakes they took small punts on outside their core equities held.

IAGEZJ - Spouting utter nonsense there. Italy, Germany and a number of others currently have right leaning Gov's which have all been in power for a fair amount of time now.

Anyway, as for EZJ - further to fall here IMV because even prior to this Iran & ME crisis the SP was struggling. DYOR

AimMaster2018 - I did say I reckoned the SP here should head towards ~£2.87p and I think that's where it'll end up at in due course tbh - DYOR

SSPG having global scale, and with buybacks in operation, will provide lots of insulation for the SP from this ongoing middle east USA military action.

However, not immunity from market wide stock selling - bound to occur from 8am Monday onwards.

Personally, I'll be holding. I've a low average and I didn't buy all of my stock back during the recent drop. So if there's a keen price on offer at some point I might go for a snaffle of stock or two. DYOR - IMO

Iran blocks vessels from vital oil route (Strait of Hormuz), EU official says.

That's very significant for oil prices & shipping costs IMO - i think markets will open significantly down on Monday unless there is a rapid de-escalation lever pulled. DYOR

Explosions on the ground being reported in Israel 😬 - Trump has potentially opened Pandora's box with this declaration of war on Iran.

More instability on the way, oil could spike and likely to make it diffuser/impossible for EZJ to resume flights to Israel.

Reminder: SSP Group uprated the dividend which lands tomorrow (2.8p per share - up from 2.3p in 2024).

Carrington - 220p will easily be realised IMV - Important to factor into your equation this info:

'Following the July 2025 IPO of Travel Food Services (TFS) in India, SSP Group and partner K Hospitality Corp must ensure a 25% minimum public free float within three years of listing. While K Hospitality sold a 13.8% stake in the IPO, further sell-downs are required to meet regulatory requirements. SSP holds a 50.01% controlling stake.'

What this means is SSP has to sell down a massive stack of shares (i.e. lots of cash incoming to SSP coffers). Albeit important to bear this in mind too: 'A mandatory lock-up exists, requiring SSP and K Hospitality to hold at least 20% collectively for 18 months post-listing' (which will place a limit on the pace of the unloading of stock.

Personally, I'll be staying in for the long haul here - It's a decent business IMO and SSP committed to find ways to 'prioritise shareholder value' (stated in their last results).

DYOR

Lovely steady rise upwards today. Could it mean shorters are giving up the gig here?

Carrington - Filtered Avocet123 long ago as they never add anything useful. Tends to just copy & paste content from other pages tbh, a little like a robot parrot.

IMV theres such little trade going on here. LTH's have v.likely bought up everything they can do in pursuit of averaging down. FY 2025 results are something the Investor relations team at CPI cannot hide from, they can spin the forward look over AI but with the global markets applying more scrutiny over AI now that'll only get them so far.

IMO CPI is not bust, it has core assets and contracts but the Market Cap of CPI should probably be someplace around the £275-£350mil range.

Given fines, the Royal London dilution (share lock up) deal, the situation of closure for some parts of the CPI business and asset sales of other parts I just cannot fathom theres anything much more than £350mil valuation here for CPI and tbh thats probably a bit generous (results will reveal if I'm too harsh or too generous). I think shorters will continue to control the SP direction for the foreseeable. DYOR - IMO

IMV theres such little trade going on here. LTH's

Quite a long way from £4.50p IMV

AimMaster2018- tbf theres so few trades here... should Schroder's unload & a shorter or two turn the screw some then I dont think it'd take all that much to send CPI downwards a fair distance. IMO

The Trump wobble looks to be fading out now - Many buybacks have taken place at keen prices recently.

IMO those who went short here are soon going to need to close out their positions & grab a heap of shares - so even on the slightest bit of good economic news I think we may seek a sharp uptick of the SP. Be sure not to miss out on the uptrend! DYOR

SP.no below price when Akhtar234 opened this thread. Should be seeing ~£4 area soon IMO - DYOR