Member Info for Savage_KeyboardR

Challenging market conditions, nicely proving Trump is not in fact good for business as some have believed!

VOD should weather this turbulence nicely, it's an essential service... it's growing nicely plus there's the merger with 3 and new tech solutions like the satellite 🛰 calling functionality which looks a better option the Elons overpriced starlink too.

Lots of reasons to be positive here especially as the buybacks are being conducted during this turbulence & downwards pressure on the SP, they're best purchased at low SP's 👍😎

Holding and adding where there's opportunities 🙂

Daltry's economic illiteracy on full display:

"Corrections are healthy for a market. Shorts are not. "

Short selling is good for markets- helps with calling out junk stocks from being bubbled up too much by speculators.

Shorts have certainly helped with keeping CPI in check. Imagine just how effervescent this stock would have been without short sellers keeping it in check!

I don't short myself but it's essential for a healthy market.

Oh and CPI cannot afford to pay a divi - whereas Vod can service it's debts because it continues to be growing.

Aim, I agree with Macy - looks like you got greedy & may wellhave gone long on CPI. Long position buys you're probably now deeply regretting? 🤷

Carnage later on when USA markets open IMO - DYOR

I cannot see CPI doing well this week though on all the revenue weakness it has and ongoing market difficulties with anemic growth.

Except... why would Zelenskyy sign a minerals deal with Trump when both him & Vance have already given up the suit of their ace card - that being the US troops on the ground in Ukraine card (they've made it clear US will not allow that).

So even if Ukraine were to sign the minerals deal, it'll receive no security guarantees- meaning the deal is a one way benefit for USA and a near worthless piece of paper for Zelenskyy.

NATO members no doubt concerned too that USA would likely not honour article 5 under a Trump administration either...

Zelenskyy should do what Trump did to him, call out Trump & Vance as needing to call an election to see if the American people still want the Trump administration or not.

Zelenskyy

First time I find myself agreeable with Trisor... Aim, it's not a good look being a market weather vane.

When USA markets open later on today it'll no doubt get really ugly (unless there's a screeching Trumpian U-Turn 🤷 - though I doubt there will be)

Trump & Farage both utter morons... they've both been doing their very best to undermine USA + UK for many yrs - a gift only for China + Russia.

Strap in for significant turbulence because everything I warned about in my 1st post on this thread looks likely to hit leisure stocks hard 😬

All IMO- DYOR - GLA

Trump & Farage both utter morons... they've both been doing their very best to undermine USA + UK for many - a gift only for China + Russia.

Strap in for significant turbulence because everything I warned about in my 1st post on this thread looks likely to hit leisure stocks hard 😬

All IMO- DYOR - GLA

Daltry on here came put with the following completely foolish line a few weeks back:

"I'm a Donald man" daltry declared...

CPI's results day could hardly be worse timed falling on the day after Trump both hikes tariffs on neighbouring nations Canada & Mexico plus withdraws Ukraine military aid...

Strap in because the next 48hrs are going to be rather lively indeed for financial markets! I don't reckon favourble for CPI LTH's either 😬😬😬

411p will end up looking a very pricey SP in a few months time... lots more PNN rump stock to be drip fed onto the market yet, as well as some holders bailing out to make money elsewhere on the markets where there is ample growth prospects.

Neither VOD nor AST would bother signing a cooperation agreement if there was no worthwhile profit for either party involved.

Both no dount stand to do rarher well from the deal! 😎

CPI has lost out on key defence contracts to rival Serco... anticipated high single % fall in Revenue for upcoming FY results and potentially there might be yet more £ outgoings reported against cost cutting exercises...

Upcoming results promises to be very interesting indeed!

Will there be more promises of Jam tomorrow (or the the day after)?...

Whatever happens on Wednesday I continue to find it seriously difficult to see how AH will deliver anything notable on the upside... I think this stock will continue to suffer and AH may yet again reach for the asset sell off lever 🤷 - perhaps there might be a wafer thin slice of good news but... likely dwarfed by more gloom...

All IMO - DYOR

Subjective as to when one bought into it of course.

I've only purchased stock below 169p and the majority of my holdings are in the low 150p's👍 - I don't face the same problems which other LTH's might do.

Perhaps you avocet123 were short on this stock today? Hence why my comment may have triggered you? 🤷

110p 😂😂😂 - avocet123 SSP Group is seeing massive growth figs because it was rightly bold with the strategy of borrowing to invest; with clear purpose- that's why those with Debt Purist ideology will often be proven completely wrong.

Debt utilised effectively is precisely how quality companies turbo charge their growth. It was the right strategy by the board and I've grown my SSP Group stake significantly and will be continuing to do so 👍😎☀️📈

Zero justification for todays ~4-5p drop - As such I've scooped up another tranche to add towards my growing stake here!

Could the drop have been caused by shorters taking a punt? - (presumably whilst attention of many is currently centred on defence & tech industry stocks?)

No Ukraine peace deal, tariffs incoming, weak growth, high inflation, NIC's hikes, Gatwick delayed (if Heathrow is approved over the summer then could it be that Gatwick expansion becomes shelved?)...

Not to mention... simply far too many EZJ shares in circulation here + much cash investment needed for new aircraft, elevated input costs (higher than previously anticipated - e.g. oil was supposed to be lower by now and is not the only example either).

IMO the recovery here is just not rapid enough to support the current SP - A view I've held for some time now, and thus far have been proven broadly correct (albeit ongoing speculation here has helped to keep EZJ at elevated prices IMO).

I'm still reckoning disillusionment will really become amplified in the months ahead. I think EZJ SP will likely fall towards 460p, as more speculators make their exits- to seek out ample opportunities in other stocks.

Then there's bad weather in holiday destinations too... lots of this over recent years and in many of the prime +profitable destinations too. It might not take much this summer to throw EZJ way off course.

All IMO - DYOR

My forward thoughts are 'get our whilst you still can'

ALL IMO - DYOR

Hardly difficult to deliver cosy savings when the entire business is shrinking in size so rapidly.

The good news story CPI will attempt to peddle is costs are down significantly... an obvious side effect from such extreme implosion...

In stats just because there is correlation (I.e. here in terms of money invested to make cost savings) it doesn't equate to causation...

I suggest the savings were inevitable, shrink the business and of course costs will fall... because absolutely every measure will be falling along with it!

Appears to have stolen CPI's breakfast & lunch...

They've netted decent results over there plus... 1.01bn Serco shares in circulation versus CPI's 1.69bn.

Disastrous situation CPI has gotten itself into now becoming crystal clear, and IMO is now reaching a point of criticality. ⬇️

DYOR - ALL IMO

It's incoming... many shares being dumped with each passing day... steady downward trajectory in the coming months towards the RI price, and perhaps a little below it too at some point.

IMO - DYOR