Member Info for Scarfell

I ditched my subscription to IC some months ago, it kept recommending duff companies. Jury is still out on Kromek but I think reading IC is bad for your financial health.

Results and outlook might not be stellar but still pretty good. Subscription model (aside for Netflix) should be defensive against inflation.

34.20 seems to be the fixed price

Sorry - couldn't resist it

Seems a bargain at 465p - less than in the pre vaccine doom and gloom days.

Bullish tone but numerically nothing to get excited about. Probably going to need to raise funds soon.

Author of article believes they are a small % of input costs for drink manufacturers so should be able to increase prices in line with inflation.

Trying to understand why such a negative reaction to the 2 RNSs. Seems ok to me. I guess I will buy some more.

Just just the wider market, Kingspan has tanked today on a big drop in recent orders (profits are well up though).

It's positive for me as I assume Tlw would want to do this deal before any official positive news from Kenya and I assume CNE would also want this done based on 'inside' knowledge that it is likely there will be good news on Kenya.

Agree results are pretty good and drop in price since January not justifies. Glad I topped up a couple of weeks ago and may well add more.

Not the only one who has bought a few today. Looking at HL quote going up - now at 45.75 to buy and 45 to sell.

Nice update today - hold , buy or sell?

Putting this morning's share price rise in perspective it's worth remembering that this share price was 380 plus in April last year.

Have I missed something - no mention of £s.

Agree - I couldn't initially understand when the price dropped this morning with the tide going the other way. Incredible given how much BT have reduced their pension deficit. You start to suspect Deutsche's intentions.

This share should benefit from increased travel including return to work. Recent Trainline figures suggest train travel is getting back to pre-pandemic levels. The cold winds suggesting a recession will make those WFH think twice about being unseen in the office. Airlines such as IAG could be a recovery play too, but will suffer from the high price of oil when hedging starts to run off.

It's a nice update but I'm wondering if it is more about being able to pass on input price inflation than growing the quantity of goods that are sold. Perhaps best not to carried away with this update, there is no mention of it's debt position.

Well I was on the point of pressing the buy button but I'm thinking it is going to face headwinds with energy costs and supply issues. I also suspect a bigger market correction reflecting more talk of recession is just around the corner. I'm still kicking myself for believing IC when they said sell at 92p in November 2020. Of course they then change their tune to hold at 238p in January 2022. I no longer subscribe as their track record is abysmal and I often consider doing the opposite of what they recommend.

African venture - 'The brands will operate via a third-party technology platform'. Intrigued as to why not one of their own.