Member Info for Scarfell

Jeez - what is going on? All very well talking about order book, but the figures suggest that they are only profitable at revenue above the current position and then every £1 revenue increases profit by £1. Hard to believe.

Agree - it seems very strange now that PPI fiasco is largely history. Perhaps the prospect of a Labour Gov with it's penchant for calling for extra taxes on (excess?) profits is frightening the horses. There is also the possible but seemingly diminishing recession on the horizon.

Simon Thompson has cost me a lot of money over the years. Worse thing I ever did was subscribe to that mag. Has he got anything right? Anyway the RNS today sounds like a right dogs dinner - not surprising the share price drop.

Still has quite a high pension deficit and its interest bill has gone from 4m to 5m. On the surface the update looks ok but I'm not convinced enough to buy more at this price.

From the RNS, it looks like everyone is deserting equity funds - now then do we heed Warren Buffet's advice at this time or not. Liontrust themselves by buying GAM at this point look to be. I'm hovering over the buy button.

My thoughts were - how come one company in the sector doing so well and the other so badly?

Presumably this can only be good news for Southend.

With shares down nearly 7% and no RNS, what do some people know that others don't?

Well I have just bought here for the first time. On fundamentals it seems very cheap so I suspect that your 150s average will be ok at some stage. We know housebuilders are holding back, but we also know that there is an acute shortage of housing which is not going to get better any time soon.

Headlines suggest YouGov got a bargain, but methinks they paid too much (€315m) - why pay so much, especially when they only managed to raise £51m.

Not so sure there. Ticket machines have the disadvantages of often not working or queues or language barriers. At some stage rail traffic will boom - probably when they have taken the weak link out of the chain.

Yes I'm not selling after this drop, but not sure about adding more (as Blackrock seem to be doing).

I suppose the update is no great surprise, but seems a long haul for this company.

Would have thought the share price might have gone North rather than a bit South on pretty decent update.

Ok - so the share price fell from about 155 at the start of the year to 108 a couple of weeks ago on very little news of note and now today it is back at 130. Begbies meanwhile hardly moves.

I'm not sure why it would retreat to pre vaccine discovery times (Oct 2020). On a PE of less than 5, it seems very cheap.

How did they manage that?

We have had equivalent of Cry Wolf for so long, sadly I don't have any faith in what they say.

AUM well down and number of employees up - not a good look. Profit about the same as the CEO's remuneration - no wonder shares are down 8%. I'm not remotely tempted to top up and logic tells me to bail out.

Pretty poor results and the share price is up 20%. Qinetic results are good and the share price falls. You need to take any view on outlook in an RNS with a large pinch of salt - especially in the Aim market.