Member Info for Skeletor

Does anyone on this board also follow/invest in ITM.

I am not totally up with the tech but is this Hydrogen vs batteries or do the 2 technologies offer something different? Based on current share price where do you guys see the most growth over the next 1-2 years?

Posting this on both boards so apologise if you read this twice

The share price is coming down to better reflect the P/E (not as low as many other FTSE companies with less issues) and the Debt ratio (both to shareholder equity (not great) and compared to cash flow (frightening))

All manageable but really this share should be paying around 6-8p divi and retaining 3-5p to pay down debt/strengthen balance sheet/invest in margin improvement.

In my opinion this would value the share at 125p and you could hope overtime to see a recovery from this.

I'm sure many would disagree - or you would n't be invested at a higher price. I get that the debt is relatively cheap to maintain and I'm not against having debt but not to the level where you couldn't do something about it if the cost of credit began to increase.

glad I topped up at 83p. This has been gradually climbing but a good increase today makes me think someone knows something?

Topped up..... Now my biggest holding along with Lloyds.

That was an expensive maneuver as I missed the 30p rise but think we may see slight improvement in AUM in the next update and I don't see the EPS dropping too much more. If they continue to pay out 90% which they can as they are debt free and don't need to massively invest in infrastructure then this just becomes a great savings rate. ATB

is the amount of my portfolio I have just put in here at 1.9p. I am doing the same with 3 or 4 other small companies and then plan is to forget about them. Really only need 1 of them to have a turnaround and should pay for all the others but will wait and see if this strategy works out. ATB

BJ and longtime (wow no pun intended)

In this case I think LLoyds are not holding the shares they buy back, I think they are permanently removing them from circulation..... may be wrong so dyor.

Cheers

Not sure why so far ahead of the sector!?

Was trying to top up today but was a bit stingy with my entry price of 765 so order never got fulfilled. Might just take the additional shares on Monday regardless of price. I get 23p back almost straight away and still excellent value especially as a no deal brexit looks increasingly less likely.

Ha. Opened at 200! MMs must have misjudged sentiment. I bought sufficiently few of these that they are not worth selling without a bigger rise. Alternatively will hold and see how it plays out

Trent I didn’t realise the price fell on the last buy back... strange. I am looking to top up but might see which direction this afternoon goes first

If this gets back to 355 I may swallow by pride and come back in

Well then I am a fool.... to be fair I was lucky enough to enter st 58p but that’s me out for now. GLA

Yes. Feeling a little disappointed that I am not getting the benefit from this mornings rise. I will keep JUP on my watchlist. GL

Yes Uddinkas. Completey agree that you should buy and sell on fundamentals/forward looking statements and not market sentiment. Problem is, do you think the fundamentals here are actually any good?

Trent. Not sure why you think these are going lower when there is a £1.75bn buy back about to commence...?

Could have been worse I suppose. Still a great dividend but no clear forward strategy on how they intend to increase AUM although the increasing market since 31st December should have helped. Given it is 2 months into the new fy it would have been good to get a view on how the last 2 months have been. I don’t expect any more than a 5% swing (not sure which way) but if this plummets close to 300 I will be back in. GLA

I'm out. Didn't want to be reading a negative trading statement at 7am tomo and feel helpless. If it goes the other way I will take a fresh look at the fundamentals and decide whether to reinvest.

Ha - I can only dream of seeing a 26 X on my investment. I am playing with a lot less than you and have sold RBS this morning and moved it into Lloyds. Will keep RBS on my watch list and should I ever have enough to feel I can comfortably invest in both I may well do the same. GL here.

I hold RBS. Got in at 214 so quite happy but having a reset and looking at Fundamentals LLoyds seems slightly stronger? Significantly better P/E, similar Yield, worse PEG but RBS aren't going to keep doubling profits.... Debt to EBITDA ratio seems similar.

Can anyone make a case for not moving my RBS holding over to Lloyds?

Cheers in advance

Yep. Have to put my phone down for an hour now so hopefully will still be going strong at 9. Not sure what results the market were expecting for this to have reacted so positively...?