Member Info for skier1

Another day, another tickup ;-)

As predicted last week, this today has spiked through the year-high of 1.7p.

NAK has soared +170% in 8 months, up +100% in 2 months, and up another +6% today.

This is one of the best performing shares in the entire UK stockmarket.

There is a big background buyer at the moment, and profits are returning and regrowing.

More upside for NAK to come.

In the last recession, PSN fell -85% from 2006 peak to 2009 trough... So, in a worst-case scenario, this could bottom out around £4 in 2021.

Assuming a milder-50% peak-to-trough scenario, It would suggest a bottom for PSN around £14 in 2019 or 2020.

The first big risk is no-deal Brexit, which would drive PSN much lower. Fewer rich foreigners buying UK housing stock.

The second (and biggest) risk is communist Corbyn. If he gets PM and rages against "greedy" housebuilders, ramps up corporate and private taxes, whips up a frenzy about the homeless being priced out into the streets, and clamps down on PSN and other private firms, this will collapse and £1 would not be impossible.

Don't expect a megabid here. Virgin Atlantic is losing money, BA is preparing for the looming global recession, Easyjet / Ryanair / Wizz / Norwegian don't need it, Stobart can't afford it, while Qatar etc. have bigger fish to fry. Sneering London financiers and politicians hate propping up these kind of small, provincial UK firms. It wouldn't be a surprise to see FLYB limp along bidless for a few quarters, go bust in the looming Brecession, and then BA and others cherrypick on the cheap a handful of its premium routes (like Heathrow) on the cheap.

Almost all the world's major economies are now in a growth slowdown, from Japan to China to Europe. Germany is declining due to its shrinking car industry, France is declining due to yellow-vest wars, Italy is declining due its bankrupt banks, and the UK is now starting to shrink due to relentless Project Fear.

Britain's retail apocalypse is killing the highstreet, while Amazon is killing UK e-tailers like ASOS. Retailer shares in the UK are only going one way for now, and that's down...

Project Fear is winning and Joe Public is getting frightened about Brexit and has stopped spending.

There will be a UK, Eurozone and global recession in 2019 / 2020. Retail stocks, like BOO and ASOS, will always get hammered in a recession.

As others have said, Labour waste other people's money until it runs out... The Tories then get voted in to balance the books and clear up the mess... People then decide they want more free stuff again, so they vote Labour back in to waste more money on buying votes with public money... And so it goes on, ad infinitum...

The thought of a communist Corbyn government simply does not bear thinking about. The soaring tax rates to 70%, theft of state and private assets, the inevitable FTSE crash... The prospect is just too scary to contemplate.

Investors need to be mindful that trendy fads come and go...

Look at graphene -- hyped to the sky in 2012 to 2014... Companies, like AGM, have plunged -90% since the herd moved on to the next big tech fad...

Vanadium is already showing early signs of being an overhyped fad. For example, the China vanadium bubble has popped in the past few weeks (as predicted).

Anyone heard when this is coming back to market?

Probably not until Q1 2019, as the inevitably bad Xmas headlines would deliver very negative publicity.

Wonder if they will try and sneak it through in March amid the inevitable Brexit hysteria that month. Good time to bury bad news, etc.

Recruiters inside the industry are loading up on NAK (like First Point) and financial managers own a big chunk (like Milton Asset). Basically, everybody is buying here, except PIs...

This looks ready to push past the year-high of 1.7p, and then the 2-year high of 2.0p is easily within reach.

This is a timeline of recent changes at NAK and why the shares have doubled and have more huge upside potential...

* Nov 06th, 2018 = First Point (a big recruiter) pounces from zero and buys 24% of NAK in one transaction...
* Nov 20th, 2018 = NAK results deliver first profit in years...
* Nov 26th, 2018 = First Point increases its stake to 29% and a whisker away from the 30% takeover threshold...
* Dec 13th, 2018 = Ken Ford, a NAK Board advisor, ups his stake in NAK from 3% to 4%...

NAK shares today are valued at 3-5 times fullyear operating profit. Rival recruiters, like Hays, sit circa 10 x operating profit. And, of course, First Point owns 29% of the firm, and Sheffield Haworth (a rival recruiter) owns 24% of the firm.

Rising profits + potential takeover + potential bidding war = excellent share price.

This share is up +125% in 7 months, and +70% in the past 1 month. It has strong upward momentum. Combined with several large purchases in recent weeks, such as First Point with a 29% stake, just below the 30% takeover threshold, you can see a clear pattern evolving here.

Yet another employee close to the company has upped their stake here today. Every other week, there is a big buy. Ken Ford, a Board advisor, has increased his holding from 3% to 4%. Just 6 shareholders now own 75-80% of the whole firm. The pieces of the jigsaw are tucking into place.

As I predicted a few days ago, there is more downside to come here.

You folks need to be careful not to become a self-fulfilling echo-chamber. Talking each other up, while the shares slide down.

Investors need to rethink the risky push into batteries. It is beyond their core competence. The risk is weighing on the shares. As is the peaking of the vanadium bubble (as also predicted).

As I predicted a few weeks ago (when in the 30s), this is headed for the 10s. The close below the year-high of 22p is a bearish sign. The bad news keeps on piling up for SXX -- tunnel issues, financing issues, Brexit mania, upcoming recession just as the mine goes live. There are no "green arrows" here at the moment.

The lack of specifics is holding it back for now. Lots of "up to" and "near-term milestones" -- but no specific dates or precise amounts. When companies use wishy-washy language, the markets get suspicious of the vague coverups and hype. The only way this will get motoring is if there is a social media pump and dump of some kind and the herd jumps on it.

NAK "gearing for a bull run"...

https://steeleherald.com/2018/12/09/gearing-for-a-bull-run-nakama-group-plc-nak-l-moves-1-27-for-week/

Soon to be topped up with b*llshite.

This "company" needs closing down. It is a total piece of junk. Two decades of nothing.

If this closes below the year-low, circa ~22p, then the next stop will be in the 10s in the coming months. The local tunnel and financing issues are being worsened by the ongoing stockmarket panic and upcoming global recession. If the SXX mine comes online, right as the world economy tanks, then it could get painful here.

As predicted, there will be no megabid for Flybe.

Virgin Atlantic is losing money. BA won't waste shareholder cash for a few overpriced London slots or low-value regional flights. Stobart cannot afford it. Emirates etc. have little interest in a lossmaking tiny airline.

Wouldn't be a surprise to see Flybe go bust or get broken up in a fire-sale.