Member Info for soleman1

Morning badger! I only just got the ex-divvi price right but better to be roughly right than precisely wrong. I think selling biff was a sound decision, its all about putting reward in favour above risk but i didnt think the balance was right there. Im still holding sepu, generally when T/O talks go on and on it pans out in the end and even if not im very happy to hold on for better times. GENL hasnt performed yet despite all the positivity flying around the oil space but thats my top pick now for 2017. I fail to understand how the market can value such a profitable business so poorly but watch that space. CPI looksinteresting at the moment, chart says 400p should be big support, 300p would be a conviction buy price on valuation. Im just watching for now theres no point chasing falling knifes and runaway brides! I was also surprised how well this performed yesterday, it opened just 2% down and didnt close too much further south, im just hoping it stays stable to year end then upwards into the new year. ATB buddy

Good evening, yes lookinga bit brighter. Of course we must drop into ex divvi but its the first fat pay check for us. Its always nice to get payed while we wait for the capitol gains. A little bit of a dissapointing day for me seeing gpx breach 12p so soon after selling @6! But then i did sell it twice for double money at 6p before only to see it fallback to 3p. ATB

With the number and size of contracts won in recent months i wonder if they have the capacity to fulfill all these obligations. Not sure when the next set of results come out but im very much looking forward to reading it. Were onto a winner here lads, 300p target for me. ATB

Evening badger If biff didnt have such high liabilities it would be a nice cash cow to sit on and collect dividends but given current levels its the sort of stock that gets shortd to hell every time theres some sort of cash crunch in the ecnomy. I thought about gkp around the penny mark and might still take a few but i have genl and lam so im fairly well leveraged to oil right now. Yes sepu is one of my larger investments, i bought two tranches in the low 14s with a target now set @30p. I almost got it the monday after to activity was announced. Its a good company with good undervalued assets. It seems highly probable the company will be taken over within the next few weeks at a price i would assume greater than 30p. Should that fall through it will drop back but im certain will recover handsomely over the next few years. Currently @20p it seems very cheap if i didnt already own it i would buy it today. ATB

482 and 483 trades in the millions, look like buys

Are you holding 7m shares here? Im not sure about biff. I suspected debt and liabilities would be high and that has proven to be the case. The underlying business is pretty good and will probably remain steadily profitable but with an effective pe of 13 there doesn't appear to be much reward potential for the balance sheet risk. Theres a billion of liabilities which isnt covered in assets even with £200m of goodwill! I guess risks to the business are low but with negative equity its a risk i wouldnt take on. ATB

Sorry for the poor vocabulary, ipad has a corrective mind of its own!

Hello spmg, i have to agree with you on many points. The valuation metrics are better for scs although dfs is a safer stock so in investment terms i call it a draw. Its interesting how similar the two charts are, i guess you would have to say the best bet is to split your investment between the two to and iron out the impact of individual negative events. One thng we are sure that agree on is that both stocks look like they are valued as aim companies teetering on the edge but both are quite safe mid caps producing really good profits. Furthermore the dividends and investor centric attitude of the bods are fantastic. I keep looking for the point im missing that has these companies valued so poorly but its just not there. Buy buy buy!

Funny how you miss the latin having spent years hating it at uni. That, the girls and the drinking 😜 Its been a good year for hundred percenters. I booked vlk, gpx and xel believe it or not. Hopeful to add sepu to that before the years out. Not all plain sailing though will probably lose my half tranche in aai. ATB

Hi badger et al. Boring day here but enjoyed watching my gpx today, sold at the death for just over double money. Have to be carefull about wording on these boards but if my parents said they were considering topping up their shares in BOO i would say they are crazy and strongly suggest they take the profits on their initial investment. Thats just the opinion i would voice of course i wouldnt want to upset them 😁

The second part was directed towards smokey not steelo

Scs pe is 7.5 when you cut the mustard, dfs is 9. The yield is also higher in scs. On pure metrics you have to say scs is better but its a smaller company with greater risk so thats a factor also. Dont worry about director buys steelo, look at the holdings of the director ad CFO, they have a lot of skin in the game already. ATB

It seems very logical to expect a positive run up to the dividend. In an efficient market 6% is par but given the current price im expecting 230-250p by ex div day

Happy weekend badger and smokey. Probably a sound decision not to bail at this price with the price seemingly holding. We failed to break either the top or bottom in this price channel so have to wait until next week for direction. Fundamentally i couldnt be happier with dfs but its worth remembering it took some crazy to get the price this low so while sanity will eventually return theres no guarantees in the short term. I like the look of biffa. The trouble for me is a lack of information until the update next week. I know in my local county they are losing a lot of business to smaller guys. Trouble long term is the price of landfill will rise lending more opportunity to the little guys who are willing to sort and put the leg work in to saving those costs. ATB

The fundamentals here are absolutely compelling, £3 before we know it

Im still here, more of a night badger than the oldbadger! Thats what happens when you work seven months on five months off. I have plenty of time for research through the winter. In many ways the chart here is mimicking the chart of GENL with a gap down, downtrend, bounce and backtest. 212 and 220p are key levels now. Either the downtrend resumes vigorously or a new uptrend starts after this backtest from the origonal bounce. I wouldnt want to call it but these levels are key and would bet on continuation whichever direction it takes. ATB

Bit disappointing today but the first bounce always retraces. 220p is the line in the sand tomorrow if it can hold theres high probability of a fast move north. If your looking for stable long term winners i would recommend researching SMP and SPI. They are both mid caps that appear undervalued with good growth prospects and impressive balance sheets. Im not invested in either yet just waiting for time and price. Let me know what you think. ATB

When i say early in the day i mean yesterday!

Often the system attempts to put large trades through as they fit into the spread but there arent enough shares at the quoted price for a buy or the price not consistent with the bid for a sell so it bounces back. Usually they appear as threes one after another in the list as the next attempt always seems to match the order successfully. Judging by the price its likely a buy order from early in the day. ATB, badger feel free to hibernate, ill wake you up when we reach 450p 😜

If you were to determine true action by the buy/sell ratio indicated it would be the opposite of whats stated most of the time. For example if a million shares were bought @220p when the sp range was 219-220p it would move the price up possibly to 220-221p and marked against this change it appears to be a sell according to lse. I wish buy/sells were recorded accurately because it gives a lot of false information to people. According to price discovery theory buys and sells should be equal over a reasonably short period of time with the price change as a result of demand. ATB