Member Info for squadraazzura

A hidden gem to own for the long term. Anything around £15 is a nice entry indeed. These will go far higher in the next few months. I am thinking about the trend of the likes of AVV and CCC for example.

In fact it is the SFO guys that deserve to be investigated.

Pockerchips: It is a painful problem for both shareholders, institutions and the company itself. How come any organisation can just forget about an important issue risking the livelihood of thousands of people and their families ?

What I don't understand is what is their added value and why they are not AUDITED themselves ? One can immediately see the sea of incompetence all over the place. Otherwise how on earth an "organisation" is allowed to cause pain for a company and shareholders for years ?

Oil sector is the most hit. So a possible start of sector rotation as techs/miners and gold rose to new highs. Adding the possibility of lower oil inventories for approaching winter as this is anticipated well in advance.

I have added 10.000 shares today and believe we are very near the end of pain for shareholders and uncertainty for institutions and market.

When markets will sharply correct just before and during the US elections. I am anticipating problems in series throughout the elections such as "vote rigging" (according to trump teams) and possibly, in parralel, a second Covid 19 wave that will make voting physically very difficult. I could see the US elections becoming a circus with everything is muddy and nothing solved towards Christmas. This will be when gold will be the safest refuge where to invest. For IRR, one may enter at twice its price today.

The beauty of this is that it has a technology that can be used all over the world. Desalination will also be sought from dry/hot countries where water is scarce. MWG will also contribute a lot to nature protection by monitoring pollution and toxicity in rivers, canals, dams and all sort of water reservoirs. IMO MWG will have a bright future. Buy and hold for the long term.

Interesting and unique little company. With overcrowding in cities and lack of water, its monitoring systems will help many continents - especially Asia, Africa and South America - to control pollution and toxicity in waters. This sector is not cyclical and thus more defensive. So bought a good bunch to just hold for the long term.This could be a 10 baggers in one/two years, who knows ?

IMO this will fit to British Aerospace like a ring. MGGT will end up like Cobham and this may happen.

Very interesting company to have in one's portfolio. Exposed to many diverse manufacturers with a strong customer base. For a 900 million market cap with sales of over 3 billion this is far, far too cheap for what it can deliver in the next few year. In for the long run because the SP could hit at least £5 in a year or two especially when the world economy recovers. A good entry point to position oneself.

I have bought today. IMO far way oversold despite keeping the divi. Who is not "cautious" in the midst of this pandemic ? So to me a 11%+ drop is exaggerated.

Jeffries issues a buy rating with a price target of £7.20.
hTtps://www.sharesmagazine.co.uk/news/market/7035972/Broker-Forecast-Jefferies-International-issues-a-broker-note-on-Aggreko-PLC

That's what gives it confidence: "the Board has approved the payment of an interim dividend of 5 pence per share for 2020." - While others are withdrawing it

Excellent results. Good cash flow and cash reserves. Always good to have such a solid defensive stock in a portfolio.

Yes Moneybox: No more than £25 for my entry.

The share price has now reached the lowest point for a decade ! The lowest share price in 2010 was over 220p. Any positive on SFO progress/completion will take it back to at least £3+ in a few weeks as the most extreme scenario was priced in for a while.

There is no logic to be valued at 1.3B with sales of 0.17B. A tenth of market cap. Regardless of what's the reason, if it stumbles for any slight reason, the market response will be ruthless. I still remember what happened to ARM Holdings a few decades ago - for almost nothing - Just a slight drop in margins.

An excellent company but it is really too expensive.
In the midst of a pandemic where money is tight and economies in tatters, it is very difficult to justify a market cap of almost 1 billion for a turnover of just 170 million and a profit 13.7 million - Turnover almost a tenth of its market cap. This is considered a faultless growth stock which means that any hick up in expectations will trigger a ruthless correction. So IMO it does not justify its SP as it is. I am patiently waiting for it to correct at decent levels.

385p ...