Member Info for stansmoney

When I first read it I thought it looked liked Mobydick, hope it's not a prelude to devouring other fishes in this transport sea. Seriously though I understand the the point about being an international operator but I do like the National Express name, and good that it looks we may retain that on coaches, Mobico will take some getting used to. Key thing is operational performance to shift the sp, sooner later we'll move from this level and frustrating though it is to be stuck here, there are others seemingly stuck where they are too, BAB has hovered around 300p for ages, RR was stuck for a while, and NETW seemed only to know the down route until someone rescued me there with a bid - JG I think you know what I mean at NETW - and HAS doesn't shift much from the 120p mark. These sp will eventually move and up to management to ensure it's upward.

Hello, bought in earlier today on the strength of recent updates and directors buys. Seems like a low volume traded stock and my buy showing as a sell below thus the buy/sell ratio as shown on the page should be higher, if indeed there's any credibility to those shown. Let's see how we progress.

Agreed, it's a decent offer. I notice M&A activity has increased recently, KAPE and Wood Group both with offers that have disappointed, and DPH last week too shown a possible offer that seems fairer, and so too NETW with this. Does this indicate private equity and trade buyers think that valuations are likely to rise from here and this is their moment to strike, if so could be an interesting catalyst for other likely candidates. Good to see NETW at this 300p+ level, not used to that. Have a good day all.

Good to see some confirmed interest in the company, and I wonder what sort of price they're discussing. Target prices are some way higher than now, and even at this good rise this pm that has to be seen from a very low base and months of seemingly endless algo bot low volume trades. Yes granted there are some difficult economic headlines but NETW have reported decent figures thus surely something 370+, I wait with breath abated.

Yes, I've noticed this too, if this range gets any smaller we won't be moving anywhere at all. Logically the next meaningful direction should be upward but NEX has defied this for a while thus I shouldn't tempt fate by suggesting it. Best wait for the H1 to progress and the next update to again demonstrate operational momentum, in the absence of any more significant macro headwinds that should prove very persuasive for the sp. In the meantime I'll wait.

"....could get ugly" you say, its not not all pretty now. I do agree the prolonged drop in share price is disheartening and contradicts the recent results. It reminds of another I'm long on, NETW fell a long way on low volumes last year but did recover a lot of that very quickly, I bought more NEX recently and will wait for all this to run its course as long as the company news is decent. ATB.

On the trading update, hmm not sure we'll get one now given the last one less than a month ago along with notice of results for 21st March. That update did say though that 'Kape is now in an enhanced position to accelerate our ambitious strategy' thus lets see that deliver value in stead of the current offer. Cheers.

Still annoyed, I anticipate the Board are seeking views from the other main holders, and I expect those new and existing institutional investors welcomed at the fundraise last year will not be satisfied with this 7.7% 'premium' on their 265p invested, particularly when they understand that the first offer was just 265p and thus no premium at all. They took the effort on diligence then and invested substantial sums, as we all do in relative terms, and will expect more than that. In particular they'll want to know how current trading is going and that the 'accelerated growth strategy' sold with the fundraise is on track, that's why they invested. It's a bit complicated though with one large holder who is the bidder here, from his point of view if he can get Kape for 285p given the low market valuation then why not, and up to the other holders to resist and seek a better exit if this is where its going, or indeed delivery of this 'accelerated growth strategy'. I wonder if the Board will issue a robust trading update in the next few days in our defence here.

I'm disappointed by the proposed deal too, it's not much of deal is it. We were at 299p last month and traded above 300p for months last year, then at the September fundraise we were told it was 'significantly oversubscribed' at 265p and now he comes with an initial offer of 265p for the whole lot, now raised to 285p. It's not really a premium in my book and hard to see much acceptance at this level. Have matters deteriorated so much in the last few weeks then? No. The offer looks too low and the Board should reject it, somewhere north of 325p should be a starting premium for Kape. ATB.

Yes arsenal, let's hope for mid threes soon. This has been a frustrating share to hold and there can't be many shares whose value fell on the day that takeover possibilities are announced and then fall further the day they are terminated.

It wasn't mine but that more modest 150k at 15.58 earlier was my top up though shows as a sell here. Hoping to see decent progress that adds significant value here. Have a good weekend.

Anybody notice those numerous small value sells after 13.00 today, what are they all about. Were there really ten separate sells of one share and there are others too or am I being unduly sceptical.

Further as if to amplify the strange sp movement though I daresay we shouldn't overanalyse the sp on just one day, but today we're down 7% with an increased holding RNS and FXPO 's key assets are at risk from the tragic situation in Ukraine and down less than us. Let's have some order all around soon.

It is frustrating to watch the repeated drift down in the sp punctuated by the odd reset in order to serve up same again. The daily trading pattern showing those countless small value A trades and generally small overall value and same again today but with a few large trades after the close. Hopefully they are buys or at least indicative of a seller closing out, and a further crumb of comfort from the RNS showing someone at least has increased their holding. I didn't think the last trading update guided such a downward trend thus perhaps with patience the wheel will turn and better value shown. Holding patiently.

After a tired trudge around the thirties the sp is looking flirty in the forties, yet no news as far as I can tell, is it just a wider appreciation of the reward potential in our risk : reward equation I wonder. Defining year incoming for STX and as Yoda said to Luke in Star Wars ..'there is no try now, it is do or do not'. Here's hoping for a good year next, best wishes to fellow holders for a healthy and prosperous new year.

Relieved to get a reassuring update today, the drift from 60p to below 30p was hard to watch, it must be what they mean by patience. It'll be good to start working our way up through the forties and beyond providing we can build on this morning's news if the new year update follows through.

Pleasing to see these strong H1 figures, those 20%+ variances are always a good read. Looks like SMDS is in a decent place with all those packages needing to be delivered and has matched some volume growth with price increases. Welcome rise in the div but I note is still less than the 5.4p cancelled 19/20 interim div. Hey-ho still looks promising from here and a comfortable hold for me in search of that 450p+ next year. C'mon Smithy.

That's right, one can almost expect to hear the news headline tonight of 'Boom, xx billions wiped off the value of shares' delivered with gusto.

Good afternoon, it seems the market is becalmed for HZM today, yet key news cannot be far away and my thoughts are as follows. Equity buy in: surely a decent premium is coming with the project economics looking this good, and if not we should be wondering why not. The key players for me now are Teck and Glen, they have the financial muscle and between them I wouldn't be surprised to see them assume control by thanking us smaller holders for our work so far and sending us on our way with a little something for the ride home. I recognise the execution risk for them but on the flip side for a critical asset they may want to ensure their supply is constructed themselves. Who sells now? I'm not overly concerned with this as there are good reasons for selling at any time, investor circumstances change over time and much time has elapsed since HZM started this project, there's been a credit crunch and a pandemic thus I'd like a fair value exit before the next world event happens. Now we are this close let's get finance agreed soon, and not delayed until the new year.
Stung by a bee on Wednesday and resting my swollen thigh today so I've spent the day catching up on my shares and venting my energy here now. Let us hope HZM deliver the news next week so I can forget about that bee.
Have a good weekend all.