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I spoke with Lendinvest direct last week, they said problems with their 'clearing bank ' which I found odd considering this is not the 1st bond they have issued. So I sold out at 99.72 last week, still not paid today.
Does anyone know how much exposure/business they do in Russia ? Like most social media and digital revenue driven companies, I would speculate they are having to work out/agree on, how to price/value Russian customers and revenues created from that geographic.
Its only my complete speculation, however until we get an RNS we are all in the dark.
Been in PREM since 2017. Originally got in at 38, and over the last 4 years got my average down to .25
Im more curious who is selling, There is a serious amount of shares being bgt/sold at this level, for what reason ?
The price action would suggest they are not day traders or small PI like me, who dabble in £1-2K.
There is serious demand here and not sure why the MM would want to suppress it ?
will there be a placing at 19/20p. ??
The charts show very strong support at this level, range is 20/24 until more news...
Is this the Pump before the placement dump. OR someone knows something before a positive RNS ?
Time will tell.
Its .2380 / .2385 ATM. one side has to giveway
Good to see they are still adding - Over 22% holding now in HMSO
Buyout on the cards ??
Main things to look at ::
· Net debt reduced by 16% to £1.9bn with ample liquidity of £1.5bn1 in undrawn committed facilities and cash
· Refinanced near term debt maturities with the issuance of €700m 1.75% sustainability-linked bond - repaid €500m 2022, and 53% of €500m 2023 bonds, and £297m of private placement notes
Encouraging re-opening and operational performance
· Footfall across our cities is currently averaging 80% of 2019 level
· Group rent collection for FY20 now at 90%, H1 2021 71% and Q3 at 65%
· Occupancy: Group occupancy of 93% (FY20 94%)
Slowly turning things around, Rents collections rising...
Seems like things are going in the right direction ?
1. Excludes Value Retail
2. Decline in total demanded in Q3 predominantly reflects disposal of retail parks portfolio to Brookfield completed on 19 May 2021
I will also be buying more around 35.60 if we get there, seems like the puke out is coming.. Thats the time to buy....
Hold and sell when the rampers flood the board telling us its going to double tomorrow
I haven't posted on the forum for a while, I too am surprised HMSO is below 37, Ive just topped up a few K between 36.70/36.90
I thought we would be in the 50's in July - I got that wrong- unless we have an amazing next 16 days :-). I get the feeling a lot of Pi's are far too over confident and have got ahead of themselves in regards to the SP. Now the market has run out of steam and we start to test the downside... S.L's being triggered and these 'clueless' people on forums constantly blaming the shorters and then ramping when most of the recovery has been priced in haven't helped the situation. CINE is a classic example.
I like HMSO as it owns land/property, this over time should give us good intrinsic value , hopefully we will get the outcome of the Shopping centre conversion soon. I don't think its in any goverments/council interest to have prime real estate empty. that's is why over time I think HMSO can be back 60+ by EOY
GLA
I think that was a sell in the real world, it printed as a buy as the price was above the quoted Spread at the time.
Not sure why the SP is here , purely guessing if its not the Equity swap its the Fund that went below 22% is selling more. I would expect an RNS to confirm one of these soon.
GLA
indeed, buying some back at 41.50 from last weeks sells..(42.95).
I think this is part of the Equityswap unwinding and S/L being triggered ..
Will buy more if it dips to 40.70.
CINE has been in a downward trend PRE covid, the recovery play as you KEEP going on about was when it was in the 30/40's
Joe Public is now pilling in way after the event, getting sucked in by posters on forums like this. Empty cinema's for over 6 months, all films are available online, and it 27c+ outside.. !! Who wants to sit in a dark AC room ?? The risk reward is not there anymore at these levels IMHO - I bought some at 84 on the dip a few weeks ago, sold them @96 2 weeks later. if it goes back to low 80's I'll take a look.
But I hope you make money, as thats why we are all invested.
P/S -I think you and Gusto are brothers from another mother :-) (or sisters, just being PC ).
Gusto left HMSO when SP was at 36/37... that says it all
We are still in the up trend from failure to break below 35 - I’m selling a few at 42.95. Just locking in some profit Any dip around 40 I will buy back in -( maybe we won’t dio) still have my July target as 50p +.
Its to do with the large Equity Swap they hold. Play the range and not the break out.
We are back in the uptrend, buy dips 37 area , still think we see 50+ in July
I had done back in December but have been slowly selling out on any spike up. Offloaded almost all of my CINE in April above 100. but bought back in at 84 a few weeks back. Same with HMSO Ive been playing the ranges.
No point me keep going on about it - I think the recovery play is over now, we need results to confirm whats actually happened before we can get the next big leg up.
This is good news as they have locked in their Financing for the next 5years + at 1.75% - when all talk in the markets is about inflation, rate rises etc HMSO can now plan for the future knowing what their borrowing costs are.
We were in a short term down trend but a double bottom at 35 should support us now, the highs getting higher, and we have broken through 36.75. A slow grind higher now .. Forget the shorts, they just add liquidity, its the Equity Swap which is playing this ATM and keeping us in the range 35-42 Ish.. Dont expect much to happen until we get a future update June/July on how the opening went.
As I have said numerous times, the market is long and expecting this to rise, which is why its not. (we pushed it up from 20's to here) We now need new buyers to confirm the push up.
Play the range , Hold and wait- buy on dips, just like I did with PETS and CINE.
Good luck everyone
Gusto - More personal abuse and ZERO constructive contributors to this forum.
No need to buy me a Cinema Ticket thanks, I can afford one. Save you money to buy yourself more dummies, the amount you have spat out over the last 2 months you must need to purchase some more.
There is no point in trying to tell you anything anymore, maybe if you took off your rose tinted glasses you would see whats happening..
As my old boss used to say : You can lead a horse to water but you cant make him drink it.
MM looking for the weak and S/L ATM - I think 36 and below is a better risk reward for this Stock, I will be buying today and trying to make a few extra % to better my average which is now below 20. Only 4K shares. I think I will be able to sell them at 38.XX in the next 2 days.. fingers crossed
Remember :Be fearful when others are greedy, and greedy when others are fearful.”
Good luck everyone
As I have said B4 Latpulldown, The party is over for the time being in the recovery stocks, CINE is one of those. Hold it, but you may see it go to 85, before it goes to 120 in the next 3month - If you are lucky. The cinema film release dates they put out most are available on streaming services or Online E.G Nomadland I watched4 weeks ago - I only want to see Topgun and James Bond. I looked on the CINE forum and there are a lot of the same people pumping the same things as they do on here, just saying the same thing on a daily basis. Most of this re-opening is priced in. I wish you good luck in all the 'recovery stocks'
I think they will all dip and you will get better risk reward, but no need to panic sell just yet.
Back to HMSO, can anyone confirm how larger companies pay the rent, is it on a shop by shop basis or does the money all come from the mothership ? I presume from the mothership unless they are franchises ? So Superdry will pay for all of its shops/branches regardless if all are open and profitable. We need the 50% of the smaller independents and food services to start earning, and paying ( remember HMSO have given a 30% cut it rents) this should encourage people to pay.
The French are still not fully open yet and the Pound rose again, so as before - I expect a drifty range, pressure to the downside now as we failed to close above 40, and reading all the forums there are a lot of PI sitting on their hands waiting and shouting at the screens for it to go up. Its frustrating but this is what I think the reality is. Who knows..
Come back in June/July for another look....
Good luck everyone
Nice, Do they have a price target on the report , I can only read the 1st paragraph ?
P.s. If you want the SP to rise ladies and gentlemen you are going to have to BUY shares, sitting and looking at your screen isn't going to move it, unless you use ESP and Psychokinesis :-)
Im off out to enjoy the sunshine..
GL everyone