Member Info for steviewonder77

Yeah,i also bought today,i now have my position.

The report should not stop the growth. I know we have got the "green light" from the CMA to purchase companies since the investigation was started. I liked the RNS from our management and the way they are cooperating with CMA. The big worry is how the new regulations will effect forward earnings.

I forgot to say ,i started a position today. I will be adding if it drops from here

50 yrs ago,i used their club in Park Royal. Ive always wanted to buy DGE. Yeah short term ,it might go down but long term ,its safe

Razz/of course its trading in a range, 940-1000p,,Its going nowhere until the CMA report comes out.

Iron/the market,like us,are waiting for the CMA decision. The world and his dog knows this is 50% undervalued. Ive filled my boots with this in the last few weeks. Its an open goal.

Razz/it doesnt matter,youve bought a business, not a SP

Dram/your right, also how it will affect our business model ,will they stump our growth. At the end of the day ,its all about earnings going forward. Whats good for our customers ,will be good for us

Deutsche Bank, "Buy" target 1400p.

I thought it was fair value at about 580p. So im pleased with 620p. The only case you can make for a higher valuation is ,its cheap compared to its peers in the US. Ive sold more this week,ive been adding to CVSG.

I really like Pru,the numbers add up but their exposure to China stops me. But good luck with it CR888.

Adeg/we are becoming more of a growth company ,that means less dividends. You are going to be disappointed holding this, if you are expecting dividend increases. What you will see overtime is the SP will increase. By top slicing on the top of the trading range ,you can get your divi that way

The selling should slow and the SP should rise ,(nearer to 620p), as we get nearer the closing of the deal. With the cash offer ,i can see the deal closing in the third quarter, probably August. I cant see another buyer coming in. Im holding until i see an opportunity elsewhere.

DRCed/ "The only thing that has held us back is the association with Mick Lynch" Without Mick Lynch there would be no Darktrace. Many on here have made money out of ML(me included) and not for the first time. We are only passive investors, the likes of ML, are the wealth creators.

Win/"Patience is a virtue" . I have about 20 on my watch list. Im going to the end with this ,so that will probably take a few months. We could get really lucky and get a market crash/correction just before we get paid out. My head tells me to go into something safe but my heart is saying go for growth/risk. If you need to contact me after this has gone ,you can find me on the CVSG board.

Wini/well done! ,you must have doubled bubbled on this. Now this gives me another problem. Ive got my position in the 4 stocks im holding. So now im looking for No5

Sorry,i misread the RNS. 620p it is

Im happy with 775p. It seems fair. We did our last placing at 750p,so it gives them the chance to get out ahead, So i expect the deal to go through. I wont be selling anymore at these levels,i will wait until the end. Over the years,ive had a few buyouts and i have tended to sell on the offer. On average it would have been better to let it run out.

Kick/this is the second time ive been in CVSG. I bought it at £14 about 3 years ago and sold it for £19 not long after. I only sold it as i wanted the money for something else ,i always regretted selling it ,especially seeing it go to £26. Its quality ,great management and with all the "right people" holding it. As for the CMA. CVSG work off low margins. I think the drop is overdone ,anyway good luck with it.

Win/you wont go far wrong with GSK,its my biggest holding. I know people who work at the HQ in Brentford about 4 miles from where i live (although they will be moving soon to Earnshaw st ,near Oxford St). When to buy is always tricky ,at 1650p i make it 20% undervalued,with a PE of 11 and a divi of about 4%. People are living longer using more drugs and you can bet your life there will be another epidemic sooner or later. I normally buy at £13 and trim at £19 but we might not see £13 again. If it was me ,i would put 50% in,then add when it goes lower.