Member Info for tep1

I am more interested in an assault on 60p and maintaining it in the near term.

Only to approve Directors remuneration.

MMs don't want this going above 440p for some reason.

Not sure of the schroder link either. It would be great if they were buying. But 20M would be a reportable amount. Lombard Odier were reported last to buy a major amount at 30M in early Jan north of 30p. I am aware Axa Framlington have been topping up for their UK smaller companies fund in late march. They now have 9.7M.

I am not expecting news on trading until July and September. Until then expect the share price to drift.

It looks like the sellers have cleared out for now and 440 resistance is broken. I hope this is start of further rises towards 450 and beyond!

Elaine Dorward-King, Chair of Sustainability Committee: "Kenmare remains committed to advancing our efforts to be a responsible miner; focused on the safety and development of our people, as well as strong environmental and social performance. We have also enhanced our disclosure, to increase transparency, and set our first public sustainability targets."

Impacts KMR bottom line but good to see social and environmental responsibilities are considered. Its a green tick for II's as well.

Elaine has also been buying recently.

Doesn't seem to have impacted the share price. Money being moved around maybe

You've got to thank them really! It allowed me to snap up more shares close to 290.

https://www.aquis.eu/aquis-stock-exchange/for-investors/retail-brokers

Suggests HL are already offering online services with AQSE

Hopefully this comes off. I still plan to hold for now.

https://www.investorschronicle.co.uk/news/2021/03/17/largest-retail-platforms-in-talks-to-offer-aquis-link/

Well it looks like a woman!

deep I like your faith - I have been under on this share before so I can tell you from experience how that emotional roller-caster feels. I held up to 2mil shares at one point. I am confident freight and logistics services market will continue to increase as consumers transition habitually to online for retail. This model has far more reach and accessibility than the legacy highstreet. Covid has cemented peoples shopping preferences and there is no going back in my opinion. There are some retail brands which will strive for quality to meet customer satisfaction and will need the support of quality brands in the delivery space as well. With Brexit there are other opportunities as well before even looking at 3PL/4PL. Lots of competition I agree, but what DX has is a great brand and more importantly the experienced management for this turnaround - Ron Series and Lloyd Dunn are no light weights.

sure np! I think we are saying the same thing but with slightly different numbers. I pay for financial data so I would hope their research is more complete . The industry ratios provided are averages across 11 companies in the freight and logistics services market.

Pianista - we are still probably taking swings in the same ballpark, but just to say stockopedia have adj. EPS of 1.32p. Another point, 12m rolling industry forecast PE ratio is 17 . Ok DX is not so great here compared to industry based on "current" earnings, although they are far from the worst! But if you look at price earnings growth, DX are 2nd in industry with 12m forecast PEG ratio of 0.4. Too my point earlier, management expect to exceed forecast earnings for 2021:
· Nonetheless, the Board now anticipates that DX will materially exceed current market expectations for adjusted profit before tax for the financial year."
· Trading to date in H2 is significantly ahead of the same period last year, in line with management expectations, and the Board expects further strong progress in rebuilding profitability this financial year. It views prospects further ahead with an increasing level of confidence.

This is why DX trade at such a high PE relative to industry currently. A 50% increase in the size of the group fleet is icing on the cake in my opinion. Management are advocating yet more confidence in future earnings and growth of the company. I am invested here because DX are probably most likely to further exceed forecasted adj. EPS FY22 of 1.87p. I am lot more confident we'll see a revised EPS further north later this year!

Nice to see this is standing strong while FTSE takes a battering.

Firstly, this is a turn-around stock. Secondly, the analyst is only telling half the story. He has is based his P/E on reported earnings. 2021E EBITDA is 7.9M which means a forward P/E at todays prices of 22x. Haven't DX already reported recently they are ahead of expectations for H2?

Very happy to buying up shares around this level. It wont be here for long.

oh my this is very interesting news.

For me it would be nice surprise to break the 420 high before ex-div before pay day 14th May!

At 550 PE ratio is still only 10 and below that of L&G. But it will be interesting to see whether earnings growth can be maintained going forward. I welcome the share buyback; it will get us closer to this price range!

Deep: I have high expectations for this share. They have good experienced management. But £1 is a far stretch in the near term. To paraphrase some of the 2021 2nd half expectations:
· Healthy pipeline of opportunities in the parcels market
· Expanding network
· Trading in H2 is significantly ahead of the same period last year
· Board expects further strong progress in rebuilding profitability 2021.
· Views prospects further ahead with an increasing level of confidence.

Hang in there and hopefully we are rewarded well. good luck!

To the point Delano!

Welcome buffet. Carvill recently exercised shares options. He last bought approx. 45K in May 2020 at a market average 210p. McTiernan is the only non-exec who has bought again recently. See the latest PDMR.

I hope that helps.