Member Info for TheBeerStalker

Jumped back on board last week at just under 90 pence per share. Haven’t done well in the past with CEY twice, but tucked these away in my SIPP, so it’s going to be third time lucky I think. In for the long haul now.

Third time for me in this share. Very surprised to be buying in at this price tbh. I appreciate the fears of inflation biting into peoples’ disposable income, plus an increase in production costs, but the share feels like very good value to me. I paid more twice during Covid lockdown, and even if Jo Public is feeling the pinch, I’d expect these restaurants to be able to trade through such choppy waters. Time will tell - GLA.

The notion of ‘paid derampers’ on here is ludicrous. No matter how much some of you love this share, if you stop and think, you’d have to accept there’d be no need to pay anyone to criticise this share, as most that have invested since the IPO have had their fingers well and truly burned, and wouldn’t have any good words t about it. Whether it has bottomed out or not, who knows.

Thanks for explaining eviking.

What I am not certain of is whether/ how UK investors that use a broker that does not cover Russian listed shares will get the RASP allocation. I’m assuming as the split required FCA approval, this has been addresssed.

I get what you are saying Chri55, but Stockopedia advertises itself as being more than financial fundamentals only. If ‘amateurs’ posting on here are correct that this share is crashing next week, on an event announced a while back, I would expect some kind of health warning have been detected and be flagged by the ‘professionals’, that charge fees to their clients for their services. Evraz has glowing ratings on Stockopedia.

I agree that you won’t beat the market by purely following Stockopedia analysis, as I have made some big gains on their value traps and sucker stocks; but I like to know what I am getting into in general terms. If Evraz goes pear shaped, and the amateurs picked it up, then Stockopedia has I got it wrong. GLA

@GoldenTemple
TBH, I’m not certain you are guilty of inadequate research. I can’t say I did much more than you did, although as a subscriber to Stockopedia, I looked very closely at their/ refinitiv’s analysis before investing. If this shares do tumble on Monday as some on here seem to be so confident, I will be asking them why they score it so highly, defining it as ‘contrarian’, with no warning signs, as if it is so obviously destined to fall, it should either be a ‘value trap’ or ‘sucker stock’. GLA.

The SP is languishing at levels which applied during lockdowns. It seems previous rises occurred due to ‘sentiment’ so I expect patience will be required now, until the financials back up the positive sentiment. Hopefully the upbeat updates on here of packed out pubs will ensure that a positive financial update is indeed inevitable.

Added 50% more this AM.

Had this about a year or so and intended to just hold. 80+% profit though on this share is a windfall in my books, and with some others in my portfolio getting dragged down on Russia and Ukraine issues, I sold out this morning, albeit it was not one I’m glad to be out of. I’m sure there will be other opportunities that catch my attention in the near future. GLA.

I think this one is getting dragged down by the sentiment towards the sector, and let’s face it Amigo has burned investors big time. I’m invested, but know the downside is claims of mis-selling in this sector, which can be a game-changer. That said, I have some CFD’s on other shares, which I am expecting to generate some profit, which I’d be happy to top up here at this price. Let’s see what tomorrow’s brings.

@Pokerchips
I agree with you 100% on FXPO and I have a decent holding in them, but it's high risk to top up just now as you suggest. That isn't what I recycled the THG proceeds into. I bought Barratt and topped up on Yellow Cake.

@ryanf - to be clear, I did the financials as well, as I subscribe to Refinitiv, and I'll take their detailed analysis over your blinkered pumping any day. I'm bored of reading the same old 'this'll be £3 in a few weeks time', 'this is undervalued', by people that just hope and want that to be the case, but that is the extent of their evaluation. My choice; and I understand what I've put the money into as an alternative is a way better equity on every level, which I have bought on a dip and I'm much more comfortable with. I shall be delighted for you all if THG has bottomed out, but I'd rather bail out whilst my losses are in the hundreds, as my average was sub £2.00 anyway, rather than risk being in something I have lost confidence in. As for Matt Mounding's mother, she should keep a lid on it, as there are plenty of investors that have lost more than 75% of their stake in THG, that will be mightily fed-up with Matt Moulding's performance.

Like most of you guys, I don’t enjoy cutting my losses, but I did so yesterday morning before it dropped yet still further. When a CEO’s mother feels she need to reassure the market what a wonderful son she has that needs to be given more credit for his pantomime performance, that felt like the final straw for me. SP may well recover, and I hope for those of you invested it does. For me, I lost interest/ confidence in this share. There are better quality shares without the risk, uncertainty and circus act feel to them, so my money’s gone into another equity I have confidence in, which THG was no longer supplying- GLA.

Nerve racking day generally, but took the chance to top up here, in the belief this just got carried down with the rest of the market. Would like a bit more still, but was very heavily squeezed across portfolio and trades, so couldn’t justify doubling up this time. Wait patiently now; that’s what this one is about. GLA.

Yeap, me too at 6.88. Also persuaded my wife to buy in. As we move towards Spring, I expect sentiment will improve on this, and that’s when it could make crypto fluctuations look dull.

@PappaLazz
There has already been a rights issue in last few months. IMHO this share is a no-brainer. Been in it a while, and think that 300 - 330 is a sensible target for Spring, assuming no new major pandemic setbacks. I suspect you’ll need some sort of a general retracement to get 250, as if sentiment proves over the coming days, so too should this. I’m not selling anytime soon. Obviously, do your own research, and GLA to all invested.

@justbeing
Agree with your post - very much in line with my expectations. Folks need to be patient; trying to predict daily movements in SP accurately is not possible - if it was, there’d be loads of free-money scenarios for professional and amateur investors alike.

Decent rise today. I’ve been patiently waiting for this, and think there’s plenty more uplift to come yet. GLA.

@Merrv
Correct, a number of shares fell significantly today, despite FTSE making post Covid intra-day highs. I was tempted to buy some stock which had fallen, (not THG as I’ve got enough already), but held back, as if markets retrace over the next couple of days, the discounted ones might be available even cheaper. My New Year’s resolution is to be more patient, as even if I miss the ones I wanted to buy today, there will be plenty more chances round the corner.

10% drop in THG today is however pretty grim however for those of us invested, although as another poster pointed out, not long ago it was 170.