Member Info for Thechukkers

big trade from yesterday.

this is the only stock i hold now and doubled the size of my position yesterday. the only other stock i am thinking of being long on is bats.
cant believe all the years of holding and things have progressed so well in here.
fingers crossed the bad markets dont offer too much headwind

Agreed, this has genuine potential to do very well if you look into the Boughtwood

would also love to see what the actual **** they typed, maybe just helping the company to pick up more shares on the cheap. wouldnt surprise me tbh

I think it suffers cause there has been a sell off in tech stocks. but even that doesnt justify this kind of drop imo.. an overreaction to tech sell off probably

funding at 7p is disappointing, but its encouraging to see orion again in for royalty on vermehlo and glencores 100% offtake agreement for 10 years. none of which is represented in the sp...slow drag for a few weeks maybe but long term its looking good imo. they did raise a lot of money compared to mcap so i dont think comparison to eml is fair

happy days. might go on a decent run now again given that we usually trade on a higher premium
lucky me i got in at 124p average :P

London-based Appian, which put the two assets up for sale earlier this year, said the process had been very competitive, triggering a bidding battle that included unnamed large miners as well as two carmakers.

“They were actually bidding, which was fascinating. I think that is a story in itself,” Michael Scherb, founder and CEO of Appian, told the Financial Times. “It shows upstream security of supply is a major concern for industrial players.”

hiya
they will come and go as usual
must admit baron has more sensible followers. He does not buy shyte so all the shytsters are elsewhere
we safe imo XD

looks like things are starting to heat up again ..whos still here!?

WheelieDealer
@wheeliedealer
·
7h
#CREI sold a Retail Warehouse in Galashiels for a 67% uplift on June 2021 Valuation. Perhaps a one off or does it suggest undervalued across the board? Anyway, SharePad has CREI fwd Dividend 5.3% rising to 5.8% - nice. I don't hold.

I think this company has a great future ahead. lockdown has exposed a lot of people to online shopping ...
I wonder how well the delivery robots are going to work, ex skype founder has started one company using tiny robots to delivery food to peoples home. should increase the need for last mile warehouses
not sure i understand the purpose of remotely operated vehicles for delivery though(different estonian company,-cleveron)...you still have to pay the driver!?

True. I did similar thing to hzm at 1.5 and was forced to buy most of it at 4p :(

Or to put it into perspective its up 50% from february
or 14% down from pre covid levels and trading comfortably under nav.

Must admit Andrew Bird comes across as a very shrewd man to me..
Happy to hold although taken some off the previous week as thought it has gotten a bit overpriced

· progressed the development of Haddington Retail Park. The project remains on time and budget, with completion anticipated in June 2021;
I am guessing we'll hear about this in the trading update as well
... otherwise its great to get monthly updates on rent collections

https://www.sharesmagazine.co.uk/events/event/shares-investor-evening--webinar-060721

Ingame advertising company bidstack is down roughly 68% since the start of the pandemic, during which time gaming companies have generally outperformed the wider market...
sumo + 90%
kws + 59 %
ea +30%

anyone here with eqi?

ok i found it. problem solved i guess ...still wonder where that extra 100 mil in valuation came from as thats the primary reason why nav was up so much
The portfolio was independently valued by CBRE as at 31 March 2021, in accordance with the internationally accepted RICS Valuation -
Professional Standards January 2020 (incorporating the International Valuation Standards