Member Info for tomc1

It's the reopening trade...
Did you see the news at weekend? Tax on online sales being muted and cash for owners of shops, a new vaccine being approved in the USA so here soon too and it's single shot can be kept in a fridge.

Works group +22%

CARD Card Factory plc
53.40
+7.05
+15.28%
DEAL
HFD Halfords
326.25
+36.50
+12.61%
DEAL
AML Aston Martin Lagonda
2,153.50
+148.00
+7.37%
DEAL
SDY Speedy Hire plc
68.60
+4.60
+7.19%
DEAL
RTN Restaurant Group
116.35
+7.20
+6.61%

Alot of talk regards to the "pump".
When infact it could just be down to a rerate taking place in the cyclical sector, of all sectors retail!
Weekends news was a massive boost for highstreet retail, money by way of gov grants and also a knock to online growth by way of increase in tax being proposed to online sales.

Add to that we are inline if not behind other competitors within our sector,
Shoe Zone, Ted Baker, Works Group etc
Check out on chart card factory v these stocks over ytd,3,6, 1 year, card is inline if not behind the curve.

It's a buy and hold simple.

That's okay brochrock, great site for basic TA as the site/graph plots trendlines etc itself. So if you are unsure how to plot trendlines or spot selling (previous resistance) and buying (previous support) points.
Disclosure not 100% proven fact but i tend to always use technical analysis alongside good old fundamental analysis to plan entry and exit points.
Now if saga could hit 350p or even retest 320p that would be nice. :)

Great minds value hunting, low risk in a lofty/stretched market is why i'm in on these.

haha yea maybe on the 1 minute chart.

We'll see, other value plays i have are doing well COST/CARD/BP/TED/TLW/MCRO but none like saga on rumoured travel news, i get it's a cheap stock but so's everything else and not had such a great run.

Should have committed to long and strong!haha

Been trading this and can't resist, bought on breakout of downward trend line as mentioned in my earlier post this week at 298 and 311.
It's had a great breakout and hitting resistance (triple top maybe)
https://www.marketscreener.com/quote/stock/SAGA-PLC-16546285/charts/
RSI into massively overbought too just another indicatior i know it's not science but a useful indicator i find.
I'll be back hopefully just a matter of when, gla LTH i'm not playing with big money like some of you so trying to make the most i can, served me well so far.

Hi Tom,

not only a similar name but looks like we both did well on menzies had some nice buys there myself at circa 80p.
Although i didn't average down here from my 44p holding, stuck it out though didn't sell as way oversold given it's a cash cow.
Anyway can you provide details on your comment regarding CARD and Financial Times please?
Cheers
GLA

Same here happy to hold and trade a portion in the side used to be buy 53 and sell 58 for me but moved up of late to 57 62 range. They love to drop the bid of this though, very annoying just kills of the interest or maybe not all smoke and mirrors just a large seller still.
Really close to break this downtrend though, should hopefully push through 62p on run upto results and general improving sentiment. Should be a decent breakout as 62 has been really strong resistance!
Company minus cash is circa 60m, pe of what 2/3/4 either way too cheap and value rotation is on.

I echo that aspers. Sold on the first spike at 308ish. Bought back 280p to 220p then sold again recently at 300. Missed the buy at 260ish recently.... So back in again today and yesterday 298 & 311.
LTH now, pf is CARD, COST, TED,BP,PFC & MCRO

for The Works & Shoe Zone again. The works in particular is breaking out through Jan and Feb 2020 highs...

Further to these companies (when is that debt for equity swap coming its a right dog of a company, look at its profits after the interest payments in 2019, now has a ton of debt).

Anyway sticking to our sector paper and small retailers, whsmith over 10% up and small competitors the works and shoe zone had nice jump too.

Our time will come, carnival, Mitchell and butlers and whitbread have done raisings and done okay of late.

Thanks for this banbury. You are saying thatvwhenntheybquote cash burn rate 6 to 8 mil a month they are saying that is what it would be if debt in regards to ships was repaid aswell. Currently not so, therefore circa 2m a month.

Been in and out of this a fair bit recently as getting hammered on card factory at the moment.. 25% of pf in at 45p ekkk.

What has me concerned is that I cant see the continent letting us over in swathes this summer, what with our kent strain being our dominant strain. The number here have been shocking compared to theirs, if I were them I'd block us or insist on negative test results and test after landing etc. Becuase if it takes off over summer they are left with it over autumn winter I know there vacinnes but the progress isnt great and they arnt 100% effective after all.
Sounding like a de ramp but it's not saga specific as saga could do no fly cruises.
Thoughts on us being allowed to holiday in the eu?

Similar competitor to us, minus the SFO.
However 1 year chart of pfv v Saipem shows;
equals falls from Feb to March, PFC dropped more then and back in line August to November. Then wait for it mass divergence. look on the charts check it out guys, Saipem -35% 1 year, PFC -67%.
I remember looking at saipems financials think they were in a worse situation then PFC re debt etc, i know you can compare share prices as its share in issue has to be consider, however the divergence in SP from November is massive!

Loads of cash generates positive cash flow, infrastructure will be part of future fiscal packages surely.

Ohh check out gfrd, even cheaper!

Dividend announcement and that should be our rerate. If it covid does take a bad turn i feel safe in these companies great cash at hand and infrastructure work allowed.

Pushing higher and higher...

Strange one card as everyone says profitable in normal times which dont seem to far off but we are stuck sliding down.

Even cineworld on the rise when bonds been pushed back and they dont make much more profit compared to card yet have about 5 billions dollars or pounds worth of debt, either way almost a binary bet that.

Lockdowns on mainland Europe extending as well as UK saying yesterday can't confirm will be lifted before summer... This new variant may well block us from Europe. Throw in cases in the far east Hong Kong on the rise and tougher measures there implemented, and stock rising nearly 50% in a month or so.
It's still a tough market for Saga and other travel stocks.

Announced they were low on cash recently and said may need to do a raise, share price rises 20%... I know market is probably running it up only to take it back down on the RI news, but still it's trading at higher value than the first half of 2019.

Hopeful that the end is near and continued positive news on vaccine numbers, cases/deaths (falling) can lead to shops re-opening early March.

ahh frustrating really was considering doubling up holding at 220p/230p and just going for it as don't see these pricing errors by the market very often. Aware we will have to wait 5/10 years for next crash...
Ohh well can always load up on CARD/PFC/COST which should still multibag just not as much and strong as this Old Gold (SAGA)

Strange one what bank wouldn't waiver covenants at the moment. I've seen lots of companies had theirs waived, after all it's a global pandemic which is extenuating circumstances. Look at cine drowning i debt a truly disgusting amount and law suit with cineplex ongoing I believe, so little cash there and how they would 10m loss for the year. Then we have MAB who recently said they need cash and share proce stays flat and note the sp there is around 2016,17,18 and 19 prices. Unbelievable really then theres us, great revenue,profits, margins. 25% of pf is in this average of 43p, will shops open again before end of April should think so cant have another 3 and half month look down from this date, oldies will be all vaccinated by then too.

Saga for me GS, target 750p. Within 12/18 months.
Costain,card and mcro all due rerates imo soon , right ramping done back under my rock. ;)

You cant complain you are down when you cant value a company.
Share price is meaningless by itself, share is issue is the other factor... dont invest dog bank shares but can assume Lloyd's has nearly a billion of shares in issue.
Whereas as rsa and metro bank wont so although there share price is higher it doesnt mean they are worth more.
You want to make money buy tech, beaten down travel stocks or renewable plays/gambles eat etc.