Member Info for tomc1

Recent post i made on IAG board as alot of ramping given market cap.
Thoughts on this? I'd be in EZJ as IAG is mostly long haul. Why don't they buy saga and double there money by spring and more if cruising goes well.
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Market Cap is the same it was back in August 2019, those preaching big gains should not be listened to unless it's long term 2/3 years away.

See the graph on the below link, market cap is very lofty!
https://ycharts.com/companies/ICAGY/market_cap

Market Cap is the same it was back in August 2019, those preaching big gains should not be listened to unless it's long term 2/3 years away.

See the graph on the below link, market cap is very lofty!
https://ycharts.com/companies/ICAGY/market_cap

Apologies for typos was texting/raging in bed...

Yes in essence, there is an argument that NEX could be overvalued. I don't think so though we are undervalued given gov support. It's an overlooked sector.

Buses are a long term play too.

https://www.sustainable-bus.com/electric-bus/stagecoach-received-the-first-byd-adl-electric-buses-for-guildford/

https://news.aberdeencity.gov.uk/aberdeens-pioneering-hydrogen-bus-project-arrives-at-major-milestone/

Nexational express
Added 20% extra shares by way of rights issue to reduce debt.
Have a market cap of 1.4b
Earning of circa 200m
Debt substantially more only looked at last full years ending 2019 and said 1b in current and 1b in non current, cash was circa 500m hence the cash raise.

Stagecoach
No dilution due to covid
Market cap of 330m
Earnings past few years of circa 100m
Debts as of may 2020 circa 1b with 90% of that being non current i.e. nit due this year.
Cash position circa 350m

So debt difference aside, earnings half of nex, however market cap that is a 1/4 of nex! It's another for the buy case.
£330m market cap on historically 100m earnings...

Target by year end 90p! Fair value given vaccine and gov grant's helping save the company from excessive debts/dilution.

Good to see you back Banbury.

Appreciate you sharing your extensive research into the account here, put my mind to rest.
Managed to double up at 150p on break of news. Will do again if we hit 175/180.
Thoughts on target price next spring? With Vaccines being rolled out and extensive testing with ships sailing?

Comments from recent trading update.
"Our expectation is that profitability in 2020/21 will be broadly consistent with the prior year financial performance."
Market is over looking this when compared to other stocks that have bounced back to 2019 prices where this statement isnt the case.

It's getting buyers attention look on the YTD for shares and this is amongst the worst. Strange one when bus contrats arn't going anywhere as city's close off to cars. Also government money has been covering them so no drastic increase in debt or dilution has occured it's a buy upto 90p for me.

Boo still in its upward channel and sales will continue to grow covid brought forward the rise of online sales, here to stay to a very large extent.
Ahh I use x-o aswell, not had any issues all week, which is what you want.
Saga looking great, sold off pfc and tool £100 hit after being down big time as this sale brings back 25% of pf to cash. Nothing has my fancy, everything looks abit strong. On that subject, ezj, barc, mab all touching at some point prices from 2019!!! Crazy

What an opportunity this stock is managed to top up some more sub 150p when news broke of vaccine. Luckily this stock is under the radar as iag/ezj bounced very quickly!

Really looking forward to the future here, more vaccines will be great as well will the future ebita. It really got beaten down over autumn way too far!

What a day indeed!
Opti another fine example of why stops are important lesson learnt on fsj, sold that first thing and bae to free up cash got saga about 145p was only up 10% when ccl, iag etc where up 20/30% always lags did in june bounce too. Got quite of abit of tui 380-400p been after that for a while sub 300 mind... picked up menzies at 125p this afternoon strange sell off there.
Up about 15% on pf, had gym, saga,pfc,sgc. Boohoo let me down, long hold will come good.
I wont forget the feeling that something positive had happened for once after I noticed my watchlist was starting to spike everywhere.

Thoughts on these in with 37.5p average. One om value plays I'm confident in... as this company is one of the few sectors where gov is doing doing subsidies I.e. paying to keep the trams and busses running.
Also when do we reckon imperial brands will change direction/bounce? Looking cheap but that chart....

Thanks you!! Not easy at the moment both been at home since march what with wfh...
The amount of times I've heard "do you do any work" after she comes in when I'm researching stocks.
Did tell her about the cineworld trade 16p to 26p in about an hour, half a months salary in a couple of clicks she put it. She was disgusted. So no more mentioning trades.

Thanks Opti
Brilliant it's good to talk and face reality. Be prepared to be shocked...
+ Bought Boo @ 330p for channel trade, 2 days later down to 220p (done well only recently bought on slavery news at 220p in July and sold before news at 386)
+ Bought BAE @453p on 26/10 only for days later for it's arse to fall out after already the post ex div drop
+ Yesterday i searched for a technical play and found FSJ, spreadbet on at 1110p as of 4pm yesterday and now 828p chassed my losses this morning, spent last k on it in shares at 872.

Comes in threes... granted bae and boo have and will come back, it's shaken me these awful falls and bad luck. BOO yes risky but bae and FSJ wild swings!
Did buy ted yesterday at 81p and had to close this morning at 86p to get some margin for FSJ s/b.

Bought in recently on a technical play (channel trading...) which has turned sour.

Hi GS and all, can't believe you're still here.
I used to chat to a few on this ticker a few years back, 5 years ago i believe, check my posts few pages back mind...
I've come back in the game after buying first home and getting married, have been waiting for crash.

Up about 200% on trades since the fed came in, didn't buy any gold miners, pharma either so not done bad.
Been following the posts on here mostly to judge sentiment and trust you guys unlike the rest on here.

Had some shocker trades of late, if you want to hear let me know otherwise i'll pop back in 2025.

Good job, i've had an order in with IG since close yesterday for 82p, still not open...

RSI of 21!

Agreed 380p and i'd top up on my 440p recent purchase. Worst timed purchase a company of this size and market place to loose 10% in a week is quite something on no news.

Done abit of research and it's showing that bidden is not planning on reducing military spending.... Can't see it either the mighty US and china evermore so flexing it's muscles over the years to come. Middle east countries will always spend too even if they loose the oil money imo as they'll re balance books with tax rises which have been seen in Saudi recently.
RSI though the floor and big money (Blackrock/FEDs puppet) having recently bought this will stop falling one day and re-rate....

It is incredibly cheap, always is after ex-div if you look at the charts.

Support line is 430p over the past few years so shares bought and spreadbet opened at 441p this morning.