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Is officially over. TCAP should be £2.50 at least.
KIER feels like it is ready to explode
Ready to explode. Surely such a ludicrous valuation can't exist in a bull market. If this is indeed the end of the bear market, we could be looking a major AND fast rerate. GLA
What the market will soon pick up on is that the cost of living crises is simply not hitting the rich as much as it expects. This is a great company and will rerate over the next 12 months. Taken a 4% position here at 580. GLA
There might not be one. They upped guidance in August and then announced an in line trading update end of Sep with the Interims. I guess they may up guidance again but I can’t imagine much has changed in the past 6/7 weeks. The big update will be the post Xmas update on Jan. I think CARD will be £1.50 to £2 by end of Jan
I doubt Cinch will be the acquirer tho. For once we might see a bidding war for a U.K. listed entity. Too often companies are being stolen on the cheap for low premium. I think Vertu warrants a 70% premium based on current market cap
Although the announcement says profit expectations were £5m not £3.45m. Stockopedia was obviously not up to date. This looks remarkably cheap
Wow - that’s a 57% profit guidance increase. £3.45m to £5.4