Member Info for Trenners

@adam - I totally agree we are on the cusp now - either the management deliver (and we rerate upwards) or they fail (again) and we go back to £1.80 (12p old money).

The can has been kicked down the road for far too long and the end of the road is now upon us .... It's time for this share to STAND AND DELIVER and I've got 1.53 million reasons why I'm expecting good things here!

I bought some more Ocado today as I think the upward bounce is looking probable over there too ....

@aim - can't understand why you set a tight stop loss here as everyone (excluding Savage) can see that CPI for less than £3 is the bargain of the century.

If it drops below your £2.40 buy in price - just buy more - as this is on the cusp now ......

@kipper - Rather is an absolute disgrace - not only a foul mouth but also a brass neck and tin ears.

A Housing Minister that consistently gets questioned on their property taxes and then admits they have been caught red handed and then doesn't resign is beyond a disgrace .

At least she will never be Prime Minister now - but in reality she should have resigned yesterday! Or have been fired yesterday!

Renters Rights Bill is the final nail in the Buy to Let coffin and we will soon have a massive housing crisis on our hands as landlords rush for the exit.

I sold another of mine today - only another 16 to go!

@kipper - Yes I have a close eye on LGEN and agree a £2.20 or below entry would be excellent and it is definitely very much on my radar after selling out of Filtronic at £1.47 late on Friday afternoon for a few hundred pounds profit (as my stake was only comparatively small).

FTC at about £1.30 would a good re-entry and OCDO continues to fall and a sub £3 entry might be good there too

@Geko - I think £2.50 is overly pessimistic but you've got to consider this may head towards and possibly below £3 now.

The downtrend is unrelenting and there doesn't appear anything on the immediate horizon to stop the rot - and worse than that - Buffet is suggesting a market correction around the corner .... which won't help here either!

My problem is that the SP has failed to strongly rally after the latest - large - Musk order and is falling back slightly again now.

My fear is that a lot of these future deals are already priced into the current SP.

I don't doubt the future direction is UP from here - but not yet.... If a monster Musk order can't shift the dial - what can?

It seems you're asking about a user named "Savage Keyboard" on the London South East (LSE) financial forum.

Based on the forum posts, "Savage Keyboard" is a user who frequently comments on share prices, particularly for companies like BT and Pennon. Other users on the forum have reacted to their posts, with some accusing them of being a "deramper" who predicts negative outcomes for stocks and "loves to wind up" other users. They are also described as someone who "crawls back in the woodwork if [the share price] rises."

The term "idiot" is a subjective and personal judgment. The forum posts show that "Savage Keyboard" has opinions that differ from other users, and these disagreements can lead to heated exchanges. Whether their predictions are accurate or not is a matter of debate on the forum itself. There's no objective information to determine if "Savage Keyboard" is an "idiot," as this is a matter of personal opinion and depends on one's perspective of their stock market commentary.

@Angelis 'Trenners doesn't help etc' - Ha I always try and help the SP here not least buy holding 1.475 million (old money).

I agree £2.30 is a bargain - anything below £3 is a bargain - but when it dips towards £2.25 - which looks to be support right now - it's a bigger bargain!

I guess we will need to wait for the St Leger for these to start picking up again.

@kipper - watching OCDO again now - especially if we see the £3.20s again - might be worth a dabble

@kipper - yes it looks like I caught FTC towards the bottom of the cycle and with a new - huge - order from SpaceX this week - it's holding well into the £1.40s whilst the rest of the market is languishing.

CPI heading back into buy territory too as we dip below £2.30 again!

It's good that AH is engaged with "son of Blair" - that can only be a positive and will hopefully out Capita in a position to win even more Government business especially in the AI space

BUY signal confirmed on British Bulls so let's see what tomorrow brings !

.... I think the price action from today should mean that British Bulls changes us to a BUY signal which is great news and may encourage more buyers tomorrow ....

Should get confirmation from British Bulls later ....

I can't see it going below £3 any time soon - but it's probably heading for that gap at £3.30 (which I mentioned before) and then I expect it to be range bound (£3 - £3.50) until we get more news.

Very difficult share to hold as everyone else seems to be trading it - probably better to sit on the sidelines and trade it like everyone else .....

The thing about this business - as Warren would say - is that it's got a huge moat around itself in that other companies aren't able to replicate their technology.

I understand that having a single large customer (in SpaceX) isn't ideal but surely that's only a short term issue if the moat is secure.

I would expect orders from defence and, perhaps, Bezos etc if this technology is as good as it looks .... In which case - at £1.40 - these are a bargain!

A couple more orders and the market will wake up to this fact!

I can't understand why these haven't pushed back through £1.50 based on the latest order announced this morning.

You would have thought the order would provide certainty for the next few years and is a positive vote for their newer technologies.

I've been adding again today - but have a feeling (by them languishing SP) then some have taken the opportunity to sell into the strength.

Thoughts?

@savage - Ha Bulls might get it wrong 50% of the time but that is a vast improvement on YOU - that gets it wrong 100% of the time!

Ha that's made my day (Butler) - you need to be of a certain age to understand that comment from "Blakey"

We've test £2.25 twice and we bounced solidly off it - I added some more this morning as it looks like the bottom may be in and also - based on this morning's performance - British Bulls are going to issue a BUY signal and the RBC reiteration can't do us any harm!

@Trisor - that's a fair comment. Capita as customer #0 for their new AI products is a good strategy but I agree that an RNS for customer #1 and even #2 would be welcome- at whatever value - to demonstrate the productisation is working!

@Trisor - I think we will get a bounce here but unlikely to see any contract wins anytime soon as the business model has changed.

We are going to see a lot of smaller - non RNSable - contracts moving forward at much higher profit margins.

We might get some RNSable renewals - but the days of big contracts are gone imo - that was the old Capita model!

Well - we closed well above the £2.3025 marker which should mean that British Bulls - for what they are worth - should switch from Stay Short to BUY.

British Bulls have been short here since about 25th July when we were still trading at £3.17 - so hoping their switch to BUY will enable us to start a retrace.