Member Info for TribalHound

I'm only grateful I was late to the party on this one..... only joining in 2018 around the £3 mark.
Some sizable losses on the downward slope for a year - then tripled up early summer 2019 in early 120's.
Didn't have any residual cash for the covid dip (spent that elsewhere) and today took out the last of my investment cash at 3.25x covering investment and a small cash residue.
Free running now with what's left - but some ladder buys set in case of a sudden dip.
I feel for the early adopters - but this is one share that will do well in the long run - GLA !!

I'm only grateful I was late to the party on this one..... only joining in 2018 around the £3 mark.
Some sizable losses on the downward slope for a year - then tripled up early summer 2019 in early 120's.
Didn't have any residual cash for the covid dip (spent that elsewhere) and today took out the last of my investment cash at 3.25x covering investment and a small cash residue.
Free running now with what's left - but some ladder buys set in case of a sudden dip.
I feel for the early adopters - but this is one share that will do well in the long run - GLA !!

So there's RIO saying - "What global pandemic?" as it blows the froth off ATH !!
Some might be expecting a pullback to the mid 50's here - but with such a good dividend return and growth thus far - show me someone who's prepared to short and be left behind ??
A small leveraged short (5x) could be a great hedge right now.

According to the announcement this morning:
"Guy Wakeley will step down as Chief Executive and as a Director with immediate effect by mutual agreement."

Share price actually went up 1p today - but no market reaction and no chatter here.....

Normally - when a CEO departs suddenly the markets see it as either a positive / negative effect and the shares rally / dump accordingly. But with this announcement today - nothing - just a regular day's trading.

Either:
The markets have lost all sentiment for this stock (Only floated a little over 5 years ago) or
They are so ambivalent towards the departing CEO that they barely noticed or
A state of shock has hit the MMs and they need to digest it for a few days before reacting (a bit like losing an England / Germany penalty shootout when there is a delay to putting the kettle on)

Whatever the City & MMs think - clearly there are better and more volatile stocks to be making returns on.

Thoughts ??

What do you know !! - Schroders picked up another 1% of the firm.
There is clearly something massive brewing - they now hold 19.065% of the company.
In two minds to add more here, but the danger of a fund raise / takeover keeps tapping my brain to not over expose (already my largest % holding of any company).

From 8:00am right the way to gone 2pm today - every recorded trade was a Buy (including myself taking advantage of the dip) - and from 2pm to close it was roughly a 50:50 split.

Directors buying with confidence and market activity leaning firmly towards accumulation can only mean that we are early adopters and will be in for a ride.....

Don't loose sight of the fact that MPH only launched on LSE four years ago at mid £2.30's - a tad over 700% rise from todays closing price. Or a 90% drop from ATH circa £3.50 - upside potential is huge - and nobody does upside potential quite like the Pharma sector.

XLM is easily a 40p + share - even in the current climate. Cash rich and still making profit.

I think 'the insiders' have been keeping this down as long as they can and it's time to beak free from the chains.
Personally - I loved the chance to triple up my holdings below 20p - now it's just a waiting game to either get a 200-250% return or see if they resume any dividend payments after the clouds clear from their 'google' $2m per month in lost revenue debacle.
Even at todays price of 30p - they paid dividends in 2018 of 5p - that would be a very healthy return of just 6 years to break even, without any price rises or American expansion. It's a no brainer for me.

Don't be such a Debbie Downer..... You buy M&S - you get a bit of Ocado - but you buy M&S at a turning point in their history.
Live for today and long for the future - no need to dwell on the shady past.
Christmas is coming - have some M&S mulled wine with M&S luxury minced pies delivered to your door (if you want) - and know that while some gets sparks points - you get cash back in dividends, growth in your investment and that warm fuzzy feeling that you played a part in their history.

Time / price don't matter with TGP - as I firmly believe they have a great business in a growing sector - it's a no brain future investment. But having a Rights Issue to raise more cash to fund the next stage of growth, that's my only real concern.

Sure - they are making profit - and have been for some time, but if they want to accelerate growth they might need / want to do a raise. Make sure you have cash aside if they do.

Corrected - still a BOGOFF though ;)

Pandemic aside - although M&S survived the last one and two world wars after, so I really don't think they're going to the dogs. For a company that's been around for 140 years the current pipeline represents some of the biggest changes in their history, and none lose sight of either 'Make me' OR 'Save me' money.

There's Plan A that everyone seems to be overlooking - making their stores more self sustaining and reducing their carbon footprint. Once the dust settles after the current situation, and we all appreciate life a little bit more, M&S will be at the forefront of driving the changes in main high street retailers along with an attitude to preserve our planet for the future. I see 'self sustaining' as major expense reductions and a more competitive edge. Hell, they're already recycling baguettes into garlic bread.
Add to that their move to a much more digitised operation model with customer communication / analytics at their fingertips. Banking, insurance and energy as additional income streams.
Buying half of Ocado was a shrewd move, since not only do they get half the Ocodo current business overnight, but they have one of the strongest and well tested delivery models ready to go without any expensive lessons along the way.

If you ask me - anything below £1.50 a share is a steal, and that £1.50 includes a 50% stake in Ocado thrown in for free (those of us who held shares before paid for it & no need to get sucked into buying inflated Ocado shares).

The ONLY thing they're doing wrong right now is not pushing their premium foods through the Ocado network either hard or fast enough at a time when the country are using home shopping far more.... if they could just get their 'Christmas done for you' shopping sorted that would be a massive boost as they're missing a trick right now.
But neither partner will want to sleep on this for too long - and when you see M&S food with Ocado delivery really take off you'll be wondering why there was any bickering at all in 2020.

There are retailers....... and there are M&S retailers - A slice of 140 year old British history for under £1 ?? - Sign me up for some more as I'll just keep accumulating.

What the hell - just doubled up again !! - Never could resist a bargain... ;)

Been quietly accumulating this stock every time it brakes below £1 since Sept '18.
Today is an opportunity not to be missed !!
Missed the bottom of the dip but just managed to more than double my holdings with only 40% cost.
Further buys set every 5p down from 35 to 20 - likely won't be hit - but only 51m shares in circulation and Schroders own 16% of those.

Current share price is £1.95 (ish) - paying 4p /Qtr = 16p dividend yield per year (nearly 10%)
- that's for life (while dividends remain) - regardless of the share price - you buy now at 1.95 - your return is based on cost not price at the time.
If the share price hits £3 - yields will naturally rise back towards where they were 6 months ago
- so paying a similar % of share price dividend to today would be 6p / Qtr (based on a 50% share price increase) - a 50% increase in return on your initial stake now your £1.95 pays 6p for life.

The sell and rebuy represent my own exit / re-entry levels - (accumulated previously at avg of 4.55) I sold all my BP @£5.70 and started buying back in from 4.15 down to 2.25 with my 'exit cash' - the profits from which have been eroded in the further dip to now. With a mix of what's left and new cash I set ladder buys from 2.20 down to 1.00 in increasing financial value.... so - if we hit 1.60 (say) I'm further averaging down my entry price so as to need a smaller bounce up to break even.

Either way - getting a slice of BP as 'income stock' below £2 will mean a hefty % return on that £2 if we ever attain the dizzy heights of £5.50 and 8p / Qtr again... along with the % gain in share price along the way. Basically it's a steal right now.
Hope that makes more sense.

It's a no brainer from here - even with dividends cut it's still paying 10% long term.
Come back in 6 months when it's at £3 and that's a 15% return.
Sold at £5.70 and ladder buying set all the way down from £4.20 to £1 - with ever increasing amounts on each leg down.
Sure - profits are gone from last year, even running at a slight loss with avg price of 2.25 - but c'mon - this is Britains flagship - even if there's not oil - they have a network of filling stations for future 'battery exchanges' - Battery-As-A-Service is coming inside most of our lifetimes !!
Don't forget, when planes / ships start up again there will be fewer oil suppliers afloat to supply them.
'Merry Christmas' one and all...