Member Info for tricky752

Was hoping for a little more than 322....but let’s see how the day goes.

Trev. Not an huge expert but the simple answer to your question is no. There are a lot of variables - namely revenue and costs. They may be able increase their margins if demand outstrips supply within the sector, and I suspect their operating model is going to be in better shape, because one of the things that has hounded them for years is the employee contract situation, and they have been able to resolve a lot of this during the pandemic. All IMO of course. I think they are priced assuming everything goes to plan right now, but who knows....as I say, not an expert and all IMO.

Interesting Rivaldo. It’s been a wild ride this week on the Nasdaq. What’s interesting is that although this is in theory a tech play, there is a clear link to a recovery too, perhaps in a different way to some other tech. No doubt some of the $19trn will also find it’s way into on-line gaming. I think people do all sorts of things with the stimulus money. Anyway, let’s see how this week plays out. All IMO as always, but intending to keep holding.

Hi all. Only pop by this board very occasionally as a littler busy. Originally purchased at 28p, rather pleased with my original investment, so happy I ignored a number of posters back then. Still a holder and suspect there will be rather a lot going on behind the schemes to plan their PR. History from other shares indicate responding to every press article becomes a foolish battle, but for sure they need to execute a clear plan and show they can perform well with a socially responsible operation. Don’t have time to post much where I do hold, yet alone spend hours posting about a share I don’t hold and have no intention of buying. Anyway, each to their own and good luck whatever you do. All IMO as always.

IMO, the only thing that is really going to get the Retail Banks moving is interest rate rises - controlled and not sky high, but rate rises allow some margin growth to come back. With the size of the deposit book that would provide greater profitability. Costs are very well controlled within LBG - it’s profitable income growth that’s the challenge in such a low and benign rate environment. I suspect those rate rises will come.....and maybe later in 2021. All IMO.

Any idea what caused the dip this morning Rivaldo? May be mad...but added a few back on the dip from the ones I sold.

Great to see this waking up. Just checked and realised it was September when I posted here that I liked it and we were at 9p. Don’t have much time to post so apologies i don’t add anything!.....and most boards seem to end up with arguments much I have no great appetite for! So, 50% up since then, but still think there’s plenty of room in the tank based on the company numbers and the recent oil price movement. All IMO and good luck. Would be great to see 20p before too long.

Thanks for posting the numbers. Those numbers reinforce why more and more States will change their laws. Much needed tax revenue.
Was trying to work out whether the strength of Stirling will work against us, but I guess only if selling and bringing the money back - or perhaps in the valuation of the holding when looking at it in £. In that case I guess it’s a better time to buy but then it’s about the movement after the buy! All IMO and still trying to be sure I have this right!

Agree, these are staggering numbers. Potential remains excellent. The move to the NASDAQ has helped transform the company., which for me is a sign of a clear strategy, well executed by the leadership team - a big influencer for my core holdings. Who would have thought not long ago when we were looking at £1.50 a share we would be looking at £23 a share (accepting a 4 for one).
I do wonder whether they will make it as they are until 2023, or whether they start to become a T/O target in such a growth sector. Either way, no plans to sell any more now.....but I will always try and balance tomorrow’s portfolio with enjoying life while I can. All IMO and good luck to all those invested. Continued thanks for keeping us updated Rivaldo.

Amazing that we are approaching $30. Doesn’t seem that long ago that we were struggling between £1.30-£1.50. Even though there has been the four for one, it’s pretty impressive.

Plenty to come over the coming months and years if all goes to plan.

As always, all IMO. GLA.

Love the updates, thanks Rivaldo.

I have actually just sold 10% of my holding here. Really hard decision, but I am pretty careful about the % of my portfolio in a single stock and the rise in this one over the last few weeks has been lovely. Still leaving 90% as I think that long term this will be a fabulous stock.
I also want to enjoy a little bit. Purchased SNG at 6.2p in Jan 2020 - but learnt the hard way many years ago that there is nothing wrong with taking some profit and enjoying it!
GLA, everything I do is of course IMO only! Stay well.

Decent enough update from what I can see - but general market headwinds today probably won’t help. That said, nice and reliable.

Yup, great news indeed. Feels like we are starting to show just how good this one could be in 2021. More states to follow no doubt......they need the revenue.

LOL...must be so challenging leading a business with such a ‘lingering strain’. if you don’t like the management track record why exactly are you here......?

I think they’ll do great things with this. When it comes to on-line they know what they are doing. All that beauty range too. All IMO. Good luck whatever you decide to do.

Super news Rivaldo. Thanks.

Starting the week on a rather positive note $23.50 as I type. GL.

It’s been a nice run of news and good to see the sp respond accordingly. Don’t intend to sell and pleased I added a little while back. Nice to see the continued activity on this page and thanks!

Any idea what caused the sudden spike this afternoon Rivaldo?

More news Rivaldo........unfortunately after hours indicates the market isn’t 100% happy with the Q3 update/investment.