Member Info for Ubik_Fresh

I find the high allocation to TSLA a bit worrying. SP was definitely over inflated during Covid. Appreciate the business has longevity but the rest of the auto industry will catch up. Happy to hear other opinions.

@Velo, what's your target price for buying in (if at all)?

Velo, source for current market forecasts for revenue and net profit? Intrigued as I have a feeling it'll be rather grim reading in January tbh. Any info appreciated.

I'm half tempted to get back in, but promised myself I wouldn't. Ha.

Seems the key message has been that this has done little to alleviate pressure on the consumer and the cost of living crisis. There is still the lingering fear of sliding into a recession in 2023. I am mulling if this is a screaming buy right now or if January H1 results are going to drive it lower still.

Largely good news. Those who locked in at the lows will likely be rewarded in the long term.

I have just started drip feeding into SMT as a higher risk investment. I don't plan to go too hard, maybe 2-3k. I am also about 2 years into my personal investing journey. I wonder what the low here will be. I think early 2023 could bring more pain with the realities of a recession finally hitting home, and hence potentially more buying opportunities.

Definitely keeping a close eye. With the macro picture looking like 2023 recession I think there may be plenty of buying opportunities in the next 12 months.

I've been drip feeding recent at the £7.50 mark. Going to wait and see if it breaks below £8 again and then top up for a more substantial amount. Seems like it could be a good long term hold, but I'm not committing too heavily.

Be careful. The macro trend is still pretty bleak. I think this could dip back again once the euphoria from the US inflation read cools off. DYOR. GLA

Nice rise for those who got in around £5. I'd still be massively underwater, so ultimately glad I sold out, even if I took a loss. GLA, long term this has legs.

How is this down today with the US inflation news. Odd.

It was Minto's enthusiasm and drive that got me interested in RevB. I hope there's nothing too untoward and he can continue to be involved in the business in some capacity. Hard to really speculate until we know outcome of the investigation. Bob Holt seems like a solid stand in for now.

Just had a look, that's a very healthy dividend.

I have a feeling there'll be some negative market movement post BOE rate hike. This is holding well, all things considered.

NEXT statement clearly less interesting than "shorters getting burnt" and "Asos to the moon by Xmas". LOL.

Also, if I had a penny for every speculative 'takover coming soon' post on LSE, I'd be rich by now. Take everything with a pinch of salt.

As someone who got in earlier this year, and got out again... be prepared for a long haul back to double digits. ASOS are forecasting a bad H1 in 2023, so it may take some time for market sentiment for retail to return. It won't be quick money, but if you are prepared to wait 1-2 years, you will likely be rewarded.

There's a lot of noise on here, both in terms of ramping posts and de-ramping. The truth is somewhere in between. No one can really predict anything with regards the future price. Good luck and try keep a clear head based on fundamentals and ignore a lot of what gets said here.

Ah right, as a relatively new investor I hadn't appreciated the difference. Thanks for clarifying.

Thanks. Hmm, looks pretty grim. I assume RevB will be communicating with shareholders to lay all this out. At least, I'd hope so.