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And more weakness. Suspect I'm talking to myself - the last man standing in this declining share.

The six monthly results released on 01/09/25 stated that the company has moved from profit to loss, with markedly worse cashflow and debt metrics. Yes net debt was slightly down but leverage and interest cover had both moved adversely. I'm wondering if this is a delayed reaction caused by deteriorating macro, which is making markets increasingly punish any company even hinting at a deteriorating balance sheet.

I've broken a rule and averaged down on a losing position. A 10% drop is too much, esp when the Co. may finally be on the turn.

I wouldn't want to make long term predictions here. Reach is the UK's largest commercial publisher and as such must have a trove of data on their millions of readers/viewers. Surely that has value and can be harnessed in some way using new technology including, dare I say, AI? On the other hand a new system or technology might come along and siphon off viewers and advertising revenue, so stymieing the business model. Who knows? Feels like a bit of a punt.

Anyway, I'm hanging in with my smallish position. As for the sustainability of the dividend, the next quarterly results will give us a clear steer and I look forward to reading them.

It's hard work beating the shorters and algo in a market so unloved and illiquid. Balance sheet strength is all we have to protect us over the long term and Yougov's is not the strongest I've seen.

Just got cheaper...

There we go, the worst of the UK brickmakers, can't get past their previous profligacy and indebtedness.

Make 7.5 p on the divi, lose 17.5p on the share price.... Good old WPP, never fails...

I may be the last man standing owning this dog of a share... jeez!

Nor that the CEO has a clue as to when to buy shares in the company he manages. Unimpressive.

Well the sooner they commence it the better, as the share price continues to weaken.

They really ought to return cash to shareholders, whether via buybacks and dividends. Ridiculous that a cash generative company with such an outsize cash pile on the balance sheet is not paying dividends. It's not their money.

....which has done f all to help the share price (more sighs).

520p exceeded. Broker upgrades, per the other chatboard.

Didn't 'conveniently' miss it threeput, just missed it. Ok well, the £1m purchase is certainly significant... and Kane is already £250k down on that investment to be fair. Somehow it still doesn't make me feel positive as it would with any other company.... and Mr Market hasn't reacted noticeably to the £1m buy either. Funny, isn't it? Kane too closely associated with the Kamanis? (investors hate the Kamanis)...

I suspect that drastic corporate action is all that can save Boohoo now.

I just checked the Director buys. To me these are not significant - the biggest was £35k's worth - just window dressing. Maybe Kamani or someone else put a gun to their heads (figuratively speaking) and said "show some support and make a token purchase if you want to keep your job", who knows, lol... A Director buy in the hundreds of thousands would pique interest.

I'm not sure it is weird. Unless and until the company can show that it can sustain itself on a cash basis, the sp could well continue declining.

Others may be better informed, but to me this smells like a company on the brink of survival.

Popcorn out at the Q&A on 2nd October. On previous occasions CEO Mark Bartlett has not proved reliable in what he's said.

I don't have much faith left in Strix...

It doesn't look particularly positive to me. I've been stuck in this share for 3 years during which time they just can't get their recovery going. Overpaid for Billi, took on too much debt just when markets and world trading became weaker, and now they're struggling to reduce said debt because other parts of the business are malfunctioning, particularly the supposedly 'steady' and 'cash generative' Controls division. Dear oh dear. A longer wait, or bail out at a big loss? What a choice!

Gently down on most metrics, it looks to me.

And now a fall. Like the proverbial yoyo. No rhyme or reason.