The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Smorris - they are making a profit in difficult times. If you want high margins, look for the latest fad. But watch out for bubbles bursting.
I think my post got removed because I mentioned a driver of increased demand for housing. In a neutral way - it is simply a fact. Anyway, here is my post again with that bit redacted:
"No interim divi, but keeping final divi under review. I don't have a problem with them hoarding cash currently. If they announce completion of the forward sale in legals that will be a good boost, as will a cut in interest rates. I think the sp fall today is just the sell on news traders - I might have sold to buy back cheaper if I wasn't driving my kid to school to do a GCSE exam. Happy to wait though. There is still a chronic undersupply of housing in the UK, with an endless ramp up in demand from .
No interim divi, but keeping final divi under review. I don't have a problem with them hoarding cash currently. If they announce completion of the forward sale in legals that will be a good boost, as will a cut in interest rates. I think the sp fall today is just the sell on news traders - I might have sold to buy back cheaper if I wasn't driving my kid to school to do a GCSE exam. Happy to wait though. There is still a chronic undersupply of housing in the UK, with an endless ramp up in demand from high immigration.
Citadel cutting their short position
Stockpick, if you think this is going to multibag on NICE news in a couple of months, why do you think management decided to do this monstrously dilutive cash raise as such an eye-wateringly steep discount just weeks before the SP rockets? If they'd just held on a bit, they could have raised at, what, 15p a share? Either they are utterly incompetent, or you're talking a crock.
So they are not talking to Malcy at the moment. Lets hope ots because they’re working on something they’re not yet ready to unveil.
And a nice £77k buy printed after hours today.
A 33% increase is not to be sniffed at, but I thought they were suggesting 1000 boepd by next month, so I'm still hoping for that.
And a nice £46+k print after hours
I'm not opening the bottom drawer for a measly quid. I'm aiming for at least a fiver.
Like Deeko I have taken this opportunity to average down. I was hoping to get a good chunk of the latest annual isa allowance in here under 20p, and feel pretty lucky to have done so. Fingers crossed, but I'm here for a long haul.
Hi guys. Not been in NCYT for quite a while now, but thought it was worth a look. Will the dispute with DHSC finally be put to bed in June? Can’t find any info about it in the RNSs for the past year. It does look pretty undervalued here, especially compared to some others that don’t even have any income.
Citadel reducing their short, Saxman. Inflation falling fast - if BoE cut interest rates, even by a sliver, you could get caught with your pants down for a spanking.