Member Info for usually_right

wpp mkt cap id expect

results good but given the run up, mkt chosing to focus on lower y/y reservation rate. dont think this is anything too worrying, ceo saying much the same and that more houses required to keep hp rises in check. think you can buy this dip. not often the sahres are down 5% and anything unde 7 quid is good to tuck away.

strong breakout technically, director buying and operating in some v strong sectors where secular growth expected, namely data centre and ev. one of those you hope pulls back significantly in the hope you can buy more.

demand yes but will supply be there. i suspect they will point to supply chain issues in the upcoming trading update. i dont see a huge decline but there should be a material reaction with the sp, at which point i think theyd make a good play.

yes, as far as sd from mean is concerned its fairly stretched. todays price action and probable daily candle will point to a nearterm peak.

recent director buying not far from current levels, i see value here. and certainly worth adding to on any weakness below 14 quid.

started going on right about when headline hit on gatwick planning on opening second runway

target is whatever wpp mkt cap is. its really that simple

they only dump the best shares when they panic. thats when you can step in with size. until then the best shares dont give up much. small caps are holding up very well, so little panic in market as yet. we'd need another day or two of declines to force folks hands, then theyd sell. thats when youd step in.

its high beta so i am prepared to add only on a bigger fall. 550-640 is the area i am interested in. i dont particularly expect it, but its somewhere where i expect there will be support on a bigger market correction. otherwise i will keep what i have.

i take a conservative approach and i do not chase targets higher, but i will buy weakness and relative value in advance. if nothing comes of the rumour the shares will settle back lower. having said that, they are still undervalued at these levels. i said elsewhere that i would expect any bid to be north of 850p but in the case of no bid forthcoming, i wouldnt be surprised to see the shares reach 850p by the end of next year on their own steam.

min 850p if one comes. if not it probably gets there by end of next year anyway.

its possible but they have travelled a fair bit in advance tbh. however any profit taking would represent a buying op. martin will not be satisfied until they are bigger than wpp, which means at least doubling from here.

redrow one of the most undervalued in sector imo. v well run ship. not surprised.

fwd sales 9% of pre covid means they are just about there. hy pretax is almost back at precovid. they hint at some cost and supply chain issues but they expect to see continued margin outperformance vs sector. all in all a strong set of result. mkt has bought the dip. think any further weakness is another buying op.

action v much like meggit pre bid. dont know if pfizer maybe jumping the gun for their half of the consumer side. strong moves higher are usually on strong volume unless its corporate. over in the states there is some not huge option activity which equates to around 1550 on a august 20th expiry. we will just have to wait and see if anything comes up over this weekend or next week. if anything is going to happen it will be in the next 7 days.

break away gap higher today. if it sticks its v bullish. as for the volume, its average. combined with the price action its more akin to corporate action given the secrecy demanded with those. you get more spillage of news if its just regular biz related and so a bigger volume behind it as insider trading charges less likely.

sorry i didnt check it, i saw the interview live and assumed it was the whole thing when i searched

cnbc is here on youtube
https://www.youtube.com/watch?v=lyqBm3Mf4NE

cant rule it out but already in some quarters the original 800p offer was baulked at. in any case, any transdigm bid if it comes, reading between the lines, will not be 100% cash.