Member Info for wiseys

https://www.ft.com/content/8ca87089-9e9c-405f-a051-74928ee55465

https://www.ft.com/content/47af2e60-a837-4674-ac42-046d9b558900

perhaps concern about cost inflation due to rampant oil price...I see a decent buy order of 2m has gone through which is a confident sign

shows how scared they are of the possibility of being taken out for a low price....RNS even refers to the share price as a reason for the buyback...makes sense given shares are only trading on 3x ev/ebitda 2022

this is now trading at an all time low...only needs half decent results next week and could bounce 20%

yes...and seems sensible..

all going in the right direction ...just need more supply to hit the market which hopefully it will given macro uncertainties...important comments about focusing on agent incentivisation...this is key...a return to the old days when Foxtons agents were the best paid on the street and hence you always wanted them to sell your property

Capita is a company with £3bn of revenues, 40k employees and making disposals in line with guidance so that the b/s is in a healthy condition...all this yet it only has a market cap of £470m...it makes no sense and is now extremely oversold and unfortunately could be taken out for peanuts by PE....for comparison Alpha FX has revenues of £65m and a mkt cap of £700m....nuts!

https://www.forbes.com/sites/sverrealvik/2022/02/22/will-biden-and-scholz-unlock-hydrogens-potential/?sh=62e3d78923de

results next Wednesday.....should be good judging by recent updates and likely followed by a management roadshow to spark interest....combine that with a technical bottom on the chart and we look well set up for some share price performance finally...

we'll look back at £1 as a great entry level...there's a clear turnaround strategy that can be deployed here IMO..a)improve corporate governance and review accounts b) sell part or all of myprotein which would remove any financing concerns and underpin the SOTP...c)divest Ingenuity into the US and d) recruit a better PR firm and improve IR....just need to execute...simple!

just need the Russians to start selling prime London property and then Foxtons will have some much needed supply...

this sentence is key ..."The Group's unswerving long-term strategic focus has technology at its core and it will continue to evolve its proposition, products and footprint to meet the growing needs of its client base and the changing way they interact with Argentex. ".....if they can re-position themselves as more tech orientated as AFX have done they should re rate..underneath they are v.similar businesses and don't warrant such an extreme valuation differential IMO

London prices moving in the right direction....
https://www.theguardian.com/money/2022/feb/21/asking-prices-for-uk-homes-show-record-rise-as-demand-exceeds-supply

shares are nicely set up to rally into the results in a few weeks...expecting a continuation of the strong trading and should push on into the 60's triggering the windfall for management..

Anyone know when we next get a trading update from AGFX? They updated the market around this time last year.

good to see Schroders buying back in having been a seller in December...multiple funds over there but positive nonetheless...

Let's hope Egypt win the Africa Cup on Sunday..the feel good factor should boost worker productivity at Sukari! LOL!

that's a bit extreme LCP123...note they referred to 'employees' so it could be an issue to do with a van driver as much as a director and hence not major problem ....best to wait until the report before casting judgement

FT article highlighting how low valuations for UK companies attracting activist and PE interest....Capita falls into that bucket IMO! Here's hoping!