Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Looks like the seller was cleared out on Friday so should bounce from here and rally into results...
Clipper re-iterating that the shift to online is structural....positive readacross to DX....https://www.lse.co.uk/rns/CLG/full-year-results-pnpzryzw23wk0jy.html
Jamie Constable tipping DX a few days ago with 100p PT....scroll to 13.10 mins through....https://www.youtube.com/watch?v=PXYZ86AOmPQ
inflection point reached....60p PT seems fair..!
Wow..great plug...Andy Brough at Schroders is a top name...20m shares bought presumably off Gatemore...great endorsement...he's one of the top UK PMs
looks like the seller has been cleared out given shares are moving higher..
Royal Mail to pilot Sunday parcel deliveries in response to online sales demand.
https://www.bbc.co.uk/news/business-56362491
The company has had 2 profit upgrades in the last 6 months and the shares are behaving as though they've had a warning! Wouldn't be surprised if they put out another positive update in a few weeks like they did last year and shares should resume their upward trajectotry
fast money coming out and missing the point that the shift to online sales is structural ...and that eps was upgraded by c 30% for next year....buy and hold...will be 40p by year end IMO
some decent sized buy orders going through...looks like institutional buying...once the loose retail sellers have been cleared out the shares should pop back up to mid 30's in short order....still in a strong upgrade cycle
https://www.ft.com/content/7eac54ee-f1d1-4ebc-9573-b52f87d00240
Great article in the FT re future for hydrogen for those who have a subscription!
27% eps upgrade for 2022...management sound very upbeat.....buying more...50p PT by year end IMO
ZOE has been a great performer and could keep on rallying but don't want to get hit by a Cap Gains Tax hike from 20% to 45% in the Budget week after next! The large amount of profits for people to take in this one makes me worried it's going to come under pressure this week
I think the DX management will have plenty of good news to share at the results in early March(1st week?). Liberum analyst upgraded 25% for this year but has yet to upgrade future years and would expect those to come through at the results. The structural shift to online is here to stay so volumes will remain healthy. We're firmly in an upgrade cycle and the management are being prudent in expectation management so that they can continue to beat forecasts IMO. Much better to have a gradual rise in the share price as opposed to a hockey stick !
would be great to see some new institutions onboard...
yup..printed at 28p...looks like plenty of buyers out there...v.bullish price reaction...