Member Info for wiseys

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...

massive block of 70m shares...excited to see who took them?....removes any perceived overhang and shares set up well into the trading update...50p next stop!

a block of 70m shares printed last night...very interested to see who took the shares....this probably removes any perceived overhang and the shares can kick on strongly from here...expect to run into the trading udpate..50p next stop!

some healthy and to be expected profit taking going on...good opportunity to top up!

I'd be surprised if Lloyd Dunn would entertain any offers lower than £1. He's invested considerable time and money turning DX around and the business is gaining momentum with favourable tailwinds to boot.

Circassia is all set up for a great 2021. It's off the radar for now but wont be for much longer. Expect trading to have picked up and always the chance of a favourable BeyondAir settlement in the near term. Shares underpinned at 24p with upside north of 60p which is where management options kick in...well incentivised...tuck them away as wont be under 30p for much longer IMO

There already has been back in August when Advent bought UK ops of Hermes for E1bn. Same multiple for DX would see a share price well north of £1

https://medium.com/@mergers.acquisitions2468/advent-acquires-a-1bn-stake-in-parcel-delivery-group-hermes-ce4aa28711b3

Still only trades on 4.4x ev/ebitda and with a 10% FCF yield I can see them re-instating the divi next year

It would be positive if Gatmore sold more...it would improve liquidity and be beneficial for the share price...still think this can be 40p+ after results in February...this will be the biggest online Xmas ever...firmly in an upgrade cycle

If AFC can strike a similar partnership deal as Ceres Powers did with Bosch and Weichai then don't see why AFC shouldn't trade at the same mkt cap as CP which is £2bn...that would be 250p

The UK Committee on Climate Change, an independent advisory body to the government, will publish its recommendation next week on what levels of emissions cuts are needed to reach the net zero goal in 2050. 

Mr Johnson is preparing to convene an environment summit with about 70 heads of state on December 12th, the fifth anniversary of the Paris climate agreement, which will be co-hosted by António Guterres, the UN secretary-general, and President Emmanuel Macron of France.

Expect more positive readthrough to AFC...with a strategic partnership this should be a £2bn mkt cap same as Ceres Power...that would be 250p share price

Some decent buy orders at the close....that's the profit takers cleared out and shares should kick on from here...

https://www.theguardian.com/business/2020/nov/29/actors-pilots-oil-workers-thousands-from-covid-blighted-jobs-join-parcel-courier-army

30p by year end...50p by end of Q121...demand has never been stronger

he also has 'Main list' experience...only matter of time before AFC moves to main list IMO and shares will fly on that news...

I think trading is much better than the market appreciates...40p by end of Q121

https://www.theguardian.com/business/2020/nov/26/black-friday-online-sales-records-uk-high-street-shopping-coronavirus-restrictions

DX should attract some proper institutional buying interest now that it's in growth mode...looks like a 25% to 30% eps upgrade to consensus forecasts...35p here we come

Any half positive comments should get the shares going as they've been left behind in the wider rally..