Member Info for zebbo

Ex divi date

Someone says its with Admin...well that could mean anything. Feels like a few have been spiked

Could get to £2.20 short term IMO. Looking for a possible trade in what is a poor performer and a good div is no substitute for capital growth or lack of it in DLG case.
Takeover, could be a target, who knows

Made couple of £k for overnight hold, so cannot complain. Watching and waiting......

Today is indeed a good buying day picked up 50k, will scale more if it drops tomorrow. if it bounces I may take short term profit

What do people expect the SP to be on re list date (end of day price)?
As usual you would expect a load of people to dump shares for a quick profit. Hence my best "guess" would be around 25p based on the deal

Reads very positively. No dilution key, onwards and UPWARDS.....

Pay your money take your chance. I bought a shed load at 255. So my timing is a little off and already 12k in the red.
I now expect to test the 240 level, hopefully bounce off that.
Have a little dry powder, so sat waiting now. Bottom line, L&G are strong with a great and growing product portfolio and should continue to do well

Looks like another potential BARC banana skin. Any views of SP impact if this comes to pass
https://www.ft.com/content/2f372921-7df1-4735-841e-6167a91a54a6

Some people just dont get market dynamics right or wrong. Many investors / employees were in at pre float levels. You are talking pennies not pounds. Now what is the price IIs are willing to buy at

IMO the sell off will continue, to what level ...the market will finally decide. I do expect £3, maybe lower

Employees are in well below todays price. The lure of making a quick buck will be strong - Series A-E. For example Series C was £65M at £336M pre float valuation. That tells me some are in very cheaply indeed
Lots of people saying that employees would not cash their chips in at this level or lower, are on another planet.

as IIs sell down and buy back cheaper ie forward sell. Its a no loose scenario....

I did say....this happens all the time. Hard bit is knowing the final strike price....£3 anyone

This is going to get some serious shorting prior to lock up ending. Not sure if there will be a subsequent overhang. Feels like we will head lower over the coming weeks

Done short-long 200/75 hedge. That should manage the swings

Some people have no idea what they are doing....just gambling.

Read up on insolvency and see if you can work it out

You guys need to learn to read RNS and the language used...Doh

Is this value at at £1, feels like even at that level there is more downside.....
Significant changes in operating conditions that the Group has encountered in the last few weeks.
Mounting uncertainty with availability of funds due to sanctions on Russian banks and economy.
Higher working capital needs as a result of liquidity crunch and supply chain limitations.
Balance sheet constraints imposed by lower credit availability as well as significantly higher cost of funding.

based on that RNS. Not sure how anyone can put any positive spin on it. Feels like POLY have laid bare the real risks....

Sort of tells its own story, way oversold IMHO, we have dropped over 25% in the last 2 months. I would say on balance this is looking cheap