Feels to me like a bid is nailed on based on prior behaviour. Just depends on price, but let’s see.

Have Ashtead Tech and Time Finance reporting tomorrow - some big hopes there also. Time Finance seems obviously mis-priced, but only one way to find out - maybe everyone else knows something.

Here’s hoping fair value wins out then! 😀

A refinancing package without a deal could end up making more over the medium term anyway. That said, I bought in at 40p for a short-term opp, so it’d be kinda nice if we could just get a decent bid.

No, I bought recently as it seems to me a quality company, completely mismanaged, trading far below its value and not needing as much recapitalisation as people are making out, and has a clear suitor.

I reckon a bid around 130p splits fair value with distressed asset.

In it together 🫡

You in this one too?

#at. first bought in Jan ‘24, sold
at £7.30 & rebought in Nov. Gaming Realms in May & Oct ‘24. Others were from H2 ‘24. Like all of them. #AT & #WATR roll-up compounders, #ALU value added quality, #YU growth record, #GMR consistent quality growth, Time has an overhang and too cheap + great growth.

I think the US, and so wider market, could be wobbly so moving from some of my more highly valued pure growth stocks (Wise, Nu, Transmedics, Concurrent) into the lower P/E GARP stocks might be worthwhile. And many of those I mentioned have unbelievable prices for the metrics IMO.

I just feel they offer such compelling value at these prices - on the most part they all have strong consistent growth, high quality, good cash generation, low values.

I did the same this morning at 398p.

After seeing the new broker notes I got back in with a small position for a trade. Not sure how long I will hold though.

👍

Stockopedia. It’s great.

Comes with the sector - if you compare them to peers the margin is very high, due to focusing on value added products. The same big margins also give them a high return on capital.

Everyone has to make their own decision. Personally I am not adding due to downgrades & warnings tending to repeat. I added to Alumasc instead - I had sold out anticipating a warning given the sector, but actually did very well. Warpaint are a Great British success story though. What are you doing?

Not touching for a while now.

Potential for the drop visible from prior broker comments, delayed TU & lost momentum/death cross. Did they wait for a big order to get the +15% out.

Now looking at YU. And AT. with similar SP behaviour, but in both cases I don’t want to sell. I suspect overhangs. 🤔

Sold at 309p Nov 26th, bought today 300p.