What’s your big gamble? (Volume 2)

[Aiminghigh123]

I sold some IAG at 210 taking £200 profit but mainly just so I can have some cash for a bargain.

[Atanasoff]

I Love Cake said:

Just went for CINE. Cheers for the thoughts.

Snap - thought I would join the madness.

Watching Costain and ready to buy, AML I am torn on - have I missed the boat? - and Clear Channel because it went up 9% yesterday and 500Miles is taking a punt on it. Only putting small amounts into each - not a high roller like some here but if I stick in enough across a spread then I should in theory come out winning.

[Hitch]

Aiminghigh123 said:

I sold some IAG at 210 taking £200 profit but mainly just so I can have some cash for a bargain.

IAG at 210 would seem like a bargain at most points in time!

[matt21]

Hitch said:

Aiminghigh123 said:

I sold some IAG at 210 taking £200 profit but mainly just so I can have some cash for a bargain.

IAG at 210 would seem like a bargain at most points in time!

Agree, tempting to top up. Bought a load at 320p thinking it was cheap now around £1k down!

[anonymous-user]

500 Miles said:

ALawson said:

rsbmw said:

I still think Costain is a bargain

I hope so, currently down 30% from my average of 80p.

I’ve written this about 4 times but it keeps disappearing... please ignore me if you see different messages on the same subject.. not been drinking..honest

Costain looks interesting - with results on Thursday I think they could be worth a punt.. they can’t go lower...

Costain/Babcock/Capita are all in the same mold imo.

I don't understand why they plummeted so much in March when they are largely government based businesses so should be relatively "safe". Their price doesn't seem to be very volatile; it just stays stagnant. They all have static or slightly decreasing revenue. Of the 3 BAB have the better profits but despite that we all know what has happened to their sp.

Capita have further to rise if this type of "safe" stock does ever rise again (maybe this level is the new normal). Capita also dropped further therefore have further to rise (yeah I know that's irrelevant!)

I've had lots of Costain in the past but sold at a small profit and don't want to get back in to them. BAB.... well got LOTS of them and heavily £down and emotionally just sitting on them now til they double in 2 years. As much as it pains me I think I'll add to Capita today and see what happens with their H1 results on 18th August.

[bmwmike]

Atanasoff said:

Snap - thought I would join the madness.

Watching Costain and ready to buy, AML I am torn on - have I missed the boat? - and Clear Channel because it went up 9% yesterday and 500Miles is taking a punt on it. Only putting small amounts into each - not a high roller like some here but if I stick in enough across a spread then I should in theory come out winning.

Whats the story with Costain? Its been dropping steadily, has a big brexit exposure, and even LSE sentiment seems to be hoping for a takeover.

[Chris Type R]

Gosh, the FTSE 100 is outpacing my portfolio today.

[Chris Type R]

MikeStroud said:

Costain/Babcock/Capita are all in the same mold imo.

I don't know anything about Costain, but if comparing BAB and CPI, it seems that the latter has had relatively positive news flow this year which doesn't seem to have been reflected in their SP.

My recent MNZS buy at 113p has thus far risen enough to pay for a 'eat out to help out' meal - thanks for the input Adam B.

Edited by Chris Type R on Tuesday 11th August 09:24

[Hitch]

Chris Type R said:

MikeStroud said:

Costain/Babcock/Capita are all in the same mold imo.

I don't know anything about Costain, but if comparing BAB and CPI, it seems that the latter has had relatively positive news flow this year which doesn't seem to have been reflected in their SP.

Part of it is market caution. Too many big contract businesses have burnt people's fingers in the past and they're really slow to change.

[ferrisbueller]

matt21 said:

Hitch said:

Aiminghigh123 said:

I sold some IAG at 210 taking £200 profit but mainly just so I can have some cash for a bargain.

IAG at 210 would seem like a bargain at most points in time!

Agree, tempting to top up. Bought a load at 320p thinking it was cheap now around £1k down!

I've not seen anything more about the potential rights issue, has there been an update?

[500 Miles]

Every time I think about dumping SHI for not doing anything, it has a little bounce.

A bit like the crazy gf who annoys you to the point of dumping her, then she turns up looking hot and you give her another chance..

Up 2.45% so far today.. the st popcorn company playing a blinder again, everyone’s favourite fat fashion company also doing well (up 140% overall, 8.4% today), AML, MWG, VMUK, Superdry and Ted all up between 8 and 14%.

4D down 5% after yesterday’s gains.. bought into costain at the beginning of the day... obviously now in a loss because I bought at open... never learn.

Biggest share down 0.5%.

[petemurphy]

500 Miles said:

Every time I think about dumping SHI for not doing anything, it has a little bounce.

A bit like the crazy gf who annoys you to the point of dumping her, then she turns up looking hot and you give her another chance..

Up 2.45% so far today.. the st popcorn company playing a blinder again, everyone’s favourite fat fashion company also doing well (up 140% overall, 8.4% today), AML, MWG, VMUK, Superdry and Ted all up between 8 and 14%.

4D down 5% after yesterday’s gains.. bought into costain at the beginning of the day... obviously now in a loss because I bought at open... never learn.

Biggest share down 0.5%.

yeah i bought more 4d this morning i kept saying wait for the retrace and i waited all of 5 mins. need an app that locks my computer in the morning! surprised ftse doing so well given main news is unemployment doom

[Danny4494]

Rolls Royce are doing well 10% over last few days, Nikola are at 25% but that's my long long term.

[rsbmw]

This week is almost like the good old days of early June.

[Aiminghigh123]

I showing another 5% up today on whole portfolio!!!!

Back into positive figures if I sold everything which is weird as some of my shares are still 20-30% down. CINE, STOB the worst.

To add if everything gets back to break even on what I purchased with all the buying and selling I have been doing I would be 15% up.

Edited by Aiminghigh123 on Tuesday 11th August 10:57

[Luke.]

CINE having another storming day.

Quick question, on the LSE boards everyone keeps on saying wait til the next rise at 2.30pm when the US opens up. But surely this makes no sense, as they can buy at exactly the same time as us, when our markets open at 8am?

[JustinF]

how's everyone's mood today?

Green across the board

[SleepyOwl]

mood so good I thought I would finally post something!
Managed to get in on Cine but 24 hours too late. Lloyds are doing me well but still losing on Amigo loans. Bought at 9p in the hope of a nice big rise that hasnt happened

Anyone else in Amigo?

[dingg]

500 Miles

Should be 500 sMile today again

[CaptainSlow]

Luke. said:

CINE having another storming day.

Hoping this will kill off the shorters as they close their positions.