Dearg Doom(@MyDeargDoom) 's Twitter Profileg
Dearg Doom

@MyDeargDoom

RNSs are my breakfast.
Occasionally, I get an Eureka moment.

My thoughts are willingly shared, but for entertainment only.

ID:817112706348122112

calendar_today05-01-2017 20:57:05

10,6K Tweets

1,5K Followers

71 Following

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Dr Martens
Share Price 87.25p (+5%)

Too risky to act before the next H1 and H2 results.

Profits are striding backwards.
Debt is too high!
Why the buybacks?

Mgmt must've fooled themselves
on prospects and may still be.

Outlook is about housekeeping rather than profits!

Dr Martens #DOCS Share Price 87.25p (+5%) Too risky to act before the next H1 and H2 results. Profits are striding backwards. Debt is too high! Why the buybacks? Mgmt must've fooled themselves on prospects and may still be. Outlook is about housekeeping rather than profits!
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American Airlines $AAL
Share Price $11.37 (-15.4%)

Brokers downgraded, citing weakening ticket pricing power.

Mgmt's strategy isn't working as planned?

Current sky-high debt can rattle investors' nerves.

Shares on a low p/e for a reason.

No rush to buy.
Investgate further!

American Airlines $AAL Share Price $11.37 (-15.4%) Brokers downgraded, citing weakening ticket pricing power. Mgmt's strategy isn't working as planned? Current sky-high debt can rattle investors' nerves. Shares on a low p/e for a reason. No rush to buy. Investgate further!
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Silver Bullet
Share Price 84.75p (-3.14%)

FY Results

Far too slow in scaling up given the open goal for its products.

Post-y/e operations gives a clue!
Aims to be EBITDA+ in H2 and positive operating cashflow in 2024. Hardly ambitious!

FOMO the temptation that's left.

Silver Bullet #SBDS Share Price 84.75p (-3.14%) FY Results Far too slow in scaling up given the open goal for its products. Post-y/e operations gives a clue! Aims to be EBITDA+ in H2 and positive operating cashflow in 2024. Hardly ambitious! FOMO the temptation that's left.
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Bank of Georgia Grp
Share Price 3925p (pre-open)

Q1 Results

Top marks for BGEO once again.

Geo-political tensions in Georgia are causing poor investor sentiment that will be slow to change.

Read Q1 results to see the value.

A core holding. voxmarkets.co.uk/rns/announceme…

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Shoe Zone
Share Price 170.5p (-5.28%)

Hopefully, today's sales are only a liquidity issue. Volume to downside. Nothing exciting going to happen near-term.

Decided to try on a few more shares to complete my position.

All depends now on mgmt delivering on their forecasts.

Shoe Zone #SHOE Share Price 170.5p (-5.28%) Hopefully, today's sales are only a liquidity issue. Volume to downside. Nothing exciting going to happen near-term. Decided to try on a few more shares to complete my position. All depends now on mgmt delivering on their forecasts.
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Victorian Plumbing
Share Price 97.8p (+0.2%)

Mgmt's main focus is holding and increasing market share

Profitability growth isn't as obvious

Was it empire-building, paying so much for the Plum's acquisition? Details did soothe somewhat!

My PT is <80p
Wash hands and exit

Victorian Plumbing #VIC Share Price 97.8p (+0.2%) Mgmt's main focus is holding and increasing market share Profitability growth isn't as obvious Was it empire-building, paying so much for the Plum's acquisition? Details did soothe somewhat! My PT is <80p Wash hands and exit
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Henry Boot
Share Price 204p

AGM Trading Update.

Stable, challenging...
Finance organised...

'Market expectations are the average of the current analyst consensus of £30.7m profit before tax, comprising three forecasts from Deutsche Numis, Peel Hunt and Panmure Gordon.'

Henry Boot #BOOT Share Price 204p AGM Trading Update. Stable, challenging... Finance organised... 'Market expectations are the average of the current analyst consensus of £30.7m profit before tax, comprising three forecasts from Deutsche Numis, Peel Hunt and Panmure Gordon.'
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National Grid .
Share Price 1127.5p

7 for 24 underwritten Rights Issue to raise circa 7B at 645p.

34.7% discount to the theoretical ex-rights price based on the closing middle-market price on 22 May 2024 (being the last business day .

FY Y/E 31 March 2024 results out today.

National Grid #NG. Share Price 1127.5p 7 for 24 underwritten Rights Issue to raise circa 7B at 645p. 34.7% discount to the theoretical ex-rights price based on the closing middle-market price on 22 May 2024 (being the last business day . FY Y/E 31 March 2024 results out today.
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Shoe Zone
Share Price 177p

Dipped my toes back in!

Mgmt must be confident risking £10m p.a. in CAPEX over the next 2 years. Effectively, their own money, given % holdings.

Guessing a healthy return demanded on capex investment.

Moving into brands eases Chinese concerns.

Shoe Zone #SHOE Share Price 177p Dipped my toes back in! Mgmt must be confident risking £10m p.a. in CAPEX over the next 2 years. Effectively, their own money, given % holdings. Guessing a healthy return demanded on capex investment. Moving into brands eases Chinese concerns.
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PCI-PAL
Share Price 66.2p (+12.2%)

Victory for PCI-PAL in the Court of Appeal UK. Court dismissed the appeal after one day.

Another court case to run in the USA later this year.

USA law may differ from UK law in the risk and quantum involved.

Watching. No Position.

PCI-PAL #PCIP Share Price 66.2p (+12.2%) Victory for PCI-PAL in the Court of Appeal UK. Court dismissed the appeal after one day. Another court case to run in the USA later this year. USA law may differ from UK law in the risk and quantum involved. Watching. No Position.
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Zenova Group
Share Price 2.17p (+20.56%)

Non regulatory RNS, pomoting Zenova.
Reads as a must-have product.

maybe should put itself up for sale.

Market cap is far too small to be listed.

Small change for a business in this area to buy.

Show me a pathway to profit.

Zenova Group #ZED Share Price 2.17p (+20.56%) Non regulatory RNS, pomoting Zenova. Reads as a must-have product. #ZED maybe should put itself up for sale. Market cap is far too small to be listed. Small change for a business in this area to buy. Show me a pathway to profit.
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Zotefoams
Share Price 520p (pre-open)

Trading Update

SP may be ahead of near-term opportunities in the short term

Opportunities in different products and geographic areas. Slowdowns in existing products. elsewhere.

Excitement is buzzing!
Upgrades necessary.
Then rethink!

Zotefoams #ZTF Share Price 520p (pre-open) Trading Update SP may be ahead of near-term opportunities in the short term Opportunities in different products and geographic areas. Slowdowns in existing products. elsewhere. Excitement is buzzing! Upgrades necessary. Then rethink!
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Polarean Imaging
Share Price 3.73p (at close)

RNS 4:51 p.m. (after London Closed(

Intention to raise £7.9m at 1p by means of placing!

How long until the cash burn stops?

Almost a pointless answer!

Polarean Imaging #POLX Share Price 3.73p (at close) RNS 4:51 p.m. (after London Closed( Intention to raise £7.9m at 1p by means of placing! How long until the cash burn stops? Almost a pointless answer!
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SSP plc
Share Price 195.6p (-6.32%)

Difficult to phantom how management can fail to deliver fat net margins.

Yet, the market rewards mgmt on their various continent expansion opportunities.

A quick takeaway is to wake up and smell the coffee!

SSP plc #SSPG Share Price 195.6p (-6.32%) Difficult to phantom how management can fail to deliver fat net margins. Yet, the market rewards mgmt on their various continent expansion opportunities. A quick takeaway is to wake up and smell the coffee!
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Greencore
Share Price 160.27p (+14.97%)       

Interims

'Strong profit growth as recovery accelerates - full year to be ahead of current market expectations.'

Reckon key is adj operating margins are up from 1.3% to 3.3%.

Mgmt appear confident on prospects.

I own.

Greencore #GNC Share Price 160.27p (+14.97%)        Interims 'Strong profit growth as recovery accelerates - full year to be ahead of current market expectations.' Reckon key is adj operating margins are up from 1.3% to 3.3%. Mgmt appear confident on prospects. I own.
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