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I don’t think comparing to 2021 is useful as it’s was an outlier year. As mentioned on a forward looking basis trades at 5x normalized
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I don’t think comparing to 2021 is useful as it’s was an outlier year. As mentioned on a forward looking basis trades at 5x normalized
As expected Odey had to sell due to external factors (AO World)
Yes but the price is where it was before the 2 announcements were made about trading being significantly ahead (and I think the two months post
No, they are long AO world. AO world stock price went down from 70 to 40 this week. 2 things likely happen then:
Also related to that AO world had a sharp price drop on Monday, so Odey may have had to sell Plus to stay within position limits...just a hunch
My guess is the sharp drop on Monday was Odey selling Plus to raise capital (~£4m) for the private placement in AO World which they also own.
I would put my money on Q2 being stronger than Q1..lets see if that comes true
OOS, I wasn't clear :) I was surprised to see CMC drop so much. Didn't see anything drastic in their earnings of concern. Of course as mentioned
I am slightly surprised to see the negative market reaction to CMC results but from my perspective it is irrelevant to Plus (a big part of that is
Thanks for your numbers SJ. I am aligned with you on quarterly customer income.
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