14 Comments
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Cockney Rebel's avatar

Agree, I was long them late last year. COST is another one

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Cockney Rebel's avatar

Yes, attractive here and should benefit from the weaker $ imo.

On my watchlist - a buy perhaps when I have some cash spare.

Thanks

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Stephen Ornstin's avatar

Thanks Rebel

Great stuff as usual!

What would be your top five shares that are gonna rally like mad? WRKS FTC CHH LIKE PEBB

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Cockney Rebel's avatar

I really wouldn't know Stephen. I do know that whatever you expect, rarely happen. I have so many with one-bagabillity that whatever I pick will likely be wrong, tho hard to see WRKS not being the biggest rally.

I have mid caps like KIE and GNC that look they they could double in a year. Most of what I have needs one bit of news. Even FEVR could have one bit of news and double in days imo.

I just cross my fingers they all do the 50% to 100%+ in a year that I think they can all do.

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Stephen Ornstin's avatar

Got it

I had Fevr and still on the watchlist as are many many more.

Just really happy with recent trading and looking to push on here in the 2nd half of 2025

Anyway have a good weekend.

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Cockney Rebel's avatar

you too. I think the back half of this year could be really good.

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JAS's avatar

Terrific scan of your trading week Richard. Always a rewarding and entertaining read. Thanks as always.

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Cockney Rebel's avatar

Glad you enjoy it

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Dan's avatar

Have you had a look at B&M Bargains? Right up your street. New CEO who has purchased over £500k worth of shares, 7% divi, profitable, decent margins and looks like it bouncing from a decent level. Problems are the chart trending down, brokers downgrading and the fact the new CEO could kitchen sink any issues at the next trading update on 15th July. worth a look.

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Richard P's avatar

GB Group is looking pretty vulnerable to a US p/e takeover, IMO. Ticks all the boxes: v low debt, profitable, global markets, market leading, recurring revenue, macro tailwinds, undervalued against US peers (on a p/e of 12.9). What do you think, Rich? A bowl could be forming (if you zoom out to the weekly chart)

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Cockney Rebel's avatar

Short term I can see a bowl, long term there is a bowl that fell over imo.

I can't love GBG, years of being too highly rated. There are some stock. The valuation looks decent, I have ust looked at it foe tioo long and not understood it or thought I wanted it.

A bit out of my norm for investing really, as far as understanding the co and competition.

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Jimmy's avatar

CR worth taking a look at #PROC #MHA #OHGR #FOUR #AVON #LTHM #SDG #SRAD varying bowls, some had updates this week but all look very good

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Cockney Rebel's avatar

I watch most of them thanks. You can't buy everythging and you must not have too many holdings or you dilute your winners too much imo.

Lots of stuff going to rally like mad imo

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Frazer's avatar

Nice work Rebel, if you're interested in KEIR, GFRD are worth running the slide rule over.

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