Market's view on Mcbride
Published on April 2024
- Discussion included a potential trading update from the company, noting that there was a previous update around the same date the previous year.
- Observations were made about significant money movements towards another company, hinting at investor strategies or responses to market conditions.
- There was talk of two major stakeholders reducing their shares, which was expected to influence the share price.
- The stock’s significant rise was discussed, with speculation about its sustainability and future insights to be gathered at an upcoming investment club presentation.
- A detailed conversation about pension schemes related to the company revealed mixed results in terms of fund performance and strategies regarding deficit handling and investments.
- Specific trading strategies were shared, including selling and buying back stock around financial year changes to optimise capital gains tax and individual savings accounts contributions.
- A forecast suggested a potential share price based on earnings per share and P/E ratio, despite recent price drops.
- Personal finance strategies related to investment in the company’s stock were discussed, including tax implications and inter-spousal financial transfers.
- Remarks on the company’s market position related to competitors and market trends, noting potential benefits from falling input prices and weak competitors.
- Anecdotal advice and personal strategies were shared regarding managing investments in volatile stocks and tax planning.