#CMCX 🆙+29%✅£2.685✅
Vs my buy on 16/11/23 @ >93p✅
✅CMCX RAISED its FY revenue guidance by 10% after they recorded stronger-than-expected trading & stockbroking activity in the 6 months through September
✅HY Dividend increased by 77% to 5.5p
#Trading #Investing #Payments #Tokenisation #Crypto #Defi
CMC Markets #CMCX
Share Price: 265p (up ~27%)
I've already exited!
Became suspicious of SP falling and staying lower. Oops!
Mgmt always talked big, and I began to doubt it — so today could be a change as investors see the outlook more positive.
I'm left behind.
Had bought IG Group #IGG instead.
loads of UK reporting, positives #GAW.L Games Workshop, #HLMA.L Halma, #CMCX CMC Markets, #MCB.L McBride, #SNR.L Senior; negatives #PAY.L Paypoint, #DOCS.L Dr. Martens, #BREE.L Breedon, #JD.L JD Sports Fashion:
🌟 #TWINPETESINVESTING 157 NOW LIVE 🌟
Tune in to hear @conkers3.bsky.social and I discuss some quality AIM names including #TAM #NIOX #QTX #RKH #CMCX #MAB1 #FEVR #RMV and much more!
Please remember to like, subscribe and comment!
www.youtube.com/watch?v=4WVU...
🔥 #TWINPETESINVESTING #Podcast 157: How to find the best quality AIM-listed stocks, #TAM #NIOX #CVSG #GGP #RKH #QTX #RMV #WJG #FEVR #MAB1 #TPFG #DOM #CMCX $STRX Buy your #InvestorSummit tickets now👍 www.conkers3.com/twin-petes-i...
www.youtube.com/watch?v=4WVU...
open.spotify.com/episode/0twl...
CMC Markets #CMCX
Share Price 235p (-17.4%)
Observed net operating income disappointingly only up 2%.
However, PBT +33%. Basic EPS +35% to 22.6p. PBT% margin up from 19 to 24.8.
Yesterday's negative SP reaction should unwind from here, given outlook.
Maybe my Biased View only!
A Core Holding.
Sold #SUP.L on results this week. Also got rid of #W7L.L, #BOOM.L, #BIG.L and #PINE.L recently after some small gains and losses.
Bought: #CMCX at the lows and also #WJG.L also at the lows.
Added to #CER.L at the lows too. Almost all in the blue now after #CARD.L recovery 😅
#CMCX looking like might be a good entry point. PE 6.5 and yield of over 5% plus almost half the market cap in cash. Volatility in markets might be driving profits? Does anyone know why the CFO left?
Also director buy of over 420k in March for below todays price . Positive signs there .
CMC Group #CMCX
Share Price 199p (-5.91%)
With CFO stepping down, SP fell at open but stayed flat and lower all day.
CMCs p RNSs can be fairly brief.
CFO wished well!
SP has been on the slide for months!
Those close to mgmt might've seen disappointing news on its way.
I topped up by 10%! Hmm..
CMC Markets #CMCX
Share Price 198.13p (-6.3%)
Weak SP support in size.
No one knows anything extra!
If they do, then institutions will kindly sympathise with mgmt and then hit the markets later to either reduce or add, depending on the assurances offered.
Might be worth averaging down for a few.
CMC Markets #CMCX
Share Price 202p (-4.4%)
CFO is stepping down with immediate effect!
CFO will remain with the firm for some time to support an orderly handover.
CFO leaving is can be a red flag.
Share price had already been on a sliding trend.
A bit worrying!
Any more info?
A Core Holding.
Topped up on #GMS. Hoping the overhang is gone. Should see some good movement. Topped up on #CARD and #MAB1 and opened a position in #MCB a couple of days ago. Also opened a position in #TIME again. Slow burner but Margins improving and always growing. Sold #BKS, #PAY, #LBG and #CMCX.
CMC Markets #CMCX
Share Price 231.35p (-12.7%)
"Remains on track"
"Remains confident in meeting"
RNS was way too short?Disgruntled holders may boo and exit!
Recent SP gains evaporated.
Market demanding lower p/e.
Falling SP looks nearly stopped.
I'm averaging down with small purchas for now!
So,after a trimming and axing a few positions, I’ve most of a portfolio together to kick off 2025. Here goes:
#CMCX
#BOOM
#BKS
#CHRT
#FXPO
#GAWR
#GMS
#LBG
#IPF
#MEGP
#PAY
#SUP
#VLX
#W7L
#YU
#MAB1
#SRB
One or two might be trades and a couple of punts in there. Good luck everyone for 2025 🤞🏼😅
Last year updates came in from :
#CMCX 8th Jan
#GAW 9th Jan
#AMS 10th Jan
#MKS 11th Jan
#DATA 11th Jan
#W7L 12th Jan
#BOOM 15th Jan
#QQ 16th Jan
#IHP 16th Jan
#LIO 17th Jan
#DPLM 17th Jan
#NIOX 18th Jan
#ZTF 18th Jan
#FOUR 19th Jan
#ELCO 23rd Jan
#OTB 26th Jan
#CSSG 29th Jan
#HVO 30th Jan
Agreed, was going well until Sunak called the election and then downhill from there, not helped by #Vistry slumping and #CMCX being very weak after posting good results! At least #ZTF hasn't fallen too badly as ReZorce being dropped was mostly in the price I think.
I am Quite happy with where the share price landed at close today. I was expecting a bigger drop, however, I’ve noticed the big drops tend to happen more with companies which have had massive recent gains, when in line, like #CMCX did. ME group doesn’t quite fit that category.
#TWINPETESINVESTING #Podcast 141: Undervalued #investing #stocks & ytd winners #Palantir #HUW #ITV #RCP #HAT #GAW #AV. #DLG #BMY #PLUS #IGG #NVIDIA #Coffee Futures #CMCX #LGEN #ADM #TESLA #MICROSOFT #Bitcoin #APPLE #FTSE #AIM #Takeovers conkers3.com/twin-petes-i...
open.spotify.com/episode/2jqj...
CMC Markets #CMCX
Share Price 268p (-7%)
No mercy shown, as results in % terms, only marginally missed!
No upgrade on interims did disappoint!
Were bulls caught too long?
EPS may still push higher.
#CMCX structure keeps improving.
Hence, I'm averaging down.
www.investegate.co.uk/company/CMCX
CMC #CMCX
Share Price 308p (+0.5%)
CMC Markets strikes partnership with Auckland-based ASB Bank
Integration is expected between 12 and 18 months, with the associated costs expected to be largely capitalised.
Hence, a SP flat response.
I have a core holding!
Alliance News below....
A busy morning!
Topping up CVS Group. #CVSG at 1025p. Halfway to my core holding.
Topped up also on CMC #CMCX at ~299.5p. I already own a full position.
On weekend reflection, I thought here might be a bottom in Saga #SAGA. Added more at ~137p. A few more crates to bring my holding to a round no.
CMC #CMCX
Share Price 294p (-3.8%)
Consistent selling occurred before TU.
Prime suspect is a capital gains tax issue. Is it creating a rush to sell and then a rush to buy back after the budget?
The dark side knows the reason, whatever empowers them to continue selling!
I hold a full position.
CMC #CMCX
Share Price 306p (+0.5%)
Why now the lukemarket reaction to update which is likely going to beat market expectations?
Bought at the open!
Bought on the drift!
Buying here on the slide!
What am I missing in text in today' RNS?
Too long a slide from jump not to be corrected.
Hmm...
CMC #CMCX
Share Price 318.8p (+4.5%)
Retailers like myself bought in size, pleased with today's trading statement.
What a walloping SP might've taken if disappointed.
Sellers are normally smarter than buyers. Why gift today??
Perhaps, looking 18 months out when I'm looking shorter term.
A Buy.
CMC #CMCX
Share Price 323p (+6.1%)
Surprised! Opened circa 324p.
Gladly bought here and then some more.
Revolut onboarding clients following a "soft" launch. Active trading steadily increasing.
Need to see upgrades to reassure.
CMC #CMCX
Share Price 305p (pre-open)
H1 2025 Trading Update
H1 2025 net operating income of £180m, up 45%.
Operating costs down 7% to £113m.
Profit before tax at £51m, improved from £(2)m prior year.
Beating forecasts!
Before update, I would've been content for in-line. Much, better.
A Buy!
CMC #CMCX
Share Price 298.5p (-3.5%)
Some holders seem skittish ahead of Oct 9th Trading Update.
Hope no leakage!
The fall below 300p seems important. I should respect that.
Not recommending 2nd guessing the trading update.
However, content to add a few more shares here.
What could be wrong?
