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Said to let you know when : In today '@ 4.27 p . What's your op . on gbo at the mo.?
To be fair, nearly my entire watch list is red today, so the dip's mostly the market. I hope it picks up again quickly for you all, but if it doesn't I may come back for more at some point. Waiting for the market to calm down before deciding where to go next. COMS and GBO are on my radar, but there's always a part of me wanting to catch the mining knife: I should know better! gla
Arsenal58, Andreaban, Smeagol, -- GL All .
only thee and thy in for the long haul good luck to both of us
disappeared between sunday and monday lunchtime probably down to liberalman or goldenshares i would imagine. I will talk to you mucker if and when you return if you dont good luck. Smeagol hope you made the right call here and keep us informed on how you get on.??
To talk about this share for a change, I decided to take my profit this morning at a peak of 256-7. I was torn as to whether to do it, cos I still think the fair value is over 280p, but I've had a small divi and cap growth of around 7%, and after watching it slide from here a couple of months back I decided I'd crystallise the gains. Perhaps Stucki's cautionary charting tipped the balance, or it might just be that I'm watching a few other shares at the moment and I'd like to have the funds at the opportune time. I'll keep watching this bb tho.
Maybe he was a really strange group hallucination.
neither can I...it makes me look like I've been talking to myself! Do you think he's been banned for a while or something? Shout if you can hear us Stucki!
To be honest the only reason I don't use charts is because I don't know where to find them and I've never researched how to use them. I always promised myself I wouldn't be a day trader and felt confident with the accounts/commercial side, so didn't think I'd need them, but a couple of years in I can see it would've been helpful a couple of times. Any tips?
Hmm...I admit it looks quite promising. I knew very little about the company or it's services, but from an initial read through of recent RNS and associated websites it appears that the historical charts and fundamentals are largely irrelevant to their current business (similar to SNTY in that respect). It's clear that their revenue is going to be phenomenally higher than in previous years, and the margins are improving too. I find it very difficult to piece together what there operating profits are likely to be, but the fact it's likely to be profits with a share with just £31m market cap is a very good thing. I'm unclear on the funding for the recent takeover, as the equity announcement barely seems to scratch the surface. Have they borrowed extensively to fund that, and what interest will they be paying? I'd want to understand that better, as I hate that race for survival for a growing company when you're not sure whether profits will rise fast enough to cover interest to keep it afloat. Then you end up with rights issues and all manner of equity dilution that murders the short term prospects for the share (I've witnessed a similar thing in WAS recently, which I was keeping an eye on but thought better of, thankfully!). Director buys above the current sp are always a good thing, but don't necessarily mean anything. Often the directors have the most rose-tinted view of the company and completely misjudge market sentiment. Never-the-less, in a company with so little historical information to depend on, the people who know the actual here-and-now figures are the best people to spot the value. Overall, the risk lover in me says I'd be investing in COMS over MONY. I'll watch with interest, and seriously consider it if any of my other shares come good in time for me to buy in at a reasonable price. Let me know if and when you decide to jump in.
Hi Stucki, I've had a look over MONY. I always like it when I get the chance to invest in a share where I actually rate the service/product of the company, which is an immediate plus for MONY. The most important question I always ask myself is; if sentiment changes and I get stuck with a paper loss, am I going to be comfortable holding the shares at the price I bought them (that very same question was a strong yes for ESUR at 236p). For MONY, it's a proactive dividend payer, which helps, and it's clearly doing well. The only doubt is how much that's been priced in already. If profits after tax rise to around £50m in 2013, that's still only earnings of around 5% of market cap, so the question is how much can it continue to grow in what is a competitive environment, and how much of the growth seen is due to exceptional short term pressures in the energy market. It's proactive approach means that it's dividend cover is poor should things slow down suddenly. Overall, I think it's relatively fairly priced at circa 180, and I always prefer under-priced where I can get it. I'm not one for charts or trends, but sentiment appears to be favourable with it, so you may be right about a short term rise to 200, but I'm not sure how sustainable that price would be. I'd recommend taking the 10% gain if and when you get it! For me, it's one that I'll add to my watch list, mainly because as usual I've committed all my funds, but I think I'd probably just keep watching this one even if I did have the funds in the hope (rather than expectation) of getting a better value entry point. GL with it if you do go for it, it's far better than some of the options out there at the moment! I'll have a shufty over COMS now.
been in MONY for a while average about 171 so waiting for 190 to sell played with COMS earlier in the year at the 2p levels not one for me at these prices GLA
ESSR there is something not right about the figures in this co. i cant put my finger on the pulse only a 10 million dollar profit projection for a co. the size of this is not right and top shareholders selling up and the swing trends of the indian rupee not for me. But only my opinion good luck lass if you are a buyer swimming time peeps b lucky all PS ESUR to break 260 today
yeah the lass is Andreban .the market are buying again at 254 so still not pushing the button got my profit out of BDEV thats November paid for sorry to hear Blighty is dull and cold whats new. Mid 80s and sunny spells here although the showers are back in the afternoons but dry season is just around the corner. Wrote some stuff on LAD board that might interest you all ?? Watching AV. but have been impailed in here before so hate the share to be honest but will watch for your buy sign GLA.
there loss Stucki bunch of twats as my norfiolk mucker would say. loooool. ESUR is not stopping yet but any sign of a turnaround and my finger will hit the sell button with no hesitation but dont want to leave the rally if its unfinished GLM
AAZ looks a disaster in progress a distressed seller who just keeps flooding the market with shares 16% since 23 oct. seller is probably shorting as well not for me until the seller as exhausted is supply,although there are plenty more shares he could loan and short in this co. while the resources section is on its knees one for another time me thinks. But SNTY looks a much better proposition if and when it stops this fall i will be a buyer for sure thanks Smeagol for the hint . will do some serious research on ESSR this am Andreaban and let you know my opinion. You may have missed the boat this time but JIL is flying got in at 139 on the last fall well worth a butchers but still not ex-divi for a massive 14p payment. GLA .
Not looked closely at essr before. With 8bn debt I'd want to research it more, cos I've been burned before by indebted companies when things go wrong. I can see the potential tho. May be a falling knife atm.
Having been in rpo for a while I'd caution that it's nothing if not unpredictable. Also, whereas previously they started drilling and flooding too soon, this time they've got in a partner company with experience and are surveying properly. The downside is that production won't increase this year, but will probably slow. I don't think the sp will hit 50p until production is increased, and I don't think that will be until mid 2014 (when, incidentally, monetization of their gas resources is also expected).
Overweight on this beauty no stopping this surge now might even get taken over on the way to 300
Smeagol thanks for that will have a butchers hook at them looked at RPO a few months back were having some huge swings but could never get them right but seem to hit a large downward trend now but know nothing about the other pair looks like no mad movers to jump in this am so will run the rule over the other pair GLA
As you ask, my best tips atm are quite different to each other. The first is SNTY. It's already had some gains, but is in a metaphorical land grab. Its product gets both one-off fees and ongoing telecoms charges, but there's little competition at the moment. It's worth a read of the rns's, because I think sales growth will rise exponentially from here. Target price 240 short term, £4+ long. My other tip is a small gold mine, literally. AAZ. I'm really not a Goldie and generally steer clear, so I've done my research carefully here. It's got a gpr of over 100% and p/e of around 2 at current gold prices. The sp appears to have been dragged down by a single distressed seller. It's cash rich with a very affordable level of debt. Divis have been mooted, but at the current sp I think a buy-back more likely. My only other play worth mentioning is rpo, who own the largest oil reserves in Siberia and are working hard at getting at it. Recent tax breaks make it much more appealing. However, no news is due until the New Year, so it may slide a bit more in the short term. Med-long tho it's massively undervalued imho. Obviously I'm in all of these and have a vested interest in others buying, so dyor, but I've not tipped the shares I wish I wasn't in.
smashed into AVS for 10K looks a cert to me Shorting is good if your winning do think some hedge funds overtarget some cos and drag there price down too unbelieveable levels and poor investors get burnt but hey ho that life. good to here you had a result on BTG keep up the good work if anyone else on the board have some ideas about anything not only ESUR would love to hear them GLA
I've been quietly watching my holding in this since August. Bought at 236 feeling confident the 280s was a more reasonable value, and I stand by that. Must admit I wish I'd sold in the 250s last time and got back in (or at least had other funds to top up) at 218. The fundamentals are sound here and there are divis in the meantime, so I'm happy to sit and wait for my target now.
I would love to get involved but I predicted 3.20 and a 4% dividend, so I am keeping quiet !!!! I would say now we are nearing about the right value based on interim's and the trading update recently, thought they were marked down too much recently. If it all goes wrong again though, dont blame me!!!! Did think about cut my losses at 240 odd and chuck it in other stuff, but decided not to, may do if we get to 260 odd, chances are I will not ....
this share will top 275p in the next month for sure.But if your looking for a guaranteed payout take a look at AVS fall well overdone today still paying there special divi of 110p and maybe merging with someone or even selling there self and all will come to fruition by late december it as got to be worth a play in anyones portfollio GLA