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Member Info for Kyusho


Member Since: Mon, 29th Sep 2008

Number of Share Chat Posts (all time): 571
Number of Share Chat Posts (last 30 days): 9

Last Posted: Thu 16:43


Post Distribution over the last 30 days




10 Apr '15


Its you who seems to have a bee in your bonnet Sain when remotely challenged! You seem bitter you've missed a trick with the larger builders- whilst they have surged TEF's returns have been measly in comparison! You're the one comparing share prices over weeks on inaccurate comparatives too! Again, an example of you twisting peoples words- who said the catch up in valuations would be short term?! I'm looking at long term play. Part of the beauty of a diversified portfolio is that you can switch between holdings as and when desired where as you're over reliance on a relatively illiquid share doesn't allow for that!

10 Apr '15


Sain, comparison over a few weeks is pointless. In the past year TW has returned over +50% now, TEF 30%.Also TW. went ex dividend yesterday which you haven't factored in- yet it still surged on the day. For what its worth, personally I think TW now looks expensive relative to the risks and is more likely to go down than up short term (long term its going to break £2 with some HUGE dividends along the way, larger than the current c. 10p a share total). I have a six figure sum in TEF, but I also have a substantial chunk in cash having disposed of BG. and TW., Bovis and Bdev over the past few weeks and not reinvested all of it. The decision for me now is where to put this additional cash. Stuffing it all in TEF is relatively risky as 65% of my portfolio is in here and now 100% of my portfolio in builders. I am very young though so fortunately I can take on board significant equity risk. FTSE now at an all time high so current thoughts are wait with the chunk of cash on the sidelines until after the election.. but then I also fancy a few more TEF before the trading update as hopefully some further ground will be made.
10 Apr '15


.. on the sector again, TW (£1.65) and BDev (£5.58) surging ahead. Catch up time here!
8 Apr '15


A quick post as I'm on the mobile. The selected three you mention surged c. +50% from November to march. The masterful move from an illiquid tef into these three, two liquid, stocks netted me significant profits during a period tef delivered nothing. Still being a fan of tef and aware of the undervaluation and timing differences in results I moved a large lump back into tef around march having benefitted to the tune of +50%. I now have a fair chunk back in cash as several of my holdings have surged, including BG. Oil. As mentioned I believe long term tef will indeed out perform its larger peers, but not by as much as many believe. I trade in and out of a handful of stocks, taking advantage of price differentials as they appear. If political instability causes a dip in the larger builders over the next month I will consider increasing my holdings. If you decide to reply, please do see in a non patronising way as we don't do that here!
7 Apr '15


Should see a nice rise here tomorrow, can't believe my luck.. only just bought some at 840p last week!


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