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I have a lot on this at avrg 500p I am considering risk vs buying more at this price.
Also this as I am thinking might be one of the few companies offering a divi next year from ftse 100.
Big plug for Avast in the Tempus column of The Times this morning, with the encouraging three letter word at the end - BUY.
It's because people think it's had a covid related high, home working etc, so assumptions are being made now Corona has a vaccine it will see a revenue decline. But it's been on a upwards trend for years, and even without covid cyber security is a growing industry, looking really good value imho
but recovering very well now
The reason for the large dips over the last few days, anyone!
Should see a jump tomorrow, as I can see a return to US equities such as Zoom, and Netflix as well as apple.
This vaccine will take another year to set up the supply chain. Apparently they get damaged on transport too...
I did wonder wether it had to do with the software that trumps lot reckoned that effected the votes. Funny the things that pop up in the mind when you cannot see other reasons. But as you say it may be the ex rate ?.
I am now really confused.
Almost all tech stocks are up in the US, and this drops another 2.5%.
Maybe another strong rebound coming like in May?
Plus I just realised, the thing which probably is adding fuel to the fire on this share today is the rising pound value.
Which would decrease the value of the company which reports earnings in GBP.
Hopefully it will.
Honestly I totally agree it’s an underrated share.
It’s valuation is lower than peer tech companies, and it dropped a huge portion today.
I don’t think travel companies and hospitality sector companies will get back on their feet for a long time.
Also the advance in technology and COVID had showed us that you don’t need to travel XX hours to another country for a meeting it’s pointless, you can have the conference either at home or at the work place.
Companies will acknowledge the fact that a lot of time is spared if employees work from home.
I will probably also buy Netflix tomorrow, on top of averaging done this share.
The graph of this share price atm reflects the price after two violent swings due to external factors, and I think a correction/revaluation is needed. There has to be a turning point sometime, because otherwise on this downward trajectory, it will reach 0p by q4 earnings.
I don’t think I could have summarised the action today any better. I’ve taken a position here today and hope for a quick return to £5+
Ye the reason is simple in my view:
Due to the over ramped news of the pfizer vaccine, a lot of sectors hit by the COVID-19 have gone up like rockets (Roll R, travel sector shares). All that money had to come from some other sectors such as tech, so there was a market switch away from tech.
The problem is I think all these sector jumps are over done. The vaccine is still far away, no physical global distribution, more testing needed, a lot of vaccine doses are needed......
In terms of this stock, there is very clear and strong support at 450p. I have an average of 525p which I thought was a good foothold. ??well not anymore.
I think cyber threats will not go away, and the Common indicators such as PE ratio on avast is like 17atm (from HL) which is nowhere near Netflix and apple’s over the top valuation.
I will wait and see over the coming days if maybe it will drop more, but either way I think I will buy some more.
Does anyone else have an opinion?
Reason for drop anyone???
Who is bigger than they are?
I would say a big tech company may buy them, like Microsoft for purposes of security on windows.
Or there might be a merger with another smaller firm.
We will see. But the ftse valuations are crazy cheap compared to USA equity markets. I am not comparing Apple and Microsoft to Avast, but even smaller companies have higher mkt cap valuations.
My thinking is this will become a very good company with decent growth and a possible takeover by a bigger cyber security plc.
This should rise now in my opinion. Q4 results next year should be on point, with a dividend and also net debt going down I don’t see why it shouldn’t be reaching new highs.
Also they brought out some 5G protection solution for carriers, so with the new market for phones, hopefully they can enter that too.
Good share to hold at this price.
today :)
Woah this has dropped a lot!
When is the reverse coming.
National lockdown probably from start of the next week, and probably Eu will follow in UKs footsteps soon.
Depends if this will positively affect avast again, which I think it will.
Ye I mean also the pound Is strengthening So that’s not good for ftse100.
But this drop is I think a little over the top.
I also have an investment in Apple. So you can expect my confusion yesterday after reporting revenue that topped analysts without the iphone 12. And then the shares dropped.
So yes we will see what happens, but this in my view is undervalued, oversold. Dept has also gone down to 1.5x Ebidta.
Just following the market down which I expect to see the footsie at about 5000 taking into consideration covid and upcoming brexit . Only way out of the debit that the country has will be in my view a good bout of inflation, that will make the tories happy.
Common for positive news to drop a share price.
Yes this is defiantly sold IMO, can’t see that changing for a few more trading days yet until it finds support... 460 worst case .....
I put a long position on at 505 + 10 so praying it reverses it ;)!
Hey,
This board has been very quiet. I was interest in your opinions about this stock performance over the last few weeks.
Q3 was positive, with end of year results looking good. However this has been falling ever since the results. Is this just a broad market phenomenon or is it something to do with Avst?
I think it is oversold at this phase.
a lot of the customers will continue to upgrade their service next year, due to lockdowns and working from home.
Anyone seeing a replay of the march to June stock market? Hopefully when US stimulus and Eu stimulus step in things will change.
But that will be after elections.
Had a look at britvic , looks very good and very good div to boot. :-).