We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
hi george, sorry not to have replied before, i haven't looked into this bb for ages. happy to hold cello without too much tinkering around with the stake. no, i am not a full-time trader, generally i prefer to invest rather than trade. (but a *long* time ago i used to work for an investment back as a market maker.) i do some other work, from time to time, kind of to do with analysis and interventions re human risks, but investing is probably my primary earner.
hey there mr M! Think we could see a nice update on 13th May.... Or perhaps just before... -Miss G :-))
Morning... The below is an extract from a email I received this morning. Reinforces what I said earlier. Looking forward to the trading update on 13 May. Source : Sanlam Securities. I'll also be posting on Fastjet.... Company comment Cello Group (CLL.L) Complimentary bolt-on acquisition Media: Insight and strategic marketing group Recommendation: BUY (Previously Buy, 17.04.13) Closing price: 86.5p Target price: 105.0p Market cap: £72.0m n The bolt-on acquisition of Line Digital, an Edinburgh based digital agency, specialising in web design and development and online marketing strategy, is complimentary to Cello Signal. The total consideration for the acquisition was small, under £0.5m. n Strategically, the acquisition reinforces the digital capabilities. Line will be fully integrated into Cello Signal’s Blonde Digital, digital communication and web-based marketing. The addition of 13 new employees will support Blonde’s growing maturity in enterprise scale design and build. n Line’s client base is also complimentary and includes Scottish Friendly, Standard Life, Tesco Bank, Travel Corp and Edinburgh Fringe. n The acquisition is marginally profitable and therefore we leave our forecasts unchanged. n Client sentiment towards increasing marketing spend is encouraging. The latest IPA (Q1 2014) Bellwether survey revealed the record largest single upwards revision to marketing budgets since the survey started in 2000. We believe that Cello Signal is well positioned to capitalise on this trend. n A trading update will be released on 13 May 2014. We expect the positive outlook as mentioned in the prelim statement in March 2014, “continued good booking momentum and a solid new business pipeline” to be reiterated. The shares are fundamentally undervalued, trading at 7.2x 2014 EV/EBITDA and a sustainable 2014 dividend yield of 2.9%. DYOR Cat ate my homework Miss G ;-))
There is a strong and competitive market for digital expertise in Scotland and particularly in Edinburgh. Blonde will benefit greatly from this acquisition with the integration of these big clients in the Scottish marketplace onto their portfolio. They won't necessarily have the "big bits" of these clients business but by acquiring this agency they will have an open door to allow them to get in and cross sell their services. Miss G :-))
acquisition...looks good.
Hi Mogie, just in case there was any doubt, I agree with your views on stop losses. I was mearly looking on it from the other side as I expect you realise. The problem with the written word is WE know what we mean but others, especially those with a different agenda, may choose to read it in another way. I give you credit for posting to the "silent readers"; we just don't know how many there are who appreciate posts from the "not so silent". I will have a read of the risk management article by Paul Scott. He is of course, not the most popular person on a number of boards because of his shorting views etc. Doesn't mean he doesn't have anything relevant to say of course. I will form my own opinion. Thanks. Safe travelling. Regards CM
Good evening Mogie, thanks for the posts. Disappointed to see CLL down today, late on in the day. That seems to be the story on more than one of my holdings at present. The market remains volatile with no obvious logic to share movement. I have read through the latter one, always interested in other thought processes I understand the problem with the "value trap" although I hadn't thought about it much previously. As for momentum, well, maybe call it trend by another name?. Problem with that is it can change for no apparent reason and quickly. I am not sure just how many stocks are trading within 10% of their 52 week high at present with the market seemingly jittery and a PEG ratio as high as 1.5 would tend to put me off with the criteria I use, looking more towards the Zulu Principle which would point towards 20% of their 52 week high and a PEG of around 0.75. But, I remain open to other opinions and considerations. Let me know what you come up with, I'd be interested. Regarding your earlier post. Stop losses are easy to think about but we are reluctant to put into practise. My thoughts are it is probably down to getting emotionally attached to our investments. If the share price is rising we don't think about putting a stop loss on and if it is falling then we fear that the stop loss will execute just as the share price is about to turn around and head back North again. Of course the price may continue Southwards some distance before there is a revival if any and then for how long?. We do open ourselves up to abuse and criticism on boards if we mention stop losses etc., I think that is because we hit a raw nerve. Folk don't want to be told such things, it is like their conscience is being touched; they know it makes sense but look on it as admitting making a mistake and want to work their own way out of it. Personally, I am reluctant to post such things these days. Investors have to make their own decisions and we all make mistakes; it is what we learn from those mistakes that matters. I agree with your comments re. QPP. I took some time last night reading through the "report" and have to say it was quite damning. It wasn't drawn up overnight, at 74 pages long. This isn't the place to go into it but if QPP pi think it will blow over quickly then they may be disappointed. As far as short selling goes, that is where we will have to agree to differ. I believe it is wrong to be able to "borrow" others shares to sell them in the hope and intention that the share price will fall so as to buy them back at a lower price. We work hard and invest that hard earned money not to see the value of it destroyed, not by unscrupulous organisations and individuals. Glad you had a good time at Centre Parcs. Good luck out in Mexico; sounds interesting. Guess you may be out of touch for a while. Regards and good luck all CM
Wise words Mogie. Folk need to take responsibility for their own actions and the consequences though. Experience can be at great expense. I know you want to spare others that expense but although you can lead a horse to water ......... Hope all had a good Easter. Regards CM
Good morning Suzuki. Thanks for your comments. It is not my intention to take over or dominate this board as I am sure it isn't Mogie's intention either. I will try to keep to CLL related issues mostly, but inevitably there will be times that we will share something which we hope may be of use to others generally. Neither of us are into point scoring and are happy and willing to share ideas and try to help where we can. Glad to hear you have ordered a couple of books; hope they prove useful as they have to me. I still read over the NT one in particular to TRY and keep me on the straight and narrow and avoid making mistakes. Making losses is unfortunately part of investing, it is the avoidance of making them large losses which is important. My recent mistake is "balancing" a falling share with a rising one, rather than take them individually and unrelated. The loss can get bigger whilst the gain does not, putting too much hope in the falling share turning rather than just getting rid of it. Stupid for someone who has been investing for more years than I want to think about, never mind admit. Regards CM
Quite amused at the flurry of new posts here, whoever said it's just a quiet hold" made me laugh, thats been my strategy for a couple of years now and gently topping up here, fortunately with this share it seems to have worked. Now completely off topic, please continue as much of you conversation on this board in public as you feel comfortable, it's been very informative reading the previous few posts and I have even ordered a couple of books. My investing style consists mainly of hunches (very bad I know) and a little financial research, only been at share investing for 4 years and although no big losses, no big gains either! So what seems like sane reasonable advice as the last few posts have provided is very interesting even to "lurkers" like me. Thanks for your contributions gents! Regards
Hi Mogie. RE your post of Saturday at 12.59. Although I have been on ADVFN I am struggling to find my way around it and find any of your posts. Any chance we can arrange anything here to exchange e-mail addresses?. I am prepared to contact LSE and ask their advice rather than you/we broadcast our details on here. CLL holding up nicely. I have a little more funding now having sold out of a certain tech stock today. Remembered what you posted about cutting ones losses and what I have read in the past both in the Zulu Principle and the Naked Trader. The time came today to call it a day and take a loss before it got worse. Feel quite relieved despite the loss. I won't go into it more here since it is not CLL related. Regards and good luck to all CM
I have never posted on ADVFN but I do have a username with them. All I have to do is remember what it is and my password!. I know my username is different from LSE. I will give it a try and see what I come up with!. Yeap, I am ok with swapping e-mails. Thanks for post. I was making a few notes during my lunch break (work weekends) and LOOK was one I scribbled down after reading article in paper about how 2nd. hand car sales are well up (it didn't mention LOOK or from what I can remember any other company). Will also look up others in the sector. Regards all CM
A great big thank you...I hope others do follow the exchanges and learn from them as I have. I thought my questions were tough but your responses made good sense..Will be in touch nxt week if thats ok..managed to make a few quid last week by closing a few posistions on fri pm ..in and out of seeing in three days etc one day I may accept the very basics of trading cut the losses n let the profits run N for me stay away from ig index
NT book STRATEGY 2: Get to love the phrase "ahead of expectations". Summary: * Look for good news. * Cherish phrases like "ahead of " or "better than". * Make the effort to find good news stories by clicking through news from 7 am. Mogie - your post of 11.31 today was excellent. Couldn't recommend it at the time because I was driving back from Leeds, but consider it so!. Thanks. Regards CM
Hello G. Don't think yourself as being a nuisance. What you have raised and are raising is all good valid stuff. What is more it makes the likes of Mogie and me think and reflect, no bad thing. It will probably be very useful for those who read this board without posting, so carry on. You mention MONI in one of your posts but in truth your point could relate to many shares. I had a holding in MONI a few years ago and made a good profit before selling out, twice. What MONI has to offer is potentially massive but there is a problem(?), it still doesn't make any profit. Profit was going to be in 2012, a year after I invested, but it didn't happen. GBO is another (although GBO make a profit). What is happening right now is the market is saying to tech shares "where's the meat?!". Don't tell me about jam tomorrow, you've been telling me that for too long, now show me the b****y meat or I'm off!. Unfortunately, the good get hit as well as the bad and the darn right ugly. What is more, sectors come into favour and sectors go out of favour. We may think a share is worth twice as much as the market says, but at that moment that is their value. Our worst enemy is ourselves, because we start to believe what we want and get emotionally attached. I would expect NT to be out of MONI on a stop loss, regardless of what others may think about the share. It happened recently to KMK for him (and me) although both of us were lucky enough to spot the poor RNS early and get out first thing when the market opened. Re when to put a company on a watch list: If it is of any help to you G the way I start my trawl for possible investments is go to the digitallook.com webpage. I then look into the indicies, usually the small cap ones, including the FTSE AIM All Share. I look up the constituents, then the overview. I then make a note of those companies with a low P/E and a PEG below 1.0. I also like to look for companies with a relatively low share price (below 100p in the first instance) and a mkt. cap which isn't too high. I then look into those companies fundamentals, RNSs, share graph, even the bulletin boards (ha!). 90% of my initial trawl, perhaps more is nearly always discarded at this point due to something I am not happy about. Some of this is very much my own way of researching, but it generally comes down to a lot of thorough research. I will additionally see if growthcompanyinvestor.com has any items about the company. I may also visit the company web site. And then sometimes I throw caution to the wind and speculate (nearly always fails!). This is how I came about CLL; but I did have to loosen my criteria a tad. A good trick (if we can do it!), is to get into a company BEFORE it is on others radar; that is the market radar, publication radars and the NT radar!. And that means research. Apologies for being off topic folks. Good luck and regards CM
Thanks your a legend...what i have to work out now is how you would determine when to put these companies on your watch list so to speak unless its jst a case of reading each trading statement every day Good weekend my freind
I hope I am not a nusance here but jst reviewing events of this week (and not a good one) In terms of Monitise (MONI) why would NT buy 15k share last Aug at 44p when in the past five years they have sufferred operating losses (46.44) (11.29) (14.58) (17.11) (13.73) respectively Am I looking at the fundementals right. Having stated that Robbie will have made a tidy profit BTW Considering the course
Thank you for taking the time out to respond..I appreciate that..Have a good weekend and continued sucess with the trading
Appreciate your reply...I am looking to buy cello
Good evening G, welcome to the board. No, I am not a full time trader. I have a full time job but have an interest in investing in shares. I try not to trade too much. As DH says below, it is quite a struggle to stay on top of my shares if I have too many different ones and I really do need to have a life, lol. I realise there is always something to learn, if I get complacent then I am opening myself up to taking losses or not taking losses when I should and moving on!. As far as SEE goes, well, it is on one of my watch lists. I look to see what news there is on it. It is still a young company with all the potential and risks associated with it. I know the NT has a position in it, which usually gives me a nudge to look in further detail. However, there are so many companies vying for my attention. It seems a little volatile as do many tech shares at present. I think we have to be very selective of any tech investment right now, many of them it is argued are over valued. Re. NT seminars, I am in the same boat as you because I too live in the N.W. Another good book to read is by Jim Slater "The Zulu Principle - making extraordinary profits from ordinary shares". It has transformed my investment performance but is not such an easy read as the NT book. Combine the 2. Re. CLL, Taken from NT book - How anyone can make money trading shares. 20 winning stategies Stratey 19 - Profits and dividend rises over 3 years - this really is quite a simple strategy: If a company you are interested in has managed to raise its profits and dividends every year for 3 years in a row, you have got to get interested. If it also has net cash too, then that is even better..........When a company continues to do this, what happens?. Over time the share price simply carries on rising. What do I do?. I keep holding until a question mark creeps in................... So it is always a good idea when checking out a company to see how well it's done over 3 years. Look back over the results and see if it has maintained a consistent uplift. There can not be a better sign!" Better not quote anymore just now; don't want to get into trouble. Have a look though, does CLL fit the bill?. DH - great news and congratulations. Good luck folks and regards CM
Apologies for O/T, thanks CM, wife is well in fact is pregnant which given the lengthy cancer treatment n transplants etc is I think bloomin amazing I too prefer adding to a good share although I don't like too many different ones as I struggle to stay on top of them all. Hopefully free up some more cash for here l next week.
To all: I have read your exchanges with intrest and I thank you for that. Indeed you all seem to know all about trading...are you all full time traders.? I hope you don't think I am being intrusive but a question for Mogie Did you feel that NT's seminar was worthwhile and has it improved your performance. I have read his book and felt it an easy read and enjoyable..His trading performance featured on his web site and the timings/results of his trades seem very impresive. I am thinking of attending but live in the N West so it could prove expensive .. PS Anyone any views on Seeing Machines
Hello DH, good to see here, and thanks for the comments, much appreciated. Yes, lets hope CLL does the business for us. I am reasonably confident with CLL, as much as I can be with any share, but of course none of us know what is ahead. The criteria I have used previously before investing match up here and they have proven successful on numerous occasions. Infact, I find myself returning to the fundamentals and reading the RNS s here to confirm the potential. Not many shares around like that at present. No guarantees. Hope all is well with you and your wife is in improving health; makes us realise what is important. Oh, just as an aside......the only suggestion I make is to do our own research on any share which I may bring to anyones attention. It is never a recommendation to invest on its own. But, I know you realise that - just for others. Regards and thanks again. CM ps I have a little funding to further increase my holding here. I try and look outside of my holdings to invest elsewhere but also consider investing further, usually topping UP not down. I look to invest into strength and not into weakness which is why I will usually wait for confirmation before I take the plunge.
Actually I don't think any of your suggested shares that I bought have ever lost me money!?
Hello all. Glad to be joining the club here. Have started small but hopefully put more in here as I do more research O/t - I often wonder what happened to school bullies etc. It seems they made their way onto various lse boards. CM you're a gent, ignore anyone that says other. Not sure why people always get so personal on these sites. You've made me a lot more money than you've lost me so thank you!