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Whatever they are I'm hoping this flurry of major investor activity continues perhaps it will help us get above the recent current trade pattern. I think it might be divi payment this week it's only 3.5p but every little helps. D.
thanks for the post, interesting that they're increasing their exposure to the stock at the same time as Anchorage is buying.
Goldman Sachs have once again increased their control of shares through a stock loan arrangement. I've read all I can about stock loan ( physical ) accounting arrangements. As I see it this arrangement comes about when a bank takes control of a share holders shares as collateral against a loan during a set or open time frame. I can't see that this is bad news for us as I can't see GS taking anything as collateral for an open time frame loan that was liable to diminish in value during the time frame of the loan. I think I've proved on here many times that I'm no accountant anyone else with any ideas !!!!! I'm happy to be proved wrong I'd just like to know for sure whats going on. D.
Institutional investors filling their boots while the price is low, no wonder, as the fundamentals for this are great. Just look at GS, an increase from 3.8 to 6.8% and then a BUY rating, how good is it to be a broker :)
hi yes cfd's are easy, in fact many funds use them without any real leverage. i haven't looked back to see if Anchorage used them in their original stake a year or so ago but increasing to 14% suggests quite a vote of confidence. i'm surprised that the stock didn't break out above 174 after that "normal trading" update. If i compare to the performance relative to other uk homebuilders this stock should be 230 not 160, not really sure why its not recovered more
Hi Joe Like yourself I'm struggling with this stock loan physical position. CFD's are easier to understand Contract for Difference. You only need to put 10% of the share price down to take control of a share. In one of the best Freudian slips I've ever heard a broker once told me about buying through CFD's " it's like gambling with money you don't have " Never took him up on that offer. D.
Can't work out what is happening with this share, good results and the share goes up and back down again, the same as a few months ago. Someone is pulling the strings. Still, another chance to buy now.
Anyone else notice that Anchorage capital who are one of the original PE investors in MCS and sold down a year ago in a placing at 235, has doubled its stake to 14% recently via CFD's? GS also seems to be buying but its via their stock loan physical position, i'm not sure what this means if anything. Wonder what's going on here if anything
DEUTSCHE BANK RAISES MCCARTHY & STONE PRICE TARGET TO 212 (211) PENCE – ‘BUY’ - See more at: http://ican.tddirectinvesting.co.uk/alliance-news/broker-ratings-summary-panmure-ups-randgold-as-numis-cuts-fresnillo-26-01-2017/?_ga=1.167806113.1627499152.1485253285#sthash.MvoqEKRx.dpuf
They must want to sell some.
GOLDMAN RAISES MCCARTHY & STONE PRICE TARGET TO 220 (218) PENCE – ‘BUY’ - See more at: http://ican.tddirectinvesting.co.uk/alliance-news/broker-ratings-summary-panmure-ups-randgold-as-numis-cuts-fresnillo-26-01-2017/?_ga=1.167806113.1627499152.1485253285#sthash.MvoqEKRx.dpuf
I agree sir, I've seen other share prices dip on better trading updates than that one today so I am hopeful an upward move from the lowly range we've been stuck in of late is probable !!!! D.
Expecting a rise to 200p now , possibly more. Big demand from aging population ....good long term fundamentals here.
Never expected to see 150's again. Would be rude not to top up. Trading update next Wednesday. Prudential building prior to update. Divi. Due 1st February. D.
Share price gets mugged while big investor accumulates. Was wondering why we had steady unmerited decline last week and this morning. Ah!!!!!! Major holding rns this morning, expect more at these levels. D. PS. Alleged obviously this doesn't happen !!!!!
What a chance it was to buy it a 150's level less than a month ago.It will soon hit 200 and it will still be undervalued.
P and D , can't be anything else
According to FT. today is ex divi date for final dividend payment of 3.5p. Seems unusual for a share to rise on ex divi date. D.
I've seen a new development in North Manchester and it has been 50% sold. So half full half empty. I think their concept is very good, but it can be costly over time due to the monthly fees. However, if people are trading down to a flat from a larger property and do their sums then it can be a comfortable place to live, with the often mentioned "peace of mind". They also don't have lots of competitors. Today's price is attractive and Deutsche bank now rate it as a buy. Resistance is at 151p and it looks to be heading North. At best it should reach 220p if all goes well. #buy
should be good news cmon ,£2+ again soon hold long chaps the American bank sold and rebought they will make a fotune on way to £2.70 by xmas 2017...
A man with a plan then Bricky. I've also a plan sir slightly different from yours mind you. Missed the boat on Sound probably still time. Happy new year Bricky. D.
Hold or accumulate in the 130s in sept , sell after results in August 2018. That's what mystic meg tells me , if sound comes good , I'll be placing my bet , on this one.
I don't understand myself why we are still at these near post Brexit prices. The company announced sales drops and increased cancellations not long after the Brexit vote which would obviously have a negative effect on the share price but it seems to me that the bad news was nullified come the final trading results you mention. The market reacts very quickly and severely to the slightest hint of bad news and very very slowly to good news ! Whatever I see value here and with an average of low 150's I'm happy to hold. D.
i think its worth accumulating at this level although i see it going below 150 soon .Why has it fallen so much recently considering the recent very good results?
Stumbled across this thread, I am long on MCS. Where I live a significant development of luxury retirement homes and flats have been built, not MCS, but the model is the same. They plan a phase, and before its built they are pretty much all sold, this repeats itself. These are expensive properties, and have what I would consider enormous ongoing fees. Additionally when you come to sell, the company takes a cut of the profits. And yet they sell quickly. Why, because all your worries are taken away at a time in your life when you probably can do without them. The rules associated with normal real estate don't apply here, this is wealthy pensioners buying into a relaxed and very comfortable retirement. Given the aging and increasingly wealthy population, I can only see growth for companies such as MCS. My target is 1.95 based upon 2017 forecasts, don't ask me how I came to that, everyone has their own techniques and I'd prefer not to get into a debate about it.