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Schroders plc Holding dropped by 21m shares to 14,276,376 shares 4.532%
Looks like the bears have left the building! http://shorttracker.co.uk/company/GB0006672785/all Will pick up some PIC on Monday.
Big rise in the shares today.hope its the beginning of a nice rise.bought in at 2.99.
PIC sp close to the 2.89 support level today. Seemed extremelly under-valued and latest update looks impressive. Time to jump in?
Interesting to see Blackrock just increased their position.... http://otp.investis.com/clients/uk/pace/rns/regulatory-story.aspx?cid=541&newsid=449277
Tybourne still shorting it (http://shorttracker.co.uk/company/GB0006672785/all). I hope a reversal is just around the corner because PACE is very good value right now. Will stay in the sidelines for now, looking to jump in at 254.
The markets move in mysterious ways and traders seemed to have lost interest in Pace for the moment. I expect that performance will continue to be strong under Mr Pulli. US market remains bullish and I expect/hope for a 20% divi hike again and again. I just see opportunity to top up further.
Appears to be sentiment driven off the back of CFO departure. I jumped out at 313p but am watching closely. Fundamentals appear strong assuming no elephants in the room and their market space looks positive for the next 18-24 months.
Can anybody tell me why the shareprice keeps dropping?Earlier this year it was close to £5 and dropped constantly since.It's like death by a thousand cuts.No further bad news after the board member left.No Tesco type of mistake.So what then?Market sentiment?But a 35-40% drop???
This looks very cool: http://www.prweb.com/releases/2014/09/prweb12150123.htm
Short activity: http://shorttracker.co.uk/company/GB0006672785/all
Said Dixon's CEO this weekend. And less controversial than fracking! Love it.
Linkedin update for Roddy Murray: https://www.linkedin.com/in/roddymurray124
Looks like the institutional guys are filling their boots at these levels: http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail.html?announcementId=12042785
Positive article by Motley Fool (22nd July '14) which highlights how Pace are really well positioned. http://www.fool.co.uk/investing/2014/07/22/why-arm-holdings-plc-may-not-be-the-uks-best-technology-investment/
Also topped up at 305. Fundamentals still strong and recent webinars underwrite this IMHO. Might be some turbulence through August due to market jitters and low volume but very positive as we get into later part of year. GLA DYOR
Bought some more at 307. Hope there are no elephants about to materialize! GLA
Historically Pace has been the subject of many profit warnings and boardroom debacles and the current price drop at the departure of Mr Murray is no different in that context. However, previously there was always an underlying malaise as the real issue, the proverbial 'elephant in the room'. I cannot see Jumbo just at the moment, although I would prefer to have reassurance that the table mat is not in fact Jumbo's ears, 'ouch'. So on the back of the reported strong results I topped up and again on the market's over-reaction. Over to you Mr Pulli.
Oversold I think. Boardroom issues aren't uncommon and the fundamentals still remain the same. Timing could have been better but best to get these things out the way in my view. Interesting to note Mr Murray bought ~30k vol shares a couple of months ago for ~£350p. The interim CFO looks capable given associated linkedin profile.
What's going on?? 10% drop due to the departure of Mr.Murray? Really? What gives???
The CFO's shock departure appears to be causing short term uncertainty. A press release with more information would be useful given Mr Murray's recent stock purchase: 06-May-14 Buy Price: 349.9GBX Vol. 30,000. At the end of the day people move on for many reasons: https://www.linkedin.com/in/roddymurray124 Good luck all as I am sitting tight. DYOR.
Great set of results. http://www.pace.com/Documents/Investors/interim_statement_2014.pdf Should see us back well above £4 shortly. Share price moving around at the moment probably due to trading of small cycles. Good times ahead and ignore market shenanigans. DYOR
STB figures look strong. US/Canada demand should continue to be strong for quite sometime with regards to traditional STB equipment. The IP network broadband connected market will continue to grow but its interesting to note that when outside population centers IP network speeds drop considerably on phone circuits making cable/dish the only option for TV. In my view Pace are in an excellent position to service both these markets and Aurora further reinforces their position. Good luck all. DYOR.