Member Info for cm45

This looks seriously undervalued by any measure - pe of 5.9 etc etc but ignored on all BB's, IC etc?? Very terse commentary with the accounts from the company. 75% stock held by Gallaher. Maybe many Pi's feel it is too tightly held, but hard for me to see the downside ??

I understand the momentum/management arguments but if tw and crst have run up so far, there is an argument to switch to TEF and BVS, surely, to benefit from their catch-up?

Was going to double up here until delayed results with very late flimsy excuse. Others here will like this sector. All suggestions for alternatives offering better value will be read with interest Thanks and gla

Falling knife. Yeah, I would love to think it might double in a year but that's a big ask. Breaking USA is long haul. Not only FDA but displacing existing suppliers in conservatively run health facilities. Not an easy sell. Stock market goes up and down like an umbrella as we all know. And spreads/dealing costs not prohibitive. So I like to bank profit and look to get back in lower. May not happen. I have been wrong before. Often! Gla

I think this is a great little company but has run up fast so maybe not so much to go for now short-term. Just got out at 123p,up 64% in a year. As Rothschild famously said, you never get poor taking a profit. So maybe I will miss the top but I will keep watching and look to get back in if it dips. Gla.

Yes I agree. And I like their new deal for customers to check their luggage at the hotel and not see again until back in uk. Small thing that earns loyalty because unique so far I think. And if dtg sense oil going up, they are smart enough to buy forward. Chairman has almost £200m invested so his objectives line up with shareholders. I have been in and out of dtg and loading up again today. More upside than down IMHO. Dyor and gla!

If the deal goes through and you buy plus now,you get into ptec at 10% discount!

Not convinced. Good argument put forward for the short term but why was it sold out cheap at 400p, -- if it goes through?. Regulatory clouds on the horizon maybe.. The SP is not so much a function of short run financials as it is of investors belief in the longer run potential. If holders and others thought it was a good long run bet whether the deal fails or not they would be buying and pushing the SP closer to the 400p takeout. ..

Doesn't compute! If the smart money has it down 10% in case the deal falls through then why will it go up?? If it fails it will underline the emerging regulatory issues and my guess is it will drop the sp. I suspect its already being shorted because of the delay and Ava fail/pause at ptec. Still seems a gamble to buy in now. Potential falling knife...

Thanks. Good link. Last weeks 3% drop looks odd now! Interesting that they plan to access USA but that will need patience and perseverance. Maybe a few profit takers today but not much downside in my view until the next move up...

Just contemplating if buying in now may be a cheap route into ptec, if the deal goes forward. The price charts before the ptec 400p offer show Plus500 at far higher prices but with increasing negative attention from financial regulators. And I believe that Odey holds about 20% and opposed the deal. So mixed messages as to what plus500 might look like if the deal fails. But priced so far below the 400p takeout suggest many think it will fail, and the price will drop. Hmm. Maybe too much of a gamble... All views welcome.

3% down today in a strongly rising market? Prelims out on 12 October. Hmmm. Something leaked maybe....

Because???

Sp been drifting a bit and now the hit with regulatory blip on Ava. Looks a good opportunity to top up. Even without approval I don't think it is over priced...

160k sold, 3m bought. Price drops??? MM's long before, or short now? Any thoughts?

Thanks for that. I am discouraged though by 2 things. No news on the May Sumitomo trial and no info on its financial potential if successful. But more discouraged that the chairman, who knows more about Eden than I ever will, only has a gojen £12k investment, choosing to invest elsewhere. And I prefer the approach of the CEO of AFC who announced his 10 milestones and regularly reports on progress. Gla but this is not for me.

Trying to learn more about this small research company that got approval for 3aey in may 2013. Not much seemed to have happened since? Why only limited EU approval for tiny market like Malta? Then only Greece? Why not Spain, Italy etc? Eastman link is interesting but how big is the market they aim at, in millions of us dollars? Is the Eden team capable of commercialising?? This board focuses on the IP value but for those of you well informed here, what do you perceive as the 2 main risks to Eden progress now?? Needs something solid to lift the so surely?

On many normal criteria, this looks overvalued. But check out the strong growth.and consider how many busy working couples don't want to cook, or eat out , and now have money to pay for home delivery meals. And the potential snowball effect as the restaurant portfolio grows and others feel pressured to join. They won't want to miss out. But they need a high impact ad campaign to stimulate consumer orders. I still feel cynical though and will monitor. One bad quarter/half year and they will drop fast IMHO.

Strong, well argued buy recommendation from Investors Chronicle. Well worth reading. Although Boot gets overlooked, there seems to be a lot of upside, and undervalued land assets in the balance sheet. But dyor!

Many thanks. Very interesting points