Member Info for dasv

Davius - hold or sell - that's the question - this is a serious rise for 24 hours.

e.g. from davius's reuters link ""Online gambling is growing very strongly and the 2007 P/E of less than five times is well below the peer group and does not reflect the restored balance sheet, good growth prospects or likelihood of M&A activity in the sector," said Edison analyst Jane Anscombe."

Hi fourteenhundred - we are both right kind-of. You are right in saying the PE cannot be low with a loss in the accounts. I am right in saying the PE is low but only with regard to performance in 2007. I.e. if this performance continued until the end of the current accounting period then it would be a low PE in accounting terms. I am just saying the PE currently is low and if things continue as they are at LNG, then this share is presently good value.

looks like one for you traders - small spread, volatile, good numbers and plenty of room for upside... hmmm maybe i'll dump out of something that's lamed out on me and saunter over to this one...

spread is big cos thinly traded so as davius has already points out day trading this is pretty tight, however it still looks like there is potential for plenty of upside.

sure thing - this share may well go back to flat lining after this week in the absence of further news. Still, I'm happy with my punt this morning - made it to profit already.

I just disagree with your assessment that "Secondly, the figures just out showed good signs towards regaining profitability in 2007, but are now factored in to the share price".. I don't think this is true - I think the SP is still low compared to the figures released. Re: TFL, the share price may have sagged since the high, but I am positive about its prospects - they announced they hired Cavendish to advise on possible bids, and their figures are likely to be strong once again. Even with the recent drop I'm still 95% up on 12/09/06.

lack of volume on TFL hasn't stopped me making over 90% in the last 6 months so that doesn't put me off, though I agree there may be no news for a good while. I don't think the growth is priced in to the SP yet hence my moderate punt this morning.

thanks for spotting the numbers RNS GedW. Enough to convince me to punt on this one. You gotta love a low P/E :)

selling a property under market value is a typical ploy by estate agents attempting to move properties fast. my guess is that IHGP are trying to get some turnover and are willing to reduce profit in favour of profit. But yeah - i wouldn't sell with them if i was a punter.

savills up 7% this morning.

Property consultant Savills PLC said full-year underlying group pretax profit was 75 mln stg, up 31 pct, beating analyst expectations of 68 mln. The group said full-year underlying EPS was up 23 pct at 40.8 pence, while revenue climbed 38 pct to 517.6 mln. Savills said the UK registered an 'exceptional performance', exploiting the opportunities of rising commercial and residential markets. The company expects similar conditions to prevail in 2007. Meanwhile, the company noted improved economic activity in Europe and said its Asia-Pacific business saw 38 pct revenue growth, driven largely by the acquisition of Korea Asset Advisors and BHP Korea. The group said commercial and residential markets remain strong and added, in the absence of global economic downturn, it is confident it will continue to make good progress in 2007. It added establishing an investment business in the US is high on the agenda, with the company currently reviewing its options. Savills proposed a final dividend of 11 pence, up 38 pct, making a total ordinary dividend of 16 pence, compared with 12 pence in 2005.

just checked out their products on their site - I'm a software architect by trade, and it looks like their unique selling point is usability - an intuitive interface to what are normally very technical problems for average users. It's a very competitive market where it's hard to patent and protect your intellectual property, but it looks like they have a good approach which is appealing to large organisations. Can't quite get my head around the exorbitant price people are prepared to pay for their content management systems but I guess that's the business model and it sure is working for them. Hope I'm not too late to join the party.

imho high board/employee ratio is evidence of desire to be an aquisition target - no bad thing I suppose, but those directors could also be bleeding such a small company dry of profit.

hmmm ult is a top-heavy company - 5 directors ( 3 non-exec admittedly) and 10 employees. you expecting them to finally break a profit on the 2nd april davius?

FIGHT!! FIGHT!! FIGHT!! FIGHT!! FIGHT!! FIGHT!! propertyInvestor - your reaction is totally excessive. spamming this board 10 times is behaviour reminiscent of certain rampers who have already been banned by admin. - e.g. paulm/stocksandshares on seo chat. Your abusiveness whilst being highly amusing, is also uncalled for. Davius offers his viewpoint and you fly off the deep end... It's only a share forum! It's not life and death! You end up looking like a tit reacting like that, and I certainly won't bother to read any of your more sober posts in the future.

hope you got in with some Davius. Jonty: I'm smiling all over today. Everything look nice and fat all over my portfolio. Even BP is up. Amazing. SOLA soaring.

i doubled my investment at 479 earlier. consensus on advfn was that the market makers were pushing the price down at the end of yesterday, so I think this is a natural correction.

BTW i meant advfn.com not advn in the post below

hi davius, i bought this stock at a much higher level, but am looking to double down to cut my losses. Only put a v. small punt on, so not worried about loss. It does look like value at this price. The stock's drop mirrored the fall in the Shanghai bourse, but hasn't recovered in line with other chinese oriented stocks. There's a lot of heavy trader speculation going on with this stock - witness the threads on advn. One person posting to ADVN claims to have lost £160k last week on SOLA but is still looking to buy back in on weakness. The problem with this of course is that the stock may be extremely volatile in the next few days/weeks. However IMHO if you can afford to wait you are unlikely to be disappointed. I did get stung last week with my (grand)father's advice and bought AHT and EZJ as well as more TAN after a day's drop: they went down even more, but there was some recovery yesterday. I would be interested to know if you take a punt on this one at this level Davius...