Member Info for Discodave4561

Digger May have something to do with N 1 Singer's sell rating. DD

PMSL

Bought these at 390p (Jan 13), sold half when it doubled (May 2014), so holding free shares now and intend to hold them for a few more years. URI currently up 11% which bodes well for another decent uptick here tomorrow (that's put the kiss of death on it - sorry). CAT also reported today but was downbeat and they expect 2017 profits to be below expectations. Mainly due to restructuring costs and declining revenues from energy, transport and ship building sectors. Interestingly though the share price has increased about 15% since trump got in and having issued a profit warning today (ok may have been expected) the shares are only down 1%. DD

Thanks for your feedback, wouldn't disagree with your views, my thinking too. My calcs were just to get a rough idea of eps for next year (yr ending May 18) as it is difficult to predict so wasn't going to spend too much time on it. As it happens just checked digitallook and they have 40.66 so not too far off at 40.5 (probably fluke!). The article was actually from a link posted on the IGG thread (think you even may have remarked on it being a good and fair article). Thanks DD Sorry everyone for OT

Sorry that's "know your very positive" (bloody phone) DD

Sorry for off topic but interested in IGG and hope ok running some quick and dirty numbers passed you (sorry AHT'ers). Read somewhere that their UK Rev for next FY will possibly reduce by about 20% due to regulatory changes. So as their U.K. Rev is about 50% of total, and simply applying this reduction directly to eps, then I estimate next FY eps to be about 40.5p (FY 17 annualised eps 45p x 0.9 = 40.5p). Being generous and using a PE of 15 gives forward TP of about 607p. Possible 15% uplift plus div yield c 6%, tempted but not too convinced - no offence, no your very positive so any thoughts. Thanks Ps Caterpillar Q4 earnings Thursday - believe it may be less than last year, will see how market reacts, who knows Trump may tweet something positive about his wall.

I'm doing ok thanks, hope your doing good too. Still have BOO on my watch list!......kicking myself for not buying in a lot earlier, possibly the reason why I've bought in here, not going to miss another growth etailer who will dominate the markets in a few years (may not be the next ASOS but who knows!). Good luck. DD

Chequemate How's things?, happy New Year. Agree with Laughton, always nice to read your posts/opinions. Bought in here on Tuesday as didn't want to miss the momentum upto results (which were only stated as being early Jan, so no specific date).....given today was an "ahead of expectations" it seems like some of it was already priced in. This may have a relatively high rating but the growth potential, particularly in Europe, is staggering IMO. Good luck with whatever you decide. DD

Doesn't look to me like Odey has bought 2m shares. He/they have reduced ordinary shares by 2 million and increased their CFD by 3 million (extra 1 million overall but piling more into a CFD). DD

Everyone. Birdy, Slowey, et al.........hope you have a crap Christmas! DD

Hottentot Will second that - Merry Christmas to everyone. DD

From Reuters today: Ashtead Group dropped 4.8 percent, the top FTSE 100 faller, after UBS downgraded the equipment rental firm to a "sell". UBS analysts said that pricing pressure was rise for Ashtead, and that they saw a limited benefit from any increase in U.S. infrastructure spending. Limited benefit from a 20% reduction in corporation tax as well no doubt!. DD

Merry Christmas and a very prosperous New Year to you Bannor/Eric/Jibber and all other LTH (if there are any left!). This BoD are pathetic, as Jibber has posted numerous times they shouldn't be taking a wage. DD

Thanks MTB, will keep watching for a while and see how it goes. Good luck DD

email today: "I'm contacting you to let you know about a recent proposal from the Financial Conduct Authority (FCA), which would, among other things, increase the margin required (ie reduce the leverage) for CFDs and spread betting. If the proposal goes through you'll need to put more money on your account to trade with us, in some cases up to ten times more margin". Then asked to provide views on FCA proposals by completing the FCA questionnaire - can understand the reasoning but could also backfire, if 10x more then go to plus500 where no regs. Mattthebrave - take it your in here?. Tempted, but 450 still too much IMO, no offence to you or other holders. GL DD

Sir I assume so yes, they are paying 34% tax now. This must be US @ 35% on 85% of their Rev/profit and U.K. @ 22%? on 15% Rev/profit. DD

Just done some quick calcs, if Donald does reduce corporation tax to 15%, thats a nice £140m pa (ish) extra on to the bottom line (H1 tax for AHT was 34%).....equates to circa +28p eps, very nice!. DD

Broker forecasts:- 10 buy, 4 hold, 1 sell (the idiots at DB). Average rating is a buy with average target price £13.32, which IMV is very very conservative. Don't know where you have your broker forecasts from but they are completely wrong. https://www.americanbankingnews.com/2016/12/05/ashtead-group-plcs-aht-neutral-rating-reaffirmed-at-bnp-paribas.html If you go by what brokers are saying, or even what you think they are saying, then you are missing an opportunity IMO, but wtfdik and DYOR. DD

Jefferies today: upped target price from £15.50 to £17, reiterate buy. DD

Kiev Curious to know how you come to the figure of 66% for MA's holding after the share buyback? - the share buyback is only for 5% of the issued share capital, MA's holding was/is 51% I believe, which is already the controlling interest, and will only increase to about 53.5%? IMO this will not move much for a good while yet, has nothing to do with manipulation by the buyback. DD