The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Have a read of the QPE website, doesn't quite tally with their returns for they need to boost this if they wish to explore a listing as investors will pay attention to this info
https://www.duedil.com/company/04848698/quob-park-estate-limited per last returns QPE were not a particularly rich company, but RT clearly has big plans for listing the company - it is therefore highly likely he is looking for small caps that he can "manipulate" and therefore increase asset value hugely. This also builds trust with investors who will remember RT as the guy that gave them a 400% return with his early tips so Win Win
According to the latest FCA spreadsheet the latest update is Marshal Wace Asian reduced on 01/06 to .59% which is good although there are still over 3% shorted shares. A 3.5% drop on such a large company without any news being release - but with an impending news event can often be an ominous sign and HOME haven't been throwing out much good news lately. I looked at buying in on Monday, but think I might hold off till the results now
Seems the markey is factoring in some bad news to come soon. Hard to say what as a PE of 12 is getting suite low
Why do you even bother posting here. At least provide some evidence if you are gunna sprout out crap
The biggest worry to me personally are the shorters. Disclosed positions currently represent 6.77% of the shares, with two funds shorting 5% between them, which is a significant amount for any company. It seems strange that the share price is rising despite these short positions increasing, not many people would take out a short of 2.5% (worth c. 60mil) on a whim after all.
Its a sceptics nature, I will not commit to an investment unless I am certain the company has substance to support the valuation. However, I will take short term positions based on cycles and news coverage of certain shares. With companies like JE. and QPP, I wouldn't feel comfortable leaving my money in there for longer than a week because I am not certain they have the substance to support the share price and would be prone to a tumble (e.g. ASOS)
I believe it is a momentum share. People are buying due to the fact Just eat are agressively marketing and and they are a very visible company, that along with the constant rises mean people are very eager to buy. Their orders do look good, but i don't think they will be able to justify a market cap of 2bil for much longer. When a share is in the growth stage, people are excited and buy based on the potential growth allowing a much higher share price and P/E. Once the company reaches maturity their is no excitement and therefore investors will see the company differently. I think just eat could go higher do to this, but as soon as i noticed hedgefunds starting to short, i will jump on board instantly. I would be very surprised if the mkrt cap is this high in a year
http://www.bqlive.co.uk/2015/01/29/irwin-mitchell-advises-on-3d-asos-venture/ Only news i can find, which whilst cool, doesn't seem overly interesting considering how early it is
Would it just be the monthly take over rumours?
Is this board generally long or short on Just Eat?
These buy out rumours seem to pop up every couple weeks - take it with a pinch of salt. If there is a possibility of a buy out, and the rumours are based on truth, the length of time this has taken indicates the buyer does not want to pay a premium. This means the share price is not going to shoot up drasticaly. Anyone in at these prices would gain. Anyone in above the 30 quid mark will most likely still loose money if the company is bought out entirely
If they are willing to offer 380p they will do so before the put up of shut up period. It would most likely be accepted. It is hard to judge if they are genuinely going to walk away or if they want to drive the share price down before making a last minute offer as low as they think will be accepted. It is a lot easier to offer 350p when the share price is 300 than 340 and it would seem a lot more generous so it is in there interest to make an offer when the share price is as low as possible. I can't say for certain, but it makes more sense for the bidders to spread the rumour of a hostile take over at 330 than anyone else.
My thoughts exactly. You don't moan about this kind of thing unless they are stopping you from gettign what you want. I think they are trying to sink the share price as much as possible before the deadline to get the cheapest price. Hostile bid rumours and now this. Luckily the shareprice has remained strong
I have a feeling 375p may be the minimum now. In my opinion, the rumours of a low ball hostile offer may have been started by the bidders to test the strength of the share price. If it fell, they could offer 350, if it didn't they would know they would have to offer closer to 400 - pure speculation of course, but its what I would do in their position!
Seems people have compeltely ignored the possibility of a cheap hostile with quite a few buys going in over 350p. Could this sugest an imminant offer closer to 400p
I am a fairly new trader and am a bit confused by all the RNS reports regarding form 8.5's, some of which do not appear to contain any substantial information. Could any one explain what the purpose of these are and if they indicate an imminant new offer or if they are just standard proceedure
Both seem a little bit low based on the brief research i have done on this company. Any reason for this?
Nice find, could it be more than a coincidence they have cheduled this out of trading hours the day before they update the market?
I wouldn't worry too much about this share and would go as far as saying i support their decision to not release pointless news updates. Graphene is in its early days and although a few people know about the possibilities, the average investor would not want to take a pop on it, as no new news is coming out shareholders get bored and sell causing a drift down. If you believe in graphene, this could be a change to top up. The fact it has not drifted too much (compared to some companies) in this interim is promising as it shows although they may not be attracting new investors, the current investors will not sell. Now, what i think will happen will be similar to what happened with Bitcoin (but way less extreme), there will be a burst of good news or products utilising graphene and this will appeal to average investors who will want to invest in graphene asap and there will be panick buying creating a rush for graphene related shares, especially one which started within a university and has some strong partners. I have no idea how long it will be before this happens. Be patient and wait for the media to start paying attention to the new wander material.