The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Hahaha wow.
Amazing.
How long have you held this share?
Cause I am pretty sure not as long as me.
And for the record, I had nothing but positive to say about this in March 2020 and last year.
Johnpwh Astonished at how you just take a middle ground and go for “market conditions”.
All I am asking is since the RNS is saying that amount of shares will be added to the market on Monday.
Is this already factored in or not yet?
I have seen some post before about people saying 11% drop from the dilution ( I don’t understand how they got that number)
Hey guys, just wanted to ask what opening is expected Monday after the issue of the new 250mil+ 225mil shares? As there is around 1.814bil shares atm.
Won’t there be a 26% dilution? So down to 60p?
I am just asking as thinking when would be good to buy some more.
I have a lot on this at avrg 500p I am considering risk vs buying more at this price.
Also this as I am thinking might be one of the few companies offering a divi next year from ftse 100.
Should see a jump tomorrow, as I can see a return to US equities such as Zoom, and Netflix as well as apple.
This vaccine will take another year to set up the supply chain. Apparently they get damaged on transport too...
I am now really confused.
Almost all tech stocks are up in the US, and this drops another 2.5%.
Maybe another strong rebound coming like in May?
Plus I just realised, the thing which probably is adding fuel to the fire on this share today is the rising pound value.
Which would decrease the value of the company which reports earnings in GBP.
Hopefully it will.
Honestly I totally agree it’s an underrated share.
It’s valuation is lower than peer tech companies, and it dropped a huge portion today.
I don’t think travel companies and hospitality sector companies will get back on their feet for a long time.
Also the advance in technology and COVID had showed us that you don’t need to travel XX hours to another country for a meeting it’s pointless, you can have the conference either at home or at the work place.
Companies will acknowledge the fact that a lot of time is spared if employees work from home.
I will probably also buy Netflix tomorrow, on top of averaging done this share.
The graph of this share price atm reflects the price after two violent swings due to external factors, and I think a correction/revaluation is needed. There has to be a turning point sometime, because otherwise on this downward trajectory, it will reach 0p by q4 earnings.
Ye the reason is simple in my view:
Due to the over ramped news of the pfizer vaccine, a lot of sectors hit by the COVID-19 have gone up like rockets (Roll R, travel sector shares). All that money had to come from some other sectors such as tech, so there was a market switch away from tech.
The problem is I think all these sector jumps are over done. The vaccine is still far away, no physical global distribution, more testing needed, a lot of vaccine doses are needed......
In terms of this stock, there is very clear and strong support at 450p. I have an average of 525p which I thought was a good foothold. ??well not anymore.
I think cyber threats will not go away, and the Common indicators such as PE ratio on avast is like 17atm (from HL) which is nowhere near Netflix and apple’s over the top valuation.
I will wait and see over the coming days if maybe it will drop more, but either way I think I will buy some more.
Does anyone else have an opinion?
Who is bigger than they are?
I would say a big tech company may buy them, like Microsoft for purposes of security on windows.
Or there might be a merger with another smaller firm.
We will see. But the ftse valuations are crazy cheap compared to USA equity markets. I am not comparing Apple and Microsoft to Avast, but even smaller companies have higher mkt cap valuations.
This should rise now in my opinion. Q4 results next year should be on point, with a dividend and also net debt going down I don’t see why it shouldn’t be reaching new highs.
Also they brought out some 5G protection solution for carriers, so with the new market for phones, hopefully they can enter that too.
Woah this has dropped a lot!
When is the reverse coming.
National lockdown probably from start of the next week, and probably Eu will follow in UKs footsteps soon.
Depends if this will positively affect avast again, which I think it will.
Ye I mean also the pound Is strengthening So that’s not good for ftse100.
But this drop is I think a little over the top.
I also have an investment in Apple. So you can expect my confusion yesterday after reporting revenue that topped analysts without the iphone 12. And then the shares dropped.
So yes we will see what happens, but this in my view is undervalued, oversold. Dept has also gone down to 1.5x Ebidta.
Hey,
This board has been very quiet. I was interest in your opinions about this stock performance over the last few weeks.
Q3 was positive, with end of year results looking good. However this has been falling ever since the results. Is this just a broad market phenomenon or is it something to do with Avst?
I think it is oversold at this phase.
a lot of the customers will continue to upgrade their service next year, due to lockdowns and working from home.
Anyone seeing a replay of the march to June stock market? Hopefully when US stimulus and Eu stimulus step in things will change.
But that will be after elections.
Ahh ok thanks. Yes, They are doing well, if they play their cards well, it should lead to higher short term growth.
I don’t have Times subscription, but anything good in it?
The problem with McLaren I think is they are specialising in 1 type of car. They are also far more expensive and as I heard Online articles Ferrari had a lot of cancellations On ordered cars due to Covid. McLaren are selling the same high end cars about the same price tag but the difference is they have huge debt and also had to close there sites. I don’t think they are in a good position at all. Also with their huge debt pile I doubt a major car maker will buy them.
I think they are in a much safer position with there bigger lineup of models then McLaren for example. I mean McLaren are in huge trouble I was reading articles they are trying to issue more bonds but there isn’t anything to offer for collateral.
Ok so you guys done think they will shift the cars rear end a little into a coupe format. I knew they would do separate engines with hybrid tech too. I wonder if they will put a v8 hybrid from AMG before they develop their in house engine.