Member Info for JMLDutch49

The weak Euro I guess. I do not see anything wrong with this business; consistent earnings growth and a low valuation. It is very tempting to average down. Unfortunately, as averaging down is a losers strategy, I will just continue to hold (and perhaps regret not averaging down later).

I believe CGL could be considerably re-rated once interest rates go up. Rising interest rates are a certainty over the longer term and will give CGL much better "total investment return" (1.6% last H1).

Natrul 3 is the name of the trial. Natrul 3 will be terminated. I am afraid that is the end of Natrul 3. The compound, HMPL-004, obviously still has potential as there are more trials scheduled such as Natrul 4. This is just the name of the pharmaceutical game; many compounds never make it into the market. I think this is a nice top up opportunity for HCM.

Hoping for a full recovery to £5. I think once the market starts recovering, POLR should rebound strongly due to the nature of the business. Pleasant surprise the recovery is already starting, while the overall market is still down.

I totally agree and I am rather annoyed by the significant dilution of shareholder funds. From June 2nd RNS: "Following the issue of the Awards, the number of shares under option in the Company will be 6,300,000 (10representing .34% of GVC's issued share capital)." I am not too surprised about the June SP drop. At least I assume there will not be any additional options below £6. I think this greedy behavior is already priced in, so no point is selling for me. GVC trades at a low valuation with a very strong yield. The largest risk, to me, it seems are the Brazilian and Turkish governments. I just think these governments are currently too busy with more important issues than online sport betting and poker.

Two massive buys for close to £2.5 M combined just now. I think we re back in upwards trend. 12:54 - 29/07 Buy 290000 433.00p £1,255,700.00 12:54 - 29/07 Buy 276208 433.00p £1,195,980.64

The only reason I can think of is that there were outflows of AUM the last quarter. I do not think people would buy for dividend and then sell. That is a zero-sum game, incurring transaction-related costs.

This just seems to be falling, and falling. Anyone got any idea why? Based on P/E, PEG and Dividend Yield, POLR seems a good investment. Am I missing something?

Crazy! I think GVC will be making a lot of money tonight :D. Poor Brazilians!

Seems II selling 600K shares recently. I guess that explains that recent sp drops. Hopefully its over now, looking forward to trading update and new divi :).

Must be the Iraq situation. Although I did not notice drops for IAG and EZJ. Better hope the 240 area holds, so it can rise after a double bottom. If 240 breaks, it would be a bit worrying.

I think it has to do with the lawsuit against Jet2. One of the headlines today: "Millions will be able to sue over delayed flights after judge rules airlines must pay up when flights are hit by technical problems". Painful day!

Perhaps the shorts were betting on a weak dollar/strong pound? Or a hedge versus another investment? Any thoughts?

Just noticed that "OZ Management LP" has a 1.28% short in GMS. Wonder about their rationale.

Digital Look provides all that information. This includes earnings and dividend forecasts for years to come. You can also see forecasts weeks or months ago, and therefore whether the market is becoming more, or less optimistic about a company.

Finally this share is moving up towards a more fair valuation. Seriously, with a P/E of 7.5 and 10% dividend yield, £4 is way too low. Obviously some discount is warranted since Turkish and Brazilian earnings are a tad risky, but a 10% yield without any cash issues is just too cheap.

The predictions for P/E, PEG and even longer term dividend look really strong. Im in :). The P/E is forecast at 8.7, 6.5 and 5.7 for 2015-2017. The EPS growth 27%, 35% and 13% for 2015-2017. I like.

"Conversely, however, there appears to be interest from overseas investors, including existing shareholders, if the Company were to be unquoted." This could be their own BOD :P. Anyway, this total failure is why I do not invest in loss-making companies.

Damn, from 420 to 400 in minutes. I dont get why people sell after such results; just like profit warnings, great results generally re-occur. Seems to me to be a good company to be in. Considering topping up :).

Lol, you are embarrassing yourself Robert_J. Earnings were 11.6 US cents for the SIX MONTHS ending December 2013. Six months. So to get an estimation of annual earnings, you really have to double this figure.