Member Info for johandesilva

@jollyspeculator GAH is already on a much lower P/E than 10 given the one off payment.

...and book value rich SBRY http://www.barchart.com/snapopinion/stocks/SBRY.LS I'am obsessing over what is a poor stock in GAH! Do I need to change my strategy!

@Jolly as apposed to book value rich: http://www.barchart.com/snapopinion/stocks/RQIH.LS ...GAH surely has more revenue growth potential.

I have tried to give up investing! But the draw too strong. Lets hope results over Europe will push this SP up.

Apart from when I bought Sainsbury; I don’t consider security or asset in my valuation as I am not a pro :-) I also don’t trust “book value” of small companies.

jollyspeculator, the cash in the bank helps limits the downside in the face of poor European investment expectations. Right? A bargain right now because no one is investing in Europe while US stocks continue to rise. I want to buy here... just scared.

@seattle, more info here: http://moneyweek.com/invest-in-european-stocks-today/

Comparisons to a similar underwriter such as RQIH operating in the UK you can see the effect of Europe has on GAH. GAH arguably a faster growth company.

...with a very large percentage of the market cap in cash. What about Europe eh!? This is the reason for the outstanding value here.

...so if you chose a cash payment then the cash sent to your account comes from the profits of either of these companies.

With Script Dividend then CAMK like NBU never paid a dividend out of their cash. True or false?

The majority fo the shares being shifted appear to be II.

Seems to have been over done and we are positive territory. Hopefully get back on trend to the 200 day averages?

I think the bottom has been hit and SP should recover. Europe overall has been poor but the company has done well and low feul prices will help drive economies and many of GAH's clients are transportation related..

At the time a wise stop loss as the company’s results would be in decline at these levels followed by more drops. Except the Europe has hit this share hard. Remember the drop to 40p well under 200 day average. Given the growth this share represents the biggest upside of the underwriters and insurances. I have this down for 30% growth within 2-12 months.

Add some more. I predict mostly buys on the back of the II seller. Exceptional value as a value stock in comparison to peers... except this is a growth stock!

20%+ discount to the funds NAV. Never before have I seen so much! The UK must believe biotecs in the US are doomed all year.. yet they grow.

Just a sector issue. Due a correction.

We knew it was going to miss target due to a cooling down of the sector (see RQIH etc...)