Member Info for Maru

Good! My biggest gainers in the portfolio have message boards as empty a terrorists 72 virgin filled heaven. Look at UKOG bb, 400 messages a day and in steady decline. Anything the herd touches is seldom good.

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I did just that.

Indeed, indeed. I like how Virgin Money is run, I'm a big fan. I feel it's a bank that can stand the test of time so long as subsequent Senior Management going forward follow the ethos of the current.

The big banks artificially dropping a share price would have very little impact, if any, on the day to day operations of a challenger bank. Companies are valued on their book price, not what some traders and speculators are prepared to pay for it in the the short term. Share price could b 100 and their business would continue expanding and producing record profits.

Market seems to be over reacting to VM stating they will be hitting the lower end of their 3-3.5% estimate. Still well within their estimates. More importantly, this company has a margin of 39.9% That is phenomenal, has been growing it's revenue and profit consistently since IPO. Granted, it's not an incredibly long time period but there is still much growing to do and the company is cheap. That's the main thing, buying now you are definitely not over paying for the company. Market cap right now is roughly same as book value, and P/E as of today are about 8.8 give or take. Net asset value per share: 357.33p

This share is ridiculously cheap. It is a very strong bank with a low risk profile. The CEO is a strong but careful woman. EPS is growing along with revenues each quarter. Just buy, sit back and thank your self in 20 years.

Strong business, I'm holding indefinitely. No reason for me to really sell any time in the foreseeable future.

Welcome aboard.

Thank you kindly. I'm prepared to wait until then, any longer and I think I'd sell up and put the money where it can perform better

I've sold some hefty profits in another Slater held share (HCM) and looking to reinvest the profit in another share. I've been going over the 2017 report and I'm pretty confident this is a company worth the time of day. It would appear that the company is trading at 30% below its book value. Hard to pass up this opportunity. Profit margins are also really good. Just want to have a look who their customers or lessees are. Make sure they aren't going the way of one of "our" recent customers and that if we're heavily concentrated on one particular airline, they are financially sound. Other than that, nice to meet you all. And if you have any information that I should be aware of, would be nice. I like this share because it isn't a "herd" share.

Any idea when this is. Sorry if this is public knowledge, I haven't managed to find it.

There's a very interesting statistic that analysts actually get MORE than half of their forward P/E's and income projections significantly wrong. 57% of analysts will under or over state the above with margins wider than 15% in either direction.

The price in my portfolio is showing 44.40, and the value of my holdings reflects that. I think this is the correct amount https://i.gyazo.com/70788eb7cae0e3132daa5d458a3d60db.png

Thank you David.

Ok so market cap is just above their valuation of the business. Negative profits in 2018 and 2019 due to R&D, have I got that right?

Thank you David, I have to leave the house right now, but I am most certainly going to be examining the data in the Edison report. Cheer for the link. I update later, after I've had a good read.

I think what you summed up is really the million dollar question. I think a third option would be to sell 50% (100% original stake) and I'd still benefit from short term upside, with the chance to also increase my stake with the profit if it drops. Thanks for your insight.

Is this as the title suggersts; some of you are mentioning interest across the pond. I have to admit, the more this climbs, the more on edge I get. I have a large position now, doubled my money and very tempting to take profits and hope it drops off so I can buy back in. I believe in the long term prospects of this company since I invested in 2014. I originally bought in at £17 but my average is now £22 due to building my holdings over the years. I admit, it's a nice problem to have, but I'd hate to see this tail off and kick my self. Thoughts? (By the way, I very rarely trade, I'm a buy and hold investor, and a big fan of Benjamin Graham, but... profits are profits.

My only concern with HCM is the incredibly high price. You know what they say, the higher to go, the harder they fall. Hopefully the incredibly high valuations of the 1999 tech era are behind us, and with that, so too are the falls. We are highly priced, but unlike the tech companies, we have real substance and future earnings. Our current price isn't higher than forward looking earnings potential. Some companies during the tech boom had multi billion dollar Mcaps on penut revenues that made a loss. Luckily for us, it doesn't really apply here as long as we get our drugs to market.