Member Info for Mulder

Ashley's stake has nearly all converted now into shares I note. Surprised he is not averaging down at these prices. Some vague concerns about long store leases here but no worse than other retailers IMO. Sainsburys, M&S both have shorts >10%

One day left to buy in for the dividend then. Shocking 6% fall today on the back of NO news and a flat FTSE. Given your background any thoughts on this and why the SP fell so much given the shorters will have to pay out the dividend apparently?

LAST DAY TO BUY IN FOR THE 0.49p DIVIDEND IS TOMORROW (6th Dec)

Debenhams PLC DEB Peel Hunt Hold 37.63 39.75 55.00 55.00 Reiterates NOTE: LAST DAY TO QUALIFY FOR THE 2.4P FINAL DIVIDEND IS TOMORROW

An RSI of 12 is very, very low. Highly oversold. Who is selling? December update normally. Surely any bad news is priced in?

Reduce short position Total shorts now 4.9% from 6%

For the past 5 years the market 'decided' Hikma should trade on a P/E >20. It has now 'decided' it deserves to trade on a P/E of just 12-13. That is quite an adjustment. Like I said - a disgrace. Those invested in BTG, Abcam, Hutchison/HCM trading on P/E's of 50+ had better watch out!

Yes the business model with the wood chips is crazy but surely the Govt can't afford to let this fail or cut subsidies?

The shorters get a free ride in the UK stock market - don't think they will worry about the >6% dividend next week. Just as they don't care about fundamentals such as P/E, dividend cover, equity ratios etc.

On a daily basis. Wild swings of 5%+ on a daily basis on the back of NO news. Disgraceful really but happens all the time. Not as if this company is a gold miner or oil&gas company.

The new Google finance is terrible. Very basic charts only. Anyone else had issues?

After the �20.8M raised through the placing then yes cash should be around �28M Total Assets ~ �50M with �10M liabilities gives an equity ratio around 5. >half market cap and assets are cash. AIM stocks are highly manipulated though and 'controlled'...

Not sure why the SP is so volatile for what should be a 'boring, defensive, utility'? Smacks of manipulation IMO on the back of NO NEWS.

Have said this before but when you have some pharma shares trading on P/E's of 80 and more then even accounting for flat/low growth here in the immediate future SP assuming a P/E of just 15 should still be around 1250-1300p

Think you just have to be patient with this one. Hikma will not be going bust. 2018 will likely bring a change in sentiment. I would not be surprised if this was back around 1500p within 6 months.

Take out the exceptionals and you get EPS of around 60p That gives a ludicrous P/E of just 4 Strong rumours in the Summer of foreign take over interest which the company did not deny. Green subsidies seem safe for now also as confirmed in the budget and by CEO Dorothy. NAV 460p Bizarre SP therefore even with more coal asset write downs. Surely it should be at least above 300p?

Continues. What's going on? 260p

"Sell" Just Eat shares, was the recommendation in the Sunday Times' Inside the City column, a stance it has taken at 420p and 580p. At just under 820p for a market capitalisation of �5.56bn, the stock is changing hands at a forward p/e ratio of 52, while its physical assets are valued at around �12m *********************************************************************************************************************************** So the corrupt and manipulated city have just realised this? P/E >50. Rather slow aren't they? It works both ways - those shares trading around P/E's of 10 will have their day when the market decides it is time for a rise.

FYI RE: Whitbread Revenue in billions, profits in millions, EPS (pence) 02 Mar 2017 Full Year 3,106 416 231.39 GBP 03 Mar 2016 Full Year 2,922 387 215.66 GBP 26 Feb 2015 Full Year 2,608 366 204.81 GBP 27 Feb 2014 Full Year 2,294 323 182.98 GBP 28 Feb 2013 Full Year 2,030 301 170.89 GBP Revenue, profits, EPS growth year on year with an amazing balance sheet and EPS of 275p expected for this year giving a current P/E of just 12.7 but wait a minute - it should be a P/E of 33 surely? = 9075p Just beware - if growth slows the market will wake up and realise the P/E is too high one of these days and the SP will crash. A similar P/E to Whitbread of 13 would put the SP around 300p. Ocado is another example that was expecting high 'growth' and was as high as 600p. Now 200p. The market is rogue and corrupt as hell and of course insider trading is rife. FCA do nothing. Shorts carry all the power unfortunately.

You are on the right path but these options can be complex - a great example is Mike Ashley and the complex 'put' options he has that enables him to have a stake in several retailers such as Debenhams and French Connection. There are reports that he acquired options in 2015 for Debenhams at a price around 66p and now he has to buy them back at this price even though the share price there is now a ridiculous 37p. Folks it does appear more and more that market 'sentiment' is the over-riding factor that determines a company's share price. I don't agree but the market wants people to forget fundamentals such as P/E, equity ratios etc. There are shares out there such as SSPG, BTG, Abcam trading on P/E's ranging from 40-80 (!) but the market does not care because they are 'in favour' - as this was when it was around 2600p on a P/E around 30. I've had a quick look at 'Just Eat' which seems to go up every day; case in point - P/E of 77 (!) One day the growth will stop there and the market will suddenly wake up and realise it is actually worth closer to 100p not 800p.