Member Info for Mulder

The whole of the retailing sector has been in a vice like grip for over a year now. Fundamentals totally disregarded by 'the market'. Debenhams P/E 5.9 Marks&Spencer P/E 9.8 Sainsburys P/E 9.4 Just 3 examples. All 3 are being heavily shorted.

I am afraid the past 2 days highlights once again just how rogue the UK stock market is. Wild swings of 5%+ on the back of no new news. It also magnifies once again the power of the shorters who can toy with an SP as they please regardless of fundamentals or the wider market.

Looks like Ashley will soon have �300M in his pocket from NUFC sale.

https://www.bloomberg.com/gadfly/articles/2017-11-20/roche-hemlibra-tecentriq-data-good-news-short-shelf-life Roche's Two Good-News Scoops May Have a Short Shelf Life

Based on H1 it looks like full year EPS will be up around 275p actually. At current SP forward P/E is only 12.9

UU Equity ratio 1.3 Cash �200M Debt:equity 3.4 SVT Equity ratio 1.1 Cash �50M Debt:equity 8.8 There is a clear winner and it is not SVT (Severn Trent)

Where are those director buys?

Worth remembering this. Most shares trade at many multiples to this. P/B ratio = 0.94 Also whilst Mediclinic even after the recent fall in SP continues to trade around 20x earnings P/E here is only around 14.

https://wallstreetwires.com/spire-healthcare-hca-talks-mediclinic/ Spire�s Valuation So what do we conclude? First Mediclinic clearly believes 470p plus is the real valuation of Spire, which will reassure bulls of Spire. Second, HCA presumably wanted to tie up the 29.9% of Spire before approaching its board.

& again. 272p

2 turnaround stocks I�d consider buying before 2018 Three reasons to buy There are three reasons I rate Hikma a �buy� before 2018. 1. First, I reckon the subdued outlook for the Generics division is fully priced-in. 2. Second, generic Advair could yet get the go-ahead, with the company having entered a dispute resolution process with the FDA, which it expects to complete in Q1 2018. 3. Third, and most significantly, I calculate Hikma�s strong balance sheet gives it up to $1.5bn of firepower to pursue value-enhancing acquisitions, joint ventures or share buybacks. As such, I reckon the shares look cheap on current City earnings forecasts for 2018, which give a P/E of under 14. http://www.fool.co.uk/investing/2017/11/19/2-turnaround-stocks-id-consider-buying-before-2018/

Not sure why some people are selling at these levels.

This roche news was expected in Feb 2018 actually but some sneaky people got wind of it a lot earlier and have been suppressing the SP here.

Yes in theory the bad news should now be out of the way with the spin off deal expected before the end of next month.

Woodford was buying at 300p and increased his stake from 15% to 17%. Mediclinic have missed a great opportunity IMO.

The big issue as the FT have also highlighted + all brokers is the current SP is assuming Shire will lose its entire Haematology business and we all know that is not going to happen.

I believe Mediclinic will come to regret this. They went up to 315p only when their 30$ stake was bought for 360p. An extra �50M/330p could have got the job done. A stupid decision by Mediclinic. A waste of time for everyone and lost legal costs for Mediclinic. Spire will recover and will probably be back around 330p within the next 6-12 months. New CEO Justin Ash to boot. 2 new hospitals now fully functioning. Hospital Corporation of America may well have a go now.

An extra £100M or so for a 325p offer is peanuts.

For the sake of both parties. Demand for private healthcare will only rise with time so it really is a case of now or never for Mediclinic while the SP is depressed.

Very strong finish in the US.