Member Info for Mulder

Anyone have full access to this morning's article in The Times? Tipping a 350p offer.

One of the biggest problem with shorting is the automatic control and manipulation it brings to a share price regardless of fundamentals and the lock down that follows. That and the fact you will benefit from bad news and the misfortune of a company failing. Having said that those companies that are wildly overvalued trading on ridiculous P/E's of up to 200 as highlighted yesterday deserve to be shot down. Strange how those companies are rarely targeted by shorters.

Looking like a strong finish in the US. Strip out exceptionals and Shire is already trading on a P/E of 9 actually. You have to take the time to study the consolidated income sheet. Many people believe shorting is immoral actually. I advise you to go short HCM P/E over 200 or Abcam P/E 50. You like Centrica and I am also holding but too much government interference and therefore who would bid? Perhaps you should short it? Unilever, Reckitt, SSPG, Dominos, Merlin are all on P/E's in the 25-35 range. Good for shorting. Anything around 10 is a long/buy.

Stronger economy. I can understand if people don't want tobacco, gambling and alcohol companies to do well. The ethical investor. I also understand betting/shorting is banned by some religions.

BTW notgreedy I am and have never have been a fan of shorting or betting in general. I want Shire and every company on the stock exchange to do well, not just those I am invested in. We should want people and companies to do well. It makes for a stronger overall company. If people must short a company that they feel is wildly overvalued then go for one with a very high P/E - some companies trade on obscenely high P/E's. Just in this sector BTG is on a P/E of 85 and Abcam on a P/E of 50. I don't see Shire as overvalued though on a P/E of just 9 (!) hence why it amazes me people would identify it and short it even at these levels - short at 5000p if you must but not at 3500p? Or go short HCM on a P/E of 218 - no typo here!

Let us just say I would not be surprised if an RNS landed one of these mornings detailing a bid, especially the longer the SP remains in this area.

Some big boys are holding a large stake in Shire, none more so than BlackRock. BLACKROCK 6% 55M shares held DEUTSCHE 3% 27M shares held NORGES BANK 2% 19M shares held BANK of AMERICA. BlackRock & Co. will not be happy with the current SP. CEO tells the FT he is fed up and unhappy with the share price in the Summer - much worse SP now. Hostile bid anyone? & then we have this...be careful if you want to continue shorting... Activist fund seeks break-up of �35bn pharma group Shire Sachem Head has told Shire it wants the FTSE-100 drug-maker to spin off several divisions, Sky News learns http://news.sky.com/story/activist-fund-seeks-break-up-of-35bn-pharma-group-shire-11079901

Looking at the US and your comments I reckon you are still shorting this. Guessing you believe the results today were all fabricated? Adjusted profit for Q3 of $1.25Bn not bad I would say. Kindly send us the links to the legal wranglings you refer to. Also what you think would be a fair share price for Shire. I can also inform shareholders details about the suspicious share price activity here recently - including around 1300 and that big dive - has been forwarded on to the CEO, Investor Relations team and the market abuse intelligence team at the FCA.

Are you from Libya notgreedy? I will hazard a guess that you are not from Britain. Having studied the books I am confident that debt will not be an issue here. Could be for GSK though. Pleasantly surprised by the equity ratio and debt:equity ratio which are far superior to both GSK and AZN.

Shorters keep banging on about debt at Shire well it has a better debt:equity ratio than both GSK and AstraZeneca. AstraZeneca Equity Ratio 1.36 Debt:Equity ratio 2.75 GSK Equity ratio 1.09 Debt:Equity ratio 10.9 SHIRE Equity ratio 1.94 Debt:Equity ratio 1.07 Shire not only has the best equity ratio but also the best Debt:Equity ratio and this is improving every year. $1Bn free cash flow in Q3 alone

I will replace the word 'sentiment' with 'blatant underhand stock manipulation'

What has changed since this hit 5000p 5 months ago in May? If nobody can come up with a good enough reason than it just proves how broken and rogue the market is.

Not only is the balance sheet and equity ratio excellent here but the intangibles/goodwill % of assets is also lower than its peers such as GSK, Shire and AZN. Current P/E of around 15 is far less than its historical P/E of 20 [=1500p]

That slide alone warrants a full FCA investigation. They have been notified.

There is absolutely nothing in those results to warrant such a drop. It should have RISEN 10%. Clearly the short sellers are privy to inside information and thus inside trading is going on here.

Shire earnings beat estimates with 20% profit climb Better than expected sales of Shire�s immunology treatments in the third quarter offset the impact of manufacturing problems with one of its other drugs, helping the FTSE 100 pharma group deliver a solid increase in profits. Revenues for the three months to September increased 7 per cent year-on-year to $3.7bn, including a slight boost from exchange rate movements. The total figure was in line with consensus forecasts, after �robust demand� for its immunology drugs cancelling out declines in its genetic diseases and internal medicine arms. Adjusted earnings per share, Shire�s preferred profit measure, came in at $3.81, a 20 per cent increase year on year. Analysts polled by Reuters had expected eps of $3.69. **On Friday Shire said it was on track to achieve its target of $700m of cost savings from the acquisition. Flemming Ornskov, the company�s chief executive, told the FT earlier this year that the merger had gone better than he anticipated, and suggested investors did not fully appreciate the company�s potential for further growth. Shares in Shire have fallen almost a quarter so far this year, though Friday�s results announcement helped them to eke out slight gain of 0.5 per cent, compared to a 0.16 per cent increase in the wider FTSE 100. https://www.ft.com/content/4ac4fb0d-c961-3bab-b937-d2a608e5f0e6

Now Q3 results are out not in a closed period so more director buys should follow with the SP at 4 year lows. If none then could indicate M&A discussions taking place at the moment.

Cost control is much improved. When you are earning BILLIONS $30M is peanuts.

Closed your short yet?

Free Cash Flow $1Bn Up >100% EPS Q3 ADS $3.81 Q3 Up 20% P/E of 9.2 then