Member Info for notgreedy

Those who want - like possessing things -power and don�t have enough of it should start revolution, become absolut dictators and procriate. The rest stockpile tin food and guns. Sounds like film I saw or was it my impression of Usa ?

U r right again, my first love, (or second maybe third, we�ll just say love) utilities fundamental part of any nations welth, is bashed. Not entirely without reason. Since privatisation of natural resources every bod has been siphoning values out of cos in firm of divi, remuneration, needles overpriced acquisitions of mates and relatives cos.... Destructive waist creative industries r raised to sky. JE. Ocado, and most others u mentioned r in a sector what I call racket , be it digital feudal ( fox, cwd, purp....) Pump and dump brigade woke up again. Keep going I would like to see mid �33 soon. As saga, I looked at some time ago, didn�t like financials + potential liabilities and never looked bac again. More mares on market than I could ride.

U right there are worse cos. In time of miners, IT bushing it was referred as zombie cos. Even than some wore allowed to be eaten buy other zombies. Interesting suspension and jump in sp. has bod collectively resigned?

Growth by acquisition financed by debt not cash is identical to all cos with this business model, pharma retail engineering it... I like next for bods levelhesdnes. Buy back at caped tp, huge divi - return to shareholders, in step with customers habitats, investment in it financials. but massive receivables. TNAV v mcap % similar to shp�s. Should we slide back in recession many will default on payments. Than you look at TNAV hardly any, but hard and honest working bod is what is sustaining sp. difference to shop .just in case u ask I had short on it too, long as well in past. difference google, apple Microsoft and few others can afford grossly overpaying expansions-acquisitions cos they make huge real profits and will continue to do so eliminating competition one way or the other. This cos have more power than not jus countries but continents. Till radical changes ( regulations- revolutions) imposed on them to prevent total meltdown of our societies. This cos are like supernovas, metropolis sucking in recourses and creating waist. On a bright side Nasdaq points to 2% up

I wish u right, but receivables and goodwill brought clln ( and many others) down. This r shps official numbers. How anyone decide to see them will affect mcap-sp. Total liabilities are always considered in to. Products have shelf life and buyers can and will default on payment, for a variety of reasons. Licences, not much to shout about. As to fairness, like beauty.... if it is not illegal ( as current laws stand) and immoral (mind the gap- retro views and new norms)... All this said I would like to see sp passing �38-40 We could all pray ( collectively for better affect). I take it u would buy business with this set of numbers then. I would suggest to any believer and supporter of capitalism, free market and rest bs, to buy house in NE or NW, convert it to bed sits fill it with disadvantaged (any) and get dss money while performing good deed for people of Britain.

Put 0 to intangibles and tell me would u buy this. If anybody is to buy shp he she would have to have certain medical exams fiddled with. Btw, current + long liabilities $40bln give or take. https://www.investing.com/equities/shire-plc-balance-sheet

http://www.nasdaq.com/symbol/shpg/short-interest As u can see shorts are insignificant, so why is sp depressed with such �great� eps, pe... Answer, maybe No buyers, Question, why?

I look at post tax profit, change in debt cost, mcap and yes sentiment. Btw, I�m about 3:1 long betting on jerking-irrational market behaviour, but I don�t see shp investment material cos very little difference between this and clln�s bod how they �grow�business. This business model is to often pump and dump dreamer. I thought �32 was bottom and ok valuation with sentiment as is. You would need one or two more of those general markets �corrections� and stops limits would be tripped sending sp to lower lows. �25? $ should go up, hitting equates ,cost of debt too, no divi( much, but far less than bonds with no risk ), political-regularly- Donald j. Issues.. Re rating already done, imo, sentiment and perception is the driver of sp now, otherwise how would u explain such �low PE?

Not to bad article Btw rhambo I remember us agreeing on most in past, yet I see no numbers from u either. The other one, it is boring being personal especially coming from AIM player. Make what u will , but PE is and has never been important or realistic here, just very negative atm. https://seekingalpha.com/article/4149715-shire-keep-holding-controversial-name?utm_source=partner_investingcom_feed https://seekingalpha.com/article/4147157-daily-pharma-scoop-shire-looks-attractive-omeros-data-axovant-restructuring?utm_source=partner_investingcom_feed https://www.investing.com/analysis/shire-shpg-q4-earnings-beat-immunology-franchise-strong-200290814

Slightly worrying, adr doesn�t accept shorts atm.

Shp has been pumped up for 10 or so years. Greedy and self-centred bod has bin milking it, city so it as one way bet, till last year when 00�s millions new shares started coming to market to pay for megalomaniac ambitions of bod. Donald J. (Rightfully) pointed over medication of nation (s), extremely irritating non gaap reporting, hardly any bods shareholding ( other than 1/4 priced options), generics., hot and cold -pump and dump brokers - big investors sentiment... on the bright side they realised genetic engineering trf of cems delivery to cells. If bod master this, and imo they will give it a good go recognising commercials, we could be looking at mcap of �40bln + again ( divide by no of share att). Pe is irrelevant here, imo, sentiment and length of grinding is. Now that I�m short very thin ( from �32 to present) I would like to see upwards move, reduce long and top up short. As to sp if �28 fols then �25 again subject to no of shares, Donald J., perceptions- sentiment....mind all bod over 50 some 60 years old, like clln � s bod they cannot be negatively financially affected. How much room is left in their overloaded pockets is unknown, Fred d shred comes to mind and there are so many of his twins on bods. In short no way telling, I take longer term view and hedge it with daily - weekly trades. I�ve found that proportioning works better for me than timing.

If u can look pass divi, declining income, political uncertainty re sector-shp rotational favourites swings, not rapidly enough debt decreasing( about 7 years to pay it all being equal, but it never is), u right. Just that markets don�t see shp as growth stock any more hence sharp rerating. I even stumbled across (obscure) article somewhere ,last summer, which pointed out this new realitys. I�m sure I wasn�t the only one to stumble across it, but on a balance of probabilities someone will appear, again, glorifying shp, r&d, potentials, valuation arguments, calls for rerating up this time, return to growth stock and sp will recover.timing ,though, is unknown, I�ll watch Soros, he didn�t get it last time but he gets this things right more often than not.

Dear fellow investor (s), I expressed my views as anybody else. I was clear about it and stressed it is not an advice. As to criminality, it could be concluded only once independent inquiry is done. Just by looking at CLLN�s it is being conducted as we speak, once fat lady sang. Creative accounting is widely practiced and tolerated by big boys and their regulators mates, banking, TSCO, miners, service sect., DEB, OCDO( just managed to secure even more funds with no profit in sight).... in fact u would strangle to find co that is not practising financial - accounting engineering. SHP was encouraged to do so by same guys who are knocking it down now. Sorosi sold out of shp.Btw, I also said that mood will change again and sp will pass �38 again at some point hence I�m more long than short. Balancing trends ROE v debt $-� rate rise is a challenge, but just looking at PE might be unhealthy. I don�t mind u reporting my post but I�m a bit disheartened u took it personally. We can all read annual reports no matter how long they come , but how will those be taken by market is unknown.

It probably will, when is another question, if you can bare more pain sit on it and hedge with daily short if necessary. That I think this is worthless co is just my opinion, there will be plenty of ups and downs here before fat lady sings, added problems for this sp is sociological �correction � trend-move of equity markets. All this just my opinion not recommendation, after all I had to sit on sort for longer than 2years to enjoy proceeds and vindicate my self, with many hedges short term longs.

IMO �26-28bln pre bax egomania ( with almost half of shares in issue as now), now nothing or hardly anything. Hope is lenders will not be able to absorb losses lending to this dog and would deviously swing this dogs sp up again. Btw, bod has not been honest, no divi to speak about, relentless new shares issued, whopper remuneration package for bod, creative financial and accounting engendering, as previously pointed what is not to like about shp if one is into pain pleasure?

Markets are recalibrating, roe is negligible to a point of despair, few more pips would agree with me that bod is bs, growth not to speak off,, if u want to be kind and positive to shp, perhaps double bottom needs to be formed. If last is broken than miners stile bushing to pe of 1-2. Pe was only relevant for pump and dump (brigade) and only based on (un)likely future pe. Lower heights and lower lows are still in play.. miners did recover but will this dog ?

BS bod, bs figures bs all around. I did immeasurably better riding this mare on and around reporting days than with my long term ( short predominantly including one over �58 , but not exclusively) position, adjusted for costs associated. On paper figs no surprises, calculating % of bods spin, fear, greed and outright dishonesty is a challenge. Reaction of investors, manipulators, market hysteria planetary realigning is impossible to predict. I�m very uncomfortable with my current balance of long term positions shorts (another one taken today) v long. Tight -ish stop limit there to make me end up with some profit at the end of d day mitigated by dally ride. How do u reed this bs numbers as in terms of mid term sp?

Who wanted to sell has already sold, corrections bear market will return to and favour �safe(er) boring �stocks.

Thanks to bod (s). Renationalisation of only UK assets could be a good thing, for consumers, employees and is in national interests to manage its own resources. Non UK assets would flourish. As to Jeramy, it is easy to see how can politician with desire to create social justice and not just national, be so disliked. Misery, distraction, mayhem is much more profitable. Btw I�m long here, who wanted to sel

I�ve no faith in bod, their reporting, Zak Mir or anything much. Just a haunch that unloved stock in unloved sector will be loved again at some point hence long heavier. Plenty of funny money around, some will come here. To has to. Be in a region of �42 bik+ to allow �5bln + writedown instanly and same next year? That would mean somebody would have to be willing to commit �50bln+ here. Not science fiction but...