Member Info for notgreedy

Yes, chank of my shorts got closed this morning. Just taken long on adr., but don�t know how long will I keep it. ADR is even more neurotic than lse. Hopefully I�ll be allowed to chill a bit (200 points up now).

My broker just informed me that will close my short. It had long only option here for past few days blocking me adding shorts? Insider info? If it is confirmes they are all in cahoots.

Quite right, I�m not delusional that any posts on this kind of boards will make any difference to any sp. I�m saying that this dog is not a investment grade but am happy to make a bob or two going long for short bursts. Btw what price do you think RI will be?

You could say that, but I also had (small) daily longs Long term I don�t see Ocado investment stocks, no divi will ever be paid, no meaningful profit will be made, no end in sight for RIs. As to shorts, give it time to update, + still plenty of funny money around. Rational will return, briefly, and than we will have panic or exuberance again. Fun and games go on.

13m+ new shares RI to be added, profit before tax a whole �1.m. On a bright side Ocado will finally pay some tax, probably not carries over losses from previous years. Now let�s guess if RI will be priced above �3 or below. Whichever way we look at it I�m impressed that this dog still has mcap it has.

I�ve been saying that �32 ish sp is fair for a while. Now that we are there I�m considering closing my remaining short, will have to look if mcap gets nearer �25 Bon, than my longs would stop me out, there would be few more millions of shares coming onto market to pay for various bod excesses. that is if Donald J. Stop bashing (verbally) pharma-biotec sector or comes up with exact law how to control drug prices. Drop in sp in last couple of days is due to Donald J. not due to all said before about this sector. What we have here now, IMO, is basic maths + sentiment ( mistrust bod) + political dimension. Let�s see how strong is pharma -biotech lobby in US compeering to defence. Any guesses?

CPI had negative TNAV for a while, ability to borrow from those willing to lend and divi kept it going.not a viable business but cash cow for bod, as clln, deb, mtc, Ocado, ....not to say sp will not bounce back up a bit, some shorts will be closed, some averaging down will take place and ri might be successful in raising cash. But as a business it is a dog, any of us could run business like cpi did should we find someone crazy enough to lend us money. All this jmo. https://www.investing.com/equities/capita-group-balance-sheet

Not that much this days. Lot of my shorts got taken on 19th dec am drop and last Friday. I�m reluctantly mostly long now. I don�t count daily longs and shorts in this equation. Now, when will to roomers do a bit for cna sp do u think?

Has future for ocdo brightened up that much? Mcap over �3 bln can someone remind me how much profit they generate , how much divi they pay and how much cash they have to realise this projects? Good thing about such jump in sp is that next RI will success even below �3, shorts will not want to be lumbered with such allocation and make them endure. If for no other reason shorts will drop but new will opened, at what sp will depend how much cash will ocdo raise with, IMO,soon to come RI.

Lets see if this is not the case of lower highs and lower lows.

I wish u r right. IMO today’s sp move is purely £v $ play and will remain so till some clarity comes from bod - ye- gen meet... or another profit warning. I’m not counting on any serious calculation of tnav ( not much left here Jeramy can scoopi it up as in whole can for a 99p) in m&a speculation. It is divi or bods ability to con lenders of more money for divi that will move sp up. Last pony would be market crash and flight to “ safe stock”. Btw, same £v$ play did go against our shp, today. Looking good on Nasdaq atm.

December contracts have-are ending . My guess is there wore more shorts hence so ended up. Earlier new shorts taken dropping sp 90points, 250 points daily swing that is more like shp. Tramp tax, mood swings, review announcements and general illogical market behaviour could pump sp up short term. Now that volatility might be back courtion for traders, only change in sentiment will sustain sp on up imo

Not entirely unexpected, unfortunately for me while I was long. Tiny position but in red. I�ve not done averaging down for a while but will give it a go soonish. There might be more sp bushing to come on cna since no divi till May, unless 2nd profit warning ( 3rd expected soon after) and force roomers of TO. TO would be best hope in that case. Unfortunately most of TNAV is already stripped away so it would attract only boys with patience, ones with vision , Chinese or Russians . I think uk gov will make it unappetising for them hence get ready for more pain beyond May. O

Reaction to Roche news, FT article if u can get it. Dummy elastic band, for now..

My sources say�time to walk sp up a bit� or as I mentioned before elastic band time, perhaps. I�m not so short heavy (had couple of limits taken on Friday and Monday with new long triggered to). All that said, careful tomorrow, could be another slow start followed by volatile afternoon if adr ends under 6% up

I think you got them all or at least one. Dig those spurs in and ride this mare.

I don�t believe shp will go bust. I�ve posted few links with extreme opposite views on shps current position financial and sector related sentiment. I�ll repeat again, ones adored becomes unloved, ones disliked becomes adored again. Shp had bad year ( sp wise, but from craisy mcap above �45bln). If double bottom is not breeched than sp will recover. Miners wore bashed for 18 ish months , if same arithmetics is to be repeated here shp should become loved again in second half of next year. IMO there will be more volatility before full accounts are up and then some cleare direction will emerge. Either way do not panic

I believe that speed off debt repayments will drop, and so do few experts. Gsk is pharma sec. shp biotec. Gsk azn.... pay huge divi ( as does rdsa , rdsb....) using debt, sometimes, shp does not but has most generous remuneration for bod. All those share options bod buys at 1/4 off the price somebody has to pay for. Have a look how many shares wore issued and added to total issue ended in pockets of bod, as a percentile. On general valuation, as seen by u, questor and who ever is a fan of shp I agree, especially comparing to likes of JE. Markets asr seldom realistic, magnification is the name of the game.

I was wrong before and I could be wrong again, but so wore the experts. I told u if no faul play by bod it is rubber band play and should you hold on to Ur positive and optimistic view of this mare u ll do ok, eventually. In the mean time I�ll ride it close 1 expensive massive debt ( 7 years to pay back all being same) given by those hedging it for good measure. 2 diminishing growth ( more likely than not) if any 3 uncertain future as in regs, r&d, licence-generics 4 constant one-offs , write downs, greedy bod I�ll stop here, rubber band effect goes both ways so it is not inconceivable that sp will rocket again. As to numbers, when bod decides to present those as a GAAP I�ll take them more seriously.

Yeah still short, what m&a are u on about. Nobody, sane, would want this dog and shp bod has no money left to overpay for any more acquisitions. It is possible that something more sinister is keeping buyers away or it is rubber band game still on. Till bod comes up with spin-off opposition sp will yo-yo, IMO. That spin-off will come I have no doubt, bod is all for relentless financial engineering, but how will the market see it? How likely is that any part ( overpriced and underperforming) of shp is going to demand premium in Jumble sale ? Not massive imo, bta, volatility must exist so some can make money while most will loose. Again, if you are not leverage trading and have no marg to worry about, just watch how things unfold and you are likely to do ok eventually. Most loved becomes most unloved and the other way around. That said im not likely to short apple any time soon. Mulder, just patience and balls, if not hedging will make you a bit of dosh.