Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
My limit almost got reached today or should I lower it to 800 ish? Only support for this mcap is due to £ v$. Aal has not suddenly become fantastic business. It is much better than in 2015 but being valued 6 x more than 12 months ago is silly. It shouldn't v been dropped to £2.5ish bln then and it shouldn't v been taken to £19 ish bln last week or so. That said, reality is short lived on the market, greed and or fear much longer.
Should divi be maintained it would exide profit . Staff bonus and buyback will take 4/7 of profits. I see more cocos and financial engineering to come from this parasite to pay for divis and endless write-downs - fines...
Maksyn, what did u find worryingin this article? I couldn't find anything. Production up, debt down, cost down, product improved, mcap acceptable . Dr zhivago still around hm that is a problem. I'm considering starting short just because fxpo had a strong run, some profit taking will take place, new refinancing- debt repayment will reduce chance of repeating 10%+ divi ...
Off new shares issued, plenty more to come + massive debt v greed hope delusion? Mcap is what I look at, £40bln, number of shares charges very fast and not insignificantly.? Bod is milking this cow, sp will go up and down but if it goes by Nasdaq tomorrow 2% down ( at least ).
If 180p special divi pledge is homered and reg divi say 200p is in play, than you are looking at twice that %. More like 10% ish, (£36 level) at which markets could scrim " something is not right here and than sp could rush down to £32 ish or go back up to £40 ish. If you are looking for divi you should do good, all being same-ish in next couple of years. I'm not hugely interested in divi, futures trading, since multi 000' points - p moves are likely. Would not like to get hit with 1000 p drop havin sat on long for a year to get 380p divi
If " experts" no notchup negativity on next, to bring it in line with SPD, than we could see sp of around £32 here. Good divi here + special divi but not enough assets, longer leases ... better profit than MKS tho, but stamped might continue. I'm likely to go positive @£32 ish if it comes within a month.
Cuts for us companies... just a talk like that can't be good for commodities if Donald does a fraction of what he said he would .... viva Donald. Closed my, morning long and added short here. IMO fed $ rates will go up faster with Donald. Short long, long short
To some extant short drop, not to bad news, drop in £ and anticipation for mor of the same.... I think that on Monday market might realise unions have not negotiated pay cuts for it's members and that any miningfull profit and divi is some time away.... not to say that same direction cannot remain enforced for a while jet.
I've just taken new short for a short ride, hopefully without parallel long.
Greetings Seifert', how are you? I see no way guessing how long will this asset bubble last but think there has to be some drops here with us elections around the corner + panic to come with fed Dec decision + year end (if not few of those) profit taking..... so I've started short here today even for just quick trade.
I've said some time ago, when mcap gets down to £5m mwg might be bought by someone for £10m. Good brains here, great product but bad bod - marketing . Co could be milked by bod for 6-12 mnths longer but if they don't sell during this period co will be waisted. Ironic
Suf, barc is trading on 1/2 of nav. HSBC is the only uk bank not to show drop, as of today's reading, in mcap.no divi defence till October, soonest. Reemergence of negativity on financials, from a legal point, low base rates, fed didering, well I'll start building new short from here. I've no doubt that HSBC will be able to continue to raise funds (cocos, bonds..) in order to keep paying divi, but at what cost. I would rather start building long on SPD with no divi from this point.
good doge. sit doge
Halo opium, happy to se you ticking. Must inform you, I went long on your beloved tsco but will not be for to long. Here, I've taken a smal short just now. Can't lose to much but should unlikely thing happen ... Stay humorous
Exactly why I call it digital reckerears and why I'm shorting it. Bonus is ridiculous mcap.
Adding to my short and waiting for some American hedge fund to " light up " my direction and or data breach, hopefully before this dog is pushed, if it can be, to £5bl+ mcap.
I've said yesterday's numbers,unaudited , look OK for mcap £7-900m not for £3.5-5bl as suggested by "friendly brokers". £50-70m profit, before tax, amortisation, good will, one off....if real not bad, but not for this kind of mcap. Profit 1/3 of revenue? Sounds to much as Globo, qpp....yet we have barc trading at 1/2 of nav. Such are market forces -sentiment - pools, that we have to take it as reality for as long as those persist. Asos, okado,foxt and few others demanded similar valuations, eventually movers and shakers cashed in on gelable. This digital ricketier will follow eventually, in the mean time hedging, daily if necessary, could smooth the ride.
Triggered, pass £3.5bl mcap? Ridiculous valuation yet I would keep and add to my short all the way to £6, if it gets pushed that far taking mcap to £4bl. Than I'll be all in short. Today's numbers ok, for £7-900m mcap. Just the question who can endure pain for longer in sence long v short.
Possible, however I will close mine today. I was looking for 100 and three days on there we are. On the other hand I might keep a bit to see if £3 will be touched by Jun. I'm more negative on, short-mid term future sp here , but another outburst of irrational enthusiasm could take sp in opposite direction.