Member Info for OracleofOldham

the markets are all down today, FTSE almost 1.5% down so treading water is a sign (IMO) that people aren't selling this share but waiting for higher levels.
I would expect on a blue day this will start to move up again but if the markets are selling off it's hard to find buyers who don't think maybe they'll wait and see if they get a better price.

Well good luck but personally I would never bet it all on blue (see what I did there?!).
I prefer to spread out so whilst on great stock won't change my life, it also won't kill me.
If you are way up you may want to consider taking a little bit off the table but good luck either way

I'd say a lot is down to home bias.
In US you have 350 mill all speaking same language and investing is much more common place, and most of that investing will be in US stocks.
In UK the pop is a fifth so that's already a disadvantage, plus as Europe is split by language it's harder to get good info about stocks outside your own nation (how many here do we reckon own any German or Italian stocks for eg?) Plus we don't really invest in this country except in pensions and pension funds want stable returns fro dividend. However that stops company growing as lots of profit is going straight out of the business. Also penalises growth companies as there is much less demand for their shares.

That's my 2 pence, will be interesting to see, esp with new free trading sites, if things change here. Certainly now every employee has to get a pension from their worker will mean more money should flow into stocks, but will it still just be the big div ones?

Sorry don't know exactly when, I saw it about this time last night though (well some time between 2200 and 0100 anyway) so was up yesterday but don't know when.

word on the street is they have about 3% stake.

crazy this is still over 30% down year to date.

I may be reading it wrong, but from what I see as news on my II account Jupiter Asset Management just took a 6% stake here.
As I say I may have been reading wrong but if correct they obviously see a big upside.

I wonder if, with all the UK tech stocks that are being snapped up cheap by US private equity, good stocks like this one will start to get priced closer to if it was an American tech stock
UK market seems to undervalue growth stocks

I wonder if, given the take over talks for Avast and now Blue Prism this SP will start to go up in sympathy?

I know completely different businesses but hopefully the UK will start to realise how terrible it is at undervaluing its tech stocks

out of interest is your £15 based on anything or just your feeling?

Fine if it is just your feeling BTW we can all post what we think just interested if you did any breakdown to come up with that figure?
Thanks

I mean great for short term jump like this but this is my second stock with a recent buy offer (Avast is the other) that actually I was buying with hopes of multi-bagging years down the line. Never mind I guess, better than it going down.

It's loving life.
About time some might say! :)

very undervalued stock at this price IMO
The cheaper openreach thoughts that may be causing the drop don't seem to make sense as even if you half OR valuation to about £15-16b that's the total current market cap so at this level you are still getting all future growth plus EE and everything else for free.
And with BT able to set it's own price for competitors using it's lines for at least 10 yrs, plus roaming charges coming back there will be growth

I would expect (but of course don't know) that on Thursday there will be a jump as people reinvest the approximately 8% dividend (less swiss tax of course)

I have to feel that when the announcement comes of them opening up in a new country (they are looking at 5 new ones apparently) that will start pushing up the price. Until then, whilst I won't put a huge percent of my portfolio here I will be looking to accumulate a bit more esp of it gets down near 200 but even if it stays here.
Mind you I have a multi year outlook so DYOR

The stock market is the only place where people run from a sale

Not sure about your timeline but the only time you want share price to go up is when you're selling.
I'm in accumulation mode so love a pull back.
As long as you check and nothing bad has happened to the company or its future prospects you should see drops as a blessing (I know it's hard to have that mindset esp when the loss grows large but stocks like this one with huge dividend make it much easier to live with than growth stocks)

a lot of the market works on short term which is why companies SPs race up or down, or you have big crashes like last year where we can pick up big profits as we don't have to show quarterly gains.

All I think that is going on here is that China bought up lots of resources when things were cheap and now they have slowed down hoping the price will drop and they can buy more.
It definitely doesn't mean China are not going to buy more as the developed world all seem planned build their way out of this 'recession' with big infrastructure projects.
Looks a very strong mid term future for Iron and Steel companies.

IMO the reason growth stocks struggle here is that UK is very heavily bought by pension funds compared to other markets.
Therefore these funds look primarily for dividend paying stocks which is also why the FTSE has so many high div stocks compared to other countries.
However I do think that free trading platforms (even though I don't use them) will get a larger proportion of the UK investing which can only help push up values in the long term. Add to that that UK stocks are at pretty much the lowest ratio to other nations (esp US) and I can see a positive future for UK growth (hopefully!)

I have bought back in here today so sorry when it goes lower this week :)

This level just seem so low it's like any tech/online company that starts to make profit gets slated.

To be fair I think the last few months have been less about AO specifically and more about money moving to travel, offline retail, etc. I do believe that AO has a good foundation to keep increasing and the fact it is currently only in 2 countries shows the massive scalability here.

The owners seem to have a good idea what they are doing too which is important to me and I think AO has enough difference around it to keep growing.

Indeed as mentioned it could be bought out by bigger firms as it will be easy for them to just add AO rather than try to build and electrics selling arm and all the on and offline infrastructure themselves, but I am hoping it doesn't as I see much more potential here if your outlook is a few years rather than weeks.

Good luck all