Member Info for Spikeyj

(... unless of course a reason for marital dis-satisfaction was dwindling assets, a common enough couple problem)

perhaps wife won't divorce him now the payout will be so much smaller?

syd, just for what it's worth, i believe us hedgie doug kass is still running a substantial position against tesla, particularly as a paired trade short tesla / long gm. there are a few posts on his blog, and related sites,on his logic. e.g. Kass on May 7, 2014 "Tesla risks and Apple rumors My interest in Tesla started out when I found something in the fourth-quarter earnings release and the most recent 10-K. Based on my analysis, the company reduced its warranty reserve by a hefty $10.1 million, a gain that flowed directly into the income statement and boosted margins. The stock rose substantially, providing a great short entry point. Then there were reports of Apple having had discussions with Tesla, allegedly about possibly acquiring it. To me, that was silly. Nothing has come of the rumor. Tesla is being capitalized at about $1.2 million a car, versus roughly $10,000 a car for Ford Motor. A lot of future growth is in Tesla's share price. The narrative has moved to Tesla's plan to build the world's largest battery factory—a risky move. With a market cap of about $26 billion, Tesla has a lot of execution risk and competitive issues. The hope for bulls is that the Gen III vehicle—a lower-priced vehicle [than Tesla's core Model S sedan] to be launched in 2017—will be enormously successful." We think the new Tesla will be hit by pricing pressures from incumbent manufacturers with deep resources, which have demonstrated a willingness to lose money on electric vehicles and have a big head start in mass production. - See more at: http://dougkassblog.blogspot.co.uk/search?updated-max=2014-05-09T03:00:00-07:00&max-results=4&start=4&by-date=false#sthash.qLlbG67A.dpuf

interesting watching you boys at play, well done both.

just visiting mate, just looking. not a trader at heart myself so this one prob a bit too choppy for me. i'll pass, but gut says they have several hundreds down to go (2600?) with next few weeks.

sorry jolly, meant, numis reiterated 6000 as target yesterday. that's brave. meanwhile, today (from hargreaves website), oriel:: "Analysts at Oriel Securities said they expect to cut their forecasts for ASOS significantly after a profit warning from the online fashion retailer. Speaking in a note before the open, Oriel said: "The shares will get hurt [...]. They have fallen a long way but the quantum of the warning will mean serious pain this morning. The read across to other online retailers will be poor, but we fear that there may be something ASOS-specific going on here." ..... 'quantum of the warning', what a nice phrase, unless one is a holder of course.

almost as brave as numis

what buy in did u manage? manic first half hour

possibly still to be found in trp, waiting for the shower of fairy dust

i think lacroix has to allow you that last laugh at this point. peeps just don't like that dash of lemon juice in their honey

ouch

is this one of yours?

interesting reflections on stop losses and risk management guys. i do use leverage through spread bets to invest, but do so with stop losses, and with most aim share spread bets i pay the extra pips to buy 'guaranteed' stops, i.e. ones which will execute at agreed price even if market has gapped down past the stop. i was a holder of the qpp when it crashed, and am very, very pleased that i had a guaranteed stop, saved me a lot of money --- clear enough on the qpp board that there were indeed many using spread bets who had no stop losses, or more unluckily plenty who had set stops in low/mid 30s, but because they weren't guaranteed stops they actually got stopped out about 10p lower than they had planned because of the gapping and auctions. given how fiercely aim stocks can crash, i think the extra money for the guarantee is generally money very well spent. my own problem/failing with stop losses is i still get too tempted from time to time to move my stops down to try to keep a position open, which rather undermines my own trading plan. it's a bad habit, but i still keep falling for it. the rule of thumb really should be, other than exceptional/specific cases, only ever move stop losses up, never down.

hi george, sorry not to have replied before, i haven't looked into this bb for ages. happy to hold cello without too much tinkering around with the stake. no, i am not a full-time trader, generally i prefer to invest rather than trade. (but a *long* time ago i used to work for an investment back as a market maker.) i do some other work, from time to time, kind of to do with analysis and interventions re human risks, but investing is probably my primary earner.

my question would be, what do they have going for them that makes it likely they can keep their biggest player status? i think it's plausible that many people will indeed be ordering takeaways via phone app etc. sure. and plenty of people will still be eating takeaways then too. but i just can't see what would stop the market getting carved up by all manner of competitors in short order. so far as i can understand, there's nothing special or ambitious about the software and design per se, and also hard to see how they can carve out any special 'added value' space on top of the basic functions of sourcing/ordering/arranging delivery. genuinely, very happy to be persuaded otherwise if people can tell me what enduring significant barriers to entry there are. i have no position at all here present. would be interested to learn more if there is more to learn. but if no such barriers exist in any strength, surely this share will be sliced to ribbons by multiple new competitors? i don't believe that take-away ordering folk will have any particular loyalty to just-eat as a brand. they will order (a) from whoever they can actually remember [so just very temporarily, just eat doing ok as put loadsa money into publicity campaign, and (b) from whoever gives them best discounts/deals -- so soon as the competitors come to play, margins are gonna get severely squeezed.

hi folks. i've been out of this for a couple of weeks (needed money for elsewhere) and haven't been checking in on news etc. planning to buy back in when some funds freed up. on a quick scan, i don't see any obvious poor news around for ASW. is this dip just from the general poor market sentiment, especially re tech stock valuation multiples, affecting ASW, or is there something else about negative that i have missed? grateful for any views / updates. happy to do my own research, but it's always appreciated if others can help too.

wouldn't touch this with a bargepole. they pumped it u for the float with massive ad campaign. and now - very low cost for new entrants/competitors, what do just eat have that can't be fairly easily replicated? jmo. i'm neither long nor short here, but staying well away.

all fine by me mogie, i'm v happy to read thoughts and comments from others re stuff like naked trader methods, zulu, etc. some of which i follow up, some i don't, kinda depending on how much time i've got, but i like to learn about others' methods and ideas, no problem at all with that. sorry if i suggested otherwise when posting late and probably a bit tired. the blinkx board wears me out a bit during the day at moment given all the deramping nonsense there.

ernie, not sure these bulletin boards are meant to be about competition and one upmanship are they? better a focus on sharing of thoughts, views and info as food for thought about shares. if people hold different opinions, fair enough, each bears their own risk and makes their own choices.

sorry, not looking at the shorter term charts on this. treating this one as a bit of a fire and forget position. i'm long in december bets, looking for 475+ by then. gla.