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Hi Slipperyslope, Wild time$ for $ure Look at yesterdays RNS Notify of Blackrocks 23 million + share holding and the financial instrument says CFD/contract for difference and I would imagine they are betting that the stock goes down and at the same time probably shorting the stock on both sides of the pond Serious moneeeee££££££££££££$$$$$$$$$$$$$$$$$$$ How does that $ound Can somebody give their take on Blackrocks RNS/CFD/ more than appreciated It's all EUPHORIA Either Bull/or Bear and these old hands feeding both/the best of both worlds at this price with a long view,a decent investment Have a wild day
Great value Brkr Fcst this am £11.50 @ Berenberg Bank Have a wild day
Market comment: 20% downside possible on equities on both sides of pond Gold can reach $1500 USA data: mortgage applications trade data eia petroleum data Have a wild day
''£8.50 come on down'' Have a wild day
''she's a bouncey girl'' Have a wild day
Analyst comment: ....''business cycles don'tcome to an end,they are murdered by the Fed''....... .......''oil rise will not last and will dip again''........ German industrial production up 3%+ China data poor again as capital flies out of country Asia red this am Presently short covering and profit taking slowing market down EU data: gdp USA data: nfib small business data rerdbook Looks like risk off this am Have a wild day
after...''locations'' ......should read: ''which compared to 25 the previous year''....
Friday non-farm payroll data: February jobs 242000 Unemployment in the construction sector is the lowest recorded number for a February Total construction jobs 253000 YOY - 4% increase Non-residential jobs 98300 YOY - 2.5% increase -------------------------------------------------- Ashtead opened 51 greenfield locations co which added a furmpared to 25 the previous year (9 months) 67£ million on acquisitions over 9 months which added a further 9 new locations Average 9 months physical utilisation 72% and stable with same period YOY Non-Residential construction experiencing strong demand and contractors are finding it difficult to hire the suitably trained labour required to meet such demand RNS 3 Qtr data: CEO Drabble - ........''however we continue to expect strong growth capital expenditure generating double digit fleet growth.Our operating model and short delivery lead times allow us to flex our capital spend quickly''......... (above refers to remainder of 3Q/4Q) CEO Drabble said in 2012: ''We have the luxury of being able to buy our equipment on very very short lead times and therefore the concept of an annual capital budget is alien to us'' Gold is the hedge of choice at the moment but also undervalued Ashtead with its peak earning seasons just arrived more or less must also be a very attractive to the institutional investors. Chinese Peoples Congress are presently formulating their 5 year plan and Monday am we should have some news on that and should be a good boost to the market/commodities and for the machinery stock Caterpillar. Thursday ECB/Draghi will reveal all and should also be market friendly! AHT sp during week should see another good rise to £9 high +/or £10 low USA data: gallup consumer spending labour market conditions index Have a wild Monday
Hi slipperyslope, A loopy week for sure 19000 jobs created in construction amidst robust dermand in February and may it continue in the blue Monday Have a good weekend
Welcome back algorithim Yes we know, somebody took away the signpost saying 20% north Specsavers are doing a deal at the minute Have a wild day
URI another %4+ on SP Looks like market are bringing SP on AHT as well to a more practical level as it should at least be £10+ after a decent Qly data release. Some ''stressed out'' energy companies have seen their SP's rice dramatically as oil is steadying and traders anticipate some movement from OPEC at their next meeting in March The AHT RNS mentioned that the company was close to completing the replacement cycle of used machines and as a result would be able to generate considerable more cash flow USA data: non farm payroll international trade Fed speak Have a wild day
should read : ..''.private payroll company''.......
Recent Editorial comment 1st March: Construction spend soared in January from a month earlier and all major segments posted gains pushing the total to the highest level since October 2008. There were solid gains for both the month and year in apartment,non-residential and highway construction. Construction spending in January totaled $1,41 trillion and 10.4% higher than Jan 2015. Priv residential spending 7.7%+ YOY Priv non residential 11.5%+ YOY Multi family residential 30%+ YOY Single family 6.6%+ YOY The largest private non residential segment in January was manufacturing construction and 11.6%+ YOY The next largest segment is power(including oil/gas pipelines) and 11%+ YOY Public construction spend 13%+ YOY The biggest public segment is highway and street construction and 34%+ YOY The main concern for contractors are skilled labour and contractors urge US government to get high schools to set up construction education programs and a strong lobby is presently persueing this and more . --------------------------------------------- Yesterdays Fed Beige book confirms moderate broad economic expansion except for the energy states which was also confirmed by the private patrol company ADP data. US oil production is still falling and is now at January 2014 levels. ......................................... USA data: factory orders pmi sevices index ism non manufacturing productivity costs jobless claims consumer data eia gas URI up yesterday by + 3.5% and a tailwind from good US data and the best data of all - AHT 3Q - contributing. Can see URI heading for high 50$ in the coming weeks AHT CEO remarks: ..........''growing responseibly''....''..and strategy/business model clearly working''...... AHT is a $olid well run company and services a sector which has $olid future,the introduction of tougher pollution/emission regulations will also make rental companies very attractive. Have a wild day
Editorial comment 1st March: Construction spending posts strong monthly and year over year advances in multi family,private non-residential and public categories in January 2016. .....nearly all private segments recorded robust 12 month gains as total spending reaches a 7 year high....... .....demand for construction remains robust even amid concerns over economy...... USA data Wednesday: mba mortgage applications adp employment data job creation data beige book eia petroleum data fed speak URI gains close on 2% Analysts encouraged by the signs of a broad based recovery in manufacturing beginning to reflect in todays ISM data
AHT data today is indicative of a strong construction sector/and general economic activity URI forecasted today with a potential 50% + on SP Great start to March with a market in a confirmed uptrend Todays SP plunge-welcome to AHT for the uninitiated HFT can create! any price they want and look how it stormed back! Those G-force$ I love them Time for a Pint/or two
Autos,ism manufacturing,construction spend all OK Analyst comment: ......''the feeling is that manufacturing may be coming out of the doldrums''........... ........................................................................... and Spriong is in the air and months of decent money making weather just around the corner and Donald Trump will save us all and Jesus wept again Have a wild day
please ignore ...dfay...
thanks for reply general uncertainty contributes and money looking for a safe place Gold forecast to be around $1400 by Q4 16 Have a wild dfay Have a wild day
Peel Hunt this am give a share price of £ 14.50 - long view as opposed to Tuesday view Have a wild day
HI PaulAtreides, It's the moronic algorithim and professional trading making a PAYDAY out of it Company did say in their release today: .......that they expect their fleet requirements to moderate down the line and will give them even better revenue and cash generation.... BUT $olid company and a mischevious market overreaction!! Stay onboard Have a wild day