Share tips thread

[trashbat]

Oakey said:

Seems to be a resurgence in NMG these last two days!

What on earth happened? I looked earlier and it was about 0.68! Lack of volume/interest seems to be its main trouble - a few shares like this, where as soon as a little demand is triggered, a big jump happens.

[ukwill]

g4ry13 said:

Didn't someone mention Mosman (MSMN) in here a week or so ago?

My stocks seem to be doing fairly well lately, but then I think most things are in current market conditions.

I didn't, but boy am I happy with this weeks movement! And there's a whole lot left in the tank from what I can make of recent RNS'. Now, where to raise my limit order to?

[ukwill]

So Lidsey-1 flow results amounted to a 290% increase in output... and the stock fell...

Some of the posters on the LSE forum crack me up!

[trashbat]

ukwill said:

So Lidsey-1 flow results amounted to a 290% increase in output... and the stock fell...

Some of the posters on the LSE forum crack me up!

It's a meaningless bit of news though - what is it, a 5% share of 113 bopd? I'm holding in anticipation of something more interesting.

[M7 ATW]

Me too.

[trashbat]

Who remembers Gotham City Research?

Well in the last five days, they turned their fire from QPP to a €1.4bn company called Let's Gowex.

http://www.telegraph.co.uk/finance/newsbysector/me...

Telegraph said:

Telecoms group Let’s Gowex is today due to publish a rebuttal to a report by controversial investment research firm Gotham City Research which sent shares in the Spanish business crashing.

Gotham City released a paper last Tuesday alleging that 90pc of revenues at Let’s Gowex, which provides free public wi-fi, did not exist and put a zero price target on the company’s shares.

Shares in Madrid-listed Let’s Gowex fell 60pc in two days after the report was released, wiping €870m (£690m) from the company’s market value.

Two days later Spanish regulators said they were suspending trading in the shares until the company produced a detailed response to Gotham City’s claims, which Let’s Gowex management say are “unfounded and defamatory”.

So far, so QPP, right?

http://ftalphaville.ft.com/2014/07/06/1893582/prob...

FT said:

Lo and behold it looks like any illegality may just have been a little closer to home.

Genaro García Martín, Gowex president and founder, has resigned after admitting that the last four years accounts “do not reflect the true picture.”

The firm is going straight into bankruptcy. So those wireless smart cities (New York and Madrid, initially) will have to wait.

Oh dear!

[lamboman100]

trashbat said:

Who remembers Gotham City Research?

Well in the last five days, they turned their fire from QPP to a €1.4bn company called Let's Gowex.

http://www.telegraph.co.uk/finance/newsbysector/me...

Telegraph said:

Telecoms group Let’s Gowex is today due to publish a rebuttal to a report by controversial investment research firm Gotham City Research which sent shares in the Spanish business crashing.

Gotham City released a paper last Tuesday alleging that 90pc of revenues at Let’s Gowex, which provides free public wi-fi, did not exist and put a zero price target on the company’s shares.

So far, so QPP, right?

http://ftalphaville.ft.com/2014/07/06/1893582/prob...

FT said:

Lo and behold it looks like any illegality may just have been a little closer to home.

Genaro García Martín, Gowex president and founder, has resigned after admitting that the last four years accounts “do not reflect the true picture.”

The firm is going straight into bankruptcy. So those wireless smart cities (New York and Madrid, initially) will have to wait.

Oh dear!

Wow.

Happened so fast. In days.

The American bear-raiders, like Gotham, have now spotted a great niche in targeting under-regulated smaller European / UK / US companies. Will be interesting to see which company(s) on UK AIM (which, frankly, is like the wild west) they target next.

[Countdown]

Anybody else think HSBC is undervalued at the moment?

Might be wishful thinking on my part...Im looking for a long term stable company which pays a consistent 5% div...this looks like my best option.

[Skyedriver]

Thought HSBC good value when it dropped to 660...........
Better luck with Halfords as I could see a big up swing after the Tour d France, which so far seems to be good.

[DSLiverpool]

FT quote

From July 14 Mr Woodford will reveal every constituent of his new fund each month in a significant departure from the typical industry practice of revealing only the top 10 holdings.


Fascinating !

[Oakey]

trashbat said:

hat on earth happened? I looked earlier and it was about 0.68! Lack of volume/interest seems to be its main trouble - a few shares like this, where as soon as a little demand is triggered, a big jump happens.

Don't worry, normal service has resumed

[gaz1234]

Qpp at 200 a good price?

[ukwill]

trashbat said:

t's a meaningless bit of news though - what is it, a 5% share of 113 bopd? I'm holding in anticipation of something more interesting.

Indeed. But to read the comments on the LSE forum you'd have thought that L1 was the primary concern of the company. Sentiment took a knockback, but it really shouldn't have. They were never going to see a major pay zone from that well. L2 however - that's a different matter as it will be drilled on the correct side (5-1500bopd targets). Not to mention HH & Brockham. So little patience by so many AIM punters.

[leemanning]

Countdown said:

Anybody else think HSBC is undervalued at the moment?

Might be wishful thinking on my part...Im looking for a long term stable company which pays a consistent 5% div...this looks like my best option.

Perhaps check out Medtronic in the US. A very stable performer and a good divi payer from recollection. Have just announced a large acquisition too.

[marky1]

gaz1234 said:

Qpp at 200 a good price?

Wow - did you not read a few posts above about the Spanish company and Gotham City.

[Shnozz]

leemanning said:

Countdown said:

Anybody else think HSBC is undervalued at the moment?

Might be wishful thinking on my part...Im looking for a long term stable company which pays a consistent 5% div...this looks like my best option.

Perhaps check out Medtronic in the US. A very stable performer and a good divi payer from recollection. Have just announced a large acquisition too.

Just had a brief look at this company. Seems that all recent director deals are fairly large sells.

[gaz1234]

marky1 said:

Wow - did you not read a few posts above about the Spanish company and Gotham City.

where?

[marky1]

LOL - a few posts above your question. Written by Trashbat. Do you not think it might be wise to leave QPP alone for a bit???? Looks like Gotham City are one step ahead of most!

[Shnozz]

Gotham's credibility is certainly gaining momentum following their apparent ability to uncover what the rest of the market (institutional investors included) seemingly couldn't see.

http://www.cityam.com/1404781843/fear-follows-goth...

[trashbat]

gaz1234 said:

where?

This will sound rude, but I very much suspect you are going to lose a lot of money on AIM shares if you invest, so my suggestion is stay well away.

Shnozz said:

Gotham's credibility is certainly gaining momentum following their apparent ability to uncover what the rest of the market (institutional investors included) seemingly couldn't see.

http://www.cityam.com/1404781843/fear-follows-goth...

It's interesting times! It may mean absolutely nothing, but since they've made a lot of money on their QPP short so far, and are on a reputational high after Gowex, why go back and attack them again unless there's some substance to it?