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mike13

716 posts

183 months

Friday 29th December 2017
quotequote all
elanfan said:
Wonder whether anyone has an opinion on Aviva plc?

New CEO Mark Wilson has been in place a few years now and has trimmed the company back to its core operations, got rid of non essential stuff, bought and integrated Friends Life, made huge savings, fantastic operations ratio, started a £300m cash back, pays an improving dividend, now a cash generator/huge profit, £billions in reserves, an absolutely massive company etc etc

Yet the share price hasn't flown, why? Years ago CU (a sometime part of Aviva) had a share price higher than Prudential Ass and they are at £18odd.

HL has a selection of brokers tipping them at £6.50+ for sometime but the price just hovers.
Bought a small amount earlier this year on all the positive reviews i'd read, still in negative territory at the moment which surprises me, i feel the same about Lloyds, appears to be a well run outfit now but share price stutters along never getting to the 70p mark.

bad company

18,642 posts

267 months

Friday 29th December 2017
quotequote all
mike13 said:
elanfan said:
Wonder whether anyone has an opinion on Aviva plc?

New CEO Mark Wilson has been in place a few years now and has trimmed the company back to its core operations, got rid of non essential stuff, bought and integrated Friends Life, made huge savings, fantastic operations ratio, started a £300m cash back, pays an improving dividend, now a cash generator/huge profit, £billions in reserves, an absolutely massive company etc etc

Yet the share price hasn't flown, why? Years ago CU (a sometime part of Aviva) had a share price higher than Prudential Ass and they are at £18odd.

HL has a selection of brokers tipping them at £6.50+ for sometime but the price just hovers.
Bought a small amount earlier this year on all the positive reviews i'd read, still in negative territory at the moment which surprises me, i feel the same about Lloyds, appears to be a well run outfit now but share price stutters along never getting to the 70p mark.
I hold Aviva and Lloyds. Aviva as grown but I have held them for a long time. In both cases I’m primarily there for the dividend.

R8Steve

4,150 posts

176 months

Tuesday 2nd January 2018
quotequote all
supercommuter said:
twinturboz said:
R8Steve said:
We should do a PH RTO into some empty cash shell AIM stock and rename it to something with blockchain in it. We'd all be overnight millionaires. laugh
laugh Agree! It's a shame there isn't any options on some of these names, would be worth taking puts.
Outright shorting the stock isn't available too, but even though this is obviously a mania that option is just far too risky.
Haha, Yes R8Steve. Let's do it
Damn, beaten to it!!

https://wolfstreet.com/2017/12/28/im-in-awe-of-how...


HarryW

15,151 posts

270 months

Tuesday 2nd January 2018
quotequote all
Nice +30% tick up for ZIOC today, more of the same tomorrow would be nice...

NRS

22,195 posts

202 months

Tuesday 2nd January 2018
quotequote all
HarryW said:
Nice +30% tick up for ZIOC today, more of the same tomorrow would be nice...
Where is it compared to last time it was mentioned? wink

dom9

8,090 posts

210 months

Tuesday 2nd January 2018
quotequote all
Nice tick up on BOO.L - possibly a few New Years buyers as it seems to be being tipped heavily.

MTFB.L dropped quite sharply and slightly strangely with the sister listing in the US doing well. Still think this one will be my star for the coming year.

Taken a huge hit on my THX on the Canadian exchange. Feels like a seller hit the market with big volume at the end of '17 and maybe scared other PIs into selling. Lots of good news for them though so expect strong recovery through Q1.

Can see my 2017/18 ISA being 'down' in the new tax year, at this rate, but I'll mostly top up what I have as I'm still happy with the fundamentals and we're another year closer to news/ production/ delivery etc depending on what share we're discussing.

Edited by dom9 on Tuesday 2nd January 19:06

HarryW

15,151 posts

270 months

Tuesday 2nd January 2018
quotequote all
NRS said:
HarryW said:
Nice +30% tick up for ZIOC today, more of the same tomorrow would be nice...
Where is it compared to last time it was mentioned? wink
Last time I mentioned it was on the 22nd Dec when it was 10.81, that time I was praying for the rainbow though, today it finished at 16....
IMHO it really has a long way to go to realise it's full potential...

NRS

22,195 posts

202 months

Tuesday 2nd January 2018
quotequote all
HarryW said:
NRS said:
HarryW said:
Nice +30% tick up for ZIOC today, more of the same tomorrow would be nice...
Where is it compared to last time it was mentioned? wink
Last time I mentioned it was on the 22nd Dec when it was 10.81, that time I was praying for the rainbow though, today it finished at 16....
IMHO it really has a long way to go to realise it's full potential...
Nice! I just remember a few mentioned on here in terms of their gains one morning, but they're actually generally going down! So always good to see the trend over a bit of a longer period (although of course it's still a very short period in this case!).

supercommuter

2,169 posts

103 months

Thursday 4th January 2018
quotequote all
NRS said:
HarryW said:
NRS said:
HarryW said:
Nice +30% tick up for ZIOC today, more of the same tomorrow would be nice...
Where is it compared to last time it was mentioned? wink
Last time I mentioned it was on the 22nd Dec when it was 10.81, that time I was praying for the rainbow though, today it finished at 16....
IMHO it really has a long way to go to realise it's full potential...
Nice! I just remember a few mentioned on here in terms of their gains one morning, but they're actually generally going down! So always good to see the trend over a bit of a longer period (although of course it's still a very short period in this case!).
Good Christmas and new year with zioc and boo. Finally back in the blue on both!

See how long that lasts after a bullish h today with zioc

supercommuter

2,169 posts

103 months

Thursday 11th January 2018
quotequote all
Boohoo sales double over Christmas, updated full year forecast. All rosey.

Share price drops 5 percent.........

Badda

2,673 posts

83 months

Thursday 11th January 2018
quotequote all
supercommuter said:
Boohoo sales double over Christmas, updated full year forecast. All rosey.

Share price drops 5 percent.........
What did the market expect the results to be?

dom9

8,090 posts

210 months

Thursday 11th January 2018
quotequote all
Pretty good update for BOO.L and 'only' 1% down now as I type.

I think you have to expect there to have been some people buying the 'rumour' (pre-results, price goes up) and selling 'the news' (today's update, price drops).

I suspect that's pretty much what we're seeing. The update seems to be pretty much in line with what was expected, hence no huge movements. Perhaps the market no longer expects BOO.L to hugely outperform (Vs. guidance), which is no bad thing as it should bring stability.

Still - look how they're doing in their sector in terms of growth and profit - amazing!

I suspect after last time there were some jitters about directors selling or the price dropping aggressively on news, so less bought in in the run-up and there have been less sellers on news, hence relative stability compared to previous quarterlies.

In reality; I am pretty happy if this ends flat today/ this week as it'll hopefully give people more confidence for next time there's an update that there aren't going to be huge swings so it'll attract people back to it for a longer term punt.

Sir Bagalot

6,481 posts

182 months

Thursday 11th January 2018
quotequote all
elanfan said:
Wonder whether anyone has an opinion on Aviva plc?

New CEO Mark Wilson has been in place a few years now and has trimmed the company back to its core operations, got rid of non essential stuff, bought and integrated Friends Life, made huge savings, fantastic operations ratio, started a £300m cash back, pays an improving dividend, now a cash generator/huge profit, £billions in reserves, an absolutely massive company etc etc

Yet the share price hasn't flown, why? Years ago CU (a sometime part of Aviva) had a share price higher than Prudential Ass and they are at £18odd.

HL has a selection of brokers tipping them at £6.50+ for sometime but the price just hovers.
Having checked I bought into AV. in March '13 for a shade under £3, and again in Jun '16 when they were sub £4, so I'm happy enoughbiggrin

dom9

8,090 posts

210 months

Thursday 11th January 2018
quotequote all
Spoke too soon.... BOO.L back to taking a bit of a pummelling on big volume.

Wonder if people think £2 is just about the ceiling and are moving to others things for 2018?

Such a good business and although PE is high; profit and growth are, frankly, exceptional.

Think I'll just leave it in the drawer now and see what happens through 2018. It sits inside the ISA anyway.

Hoping 2018 is the year for MTFB.L as well but that seems to struggle to break the resistance at 42p. Still, I was in at 30p, which is nice.

CasioPasio

208 posts

81 months

Friday 12th January 2018
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If anyone here is interested, Facebook (FB) would be a good buy now.

R8Steve

4,150 posts

176 months

Friday 12th January 2018
quotequote all
CasioPasio said:
If anyone here is interested, Facebook (FB) would be a good buy now.
Why?

CasioPasio

208 posts

81 months

Friday 12th January 2018
quotequote all
R8Steve said:
Why?
Well, they have announced changes to news feeds. ultimately it will slow the company's progress down but it shouldn't have much effect on the growth.

It fell 4.8% at the start but this is easily a $200 stock.


anonymous-user

55 months

Saturday 13th January 2018
quotequote all
Anyone playing in Carillon?
It just seems a bit too risky for me, it was bouncing all over the place quite quickly yesterday (friday).
I watched it's %age drop from 20 to 30 to 40 %, I suppose I could have slid in there and made 18% or more at the right time but bottled it.
I don't know if they will still even be trading come Monday morning.

dingg

3,997 posts

220 months

Sunday 14th January 2018
quotequote all
clln is either going to be bust on Monday or shareholders rescued with massive dilution , maybe worth a penny or two.

commiserations all round

FWIW

3,069 posts

98 months

Sunday 14th January 2018
quotequote all
speedyguy said:
Anyone playing in Carillon?
It just seems a bit too risky for me, it was bouncing all over the place quite quickly yesterday (friday).
I watched it's %age drop from 20 to 30 to 40 %, I suppose I could have slid in there and made 18% or more at the right time but bottled it.
I don't know if they will still even be trading come Monday morning.
You’d be better putting it all on black.

I knew it was a risk when I bought a 50p ish perhaps 12 months ago. Bugger. I’m going stick to funds and index trackers in future!
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