Dev.Secs. Share Discussion Threads

[leedsu36] 20/10/2014 11:43

And you start the week 8p down!

[citymohawk] 17/10/2014 17:51

So we end the day +1p !

[jl9] 17/10/2014 16:13

Getting rid of Marx when this hits is the easy part. Clearing up the almighty mess he's crafted is quite another thing. Shareholder value will be nil here.

[horndean eagle] 17/10/2014 15:50

Yesterdays spike when real estate sector was up circa 2% shows generally what is needed for DSC to go up. Today sector is up another 1% or so and DSC back near year lows.

[leedsu36] 17/10/2014 15:44

Exactly elmfield

June 2014 £2.40

Results due £1.80

What do you think the link is?

[jl9] 17/10/2014 15:43

Corporate slapstick ahead of a VERY unfunny kind. Brace for TOTAL loss of capital.

[leedsu36] 17/10/2014 15:42

Jeez scburb 'results are due next week'

DON'T YOU SEE IT YET.....THE MARKET HAS GOT WIND OF THEM...OPEN YOUR EYES YOU FOOL AND LOOK ABOVE.

[elmfield] 17/10/2014 15:41

This is of concern.
Take care.

[leedsu36] 17/10/2014 15:39

Lower highs and lower lows what does that spell brainbox?

Cut your losses.

[leedsu36] 17/10/2014 15:38

What do you suggest now bright eyes,hold and you will be rewarded

[citymohawk] 17/10/2014 14:50

For those who care, DSC cannot be shorted on market nor through any derivative including a CFD. So, anyone who claims to be shorting this is doing so through a gambling house like IG or some other amateur network.

[scburbs] 17/10/2014 13:36

Why? Don't want to listen to it any more?

DSC has held up surprisingly well in the recent turmoil (albeit it clearly did plenty of falling beforehand!).

I was hoping for a 170's bargain before a decent set of results next week, but this is now looking unlikely.

[citymohawk] 17/10/2014 11:51

I see our friends have returned with sell orders at 280, 295, 302 and 305.

And yesterdays auction price was the biggest spread I've seen with an ask price of 226p!!! Note that the picture below is for direct market (where you see the actual intraday chart across all trading venues) - So less confusion on market price because there are no other derivative alternative such as options, futures or CFD's.

[leedsu36] 17/10/2014 11:01

re-926

I would've presumed a man of your stature would be aware of cfd's.

[leedsu36] 16/10/2014 13:06

Lower highs and lower lows here,get out while you still can and put some in vmp,news is around the corner.

[leedsu36] 16/10/2014 12:57

Don't panic they will never get filled and are indeed meaningless.

[citymohawk] 16/10/2014 09:17

well I think its simply down to my understanding. I can see sell orders at 280, 310, 318 and 320. I'm guessing this is meaningless, but they are not small orders.

[skyship] 16/10/2014 09:00

CM - sorry, I don't have L2 - Silver service only. Are you referring to what you are seeing on the Bid/Offer stats?

[citymohawk] 16/10/2014 08:11

is anyone seeing what I'm seeing on level 2? I'm not really a level 2 user so can someone explain?

[elmfield] 15/10/2014 17:50

Skyship,
A good day!
Very nice finish, fingers crossed for you.

[hpcg] 15/10/2014 15:58

Horndean - I have quite a bit of sympathy with your analysis. There are a few bull points:

1. Major shareholders could do their job and sack the under-performers. Low probability.
2. Activist investor comes onboard and does above.
3. Takeover.
4. The NAV gap closes because it has in the past. Once investors get over their misguided assumption that interest rates are going up soon then this becomes more attractive. All your valid points were true when the gap closed earlier this year. In other words I disagree with your "I wouldn't expect the discount to narrow" statement as recent history shows it can do just that.
5. UK property has lost none of its safe have allure with the kicker this time that the UK economy is one of the stronger ones.

I did buy some at 210, I'm not buying now, may as well wait for results for one, and the market to shakedown some more two. With current management this is not a long term hold.

[skyship] 15/10/2014 15:37

CM - just one week to go for those Interims and hopefully justification for our stance on the Fundamentals...

[citymohawk] 15/10/2014 15:19

From your earlier post, I was talking about CF Yield, not FCF which of course is as distorted as subjective. Yes, the ROE at 6% isn't at the top of the list when compared to similar sized industry candidates. ROE is, of course, fundamental for my investment criteria but is equally the rear view mirror. No one has bothered to explore the reason why the historic ROE has been so low and so far no one has considered the probability and possibility that the ROE cannot remain so low due to debt restructure and increased cash.

The project pipe line is at record levels. How can this not possibly translate into an enhanced performance on operations? The last finals reported some 800% growth in operating profit and EPS?? There was at least 200p/s in net current assets back in Feb. Inventory has grown 4%, 10% and 13% over the last three years... The 6% ROE can't stay that low when the pipeline of deliverables unfold. The net income start line started at record levels. This was the highest in history - so, to compare the future performance including ROE against the past is indeed a non-starter

The float is narrowing so liquidity is tight so I can only conclude that someone needs stock. At this testing time I will take faith my performance thus far, the fact that I have visited the sites, spoken to management and content that this is a 400p+ stock in years to come. I will probably stop posting for a short while now because clearly the price isn't representative of the business and it is frustrating.