||ORD ILS0.01 (DI)
||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Plus500 Share Discussion Threads
Showing 11101 to 11123 of 11125 messages
|The Liberum equity analysts look like all the others in the AIM market i.e simply react to news/events, cheerleaders for their corporate clients, do not produce anything that can genuinely be called independent research. If they were so on the ball here where was the research note indicating that the ESMA Q&A's posed a potential regulatory risk for the sector & what the implications might be for their corporate client Plus500 - the ESMA stuff has been in the market for months.
Timing of £100m recent sale by company insiders also looks a great trade (Liberum was of course a bookrunner).|
|Liberum have valuable view on all this.
They feel new Cyp regs, particularly if extended to UK and other major markets, will adversely effect Plus slightly. However, Plus doesn't have huge high pressure sales force so won't be affected by new controls on aggressive marketing. It will be slightly affected by reduced limits on leverage (to 50:1) and reduced bonus incentives. Unlike most, Plus does already limit punters' losses to their deposits and will be much less affected by any new controls, than the less scrupulous private operators. Some of the other operators will be hit much harder, which could have the longer term advantage of reducing competition.
They've slightly reduced next year's forecasts and are currently expecting pre tax profit of $152.1m in 2016, rising to $163.6m in 2017 with EPS of 74.7p, rising to 80.3p. Based on present price of 533p, represents a PE of 7.1, falling to 6.6 for 2017. Expecting dividends of 44.8p for 2016, increasing to 48.2p next year, with yield of 8.4%, rising to 9.0%. As a result they have new target price of 723p.
Like on so many past occasions, I feel, we'll probably continue to suffer from continuing short term shorters, but thereafter patience will be handsomely rewarded.|
I didnt think you would have the nerve to show your face!
Do you want to apologise to me now?|
|JP Morgan and others stake building it would seem, the deramp continues.
£5 may proove to be the bottom IMHO, pity I did not top up.|
|Maybe you should watch your losses. Loser|
|Totally true HPCG. No comparison between plus and IG, I have said it all along|
|Im not getting slagged off so much now after all my bearish comments. Maybe the tide is turning
more negatives here
|Society is a better place when this company can no longer do business. Andrew Baker - no one who is seriously hedging would do so with PLUS. IG and a few others yes. PLUS aren't after people who can actually make money in the markets.|
|There's no getting away from it. They are in trouble. Take off your rose tinted spectacles. See McCrum in the F.T|
|they dont know, they cant issue a profits warning without knowing. At this stage they dont believe it is material|
|Material is if the consensus forecast in the market is going to be impacted by more than 10%, otherwise they would have to make a profit warning.|
|Unless the directors are lying then today's fall is ridiculously over done. I topped up and will hold for the long term. Strong buy at this price now|
|I would say material is 20%|
|tsmith2, it means I made money out of it today for a change.|
|And there it is!
sailing john 1 Dec '16 - 13:58 - 10990 of 10995 1 0 Edit
"I assume Plus will compose a statement to calm the market but I doubt there will be enough detail about likely actions to build confidence as they won't want to give too much away."|
|What does will not have a material impact actually mean?What's material?Will have an impact..?disguised profits warning?|
|And, yes, I think that the CFD trading that Plus500 is in business to facilitate, is essentially gambling where most punters lose, and presumably stop in time - though perhaps there are those who use it as a hedge and/or are successful traders over time - and that a constant stream of new clients are required as a result. However, bookmakers aren't much different, and they've been going for many years without running out of clients or business. For me, this company will continue to do well, plus there is still a possibility of another takeover bid, which would also add value. I've read the news, know what may happen, and am still comfortable in holding.|
|I would never base an investment on an institution involvement. They generally cant beat their comparable index. If they got it right all the time then there would be no need for direct equity investment|
|JP Morgan (as market maker and asset manager)had 5,840,000 shares (5.08%) of Plus500 shares on 12th. October 2016 (source: Financial Times.)
On 28th. November 2016, Plus500 made a regulatory report that J.P Morgan Securities plc held 10,343,694 shares (9.00%) in Plus500.
Either they are totally wrong about the worth/value of the company, or the price drop is a result of panic selling by people influenced by the Cyprus news (and unduly so in my humble opinion).
Let's see who's proved right in time ...|
|The directors are baling and the market of getting new customers is getting squeezed. It doesnt look good|
|There is no way that a PI can assess the impact of the Cysec move (and that of Belgium and France?)
I guess the point is that regulatory thumb screws are being turned accross Europe and there is no doubt that bonuses play a big part in retail customer acquisition.
I assume Plus will compose a statement to calm the market but I doubt there will be enough detail about likely actions to build confidence as they won't want to give too much away.
At some point it might become an opportunity
GL - SJ|
|another big drop....is the 90 day period up for the directors to restart selling??|