Amundi Msci Uk Discussion Threads

[samg99] 25/1/2005 13:05

jeffian - if only! The real "clue" is usually on the front page where Leftist propaganda is spouted on a regular basis. Not even a pretence at news reporting.

The Guardian is just as, if not more, left-wing, but at least it generally keeps its opinions to the Comment pages. As its late great editor CP Scott once said, "Comment is free, but facts are sacred". Someone should tell that to the Indescribably......

PS: Pravda was the name of the Soviet Union's ruling Communist regime's newspaper. It means "truth". The title can so often be misleading, you see.

[nurdin] 25/1/2005 13:00

They are independent leftists :o)

[jeffian] 25/1/2005 12:54

Leftists? We're 'independent'. The clue's in the title!

[samg99] 25/1/2005 11:56

Leftists never make good tipsters.....

[diogenesj] 25/1/2005 09:10

Alas, the Independent has a poor record - but it's not always wrong.

[lbo] 25/1/2005 08:34

This was put as one of the Independants shares of the year for 2005!

[pillow] 13/1/2005 09:08

Topped up Again, Great buying opportunity. Surprised there are not more people following this company that is growing so quickly.

[diogenesj] 04/1/2005 15:35

A takeover is just possible, I suppose, P (although not very likely in view of the recent director buys): but the shares seem good value to me even without one, which is an even better reason to buy or hold.

[pillow] 04/1/2005 09:04

Have been buying agressively for last month now. Seriously undervalued situation here. Time the market woke up to CUK. Obvious takeover target IMO.

Just have to wait and see what happens

[lbo] 16/12/2004 08:30

Todays Guardian!

Care UK firmed 3.5p to 388.5p - a record high - on speculation that it could be the next residential care operator to receive a takeover approach from a venture capitalist. Late last month, NHP, steady at 257.25p, agreed to a £564m takeover by US private equity group Blackstone.

and the Daily Express!
Contract hopes underpin Care UK

[diogenesj] 10/12/2004 12:53

Two more director buys announced today, making three in a week. Not huge amounts, but a good sign, I think.

[fellowes] 22/11/2004 07:30

Fantastic results.

EPS Up over 50%, coupled with a very confident outlook statement.

Major new contract wins announced, the future looks very good for Care UK.

[fellowes] 18/11/2004 20:03

GD

Also saw that very nice mention, roll on Monday.

[gd150772] 18/11/2004 12:45

Just spotted this in todays Shares Mag

CARE UK LOOKING UP

Nexy Monday 22 Nov FTSE small-cap health company Care UK (CUK) will announce full year results.

In Sept the Co said these figures will be in line with market expectations thanks to continued progress and steps to win new contracts.

The share price has more than trebled to near all-time highs since early 2003:

400p is the next target and any dips are buying opportunities. Only a break below 275p would warn that momentum was fading.

[gd150772] 18/11/2004 12:16

I'm also holing CUK too Fellowes.

This is a nice company in which you can sleep like a baby at night without fretting over the DOW or Nasdaq

I reckon we should be well on our way to 400p post results

GD

[fellowes] 18/11/2004 07:35

Results announcement next Monday.

I expect a large jump in the share price on the day of results.

The markets in which CUK operates are booming, in particular, domicilary care.

The introduction of the Care Standards Act has forced many smaller providers

of domicilary care (care in the home) out of business and hugely benefited

large providers such as CUK. This market is rapidly consolidating with larger

provider increasing market share.


Still time to buy before results imo, with the advantage of the spread being very small.


Good Luck to all holders

[fellowes] 03/11/2004 11:12

It now looks like 400p is well within reach.

[gd150772] 03/11/2004 08:40

I thought I'd better respond Fellowes as you appear to be talking to yourself!

IMO. CUK is in the middle of a chart breakout, which should pause for breath @ 365'ish and then push onto results. I reckon with the strength of this breakout CUK should be knocking on the 400p door @ results on 22/11.

Good luck all holders

GD

[fellowes] 01/11/2004 20:10

Another nice move Up today, a new 12 month high should be established tomorrow.

370 a share with ease before results.

[fellowes] 28/10/2004 19:24

Looks like the START of the run up to results on the 22nd November.

The 12 month high should be broken in the next couple days, looks like at

least 370 pence for results.

[jeffian] 05/10/2004 12:04

Very quiet here considering the answer to the header question is "Up!"


Been strong again in the past few days. Any news/views?

Regards, Ian

[goliard] 01/3/2004 10:42

Anyone still watching this one? I'm looking to exit now at about 300p. I've let this one sit without really watching it, but the price is looking high to me.

[nv01] 05/10/2003 21:40

Expanding into higher margin specialist care
By James Boxell
Published: October 4 2003 5:00 | Last Updated: October 4 2003 5:00

Care UK, the nursing home operator, has received a boost after the NHS virtually guaranteed it the contract to build and run three diagnostic and healthcare centres. These controversial fast-track surgeries are designed to help cut hospital waiting and could be worth as much as £22.5m in extra revenues a year to Care UK. Along with a couple of earnings-enhancing acquisitions, the company is back on track, after a period of industry overcapacity put a squeeze on prices and unhappiness with its accounting. It is expanding into higher margin specialist care and could win more treatment centre contracts - though the government may prefer to spread the awards around. Profits are expected at about £6.7m this year, although this is held back by one-off adjustments related to clarification of its accounts. Next year looks better, with forecast profits of £11.1m. And that does not include the new NHS contracts, which are expected to contribute from 2005. If those are confirmed, the shares, which have already risen from a December low of 102½p, may have further to go - even though they trade on a forward p/e of about 30. James Boxell

[goliard] 18/6/2003 14:35

Still holding (thankfully) and continue to be surprised by the increase in price. Having said that, basic valuation of the company, using a pe of 10 and including tangible assets ONLY at a discount to book, makes the company worth 220p a share. I will hold and hope to see 200p before selling.

[typo56] 11/6/2003 22:02

Looks like someone wanted to buy 1.2m and the MMs found seller(s). Alternatively, could be a bit of housekeeping by a major holder.

1.2m shares is about 2.4% of the company, so it's possible they'll be at least one holdings RNS in the next day or so.