Ashtead Share Chat (AHT)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Ashtead Group Plc	LSE:AHT	London	Ordinary Share	GB0000536739	ORD 10P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+28.00p	+1.32%	2,157.00p	2,156.00p	2,158.00p	2,167.00p	2,116.00p	2,122.00p	371,987	10:35:07

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Support Services	4,499.6	1,059.5	166.1	13.0	10,305

Ashtead Share Discussion Threads

Showing 57601 to 57624 of 57625 messages

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Date	Subject	Author	Discuss
17/10/2019 14:50	Well done 2flat. A good entry.	bracke	Read Full Thread Reply
17/10/2019 14:39	As you say Bracke, how can you let a drop to the 200 day go by. Jumped in with all of my trading pot @2085. Cheers	2flatpack	Read Full Thread Reply
17/10/2019 13:13	Following the URI Results AHT share price may have been expected to rise, but no. My conclusion is that the fall in the share price is due to the rise of the £:$ following the 'Deal'. The share price has dropped below 2100 and approaching the recent low at 2075 and following is 2064. There is always the probability of a visit to the August low at 2000. This begs the question 'what happens if the deal is rejected by parliament'.It is reasonable to assume that the £:$ will fall, the share price will rise and all will be right with the world......or at least with AHT shareholders. Sooooo which of you intrepid investors/ traders are considering purchases based on the scenario above?	bracke	Read Full Thread Reply
17/10/2019 09:56	Additionally, the company announced that it will resume its $1.25 billion share repurchase program this month. The program was initiated in July 2018, with approximately $210 million of shares purchased through September 30, 2018. The Company subsequently paused the program on November 1, 2018 to focus on the integration of the BlueLine acquisition. The company intends to complete the program by the end of 2019.🤐	riley109	Read Full Thread Reply
16/10/2019 21:19	I guess they had acquisitions in there to boost the numbers - but EPS is well up..... so looks good first glance.	fenners66	Read Full Thread Reply
16/10/2019 21:18	United Rentals, Inc. (NYSE: URI) today announced financial results for the third quarter of 20191. Total revenue increased 17.6% to $2.488 billion and rental revenue increased 15.4% to $2.147 billion. On a GAAP basis, the company reported third quarter net income of $391 million, or $5.08 per diluted share ("EPS"), compared with $333 million, or $4.01 per diluted share, for the same period in 2018. Diluted EPS for the quarter increased 26.7% year-over-year. Adjusted EPS2 for the quarter increased 25.7% year-over-year to $5.96. Adjusted EBITDA2 increased 14.0% year-over-year to $1.207 billion, while adjusted EBITDA margin decreased 150 basis points to 48.5%. On a pro forma basis, year-over-year, net income increased 42.7%, adjusted EBITDA increased 4.4% and adjusted EBITDA margin decreased 40 basis points. Matthew Flannery, chief executive officer of United Rentals, said, “In the third quarter, we delivered solid revenue growth driven primarily by strength across our core construction markets, partially offset by slower industrial growth. Operating costs were higher than expected as we repaired and repositioned fleet. Our updated guidance reflects these dynamics, as well as our expectation for higher free cash flow generation.” Flannery continued, “Looking ahead, our customers remain upbeat about their business prospects well into next year. At the same time, we know that lingering economic uncertainty could impact construction and industrial activity. As we complete our planning for 2020, we’re focused on delivering returns in any operating environment, while balancing growth, margins and free cash flow.”	fenners66	Read Full Thread Reply
16/10/2019 14:21	URI report earnings to-day after the market closes. The estimated eps is 5.6.	bracke	Read Full Thread Reply
16/10/2019 10:48	Thanks demo. Over the years this share has become my bugbear. It's become personal!	bracke	Read Full Thread Reply
16/10/2019 10:43	Party at bracke's house, well done.	demo trader	Read Full Thread Reply
16/10/2019 10:33	Thank you fenners. It took me long enough. It's my intention that a few more wins will come my way. It owes me!	bracke	Read Full Thread Reply
15/10/2019 17:52	Hurrah , you joined the club !	fenners66	Read Full Thread Reply
15/10/2019 15:41	Closed at 2159.93. About time I made some money out of this share.	bracke	Read Full Thread Reply
15/10/2019 14:05	Long trade taken at 2121.06. Stop moved to b/even.	bracke	Read Full Thread Reply
04/10/2019 11:36	A good question would be what % of the share register is owned by US institutions ? However as we can see - the act of BB does not guarantee a rise or Capital gain for anyone. Higher dividend income and a lower debt should deliver both a higher dividend valuation model , a higher profit (lower interest rate cost and less frequent refinancing costs) , therefore a higher enterprise value which should lead to a higher share value given shares would then get a higher % of that enterprise value vs lower debt. Also lower debt de-risks the shares when the cycle turns. After all periodically we are told that "exceptional" refinancing costs have occurred but hey they are a "good thing" because interest rates have reduced and debt terms have been extended .... So I say reduce the interest cost permanently and reduce gearing to ensure access to lower interest rates and even longer terms. Then higher dividends add certainty to returns - not the hope that engineered EPS changes might lead to higher capital gains - which are wiped out in an instant by an ill timed /informed trump tweet. After all capital gains are NOT based upon the performance or profitability of the company - they are solely based upon whether anyone wants to buy your shares from you at more than you paid for them on the day you want to sell them. And if you believe in the company - you don't want to sell !	fenners66	Read Full Thread Reply
04/10/2019 03:11	Fenners I think these examples prove that buy-backs can't fix a bad Company, BODs know when they are in trouble so should know not to throw money on cosmetic improvement, but self interest too frequently trumps fiduciary duties. Should a good company buy-back if the BOD feels share price is undervalued? In principle that can enhance shareholder value (higher future EPS etc), but only if the impact on debt position does not negate that benefit by pushing up default risks and borrowing costs. Lower interest rate environments make the buy-backs cheaper to fund, BODs have to judge the risk of future interest rate rises, business environment etc. Paying higher dividends lets shareholder decide if he wants to reinvest, but the tax efficiency is generally worse than the buy-back option, especially in the US where many institutions are able to structure to minimal capital gain tax but will be hit by dividend tax. I have the impression that this is a big driver for prevelance of US buy-backs (and the lower US dividend rates Vs FTSE) but it is becoming more common in UK also. I don't have a strong view on whether BBs are good or bad, both can be bad if they over-stretch the balance sheet. For many UK Companies, I see more discussion of the topic than of the quality of business and management which is the real driver of profit or loss. BB Vs divis is just a debate about how one's preferred way to take pain or gain. I remain cautiously positive on AHT although the recession talk increases, at least that would discourage the Fed and other from interest rate rises. I took a little profit above 2300p and will add back if share price dips much further OK back to lurking. H2	hydrogen economy	Read Full Thread Reply
03/10/2019 23:26	From a discussion about Imperial Brands share buybacks.... "loganair 27 Sep '19 - 11:11 - 2837 of 2991 Many companies who buy back their own shares see their share price fall...look at the old BwinParty. Started buying back their shares at 170p, most of the buy backs done above 140p, to only see there share price fall to below 100p before being taken over by GVC for around 130p per share. All that money BwinParty wasted, just went into the pockets of the bankers and institutional traders."	fenners66	Read Full Thread Reply
03/10/2019 12:10	At 2100 support. If this fails next is at another round figure 2000. Come on Mr Trump lets have a Tweet!	bracke	Read Full Thread Reply
02/10/2019 12:03	It's broken out of the 2200-2300 range but the wrong way for holders. 2100 is next support. Following yesterdays US ISM Manufacturing Report the upcoming US/China Trade Talks are maybe the best chance of moving the market back up. Unless something positive comes from the talks the Santa Rally maybe curtailed this year. I should not discount the possibility of a market retrace back up bearing in mind there will be those who were 'trapped' yesterday following the fast fall. If there is a retrace it will do well to recover 50% of the fall.	bracke	Read Full Thread Reply
01/10/2019 18:00	Good day fenners The DOW gapped down from 27,000 and the S$P 500 from 2990. I suspect it's going to require a Tweet or two from Mr Trump to fill the gap. A China Tariff deal would do it but I'm not holding my breath. Poor chap has got Impeachment to deal with, all the fault of those pesky Democrats and their fake news.	bracke	Read Full Thread Reply
01/10/2019 17:31	Thanks Bracke	fenners66	Read Full Thread Reply
27/9/2019 14:41	The two gaps filled just 2338 remains. Currently in the 2200-2300 range as it did in July	bracke	Read Full Thread Reply
26/9/2019 12:56	£/$ and Mr Trump's tweet send the markets up....so much for probability. There are three gaps to the upside. If the share price can rise to 2306 it will fill two of them. The third is at 2338.	bracke	Read Full Thread Reply
25/9/2019 17:52	On the plus side it filled the opening gap, closed higher than yesterday and closed above 2220 support. On the minus side it continues to make lower intra day lows and highs. It's just about at the point where either buyers or sellers will take control. The probability leans to sellers but this is no ordinary share, this is AHT and we know what it can do....I've got the scars to prove it!	bracke	Read Full Thread Reply
24/9/2019 11:10	Another 'look' at 2220.	bracke	Read Full Thread Reply

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