Ashtead Share Discussion Threads

[ali47fish] 22/2/2016 10:10

2flat hve the managers increased thei holdings above?

[2flatpack] 22/2/2016 08:26

Another brick in the wall.
Adelphi Capital LLP 0.70% ↑ 0.10% 2016-02-03
Alyeska Investment Group 0.60% ↑ 0.10% 2016-01-29
Blue Ridge Capital, L.L.C 1.23% ↑ 0.09% 2016-02-10
CPMG, Inc 1.42% ↑ 0.04% 2016-01-28
Coatue Management, L.L.C 1.17% ↓ -0.08% 2016-02-18
ODEY ASSET MANAGEMENT LLP 0.76% ↑ 0.26% 2016-02-11
Total 5.88%
.
So say good old Boris or was it David?
Cheers

[topicel] 19/2/2016 15:54

Bracke - whatever Cameron makes of it the out brigade will still sneer and the dailies are whipping up the 'no' vote even now. Plenty more volatility over Brexit whatever happens today/this weekend leading into June.

But yep, a nice bounce before results would be luvverly.

Good weekend all.

Topicel

[2flatpack] 19/2/2016 14:16

bracke
I will need to watch that as I'm shorting the FTSE 100 but more as a hedge, so its not a major problem.
Then what if the unthinkable happens and auntie Angel says no?
By the way I'm a Boddingtons bitter man ,
Cheers

[source] 19/2/2016 13:35

Krug-errand's more like! :)Regards,Source.

[bracke] 19/2/2016 13:04

2flat

When Mr Cameron returns from his foray into Europe with agreement in hand declaring, 'It's an excellent result for Britain', the markets will soar and you will be ordering Krug by the multi case load.

[2flatpack] 19/2/2016 12:17

That's my last 50p @ 836.
Can oneone give me the price of a cup of tea.
cheers

[2flatpack] 19/2/2016 11:12

Down 13p on 300,000 trades, is this the traditional tree shake.
Stood 50p in hand waiting for a sign.
Cheers

[source] 19/2/2016 11:05

Will it go to the £8 gap first before then re-testing the recent lows underneath that...who knows with this technical lark!? :)

Regards,
Source.

[2flatpack] 19/2/2016 10:56

Is this the first sign of a crack?
Adelphi Capital LLP 0.70% ↑ 0.10% 2016-02-03
Alyeska Investment Group 0.60% ↑ 0.10% 2016-01-29
Blue Ridge Capital, L.L.C 1.23% ↑ 0.09% 2016-02-10
CPMG, Inc 1.42% ↑ 0.04% 2016-01-28
Coatue Management, L.L.C 1.25% ↓ -0.07% 2016-02-17
Maverick Capital, Ltd 0.51% ↓ -0.23% 2016-02-02
ODEY ASSET MANAGEMENT LLP 0.76% ↑ 0.26% 2016-02-11
Total 6.47%
Cheers

[bracke] 18/2/2016 09:53

FTSE has retraced this morning but lack of solidarity by AHT; it hasn't.

It appears intent on reaching 900 no matter what. Perhaps those nasty shorters are covering.

[topicel] 18/2/2016 08:49

Better than being a Humphrey!

As Bracke knows, I leave the dark side to others and do not bet on failure or short. It implies an optimistic view which allows me to sleep even through Great Storms - although alcohol might also contribute. Lol.

I simply believe, as does one Sage of Omaha, that a good well-run company is the place to invest, especially if said company is over-burdened with sellers for macro reasons. Of course the AHT board could be withholding bad news, in which case I am likely to be shafted.

On the basis that is unlikely, I too don't see black swans arriving in droves so will hold here for more gains into results on March 2nd - just seven/eight trading days away...

Topicel

[bracke] 17/2/2016 17:58

2flat

Keep a tight grasp on that 50p, there's a Topicel about.

Good luck with the PF.

[bracke] 17/2/2016 17:56

The opening gap was only 2.5 so nothing of any consequence.

My retrace thought was based on DOW and FTSE. FTSE has risen for four successive days for a total of 493. If DOW remains at the level it is as I type it will have risen for three successive days for a total of approx 790.

Yes they could continue rising but the probability of a retrace is fair. So what about just a little one to say 840? It's not a lot.

Just to prove I am not all doom and gloom....barring a flight of black swans 900 is a high probability.

No I am not invested in AHT.

[2flatpack] 17/2/2016 17:45

Bracke
we are due at leased one nasty before results.I'm expecting a tree shake and have save 50p for a bet at the bottom.
I have been trying out an Andrews pitchfork it seems to fit very well and I am looking forward to see if it will change my ideas or help me clarify them.
cheers

[topicel] 17/2/2016 17:32

Lol Bracke, given your EG status and gap comprehension I'd not be so foolish to doubt the opening gap today or any other retrace won't be forthcoming.

But I ain't trading this until results, and, by the look of things, not many others will be either. So I'll mind the gap and tread carefully until March 2nd when all things being equal we'll either rally further or give back gains.

What happens in-between is of consequence but not dominant, IMHO.

Are you invested here yet?

Topicel

[bracke] 17/2/2016 17:04

One way traffic today. Small gap up on opening and continued up.
Volume 2.2 million.

Anyone for a retrace before 900?.......I thought not.

[2flatpack] 17/2/2016 15:26

Source.
Looking at Short Interest Tracker its still the same, where have you seen the increase.
cheers

[source] 17/2/2016 15:07

Good jump today flat pack you may get it! :)Also noted that the short percentage was up again today. Regards,Source.

[bracke] 17/2/2016 14:25

Hope springs eternal.

[2flatpack] 17/2/2016 14:22

You guys are a little pessimistic. I was hoping for 1100 plus on results day.
cheers

[source] 17/2/2016 12:42

Yeah sorry meant the gap at 805p not 790p Bracke.

Seems a fill there maybe a good entry if the wobbles continue then.

What is the significance of a "breakaway gap" Bracke?

Regards,
Source.

[topicel] 17/2/2016 12:35

Indeed Bracke. My observation about 965p was purely based on your highest recognised gap, not one that I especially believe AHT will make - at least not until full year figures are in in mid-summer.

This will be a good run up if it reaches £9 IMHO, but on the day, as you said, if it exceeded forecasts again then who knows?

I am content with the calmer waters for a while! Which way next here and more generally will possibly be driven by Brexit and oil concerns come d'habitude. And maybe a fresh bout of the Greek tragedy?

Enjoy the remainder of this beautiful day - at least it is in Haute Garonne. :)

Topicel

[bracke] 17/2/2016 11:14

Good day Topicel

965 would be a very good target. I suspect it will require some exceptional results to get it there in the short term.


Good day Source

There is no gap at 790 that I can see. There is one at 805 which is starting to look like a breakaway. The next 4/5 trading days should confirm or deny if that is the case.