Ashtead Share Discussion Threads

[ianwwwhite] 19/1/2017 19:21

Tiggertiger

Of course you are right.... we look forward to your contribution

[tiggertiger] 19/1/2017 18:58

Gents can I remind you that this is a discussion forum on AHT and not a chat room!

[ianwwwhite] 19/1/2017 16:19

fenners

Chundermentalist?, I agree! Maybe we should start a campaign of inserting it into every spellchecker we find on an unguarded PC until it gains common usage?

More importantly, what's an antipodean, is that someone who lives in Earls Court in a camper van? :)

[fenners66] 19/1/2017 16:10

Oh come on Bracke we already have a definition an investor (gambler) who takes the twin approach of studying both company charts and fundamentals - Chundermentalist

[bracke] 19/1/2017 14:16

fenners



You will have to define the meaning of 'Chundermentalist' if you hope to see it added into the dictionary.

A couple of suggestions:

A person who vomits ideas.

A vomiting mentalist.

[fenners66] 19/1/2017 13:58

Aha antipodean - I didn't know - we use the word around here from time to time.
I think "Chundermentalist" conveys a certain meaning though - I like it, wonder if it could catch on and find its way into the dictionary....

[bracke] 19/1/2017 11:39

Given the above that word has no place on this thread.

It is far too colloquial and its colonial use renders it doubly unacceptable.

[ianwwwhite] 19/1/2017 11:20

fenners

lol! 'chunder' is fine by me, but I leave matters of propriety to bracke!

[fenners66] 18/1/2017 22:17

Is "chunder" too colloquial for you guys?

[bracke] 18/1/2017 16:28

Didn't think it would take too long before I got a bite.

[ianwwwhite] 18/1/2017 16:23

bracke

~~~~~~~~~~~~~~~~~~~~~~
I attribute this difference to the greater intelligence, understanding and open mindedness of chartists.
~~~~~~~~~~~~~~~~~~~~~~

....either that or characteristic self delusion! :)

[bracke] 18/1/2017 16:13

At the risk of ruffling a few feathers.....It is not unusual to see a fundamentalist denigrating charting but one does not often see a chartist denigrating fundamentalists.

I attribute this difference to the greater intelligence, understanding and open mindedness of chartists.

[fenners66] 18/1/2017 14:07

Or indeed outside dodgy Chinese restaurants in London after AHT investors got wined by a certain spreadbetting company...

[ianwwwhite] 18/1/2017 11:51

bracke

lol!!! So cynical, so true!

[bracke] 18/1/2017 11:13

I've has a word with froggie and he says he would be prepared to assist Deutsche Bank with their AHT analysis. He reckons their analysis is worse than mine (he likes to put the web in).

I'm hoping D B are able to inform us of another share which will have a similar rise (730 to 1600) but this time before the rise occurs.

[2flatpack] 18/1/2017 09:00

With D.B. on board is it time to bail out ?
Cheers

[ianwwwhite] 17/1/2017 20:24

Thanks DD4, most interesting..

[discodave4] 17/1/2017 20:18

(ShareCast News) - Deutsche Bank said its fears about the impact of macro-economic challenges have tempered following recent stronger data. The bank had previously expected a steady de-rating.Last year US non-residential construction rose 3% in October and 4% in November after decelerating from 10% in January to 1% in September, the bank noted.Deutsche Bank said it also recognises that following the election, US policy changes have the potential to stimulate growth. The bank's economists have materially upgraded GDP expectations since the election."We therefore push out our expectations of a de-rating, and no longer believe the market will imminently imply a slowdown in the Ashtead multiple," Deutsche Bank said."We also recognise that Ashtead's shares have some scarcity value for UK long only fund managers seeking exposure to US GDP and fiscal stimulus."The bank has upgraded its forecasts for fiscal year 2017 earnings per share by 4.5% and 2018 EPS by 7.1%. However, Deutsche Bank said momentum can quickly change given the nature of Ashtead's end market."With consensus enterprise value/sales back at 3.0x, we consider it important to continue to monitor the end markets carefully. On a 24m view we remain cautious over valuation."The third quarter results are due on 7 March and Deutsche Bank expects group adjusted pre-tax profit of £177m.DD

[ianwwwhite] 17/1/2017 20:13

bracke

I fear that you are being tempted by the siren cries of 'come on in, the water's lovely' again, do take care! :)

[ianwwwhite] 17/1/2017 20:04

DD4

How do they manage to get paid? Very well I imagine!

Extract from a possible matching cv:

Equity Research Analyst
Deutsche Bank
January 2015 – Present (2 years 1 month) | London, United Kingdom
Fundamental equity research for companies within the European Business and Support Services sector. Primary coverage for Ashtead, Aggreko, Rentokil, Serco, ISS, Cerved and DKSH.

Now apparently promoted Vice President Equity Research, must be doing something right!

[discodave4] 17/1/2017 19:38

I DONT F£&@ING BELIEVE IT!Deutsche Bank.......wait for it, gone from sell to hold with a target price of 1600, yep from 730.How do they manage to get paid?DDPS Sorry for the profanity........but jeez!