Ashtead Share Discussion Threads

[ianwwwhite] 25/1/2019 09:32

Hi DD,

From a brokers market roundup yesterday:
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'Equipment rental firm Ashtead gained following well-received earnings from US peer United Rentals overnight'
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Give it time?

[discodave4] 24/1/2019 18:59

Perhaps nothing then!

[discodave4] 24/1/2019 14:27

Bloody gaps!. ?Let's see what those across the pond do for us today following the URI rise.

[bracke] 24/1/2019 13:05

Yesterday filled one gap but opened up another....such is life.

[discodave4] 23/1/2019 23:07

Thanks SMCN.

[smcni1968] 23/1/2019 22:48

• United Rentals (NYSE:URI): Q4 Non-GAAP EPS of $4.85 beats by $0.01; GAAP EPS of $3.80 misses by $0.52.• Revenue of $2.31B (+20.3% Y/Y) beats by $90M.

[discodave4] 23/1/2019 22:12

Ian / Smcn Beat me to it, URI down 1.9% in normal hours but up 6.1% after hours. HTTPS://seekingalpha.com/news/3425358-united-rentals-rides-higher-earningsSo a beat on revenue but not too certain on eps as cannot remember the forecast.Could do with a bounce back tomorrow.

[smcni1968] 23/1/2019 21:36

up 6% in aftermarket

[smcni1968] 23/1/2019 21:35

URI reaffirmed their guidance

[ianwwwhite] 23/1/2019 18:03

Whoops another minor palindrome captured, 56365!

[ianwwwhite] 23/1/2019 17:40

Evening bracke, I see that after a scramble, we finished at 1870 - well done e_guru!

In the meantime, URI is down a further 2.7% at 115 as I type, it will be interesting to see what impact tonight's URI results have tomorrow.

It seems like we are swimming against the tide at present..

In the meantime I notice that the pound has strengthened significantly, currently US$1.3066, Euro 1.1469 - have the odds shortened on a brexit deal?

[bracke] 23/1/2019 11:04

Good day ian

There was previously strong support at 1885 but it may go to 1870.

[ianwwwhite] 22/1/2019 18:22

Hi bracke,

Yes I noticed the omission as well, not sure what criteria they are using.

I suspect the DOW will continue to bear down on URI (currently down 4% @ 118.44) and AHT will follow suit irrespective of the results. (IMHO).

Nevertheless, we have made substantial progress since the lows of December, so if we can continue to hold above 1900 for the time being,I would be quite happy. Next AHT results (Q3) are due early March.

[bracke] 22/1/2019 17:16

Good day ian

In the final paragraph of the second link URI competitors were named, Sunbelt not included?

In the meantime the DOW is having a down day. If the fall remains it will be interesting to see which has the greater affect on AHT; fallen DOW or URI results.

[ianwwwhite] 22/1/2019 17:04

Good afternoon bracke,

Thanks for the links, most interesting..

[smcni1968] 20/1/2019 15:47

I live there, seeing more and more sunbelt kit

[discodave4] 20/1/2019 12:52

Ian, no probs. Seems like Canada may be the future for increased growth.

[ianwwwhite] 19/1/2019 16:59

DD

Thanks for the link, an interesting read!

[discodave4] 19/1/2019 12:19

URI Q3 predictions HTTPS://finance.yahoo.com/news/united-rentals-uri-report-q4-143002593.htmlQ3 LFL eps +43%, rev +15%AHT Q2 eps +38% (statutory +50%), rev +17%

[fenners66] 18/1/2019 20:28

But what do the drains say ?

(thats one for the old timers on this board)

[ianwwwhite] 18/1/2019 20:19

Fingers crossed then!

URI upped their guidance at the Q3 results, and the CEO was quite bullish, but I'm not sure whether the read across is already in AHTs price.

In any event, can't complain, AHT has made up a lot of ground since the dark days of December.

Have a great weekend!

[discodave4] 18/1/2019 20:08

Hi Ian,Meant no postings despite the nice rise, so quiet on quite a good day!.Break £20 next! according to my tea leaves, Chinese fortune cookie and my Goldfish :)

[ianwwwhite] 18/1/2019 20:05

URI results announcement is on 23rd next week, might this provide further impetus?