Ashtead Share Discussion Threads

[demo trader] 12/9/2024 07:43

Sorry for the delayed reply.

yes and sold it today above 374.4p, vol. trade in ISA.


bracke
10 Sep '24 - 15:03 - 63117 of 63121
0 0 0
demo

Have you just bought GLEN

[disc0dave46] 11/9/2024 19:09

Good evening Mr bAlan who? lolNothing much has changed then.

[disc0dave46] 11/9/2024 13:06

US CPI +2.5% v +2.6% forecast, but monthly core CPI came in a bit hotter at +0.3% v +0.2% forecast.

[bracke] 10/9/2024 14:03

demo

Have you just bought GLEN?

[demo trader] 10/9/2024 12:31

and another one GLEN-

BTW- Bought GLEN below 366p.

[demo trader] 10/9/2024 12:30

Most reply if they were right, otherwise even if goes down 20-40% since, they lower their target keeping it a buy.
e.g. BP, CNA, DGE, ENT, PRU, to name few.

[bracke] 10/9/2024 11:20

Good day demo

That's a 40% increase on the current share price

Do The Times or GS state when they expect their expectation to be attained.....no I thought not they never do.

Perhaps they are thinking a listing in the US will do wonders for the share price

[demo trader] 10/9/2024 07:54

Rec. in The Times. Also by GS, for 7350

[perfido] 09/9/2024 08:42

Dividend will be paid on 10 September 2024 (tomorrow) to shareholders who were on the register at the close of business on 9 August 2024.

More grist for the mill! :-)
.

[disc0dave46] 06/9/2024 17:27

On reflection not "in"

[disc0dave46] 06/9/2024 17:26

Mr bIn reflection agree, they wanted 0.5.% but tbh still may get it, but as you say they spat their dummy out.Enjoy the weekend

[bracke] 06/9/2024 15:23

disc0

The market really wanted more indication of a recession and did't get it. So like a petulant child it has a 'paddy' and throws its toys out of the pushchair(buggy).

The reaction of the cousins is probably a crude attempt to convince Mr Powell that 0.5% is required. I'm far from convinced he will 'buy it'.

[disc0dave46] 06/9/2024 14:39

On second thoughts Mr b, given our cousins reactions the 0.5% could still be on!.

[bracke] 06/9/2024 14:38

The US Market having decided that the data was 'good' has had second thoughts and decided it isn't.
But it may have third thoughts before the close, who knows.

[bracke] 06/9/2024 14:35

"unless JP feels generous."
==========================

You've forgotten to take your medication haven't you!

[disc0dave46] 06/9/2024 13:07

Good day Mr bYou must be psychic as was just about to say the same thing.So 0.25% cut seems to be nailed now, unless JP feels generous.

[bracke] 06/9/2024 13:04

Good day disc0

Todays US data looks ok so I doubt I will be providing a Mars Bar, plain or battered.

[disc0dave46] 05/9/2024 12:26

US ADP payroll numbers 99k v 140k forecast.Jobless claims to be released in a few minutes.

[disc0dave46] 05/9/2024 11:27

Good day Mr bTalking about a US listing, I'm not too certain based on the earnings growth rates that AHT's rating compared to URI is a justifiable reason for any ratings upgrades, it's already on a slightly higher forward PE than URI with a lower eps CAGR (5 yrs: URI +22%, AHT +16%). That said this may not subdue the initial, or longer term, price euphoria associated with swimming with the bigger fishes. Who knows!.Have to agree with others that have posted their dislike about the BoD's greed v performance isnt aligned at all IMO.

[bracke] 04/9/2024 16:58

Good day fenners


Ref Listing in the US.

We have to ask if the current share price is a fair reflection of the company value.

If the listing was moved to the US would the share price immediately increase because the US market culture values companies in a different way. If however the US market values companies in the same manner as the UK logically there would be no increase in the share price

I presume the UK Directors would remain in the UK if the listing was moved to the US.

Given that approx 97% of the business is in the US one ponders if eventually it will be sold to a US company.

[c_k] 04/9/2024 14:26

Interesting to see dis-satisfaction in the amendment of the long term incentive plan and directors remuneration was 63%. There does seem to be a director performance issue to what they want to be paid.

[suetballs] 04/9/2024 14:24

AGM - directors' remuneration policy only 63% approved.
Strange that!
Suet