Ashtead Share Discussion Threads

[kilgallp] 04/7/2016 13:58

Berenberg issues a 'buy' notice target £12.

[2flatpack] 01/7/2016 08:13

Disclosed shorts down.
Short interest tracker.
'
AQR Capital Management, LLC 0.69% ↓ -0.02% 2016-06-28
Blue Ridge Capital, L.L.C 1.12% ↑ 0.08% 2016-02-10
CPMG, Inc 1.54% ↑ 0.12% 2016-05-18
Eminence Capital, LP 0.73% ↑ 0.11% 2016-04-22
Total 4.08%
.
Cheers

[2flatpack] 30/6/2016 11:59

At weekend I normally tot up my investments to see if I am up or down.
Last weekend I did not do it as I was already depressed enough.
Looking at market comment I see that the ftse 100 should be OK but the Ftse 250 will have problems .
I noted my only ftse 100 share is AHT and that,s only because I was promoted with it.
I am left pondering what to do, do I abandon my small and mid caps even though I think their fundamentals are outstanding and go into the large caps or just sell up and hibernate for a year or three .
For the last year or so the ftse100 has followed oil is it about to react to sterling .
The only bright spot is AHT which due to the boards actions is carrying on regardless .
O sod it ,I'm going to go 100% into AHT.
Cheers
PS only joking.
eer! I think.

[discodave4] 27/6/2016 19:27

AHT has to be a good hedge against the impact of Brexit, top up time soon me thinks as it's clearly over done at the moment.Since last Friday the £ v $ has dropped about 13%, each 1% drop is an extra £6m pa to AHT's pre tax profit, so that's an extra £78m so far which represents an uplift of about 12.5% on 2016 pre tax profit. Some 86% of their revenue is generated in the US ($),.......if this isn't a safe bet I don't know what is, as usual DYOR etc.DD

[clarky5150] 27/6/2016 15:06

Builders hammered again today. Shortens loving it. TW.l looks fantastic bargain at current price.

[clarky5150] 27/6/2016 14:49

Missed today's bottom but topped up on the bounce. Time will tell but I feel I will be rewarded.

[bracke] 27/6/2016 14:15

All the more reason to import less and take advantage of the weaker £ by exporting more.

[smarm] 27/6/2016 14:02

Sterling slide a disaster for UK. We are net importers. We import petrol and electricity, so weak £ means higher everything....just not sure how it plays out for TEP

S

[clarky5150] 27/6/2016 13:06

Sorry. Edited accordingly.

[bracke] 27/6/2016 12:42

clarky

You cad! You simply re-posted to get 52400.

[clarky5150] 27/6/2016 12:30

post 52400.... Baboom!!!

[bracke] 27/6/2016 12:18

Good day clarky

This is 'make hay whilst the sun shines' time for the market. Volatility is where the money is made.

City traders are not concerned if the sterling slide is good or bad, it's how to make the most money out of it.

[clarky5150] 27/6/2016 12:00

I must admit that after Friday's epic come back I assumed Joe Public had noticed the obvious financial benefits of the sterling slide. Wrong again!

[bracke] 27/6/2016 10:55

Somewhat quiet on here to-day. A touch of colonic pensiveness perhaps?

This morning the share price dropped but did not drop as far as support at 950. If 950 is breached there is another support level just below at 930.

IF and I reiterate IF (So no nasty posts to me, you know how they upset me) 950 and 930 fail to hold there is a probability of a retest of Friday's low.

[discodave4] 24/6/2016 21:05

What a day!Luckily my PF over the week still ended up, but only due to the good day Monday and a bit of trading the dips today.Fingers crossed next week settles down!DD

[kilgallp] 24/6/2016 18:28

Thanks Ian. I as I said I sold some of my AHT, and I sold half of my CRDA. Looking at my portfolio today, I wish I'd sold a lot more of my other shares. 75% of my holdings are down, even those that I thought would not be impacted by the result!

I'd like to think I'll learn from the experience, sadly I probably won't!

[room_101] 24/6/2016 15:46

Crazy market..

[fenners66] 24/6/2016 15:17

Briefly blue!

[clarky5150] 24/6/2016 09:14

Managed to get som tw.l first off when 40% down. Still hurting tho.

[clarky5150] 24/6/2016 09:13

Not that good or I would have closed everything yesterday and been many thousand up today. Rolls Royce gone blue.agreed 2flatpack I think our American trade is gonna pick us back up well.

[2flatpack] 24/6/2016 08:57

Well it's back to fill the gap.
Probable the best share to be in for Brexit.
Clarky you must have a better dealer than me, I could not even get a quote.
Cheers

[clarky5150] 24/6/2016 08:42

Bankers, builders nod travel agents still getting a soaking. Well off bottoms tho. Are we gonna dip back again though?

[clarky5150] 24/6/2016 08:31

Jeeezus!!! I am buying hand over fist. Am I mad??

[ianwwwhite] 23/6/2016 20:11

2flatpack

Thanks for your comments, I hope your strategy pays off, AHT is a share that keeps on giving!!

[ianwwwhite] 23/6/2016 20:05

kilgallp

Smart move.. those guys that are shorting AHT at present (4.21%) will no doubt create opportunities for us to re-purchase shares when their manoeuvres commence...the long term outlook looks likely to deliver a worthwhile return (IMO)