Ashtead Share Discussion Threads

[ianwwwhite] 18/4/2019 15:55

Ahhh I see, so the dip in price down to the <>1607 level was part of the masterplan? lol!

Never mind, all's well that ends well, eh?

[bracke] 18/4/2019 15:43

Good day ian

"not withstanding that the 'long term' bit must have been rather involuntary :-)"
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I wasn't expecting to buy and sell in a short time period. I would have been happy to have held longer if the runes were in favour.

"I do hope Mater has not gone short AHT!"
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Mater only holds paper, none of this derivative nonsense for her. I on the other hand might well have considered a short but for the margin required by the ESMA rules.

[ianwwwhite] 18/4/2019 15:07

I notice that URI is currently up 9.26% at 138.88 at the opening.

I do hope Mater has not gone short AHT!

[ianwwwhite] 18/4/2019 15:00

Good day bracke,

Congratulations on exiting 'Maters' long term AHT hold at a profit, not withstanding that the 'long term' bit must have been rather involuntary :-)

Thanks also for the rather colourful graph. In view of the progress we have made over recent weeks I wouldn't be surprised if AHT paused, or even managed a modest retrace whilst it catches its breath, but I am not minded to take any profits for the time being.

Finally I wholeheartedly agree with your sentiments about discourteous posts, not the first time they have been visited upon us.

[bracke] 18/4/2019 13:21

For those with an interest in charts.


AHT DAILY

[2flatpack] 18/4/2019 11:33

Morning DD
Don't Let the stalker drive you underground.
Since I gave Donald the handle of Flatulent Duck,
I've had two CIA men parked outside the house.
Better than a private security service.
Cheers

[2flatpack] 18/4/2019 11:17

Morning All
Could no believe the S/p at the open.
I agree with fenners URI result are nothing special.
Managed to sell my trading shares for 1994.
Onward and upwards 2400.
Cheers

[ianwwwhite] 18/4/2019 11:13

DD

It would be a shame if you stopped posting, I am sure that if necessary, posters here will just use the filter button if other posts offend them. :-)

[discodave4] 18/4/2019 10:35

Cheers Ian.Do feel like the value of me posting is being eroded by this sad person and may stop posting where I hold positions - other than CNA where this stalker resides.All the best

[ianwwwhite] 18/4/2019 10:18

DD

No worries!

[riley109] 18/4/2019 10:11

A major part of A Plants strategy has been acquisitions from the very beginning.

[discodave4] 18/4/2019 10:11

And the guy who has been harassing me has finally shown up here.Sorry chaps.

[ianwwwhite] 18/4/2019 09:47

bracke is very quiet this morning, I imagine his finger is hovering over the sell button, so that he can quit the field with honour?

However this may have still further to run (IMHO), up to our full year's results on 18th June... decisions, decisions! :-)

[ianwwwhite] 18/4/2019 09:42

Good point Riley, and I believe that AHT have found that it takes a little while until new acquisitions are fully bedded in, and making their full contribution

[riley109] 18/4/2019 09:35

If they hadn't made the acquisitions guess who might have.They'll have been sat in the board room saying if we don't they will.

[discodave4] 18/4/2019 08:22

Wouldn't disagree entirely but they did a lot better than expected and the market liked the numbers.Have a good one.

[fenners66] 18/4/2019 01:00

DD actually I am not that struck on URI's results

Rent up by 23% is due to acquisitions which have added more debt and interest charges.
As the Yanks tend to do there is a lot of explaining everything bad as down to acquisitions and therefore "pro-forma" (adjusted ) figures.

When we look at EPS year over year its gone up 4c to $2.19

And that has only happened due to share buybacks as net profit is down.
Its down by $8m after including $6m more of restructuring charges and a lower tax rate.

So what was the point of the acquisitions ?

No doubt they expect in years to come to show increased profitability from Baker Corp and Vander but since they are given as the reason why the figures are not better.... these results for me are not stella.

We shall see in years to come whether those acquisitions have worked.

[discodave4] 17/4/2019 23:53

URI Q1Rental Revenue up lfl by 23% and eps 15% (Beating forecasts by 9%).United Rentals is about to enter its "busy season with the strongest service offering in our history, given the strategic investments we've made across our business, including acquisitions, to best support our customers," the company said in a statement. HTTPS://vivatechnology.com/register-to-vivatechnology/?ca=FPT3GUY2&utm_source=MEP_WSJ_INNO_300x250#ectrans=1

[discodave4] 17/4/2019 23:39

Yep, it's sad, very sad. £89 for someone to just stalk another poster in order to give a thumbs down. The crazy thing is that within minutes of me posting, no matter what time of day, they appear, so they must be spending all their time searching my to see where I've posted........they need professional help IMO.Anyway, spent enough time on these saddos so will just ignore from now on.All the best.

[smcni1968] 17/4/2019 23:30

the sad thing is that you have to be a paying subscriber for the privilege of giving a 'thumbs down'

[ianwwwhite] 17/4/2019 22:52

DD

Rest assured you are a valued contributor to this board, unless your detractors are prepared to make themselves known, there is only one conclusion to be drawn about them.....

In the meantime, roll on tomorrow, looks like it wil be an interesting day :-)