Atlantic Global Share Discussion Threads

[blopblup] 06/7/2003 17:46

Where are you guys/I'm feeling lonely!

[blopblup] 06/7/2003 12:12

I agree the potetial here is enormous though that rotter from daily mail(geoff foster)spoilt it alittle by calling it the next gresham computing.However the upside is enormous once more contracts are annouced by this company which one musn't forget is a profitable company.

[nmitra] 05/7/2003 23:40

ATL lost its steam. can't see it moving higher than 75p until any more news. IMO

[makday] 05/7/2003 16:24

waiting on news.let me repeat this is a PROFITABLE company which could be swallowed up by a major competitor!

[the pink pound] 05/7/2003 14:32

nmitra - on what grounds? Do you think it is worth 75p? is it worth less? Why does the bid move up every time there is a small purchase?

I think the chances of it rising are still good.

IMO of course

[mug punter] 04/7/2003 23:06

fjgooner,

So what do you propose to do - go spamming negative information on ATL for others to act on?

I thought you despised such behaviour.

Double standards here surely?

[fjgooner] 04/7/2003 17:02

Mug Punter,

RE: "Double standards here surely?"

You're quite right of course. I'll not mention the subject on any other BBs and apologise for my off-hand remarks above which I happily withdraw.

I think I must be getting a bit deranged in my old age.

All the best and good luck to all with this stock,

FJ
:)

[interglobe] 04/7/2003 16:47

Is this the new LOL thread ?


LOL !!!!

[bbbb] 04/7/2003 16:40

mug punter:

thanks for that. the quests for wisdom, truths and financial gain do not always
sit easily with the stream of consciousness format of these bb discussions, (or, indeed, each other) so a little flexibility in interpreting the notions
of others is sensibly the way to go.

your advice is sound and I shall be following it to the tune of a litre or so of pilsner.

have a very good weekend.

bbbb

[mug punter] 04/7/2003 15:54

bbbb,

Indeed Sir you are a fine swordsman !!

I'm not prepared to start a slanging match over this one - the markets closed so I'm off down the pub which is where you should be going if you've any sense.

Switch off and have a good weekend.


Regards,

Mug Punter

[bbbb] 04/7/2003 15:22

mugpunter: for 'other side of an adversarial zero sum game' read 'other side of the market.' the point stands.

my understanding of game theory is that when participants can only remove in
winnings (or proceeds of sale of investments) the stakes put in by
other participants (or investors purchasing the sold investments), less the costs of the game itself (broker commissions, exchange fees), the game is zero sum.

however, as the total of the stakes put up (funds invested) may be leveraged positively by borrowing, (a process which can be encouraged or restrained by monetary policy) or negatively by liquidation, there can be windows of time when the pool of possible winnings is either greater or less than the input of
the players own (as distinct from borrowed) funds.

as, in the long run, the credit expansions will be cancelled by contractions, the game is, in effect, imho, zero sum.

[mug punter] 04/7/2003 14:11

bbbb,

Thank you for that little pearl of wisdom and for sharing it with us. Where did you copy it from?

For your information investing in shares is not a zero sum game. Shares are an asset class not a trading instrument.

How can you have a zero sum game with an asset?

Futures and currencies and other trading instruments, where a contract is written against a counterparty, ie A wins B loses are a zero sum game.

Try to be more correct next time.

[makday] 04/7/2003 13:45

Look guys GHT is the way..ATL well you've lost steam....unless alroyrob,you know something better!!!

[alroyrob] 04/7/2003 12:11

ATLs interims are due in about 8 weeks time. Should be VERY interesting.

[bbbb] 04/7/2003 12:07

mugpunter: most investment losses are caused by simply being unaware of the other side
of an adversarial zero sum game. bringing some of that information (like what fuels this rocket and for how long) to the attention of those mesmerised by being aboard or watching is a gratuitous contribution to their education, unpopular though it be.

it is, of course, up to each individual to assess all the information available
to him and act accordingly or not - the choice is always and only his. if he is
only exposed to positive comment, he is already biased to his ultimate disdvantage.

but don't blame the messenger for telling you what you didn't want to know.

[morose] 04/7/2003 12:01

Is ATL a competitor of TIG?
TIG could be on the up, seen encouraging coverage lately

[taurusthebear] 04/7/2003 10:40

excelsior - my point, perhaps not made clear, was that it's easier to double an ant than an elephant. Cheers! :0)

[excelsior] 04/7/2003 10:37

Sorry, TaurusTheBear, I'm talking about % return to an investor, not market cap.

[the pink pound] 04/7/2003 10:32

This is a good thread. Good posts either side of the coin.

I agree that this could be a shorters dream. Huge rise previously, it was bound to retrace. The retrace did not last long though. Also the volumes on the rise were not phenomenal, so shouldn't see such a collapse from profit takers.

All in all, I am glad I bought in @ 70 odd pence. I think the chances of more contract announcements are good, so will be holding on for a while more.

All the best

[taurusthebear] 04/7/2003 10:13

Don't know why people are comparing ATL to other companies on this thread. What relevance is there in that?

ATL have a market cap. of about 17 million quid. NTX and GHT are way way higher. It's like comparing ping pong balls with baseballs.... :0)

[fjgooner] 04/7/2003 09:22

I don't short stocks myself but will, on your encouragement above, flag the stock up to some others for careful analysis. If they feel the future potential contract wins don't merit the current high price I'm sure that they'll look to short it. Many thanks.

[mug punter] 04/7/2003 09:10

the pink pound,

How right you are.

Even though I did note the word "initial" in the statement and highlight it on this board at the time, my brain must have been sleeping not to come to the same conclusion as you.

Of course as you say Aviva comprises Norwich Union plus the companies involved in the previous merger, namely Commercial Union and General Accident, so these may well be next.

Sounds very logical.

fjgooner,

Agree about the spamming and maybe this company does not match your investment criterea but to simply judge it on your very backward looking analysis is overwhelmingly one sided and negative. Try to looking forward with a dose of reality. Short if you wish but beware another sudden leg upwards.

[bbbb] 04/7/2003 08:27

paulkent: the problem with the 'greater fool' theory (that the real value of something doesn't matter if you can sell it on for more to a 'greater fool'), is that
when the music stops - and it will - (that is the only certainty - the uncertainty is when) - not much brain is needed to figure out who the
'greater fool' is!