Auto Trader Share Discussion Threads

[phillis] 06/10/2021 13:01

https://cardealermagazine.co.uk/publish/price-growth-reaches-all-time-high-for-second-month-running-auto-trader-says/236025?utm_source=Car+Dealer+Magazine&utm_campaign=716515d086-CD_Daily_Briefing_1_October_2021_COPY_02&utm_medium=email&utm_term=0_e969a44e74-716515d086-53654358&mc_cid=716515d086&mc_eid=16526437af

[wheniamfree] 29/9/2021 08:15

Gap closed, with some buyback support and a break of 600p resistance should move to around 616p where the RSI down trend needs to break

[wheniamfree] 27/8/2021 08:10

The share buybacks have started to slow, I never understood why these were active whilst the shares traded at a premium. Perhaps to prop the share price and absorb any weakness, it is clear that with these now subsiding until the cash pot is rebuilt the market appetite to pickup the slack from sellers is not there hence the recent drop. Now ex-divi which explains 5p of weakness it would make sense to let the shares settle lower before recommencing buyback and thus saving the company and its investors money since there will be an obvious discount to stock. Recent broker target 590p.

[montyhedge] 16/7/2021 16:54

Getting into nose bleed new highs, crazy.

[wheniamfree] 17/6/2021 09:15

The fed have changed their stance, interest rate hikes are coming in faster than expected. Inflation needs to be curbed, the markets are already responding.

[wheniamfree] 15/6/2021 15:45

28p EPS where? Currently overbought on all indicators, the softness of the fed around current stimulus packages is cranking the DOW and FTSE into overdrive but many stocks are overshooting on sentiment. US inflation at 5% the highest since 1992, something is going to break. A back test and gap fill is likely here before reaching those levels, 580/590s would complete this on a TA basis.

[allonblack] 15/6/2021 08:16

Big squeeze now coming to 700p imo. Pre pandemic this stock traded on 25x one year fwd eps. That is 28p now. Management out meeting investors and clearly its a convincing story. Pricing power, ownership of customer and b2b infra, new products etc etc If you are short on valuation its not enough im afraid.

[allonblack] 10/6/2021 10:28

They can increase prices faster than inflation. Perfect for this environment imo.

[privileged] 10/6/2021 10:12

Well done Crazy valuation though. I think in more recent weeks volumes are about 15% down on last year and competition is hotting up.50% overvalued at least.Short

[allonblack] 09/6/2021 09:12

Bought in here today. Will be interesting to see how the b2b biz is doing tomorrow. This stock is not just retail ads its the sourcing software and distribution software/ infra that all the new entrants are using. So could be upside here imo.

[privileged] 24/5/2021 10:08

Not auto tho. Listing down 10% on last year

[phillis] 07/5/2021 12:53

Second hand car market buzzing

[phillis] 09/12/2020 12:52

results from the motor trade recently have been v good Consumers are buying cars Good for AUTO

[thewheeliedealer] 21/7/2020 22:04

Hi all, My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion covers AUTO and I reckon the Car Retail sector looks very interesting now. We also chatted about loads of other Stocks and as always a fair bit of general Portfolio Management educational stuff. Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 27) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, Cheers, WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-27-covid19-vaccine-hopes-azn-clin-ipf-vtu-auto-sfor-mpac-net

[j0sekl] 01/1/2020 04:15

Inorganic growth, no point paying up for that. The US market is taken. Rightmove and Zoopla are good examples that once an online marketplace has established itself, customers will trust the incumbent platform if it's realiable and easy to navigate. Same with autotrader and vehicles, yes one could put up a car ad on Facebook and people do. The problem is anyone can start a Facebook account and FB need not be accountable for how business transactions are done.

[saltaire111] 17/12/2019 13:34

I wonder if AT has considered a bid for CARS.com in the US? Recently spun from a big publisher, CARS.com could be useful in that AT could migrate platform and win large slice of the US auto market. Just a thought. Salty.

[hpowell1] 02/12/2019 13:47

seeing a decent return.

[luderitz] 28/10/2019 20:04

There has been a free online site for many years called preloved.co.uk that could have been used but like twofacebook not sure about any come backs. Also if a VG service has been given despite the cost quite a few people won’t mind paying for that.

[andycomm] 28/10/2019 14:05

I suppose the only danger is there is no crying to Facebook if anything goes wrong. I imagine auto trader must have something in place for disputes.

[5oletrader] 12/6/2019 09:57

Ominous Breakout Yesterday? Sellers in the back ground? MM's generating liquidity to dump to breakout traders? Yesterday I got short (again). Sometimes entries can take a few attempts. Anyway... I've commented enough on this stock so for now... Peace out.

[5oletrader] 11/6/2019 09:44

Indeed. I stand by my thesis. However, I admit... On this occasion my call on timing was wrong. I will be watching this one closely - maybe a false breakout will materialise?! ATB.