Barclays Share Discussion Threads

[wenlynn] 12/3/2009 09:05

Smelgy was expecting a 69.
It's a position he has been sharing with rollobolo.

IMO

[smurfy2001] 12/3/2009 08:56

Xonghile Kudu, well if you can see this, presume you've gone short? What have you set as your stop loss?

[gordonbrown] 12/3/2009 08:54

looks like we will see another US stimulus package....

[on the up] 12/3/2009 08:53

jascat...aps? 'another Paulson short' perhaps LOL

OTU

[xonghile kudu] 12/3/2009 08:49

I can see it drifting back down to 58-62 region over the next few days.

Good luck.

[jascat] 12/3/2009 08:44

Does APS stand for " Another Ponzi Scheme? ".

[wenlynn] 12/3/2009 08:37

BARC will soar when APS is announced.

Could be anytime.

Can't wait for the Whoosshhh !

[mknight] 12/3/2009 08:37

SPadman , that just about sums it up , all the risk gone .

[spadman] 12/3/2009 08:35

I take it the £30b will represent the most risky assets Barclays can offload, how much CASH will they have to pay??? about £1.5b.

Thats about 12 weeks profit, still leaves shareholders with 40 weeks profit for the year and their holdings intact for the eventual recovery.

All for a PE ration of 1 :))

[gjd000] 12/3/2009 08:32

Rollobolo,

I see it the other way, If BARC only need 30Bn cover, the price will increase dramatically.

Everyone thinks BARC is hiding things......if they get away with only insuring 30Bn, which is far less than the other banks involved so far, then Varley will be seen as a hero, as this would bring a greater amount of credibility to the 2008 results.

I think the decision of how much cover will be taken will in all honesty rest with HMG. Barclays will only have the Yes/No option........if Yes, the Govt. will decide how much. And if it's only £30Bn, the share price will soar as this will be below the level already priced in by market sentiment.

Basically the market has all but priced in a £60Bn level of cover in my opinion.........

[mikestamp] 12/3/2009 08:28

He has been renamed rollobolo !!

[daytraders] 12/3/2009 08:20

now why cant banks release results like morrisons, dividend up and profits of £665mil, there going to fly today.

[rollobolo] 12/3/2009 08:19

if BARC admit to needing insurance for £30b of toxic debt, you will be looking at 20p never mind 50p

[nicd] 12/3/2009 08:17

L2 looks solid now

[rollobolo] 12/3/2009 08:16

lab`
aye the dot com era was a madness I recall trying to reason with a few muppets ( some of them are STILL here on this very thread-lol), that an average (at the time) return from the markets was 12 % and the correction back to that level was inevitable.I was met with derision, they aren`t laughing now.

[mknight] 12/3/2009 08:14

My guess is they will pay in CASH and you will be lucky to get in under 150.

[geng] 12/3/2009 08:13

Barclays will probably ask for state guarantees on 30 billion pounds ($41 billion) of risky assets, according to the median estimate of five analysts surveyed by Bloomberg........

[mister t] 12/3/2009 08:11

lab - I would agree with you, opportunities to make some serious money if you can hold for a couple of years.

[petralva] 12/3/2009 08:11

I like it wenlyn........gsoh

[spadman] 12/3/2009 08:05

rollobolo - 12 Mar'09 - 08:01 - 10580 of 10582 (filtered)

[lab305] 12/3/2009 08:05

rollobolo .Correct money has to go somewhere and many companies are paying dividends with PEs of less than 4. This is crazy. Not too many years ago Dot com companies had PEs of 50x and more . That was as crazy the other way. The sooner we get back to fundamentals the better. If a blue chip FTSE stock had a PE of less than 14 it was considered cheap. I notice that analysts never make this point and seem to go with the heard like sheep. I spoke to some of them during the Dot com boom saying valuations were madness but was told that you could not apply traditional valuation methods. Well as it turned out what did they know? Today we are in the reverse position and in 1 or 2 years we will look back at Chen and his ilk and say the same.