Bluebay Asset Management Share Discussion Threads

[its the oxman] 16/7/2009 13:14

great trading update today and shares responding - now almost 230p

[its the oxman] 18/5/2009 17:57

been a steady riser but how far can we go? come on 250p

[15billyb15] 14/5/2009 10:48

Waiting for a dip to buy more but it never happens LOL

not with bbay, ftse 350 material soon?

[yaesu] 17/4/2009 12:29

Not mine though. One of my rare successes !

[15billyb15] 16/4/2009 20:25

this one seems to be under a lot of peoples radar........

[volsung] 16/4/2009 16:21

Waiting for a dip to buy more but it never happens LOL

[volsung] 14/4/2009 12:07

Looking good for £2+ here

[volsung] 20/3/2009 16:12

Thats what my girlfriend said last night

[targatarga] 20/3/2009 14:38

impressive rise

[greg the grinch] 01/2/2009 15:25

re orange5 - 8 Jan'09 - 21:21 - 118 of 121


Thank you Greg, but why was there such a difference in the selling price and the buying price, can you please explain to me? Thanks.

yes the spread seems to start wide and close in the day.

The whole market is a lotery at the moment.
I think more forced sellers are going to happen if the dow stays under 8000.

re bbay there has been a lot of interest in corp debt so next results might be good...........mmm

[targatarga] 26/1/2009 14:10

nice rise, still gutted i missed getting in!

[orange5] 20/1/2009 20:54

Trading statement on Thursday. Anyone any ideas as to what they will say?

[its the oxman] 15/1/2009 10:37

holding up pretty well so far given state of the market

[orange5] 08/1/2009 21:21

Thank you Greg, but why was there such a difference in the selling price and the buying price, can you please explain to me? Thanks.

[greg the grinch] 08/1/2009 21:10

Its a sets stock?

[orange5] 08/1/2009 19:31

MM's playing about with the price this afternoon.

[greg the grinch] 08/1/2009 17:23

risk:reward as always. ;O)
The problem as you say is to hold on.
One of my favorite sayings that I read was.
"The big money is always made doin the sittin and waiting"

[its the oxman] 08/1/2009 17:15

what you say makes sense, would also be to nice see some sizable director buying at some point - not sure if possible now with results mid Feb but given salaries these guys are paid it should happen if meaningful recovery is underway - then when/if good times return the potential multiple this business could trade on might prove highly rewarding providing we can resist the temptation to sell out on the way.

[greg the grinch] 08/1/2009 17:04

As i see it they specialize in corporate debt.
The margins were so big recently that some liquidated shares to buy debt.
BBAY should of been in the front of the queue.
If they played this right and the world does not implode their earnings might see record highs at some point in the future.
Still a risk as we dont know.

[its the oxman] 08/1/2009 16:43

just what i was thinking - would be nice to see div held and results reassure on aum/performance before comitting too much - that said the two forecasts i can see via TDW seem to think a small cut in div on the cards to c. 7.5p To my mind its most sensible if they will hold div at 8p or even up it marginally to send out a positive message. Not as if it wont be covered by forecasted earnings. Not that long ago this was 500p. Ok a different world now but this could still race back into 200-300p range over next couple of years if they deliver a recovery and pull in funds as they suggest they will.

[greg the grinch] 08/1/2009 16:35

The party is not over.
Still a potential massive recovery.
Do I buy more as a momentum play?.......mmm

[targatarga] 08/1/2009 16:32

it would have been three man but i bottled it when these were 72p...good luck anyhows

[greg the grinch] 08/1/2009 16:29

I am surprised its not more than a two man party? :o)

[its the oxman] 08/1/2009 16:23

nice finish today c .90p