Carillion Share Discussion Threads

[kcsham] 17/3/2017 07:28

This-is-me

You are right,the %of short is now down to 23%. You are sharp!

[this_is_me] 16/3/2017 14:37

There is a hint that some of the shorters are starting to jump ship. There is, however, no sign of a panic among them yet.

[edmundshaw] 16/3/2017 14:20

RCT, were you right to sell? Too early to tell. Unless you are on a very short timeframe for trading. I'll let you know in a year or two perhaps. Remind me!

[kcsham] 16/3/2017 14:02

By the way, thanks for your kind concern. Nice guy!

[kcsham] 16/3/2017 14:00

Whatever I do will be more just and honourable than those .......

[rcturner2] 16/3/2017 13:55

kc, I'm guessing there isn't a lot to do in your nursing home?

[kcsham] 16/3/2017 13:43

kcsham - 24 Feb 2017 - 08:51 - 3871 of 4306 - 1RC - the chart indicates there is still a lot of people affected by the negativity being spreader around. Because it is so close to the result announcement day, the trend will not be changed easily. Now it all down to the result. I am not a trader, I am not too concerned about short term trend. If I believe a company is a good investment, I put my money in it. I buy a share based on its fundamentals and management. I use charts to time my in and out of the share. I don't try to pick the peak or the lowest point but leave 10% for the others. It is not because I am generous, it is simply impossible.Provided the company is not going to disappear (no 100% or 99% or 98% guarantee or even any guarantee) I often have my rewards. I don't spread information or opinions that I don't believe it is true and I cannot stand those people who do otherwise. RC - this could be your last question that I both to answer. Behave yourself and good luck to your investment!

[kcsham] 16/3/2017 13:34

kcsham - 23 Feb 2017 - 16:13 - 3845 of 4305 - 0.........I like to hear different opinion as well, just cannot stand some people making opinion intended solely for personal gain. I have my laugh and will stop now.No problem.

[rcturner2] 16/3/2017 13:30

kc, did I make the right decision selling or not?

[kcsham] 16/3/2017 13:29

Sorry guy! I just cannot bear it. However, I decided to give you a thumb up for your post 3831 as a compensation.

[kcsham] 16/3/2017 13:25

This guy also said .......I better cut and paste the following posts from WJ and the guy to let people to judge themselves.----------------------------------------------W1NDJAMMER - 23 Feb 2017 - 14:39 - 3823 of 4302 - 2now i get it......... anybody smell a rat.$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$RCTurner2 - 24 Aug 2016 - 09:17:24 - 2890 of 3823 Carillion - Charts & News - CLLNIt's a perfectly sound, boring business that does what it says on the tin.You get a good dividend that is growing every year.RCTurner2 - 24 Aug 2016 - 06:14:34 - 2880 of 3823 Carillion - Charts & News - CLLNVery happy with that set of results.RCTurner2 - 26 Jul 2016 - 07:00:23 - 2850 of 3823 Carillion - Charts & News - CLLNTwo good statements today.From a chart perspective we are at what appears to be a crucial moment as whether we move up or down from 260p either breaking the trend or confirming the weakness.RCTurner2 - 21 Jul 2016 - 13:11:17 - 2840 of 3823 Carillion - Charts & News - CLLNThe dividend is well covered here, I think a cut is very unlikely.RCTurner2 - 06 Jul 2016 - 07:40:35 - 2802 of 3823 Carillion - Charts & News - CLLNThe important thing is that the business under the bonnet is performing well. The share price will follow in due course. Carillion have a very long record of raising the dividend each year and as long as they continue to do so we will all be fine here.-----------------------------------------------RCTurner2 - 23 Feb 2017 - 15:27 - 3831 of 4300 - 1WJ, sold mine, made a profit, have done so twice on Carillionturned more bearish recentlyso what?

[rcturner2] 16/3/2017 13:14

Because things can change, and I can watch a stock for a very long time before I invest. I have watched stocks for over 2 years before investing.

[speedsgh] 16/3/2017 12:54

If anyone understands the significance (if any) of the holdings announcements this morning, I would appreciate if you would share with us. All seem to relate to an "acquisition or disposal of instruments with similar economic effect to qualifying financial instruments". Rights to recall lent shares, equity swaps...?

Holding(s) in Company (Deutsche Bank re 13/3) -
Holding(s) in Company (UBS re 14/3) -
Holding(s) in Company (UBS re 13/3) -

[rcturner2] 16/3/2017 12:07

JAF, you are quite wrong, I wouldn't be here if I wasn't considering the stock.

[shawzie] 16/3/2017 11:58

This level of yield reminds me of RBS just before it crashed, but of course they are two different situations.

[m4rtinu] 16/3/2017 09:39

BBY - reported this am. In profit just, but margins below CLLN. Ave net debt and pension deficits less than CLLN, debt reduced, pensions deficit increased. share price fairly stable around 280p and shorts 1.5%.

[kcsham] 16/3/2017 09:24

At last this guy say something real for a change.

Sorry guy I just cannot cope!

[jaf1948] 16/3/2017 09:18

RCT,

If the AA bond rate were what it was in 2015, the pension deficit would be insignificant. So go ahead and do your modelling if you think it will prove anything but you're not going to buy CLLN whatever it shows, are you !

[rcturner2] 16/3/2017 09:14

kc, I notice that you don't actually contribute anything to the debate apart from an ad hom attack, I guess I must be onto something?

[rcturner2] 16/3/2017 09:13

JAF, I don't need to use any discount rate to make my own calculation, this is why I think the whole thing is so confused. I want to know exactly how much they have to pay out (based on life expectancies) and then I can see whether the resources in the pension fund are reasonable or not.

[kcsham] 16/3/2017 09:12

16 Mar '17 - 07:52 - 4286 of 4290 0 0


"WJ, is it available down to the detail of individual pensioners though? That is what I would really like to have so that I could build my own model."

This guy amused me! One minute he is a business consultant another minute he is a chart expert. Now he becomes a module builder.

How come a normal person will ask the question like that. I believe he will become a hacker soon to get those personal information to builder his model.

[jaf1948] 16/3/2017 09:04

RCT,

I can understand what you are trying to do but since the main factor in the pension deficit is the AA bond rate which is used as the discount rate to calculate the present value of the scheme's liabilities, any movement there completely changes the picture.

As the company told me: 'in 2016 the AA rate fell by 1.25% - a 10 basis point movement in the AA bond rate moves the deficit up or down by about £60m, so you can see why the deficit increased in 2016.'

Interest rates, and therefore bond rates, are on the way up after yesterday, so I am not as concerned as you and others are about the pension deficit.

[kcsham] 16/3/2017 08:52

WJ - You are right! Most people work on site are on wages not salaries. No people realise the danger of asbestos on those old days.

It is tragic when you look back.

K C

[rcturner2] 16/3/2017 08:47

JAF, with the information I can work out the true position as to the outstanding liability, then I can see whether the supposed deficit is real or not. I don't really compare how that is relative to other companies, it is an absolute fact for Carillion.