Compass Share Discussion Threads

[altube] 05/8/2005 12:31

hey Bell blue today !!!!!!!!!!!!

How is your short position

[bullinamingvase] 04/8/2005 18:37

All sells after the bell.

[altube] 04/8/2005 13:17

Hey bull

up 1.5p everyones selling. How is your short position.

[bullinamingvase] 03/8/2005 21:43

Breakdown imminent, more like. Compass pointing South. Overbought on rumour. No doubt those who started the rumours have banked huge gains and are now short.

[altube] 03/8/2005 17:35

tight range - second breakout iminant

[ianwc] 30/7/2005 19:11

Mr. Robinson is being linked with a few companies. imo RTO is a far better take-over target than Compass will ever be.


(Times-Fridays market)
Rentokil Initial provided the session’s speculative focus, with heavy turnover in 44 million shares â€" against a daily average of 10 million â€" triggering hopeful suggestions that Sir Gerry Robinson’s new Raphoe investment vehicle was buying stock in the market as a precursor to predatory action. However, much of that volume could be traced to Morgan Stanley, which placed 6.3 million shares in the support services group at 157p on behalf of an institutional client. Rentokil, which touched 160p at its best, closed 1½p better at 155¾p.

[altube] 30/7/2005 18:08

We will see !!!!

[grupo guitarlumber] 29/7/2005 21:16

Compass "overweight"

Friday, July 29, 2005 7:41:47 AM ET
Morgan Stanley

LONDON, July 29 (newratings.com) â€" Analyst David Allchurch of Morgan Stanley reiterates his "overweight" rating on Compass Group Plc (XGR.BER), while revising his estimates for the company. The target price is set to 255p.

In a research note published this morning, the analyst mentions that the company’s stock represents long-term value. Uncertainties in FY05 are expected to restrict the near-term upside to Compass’s share price, the analyst says. The company’s EBITA margin is likely to reach a sustainable base in FY06, Morgan Stanley adds. The EPS estimate for 2005 has been reduced by 0.5%. The EPS estimates for 2006 and 2007 have been raised by 1% and 2%, respectively.

[shirishg] 29/7/2005 13:42

Post removed by ADVFN

[bullinamingvase] 29/7/2005 13:34

altube, your double bottom has backfired. I think the only double bottom with any bounce in it is the one we'll be hitting @ 220p.

[bot_man] 29/7/2005 12:55

dont blame me for the price falling ;)

[bot_man] 29/7/2005 12:24

altube, the story was rafoe would only take a significant stake in its targets, providing funding and sorting out bad management. but leaving its targets as listed companies

a breakup of compass goes against the long-time business strategy of leveraging its scale to pressure suppliers to reduce prices

compass could well do with a cash injection, but that wont resolve problems of margins - what can Gerry Robinson do to resolve declining margins that compass management have not already considered?

[altube] 29/7/2005 11:40

Service stations will become the main road hubs in the future, with Supermarkets, shopping areas etc all under one roof. I believe that a major chain (which sells petrol) will be very interested in these. That is why break up is the main option Gerry Robinson will buy Compass because it will be readily easy in terms of convincing shareholders to sell at around 320.

Only my view, but I have noted a double bottom at 245.5 this morning.

AL

[bot_man] 29/7/2005 10:56

my bet is Gerry Robinson goes for rentokil. just a guess. goldmans private equity took out its danish rival at a big premium. and better fundamentals than compass IMO. DYOR

[bot_man] 28/7/2005 09:22

altube, how you work out service stations worth 2 billion? ...is that japanese yen?

i just look at the consolidated accounts and it doesnt paint a good picture

[bullinamingvase] 28/7/2005 06:56

Maybe 320 by October. But first, 220 by September.

[altube] 27/7/2005 23:21

Someone will look at this as a break up the service stations themselves are worth 2 billion. There is only one way this is going up. The most undervalued stock in the FTSE 100 at the moment 320 by October

[dhb368] 27/7/2005 17:00

A dissapointing finish to a day that started so well!

A possible silver lining is that the 1.2m shares in the auction crossed @ 247.75 and all late trades are above the close.

Oh well. There's always tomorrow.

[bot_man] 26/7/2005 15:45

of course us bots cant buy companies, we leave that to smelly humans

[bot_man] 26/7/2005 15:12

i know i wouldnt

[bot_man] 26/7/2005 15:08

relook interims- profits falling, margins slumping (70bp), debt high and rising (net debt £2.5bn nearly 50% market cap), net tangible assets = minus £1.7bn. who would pay £7bn goodwill + premium for that?

[finess] 26/7/2005 14:06

Bot man,
If your short, are you happy and have a long pocket. Good luck any way, if it flickers I will be out and bank a bit. One view is that it could go back up the £2.80 on the next push as yesterdays blip did not continue.

[ianwc] 25/7/2005 15:20

wow! I don't see a drop below 220p myself. but good luck with your target.

[bullinamingvase] 25/7/2005 15:20

Haha - if it drops to 120 there WILL be a bid. From me. At 220 I'm a buyer.

[bot_man] 25/7/2005 14:53

i'm short to 180, if 180 reached i will short to 120