Dart Share Discussion Threads

[castleford tiger] 13/11/2018 19:06

Listen you have been spouting such tosh for 12 months.
In that time we have doubled.

Get this in your THICK HEAD.

DART are not overvalued.

A valuation of 10x historic is cheap when back by
No debt#
a growing company of at least 20% pa

The market has NOTHING to do with it.

Has the all share moved up 60 x in value?

You just cannot admit you are wrong. You have been wrong.
So do me a favour.

Tiger

[tongosti] 13/11/2018 18:47

Only a fool would make such an idiotic comment (re disregarding underlying market conditions) but I guess some folks confuse luck on the Russian roulette with brains (knowledge of basic statistics needed to get this point so not holding my breath). Until it ain't so of course. Amazing most folks on here accept a "fool's wisdom" as truism. Ah dear.... ultimate sign of a major major DTG bubble about to burst!

[castleford tiger] 13/11/2018 18:36

FTSE still 10% off its peak but DFTG back at its peak.

My point about shares not following the market.

Last chance to buy at under £10.00.
Give this 12 months and all talk will be of when will we get to 15 and 20.00 a share.

Results very close now
Tiger

[woozle1] 13/11/2018 17:44

It's called entertainment!

[pollen8] 13/11/2018 16:40

Tiger,

Nice summary, beggars belief.

[tongosti] 13/11/2018 16:02

Fools feel strongest just before the storm. Methinks the shoeshiner will reappear shortly to spit shine (for a change innit) grandad's soles.

[castleford tiger] 13/11/2018 15:28

Euro to 115
Oil cheaper
Dart just 30p from an all time high.

Why dont those Muppets who said SELL stand up?

Tiger

[tongosti] 12/11/2018 16:25

"Promoter in chief and his shoe shiner" - that would be a great comedy show methinks. Some folks are genuinely embarrassing. Must be a professional disease I reckon...

[castleford tiger] 12/11/2018 11:13

The data shows that, for the second consecutive year, Jet2holidays is the stellar performer in the list. In the 12 months to September 2018, we are licenced to carry 2.94 million passengers, an increase of more than 660,000 passengers on the previous 12 months. No other operator comes close to that growth.

That's some growth
tiger

[castleford tiger] 12/11/2018 11:06

Jet2 announces biggest winter programme for 2019






by Stephen Penn  Nov 9th 2018, 15:09





Jet2 announces biggest winter programme for 2019

Jet2.com and Jet2CityBreaks have announced their largest ever winter programme for 2019-20 encompassing Christmas markets, New York and The Northern Lights.

tiger

[castleford tiger] 12/11/2018 11:00

TUI to axe leeds base from summer 19 and nothing there in 20.
routes axed Dalaman ,Antayla ,bourgas ,Cyprus,Dubrovnik. Menorca and IBIZA.
No base aircraft at all with very flew flights left.

Jet 2 will need more frames to plug this gap.

Its been commented they may as well re name leeds as Jet 2 Airport.

Onwards and upwards
tiger

[shaker44] 09/11/2018 13:03

Not sure why you engage with this guy Tiger.
Much better to filter. He contributes no sense

[tongosti] 09/11/2018 12:31

Fool at the top of the cycle always feels strongest. Always has, always will be. Ah dear

[woozle1] 09/11/2018 07:35

When the shares drop from £15 to £13, £20 to £18, we'll get the same drivel from this buffoon.
w1

[tongosti] 08/11/2018 18:42

Funny how emotional C types do not have anything to say on the day someone publishes a different view but make a mental note and they come back on their "I told you so" day. Amazing how price action over e few "meaningless" sessions charges bills. I am always here - on good and bad days!Ps. Would be SO FUNNY to see some on here with their pants down on an unexpected price move (am sure they will then put it down to market is getting this wrong!)

[jfb1510] 08/11/2018 17:44

Tong .... the Wazzack!!!

[castleford tiger] 08/11/2018 17:40

20th October another great Tong call...........

You asked for a bear case. Below is a summary that includes not only the micro side (which this board is exclusively focused on) but also the macro one (which no one on here has an opinion about and is a deadly serious risk - for any company out there let alone a simple travel&leisure business with no durable comp advantage).

Micro

1. Ever rosier future projections following an unprecedented bull market from the distant 12p level. Existence of this ever promotional board itself is another proxy for what lies ahead.

2. Growth funded via much higher levels of debt. Then, think about the adverse impact on the capital structure of this company.

3. There is no comp advantage in this business (competing via price route only is the equivalent of very thin ice)

4. Have not even touched on Brexit...

5. Valuations - most on here agree they’re “compelling221;. A casual reader of history will testify to exact same for such an industry at the top of the market cycle anywhere, globally.

Macro

1. US is the only major market which is deceiving the bull crowds. Check out MSCI World ex-US performance this ear. Always has and always will be the canary in the coal mine for the select few who bother to separate their ego from making money

2. Valuations (no need on speaking re Shiller’s CAPE and Q ratio any longer - one should know about these ones already)

3. 10yrs US treasuries > +3% for a while now. A bull market in Gov paper inevitably means the death of the bull in equities.

4. Narrowing spread between Value VS Growth spreads - historically a bell weather of significant market declines (check out MSCI respective indexes for further info).

List goes on but above should be enough of a head scratcher.

Adults only can engage - muppets (you know who you are) & promoters (you know who you are too) will be ignored.

Newbies - time to either stay away or go short. Reward risk profile is terrible for the bull case.

SELL

Lets hope nobody sues you pal for that advice.

XC1 another poster who cannot understand DART group.

Hopefully both may go away for a few months

tiger

[woozle1] 08/11/2018 17:34

SP, if you take the other side of Drongosti and the geniuses in the hedge fund community you are guaranteed to make money! If MW is short, bet your bottom $ there will be others. The best description I ever heard to describe a hedge fund is, a fee structure looking for a sucker.


w1

[tongosti] 08/11/2018 16:10

So much happiness because of "useless" market action. Love this board...

[snorkelparker] 08/11/2018 14:46

Tiger, Don't worry about that i'm well in. :-)

[davebowler] 08/11/2018 14:04

Wonderfully symmetrical 1 yr graph shape.Very encouraging.

[castleford tiger] 08/11/2018 12:49

tea leaves snorkel!

Get in

Tiger