Debt Free Direct Share Discussion Threads

[diogenesj] 29/1/2007 12:53

F2: I agree. I don't short myself, but that is because I lack the courage, not because I think it is immoral.

[the_doctor] 29/1/2007 12:48

"Doctor Ill make my own judgements about posters on first name terms with Mr Cawkwell"

I would refer to any poster in that manner. You're sounding rather daft now.

FWIW, I have never shorted a share. Since you were considering shorting DFD, I'd say that makes you more akin to the very thing that you appear to despise!
You perhaps just dont like to admit it.

[sahara] 29/1/2007 12:42

Phew!! got out just in time on Friday. Took my profits and invested again in Begbies (BEG) a far more reassuruing corperate debt Co to be running with, and they only have 5% of their business exposed to IVA's.

S.

[fellowes2] 29/1/2007 12:18

For the record I dont short - I think his reply to you yesterday DiogenesJ was honest, he often calls a company or sector short too early. And this is going to be more often the case in a Bull Market, I do not always agree with his views, but they are always worth hearing even if you take an entirely different one.

[diogenesj] 29/1/2007 12:13

PWC: it is not necessarily the case that anyone whose view of a share differs from yours is odious and immoral. Cawky made a good call on this one and has been proved right. That's about the long and the short of it, to coin a phrase.

[Abuse team] 29/1/2007 12:02

Post removed by ADVFN

[fellowes2] 29/1/2007 12:02

It makes me smile when I read posts damning EK's strategy and methods on a DFD thread. This is a company that profits from others misfortune, get real instead of trying to claim the moral high ground.

[the_doctor] 29/1/2007 11:51

PWc
"incessant ramping / deramping that inevitably follows his trades"

FWIW, I didnt see any on the Acambis thread, that I gather he had shorted.
I also didnt notice any obvious deramping on this thread (but havent followed it closely).

Dont confuse being interested in what others are up to with following them

[kristini2] 29/1/2007 11:45

Citywire-broker Keefe today rates DFD a buy with price target of £5.00!

That price would be a near £200m market cap and DFD are going to be 'challenged' to hit this year's profit target. One broker had a target of £11.9m. That produces some PE ratio for a company in a market that appears to be going ex growth and with some uncertainty.

I assume thees brokers know more than me so what am I missing. It is safe to bet that DFD are not going to hit £11.9m and with all the uncertainty why should the rating be more than 8X assume revised estimated profits (let's project £8m.) An approx £64m market cap provides a share price of around £174.00 at best.

The share price could bounce short term, especially with all the broker buys out today.

K

[simon gordon] 29/1/2007 11:37

PWcarnall - bravo!!!!!

[pwcarnall] 29/1/2007 11:33

Doctor I was looking to go short but couldnt get the price I felt offered a good risk reward, I am now temporarily long. Follow Cawkwell or Simon as you call him,HOW DARE YOU.His call and that of his tarts on sola was potentially catastrophic, his methods highly questionable,and his scruples non existent.His continued ability to trade is a damning indictment of the efficacy of the fsa and the feebleness of its response to the incessant ramping / deramping that inevitably follows his trades.I would rather cut off my fingers than profit by as much as a single penny from any of his tips.I take the greatest possible exception to your post 768.

[the_doctor] 29/1/2007 08:48

PWc,
No naivety & he made a fairly good call here.

It seems you were looking to go short here - wouldnt that make you the one following him?
Knowledge is power and I'm intrested in others' strategies, whatever that is.
I've not been short of either DFD or ACM.
In fact, I'm a holder of Acambis, so it would be good to know why he was/is short.

[pwcarnall] 29/1/2007 08:39

The doctor, anyone naive enough to consort with the odious Cawkwell, gets tarred with the same brush.

[ok,yah] 29/1/2007 08:33

Tried to open shorts repeatedly with IG index on friday but they would not let me... Is anyone managing to open shorts on this

[pwcarnall] 29/1/2007 08:28

Quinn 20 what time did you get that and whos youre broker?

[the_doctor] 29/1/2007 08:21

Well done Simon!
I've been following this stock after reading Bear Essentials & hearing you were short.

Out of interest, are you still short on Acambis or did you close out after the recent contract loss (taking it down to 96p)?

TIA

[ahmedjbh] 29/1/2007 08:12

i stopped out, oh well, got that one wrong.

[gripfit] 29/1/2007 08:09

this is like helphire and claims direct imho.

[quinn20] 29/1/2007 08:07

We'll see - opened short at £3

[hectorp] 29/1/2007 08:07

Darn it, I should have put that short on, on Friday.

[advfn_1] 28/1/2007 23:15

Any one thinking of shorting this tomorrow wont get a chance as it will be marked down before the open. Remember the online gaming sector. Better of going long about 8.30 imo.

[gripfit] 28/1/2007 19:00

WHAT ? AT 2 QUID MKT CAP STILL 75MILLION , for an office!! lol ,more like a quid thinkink about it. imho

[robizm] 28/1/2007 18:21

I dont hold but i think 2 quid is a bit to low imho as there will be plenty of buyers at that price. even with acg the last million shares traded were all buys. dfd is in a stronger position as well.