Electrocomponents Share Discussion Threads

[bellyboy2] 28/9/2005 16:18

still trying to get it cheaper to be totally blunt with ya...prob just a tad too low for any decent £££ short returns :(

[bot_man] 28/9/2005 15:25

belly, you short yet, or still just trying to talk price down to buy cheaper?

[bellyboy2] 28/9/2005 15:15

not long till it breaks 240.....

[botman2] 26/9/2005 09:23

i saw that. bottom fishing then ;)

[botman begins] 26/9/2005 08:56

hedge fund millgate capital has snapped up 14m shares or 3.21%, buying when everyone else bailing out, smart or what?

[mroalan] 23/9/2005 18:28

ah its a secret eh?

[bellyboy2] 23/9/2005 11:13

botman - possibly this weeks bottom but will see lower than 240 in next month - i guarantee. anyway you should be telling me when we hit the bottom with a user name like yours!!!

[b0tman] 23/9/2005 11:01

sitting on 240 now... is this the bottom?

[b0tman] 23/9/2005 10:56

bellyboy, haha, beat your post by fraction of a second!

[bellyboy2] 23/9/2005 10:53

any chance of a momentary rising blip on the back of possible orders for ECM's USA arm Allied elec after the hurricane season???

[b0tman] 23/9/2005 10:53

mroalan, agree with you on analysts, but these are not analysts - they are fund managers who invest billions for investors. they have to be responsible with investors money. i see franklin templeton have increased again, to 6.33%. what do they see that you dont?

[bellyboy2] 22/9/2005 13:35

correct. i am easily more of a taurus than a paddington. to summise: the ECM service offer is market and world leading, and because of this are able to maintain stupid margins. problem: the UK market place is changing particularly in OEM sector who account for most of ECM's historic account base. solution: ECM will have to adapt. how long will this take? how long is a piece of string. twice as long as half its length!

i expect this stock not to crash but to fall short term - but still remain confident in the long.

[b0tman] 22/9/2005 12:44

bellyboy, what catches my attention is your assertion, in spite of being a bear, that "the business model has and always will be very strong". this is a very bullish comment. we know there are short-term problems, but if "the business model always will be very strong", that suggests that the problems are likely only to be short-term and supports managements statements and reasons for maintaining the dividend. regards, botman

[bellyboy2] 22/9/2005 11:39

i have some contacts, don't get the juicy stuff though

[b0tman] 22/9/2005 11:35

bellyboy, you appear to have a good knowledge of the industry. you on the inside?

[bellyboy2] 22/9/2005 11:21

point taken, i suppose i lay in the observational camp rather than the trading camp per se. just my humble opinion talking to some people who work there.

[botman2] 22/9/2005 11:04

botman, i agree. a fall to below 200 would be a big move. as would a rise back above 300 ;)

collection agency, mr o alan,

do you know better than deutsche and silchester who apparently have increased the stakes?

[tokyogirl] 22/9/2005 10:50

Hi M! Your view is always much appreciated. Thank you.
From today's RNS, it looks like the largest shareholder Silchester has increased their holding from previous 13.91% to 15.26%. A vote of confidence?

[botman2] 21/9/2005 17:04

deutsche have increased to 4.12% then, 3.19% last announcement in sept 2nd i believe

[botman2] 21/9/2005 15:09

if i was so bearish i would have a huge short position, why wait?

[bellyboy2] 21/9/2005 14:01

bot_man/botman/botman 2/botman forever/botman returns whichever you are logged in as at the moment:

i'm being a bottler on this one. contrary to my views i'm not gonna go short as once bitten twice shy. but will certainly be keeping an eye and will be more +ive when it breaks the £2 barrier.