Experian Share Discussion Threads

[follow me2] 05/2/2008 14:31

yas0 - 5 Feb'08 - 11:02 - 553 of 565

Oh dear - another wrong call by Slab.

No doubt he shall now tell us that he had actually sold yesterday, since he is after all a virtual trader.

I did tell readers not to get excited at the rally EXPN had seen the last few days. It was merely a transient affair. The fundamental outlook indicated to me EXPN was heading lower, and the bear case was further reinforced by Slab going long, since he is the best indicator for contrarian investors like the gracious fellow.

I shall comment again when the price is at 400p.



it hasn't reached 400p, or has it?

[williebiz] 05/2/2008 14:30

Yasturb - you're just worried about your short. Whereas I'm happy with my investment and confident of the happy outcome.

EXPN offers unique high margin services (along with a couple of key competitors - nice to carve up the market) and will still be there making big money in 25 years time, probably in the bosom of a big financial.

[don muang] 05/2/2008 14:27

Well, perhaps you're all right ..... depends on if you're trading or investing and your timescale is days or years ..... I'm neutral.....

[yas0] 05/2/2008 14:26

Don the mong,

It is obvious to those that keep abreast of market matters, but Williebuzzzz and Slab are too busy putting windows together.

EXPN is a disaster in the making.

[don muang] 05/2/2008 14:22

This might set the trend for rest of today:

U.S. stock futures drop after surprise contraction in services economy

[williebiz] 05/2/2008 14:13

They're not in trouble. They just grew business by 22% year on year.

[yas0] 05/2/2008 14:11

There is consolidation in the mining sector, but that is because there are generating substantial cashflow due to a collosal run in the prices of underlying commodities as well as the robust growth in China and India, notwithstanding attempts in China to curb growth by raising rates. Hence, miners have robust balance sheets, though they shall be affected by a slowdown in the major economies.

However, the slowdown shall impact the likes of EXPN far more. After all, their business is loinked to cutomers trying to econmic growth and particualry the consumer (primarily in the US) and particularly the consumer in areas such as housing, retail, service iundustries etc. Hence they are in trouble.

Do some research - it helps you know.

[williebiz] 05/2/2008 13:39

Strange you should argue that, with Yahoo and M&B both in the frame in the last few days, amongst other significants (eg Rio Tinto).

M&A activity has quietened but these quiet periods usually only last a few months then spring back to life. Fed is promising cheap money + already delivering and BOE lowers rates on Thursday.

EXPN is top of mind when UK M&A springs to the fore.

Shorters will get burned to a nasty crisp when the latest rumour surfaces.

[yas0] 05/2/2008 13:25

Williebuzzzzzz,

The only hope of EXPN heading to 600p is if the credit markets demonstrate signs of normalisation, and thus halting the slide in EPS growth. They have yet so to do.

There is no prospect of a bid. It is simply a ludicrous idea in that head of yours.

Hope that helps.

[williebiz] 05/2/2008 12:42

I'm not a trader, I didn't get it wrong. EXPN will recover back to £6 in an investment flash (few months or couple of years) and then get taken over.

All I need to think about.

Short-term movement - I don't see EXPN retesting 400p but challenging 468-475p within the week.

[yas0] 05/2/2008 12:37

It was rather obvious - now can Williebuzz and Slab explain how they got it so badly wrong, yet again.

[techanalyst] 05/2/2008 12:29

Sure is nice eh;-)

[n1ckcfm2000] 05/2/2008 12:26

"I love it when a plan comes together"

[yas0] 05/2/2008 11:02

Oh dear - another wrong call by Slab.

No doubt he shall now tell us that he had actually sold yesterday, since he is after all a virtual trader.

I did tell readers not to get excited at the rally EXPN had seen the last few days. It was merely a transient affair. The fundamental outlook indicated to me EXPN was heading lower, and the bear case was further reinforced by Slab going long, since he is the best indicator for contrarian investors like the gracious fellow.

I shall comment again when the price is at 400p.

dyor.

[noon] 05/2/2008 10:54

my target yesterday was at 425p to trade (long), now 428p but not touching it yet for either direction.

happy with AV. LONG.

[techanalyst] 05/2/2008 10:38

slab hope you don't give all your winnings back surely its a little risky added whilst the bears have control even if it is just for now.

[techanalyst] 05/2/2008 10:35

Looks like it n1ckcfm2000 hopefully it will dive somemore;-)

[sllab101] 05/2/2008 09:09

Well done shorts.added a few at429.

[n1ckcfm2000] 05/2/2008 08:57

Well i think the bulls are defeated!

Bring on the Bear... by the way I am a serial shortist.. Rolling shorts on small cap aim stocks are my fav.. as long as market size ok..

[techanalyst] 05/2/2008 08:45

I hope it dives I've been short for 2 days so EXPN is now a long term trade to me;-)

[n1ckcfm2000] 05/2/2008 08:19

sllab as Don says markets weak.

It takes a very good trader to admit defeat.. As you live to fight another day.

I may be wrong still ,as don says these markets are very volatile.

[don muang] 04/2/2008 22:42

I'm neutral .... just can't call EXPN in present market - especially given recent fast rebound .... shorts are trying to force it down, longs are there as well .... outcome only apparent later.... good luck to all that call it right .... but I'm not putting my previous EXPN trading profits on the line yet ...

[williebiz] 04/2/2008 22:41

EFX: Hardly relevant in terms of new news - it's the same accounting period that EXPN just reported on so EXPN's performance is already known

[don muang] 04/2/2008 22:34

the market is fickle ..... aything that does not meet expectations even if still good etc....