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[discodave4] 02/8/2018 13:09

Thanks chaps.PF at its highest last week now taking a bashing. Am heavy oilers so that's why I guess but tech down too.DD

[discodave4] 02/8/2018 13:08

TrevYou talk complete nonsense and are a waste of time.Bye bye and good luck.FilteredDD

[123trev] 02/8/2018 12:40

Oh well the girls are quiet it’s pub time.

[123trev] 02/8/2018 11:04

Wow you two are on fire,lol,be careful you might break the internet! I can picture Dave typing in the same thing as you guys but daves still hard at it,pmsl.

[sogoesit] 02/8/2018 10:11

DD:
Summer doldrums, "sell in May" etc. sometimes it works, sometimes not (ie not consistent in last few years).

Likely causes (I am guessing) therefore depends on your portfolio make-up:
On international stocks: trade wars
On UK focused stocks: interest rates (UK has been "undervalued" according to commentators for a few years now; possible cause Brexit so no particular recent change there)
Currency: GBP weak (probably Brexit)

Contrarily to yours my pf has been up week-on-week in last month so I can suggest:
- non-UK interest rate sensitive stocks
- focused growth recession proof stocks
- USD earners (Non FAANG)

Best

[villarich] 02/8/2018 09:52

I also suspect we've been topping out for a while too. Brexit could be the catalyst for a turn in the credit cycle.

[discodave4] 02/8/2018 09:40

Question: Normally my pf suffers falls on up to 3 consecutive days, currently it's been 6 on the bat. Is there something end July beginning August that occurs with balancing books, or brokers/mms summer break, or is it just something else - trade wars, Brexit, interest rate hikes........is it the start of wind down for possibly no Brexit deal March 2019?.Whilst I've mentioned the B word, anybody any thoughts on potential hedging plays - Airline operators, banks, soft commodities?.Sorry for off topic, bored of Trev now!, lol.DD

[villarich] 02/8/2018 08:34

I think your last sentence may give a clue as to Trev's motives for being here. He's bitter he's missed out on a multibagger while we've all made a decent profit.

[discodave4] 02/8/2018 08:24

Listen Trev:The reduction in operating cash flow conversion is a reflection of increased working capital at period end, following particularly strong sales in the UK and increased stock levels in advance of the remaining summer trading period. The working capital profile and operating cash flow conversion can vary from month to month over the summer period and is not necessarily comparable at the June period end year on year. However, we expect working capital and operating cash flow conversion to return to levels seen historically as we progress through the second half of 2018.So, what's the earth shattering significance of £6m less op cash flow?.We get that you think it's overvalued, but you're not the first and won't be the last, but then you won't be the only one that's been banging that drum for 4 years or so and has missed out on a 1,500% gain in capital.All the best mate.DD

[sogoesit] 02/8/2018 07:16

Finally.... some numbers, whew!
Indeed, operating net cash flow increase half-y-on-half-year is less by about £5m; why?

And, therefore, what is your own “reasonable value” forward P/E for this year’s (2018 full year) earnings given the impact on EPS from the change in operating cash flow?

[123trev] 01/8/2018 23:59

Listen,Dave I’ve said why peg,is unreliable here already but plenty of information both for and against out there for folks to judge for themselves and yes I agree the company has no assets at all.it increased revenue by 45% in its interims but posted nearly £6 million less of operating cash flow from that of 2017 and has £62.5 mill in cash,so let me ask you what good is a peg ratio when the figures speak for themselves this is massively overvalued and any future growth is heavily and I mean heavily baked in.

[discodave4] 01/8/2018 20:11

PS You could also try experimenting with the odd comma and full stop, you no.....sorry, you know what I mean mate.DD

[discodave4] 01/8/2018 20:09

Hi Trev,Get kicked out the pub did you?.Do you want to explain "unreliability" for peg, NAV for a business model that has minimal, I mean minimal, tangible assets, or how about enlightening us all about their cash burn?.Can't wait!.All the bestDD

[villarich] 01/8/2018 19:43

I think Trev's got some Dutch courage. Can't stay away. What a mong

[123trev] 01/8/2018 19:25

Hey Dave the only garbage here comes from you and the few other idiots here this boards hardly buzzing is it ! Project fear,lol, what are you on.

[123trev] 01/8/2018 19:21

Are you lot for real lol,nobody posts at all for hours then I reply and the board lights up you have a little rise and it’s game on again like I said let’s see what the price is in a month before you all start self loving.ive been doing this for years and listened to better informed muppets than you lot was going to leave it for the month but will stick around now to see how that peg works out!

[discodave4] 01/8/2018 19:09

Project Fear!Not with posting garbage, not even with some decent well supported garbage. The price (or what change will impact the price/value) dictates what I will do, not some idiot thinking he can influence the price on a BB.

[villarich] 01/8/2018 15:41

I think it's just the usual machinations of a high growth AIM share.