Flowgroup Plc Share Discussion Threads

[mesquida] 27/2/2015 17:37

Obviously just got home from school - hope he has plenty of homework to keep him occupied as would not like to think that we are in for another weekend of his puerile ramblings.
And on a more serious note, for the likes of staverly, cyberbub and Larry, pleased to see that Cenkos were again looking for stock today. Could well be the same buyer as yesterday - in which case it represents a sizeable vote of confidence by somebody !

[uppompeii] 27/2/2015 16:09

cyber - it could be that news is leaking out that the techy guys at Flow have worked out that demand is less in summer but winter offsets this thereby meaning that indeed the boiler will be free? Just a wild guess, off the wall I know.

[cyberbub] 27/2/2015 15:48

Perhaps there is a 'double dip inverted head and shoulders' forming on the chart? Wow - I've just invented a new formation!! ;-)

[bean02] 27/2/2015 13:10

I see 36 being tested

[staverly] 27/2/2015 12:03

Cyberbub ... sum of the parts valuation ... not withstanding the last glimpse at the BS which alluded to 4.5p ps of unrestricted cash!

[larry335] 27/2/2015 10:25

I wonder if any shorters who came late to the party (below 35p) are starting to worry now...

[larry335] 27/2/2015 10:12

cyber
I agree. And this is sought after stock. But when the share price was 40p+, big players don't need to pay that...they have the power and clout to push the share price lower, squeeze out small PI's who become fearful and paranoid and thus II's etc. reap greater rewards by buying below fundamental company value.

[cyberbub] 27/2/2015 09:47

In my view a 30p share price does not even reflect the energy supply business, the backup power business, and the IP in the boilers. I think those 3 together are probably worth 50-60p to a purchaser if we were to be bought out tomorrow. The 'hope value' for the boiler supply business is thrown in for free... or indeed a negative value, at 30p!!Just my view NAI

[lozler] 27/2/2015 09:45

Couldn't buy any of these online :/ anyway good luck everyone

[uppompeii] 27/2/2015 09:32

Obviously it's just chumps that know that because I did too. No bills in the summer though as my system boiler apparently doesn't do hot water and I won't have the heating on at all from May - October, though my latitude is slightly north at 52 degrees so I will allow for a few days either side of that.

[mesquida] 27/2/2015 09:31

Just tried to buy 25k on line - no offer of stock - will be surprised if this does not close higher on the day.

[larry335] 26/2/2015 22:45

Come on Fox, even I knew that, and I'm not even a little guy...just a chump.

[staverly] 26/2/2015 22:34

Foxy ... you don't! An IoI terminal is the preserve of IIs and their counterparties (institutional dealing desks) Like you, i'm just a little guy.

[larry335] 26/2/2015 22:30

Fox You
Hey, what happened to the BG/mCHP boiler link you were promising us?
Did you suddenly realize that it also isn't a combi and costs more than the Flow boiler?

[fox you] 26/2/2015 22:25

I will let you lot know in 6 months if I was wrong. I'm 99:99% cert that I'm spot on. My ability to read certain SP's is astounding to say the least.
=====================================
IMO the boiler is fundamentally flawed in a several ways at the very least.

The price of boiler.
The price of installation.
No hot water.
Electric only produced when heating is on and if you live in the out of the uk, trust me pal, most people wont have their heating on for a goof solid 4 months of the year and the other months, on and off.

You don't need to agree with me as I've already have my biggest and most important fan on my side, ie the SP

DYOR and never fall in love with a SP

Fox You

[fox you] 26/2/2015 22:22

staverly 26 Feb'15 - 21:59 - 2897 of 2899 1 0

Mesquida ... Cenkos interest ... how would you know ... do you have access to an indication of interest terminal?

==================

This is the best LOL comment I've ever read - LOL

[larry335] 26/2/2015 22:20

staverly
Ok, yes, I also thought "panicked seller" when I saw the 26p trade declared.
I've been there and done that myself on another stock in the past (then subsequently read through bb posts on the stock saying "which idiot sold at that price?") ...that was not a nice feeling :-(
We live and learn (hopefully).

[staverly] 26/2/2015 22:13

Larry - i amended my post having subsequently noted your comments. Given the stock is not borrowable my reasoning for such a state of flux is the proverbial tree shake. 26p suggests a (the?) distress seller, IMHO this type of trade tends to signpost the nadir. I am not banking on it mind, it's just an observation. FWIW i'd be quite happy for the share price to plumb a good deal lower as shortly about to receive house sale equity; 123 do your worst!

[larry335] 26/2/2015 22:05

staverly
Why do say the 200k 26p sell is more interesting?

[staverly] 26/2/2015 21:59

Mesquida ... Cenkos interest ... how would you know ... do you have access to an indication of interest terminal?

[mesquida] 26/2/2015 21:47

Larry, totally agree with your reasoning . Your analysis exactly mirrors my own . But I would just add that when you say that this trade is not really significant because it is all in the existing share price, you perhaps should consider the possibility that this buyer goes on, in which case the trade is definitely not yet factored into the share price. I for one will be looking very closely at any indications of interest from Cenkos tomorrow.

[larry335] 26/2/2015 20:56

By the time a large trade is reported, the opposing trades have already been found to cover it, ...the trade was at 31p...if it was a sell where are all the buy trades totalling 450k above 31p to cover it? You would need to go back at least a week to start finding them...I suppose they may delay declaring a 450k trade for over a week but I think it is unlikely...and why delay reporting when they covered it a week ago?
On the other hand if it was a buy there have easily been enough sell trades to cover below 31p over the last few days. I think there was a 200k at 26p wasn't there?

Anyway, it doesn't really matter. We can't assume that trader knew anything in particular and, whatever trade it was, it's all in the existing share price now.