Future Share Discussion Threads

[biteherbutt] 03/2/2020 07:30

DIDNY U CAPITULATE ON FRIDAY EAMON?

[biteherbutt] 03/2/2020 07:29

EARL CLOSED AT THE LOW on FRIDAY????? HAHAHAHAH

[zipstuck] 03/2/2020 07:14

Up yours TW

[m1das_touch] 03/2/2020 07:09

Expect a lot of shorts will be rushing to close this morning, could be an interesting open. Also great to see 'our cash position remains ahead of the board's expectations, also reflecting the strong cash conversion of our Media revenue streams.'

[m1das_touch] 03/2/2020 07:07

Well, well outcome for the full year to be 'materially ahead of current market expectations...' Glad I bought in on Friday now.

[jhon] 02/2/2020 19:55

Thought this hxxps://shorttracker.co.uk/company/GB00BYZN9041/ might b of interest. Perhaps Shadowfall is doing the bidding for Coltrane asset management.

[napoleon 14th] 02/2/2020 14:50

Dunno why a P/E of 250 is quoted again & again! Is it just the "easy" figure at the top of the thread, which is way, way, way out of date?
A P/E of 25 is an accepted yardstick for 2020 & far more realistic.

Don't get me wrong; a serious analysis of any share is wellcome, & if it is negative, would constitute a timely warning to get out. As such, that would be good.

This third shorters' attack is on the usual pattern.
How about releasing "research" from an unknown on a Monday morning, not Friday p.m.? Stockview, a tin pot effort worth <500K and new in the game, did such a job a few months ago.............and failed. This latest effort repeats a lot of what Shareview were saying, most of which was very dissingenuous - surprise, surprise!
Of course, the "Shirley of Aim" Tom Winifroth, was in om this as well.
After previous shorters' attacks, the shares were back on course in a short time.

IMO this will happen again, & Zillah might just give this latest effort a swift brush off at the next AGM on Wednesday, if she refers to it at all.

[rampmeister] 01/2/2020 23:46

For all those fretting over the shadow report and supportive posts on this thread, it may be worth reminding ourselves of the Sharecast consensus forecasts from the 5 brokers covering FUTR all of whom rate it as a strong buy.

Year Ending Revenue m) Pre-tax (£m) EPS P/E PEG

2020-09-30 331.93 69.13 56.66p 27.0 2.1

2021-09-30 440.82 90.78 72.22p 21.1 0.8

Above numbers do not factor in T I Media possible acquisition which could add another 200m. revenue to the mix.

RM

[squintyflinty1] 01/2/2020 16:14

So where does this go on Monday ??

[squitter] 01/2/2020 15:46

@sweenoid - if I rightly remember, Future's CEO and CFO took a week to respond to the Stockviews report, that saw the share price nose dive in June/July. When it did come, it was a fairly robust statement of Future's solid financals, no rebuttal as such. I'm expecting the same thia time - Zilla will probably only address this at the AGM, not before.

[74sjh] 01/2/2020 12:51

The Shadowfall report seems to be completely underestimating the potential for FUTRs newly acquired titles once they have been digitalised and put on their ecommerce platform. FUTR has already announced that clicks were up 44% yoy so the company is clearly growing. At this price the market hasn't attributed any value to the TI acquisition which has huge potential once digitalised. This report seems to be more about the timing ie just before a possible positive Feb update, rather than any miraculous new content. As with the stockviews report, it seems FUTR will probably ignore it as nothing more than an opinion piece with little substance.

[bookbroker] 01/2/2020 11:44

Trading ten times turnover says it all!

[sweenoid] 01/2/2020 08:08

It’s interesting that Shadowfall and Muddy Waters use Fridays to release their ‘analysis&rsquo;
Did the same with IQE, but of course in IQE’s case it was a joint attack

I think they do that to ensure management are blindsided, also they can rely on the British financial press to ‘report’ it in such a way that always seems supportive of the shorter, spreading extra anxiety to shareholders. In IQE’s case the main accusation and attack was onthe integrity and honesty of the board along with so called dubious accounting, in Futures case it’s main thrust is that the levels of organic growth are being misrepresented, in essence disingenuous accounting.

After their attacks The IQE board went into ‘lockdown&rsquo; along with their Nomads over the weekend and issued a strong rebuttal, point by point but the damage had been done

I would be very disappointed in the Future board does not do the same, waiting even a few days for the AGM is TOO long.

I have no investment here, I have been watching and waiting, so I guess this is an opportunity for me? I shall be very vigilant, if The CEO can’t mount a strong aggressive defence on an attack on her and the BOD’s integrity backed up with facts, I shall stay well away. I sincerely hope I will be investing

In the meantime, expect the Sunday Times et al to put the boot in tomorrow, here’s what today’s Times had to say- using Director sales as the last sentence leaves the reader rather sceptical


Of course the FSA and regulators won’t be seen or act...whatever the outcome! :-(
S

[bigbigdave] 01/2/2020 07:33

FUTR don't usually provide a trading update at AGM's. Suspect Zillah will have something to say this year.

[74sjh] 01/2/2020 05:53

The Shadowfall report seems to be a rehash of the Stockviews piece from last June. The methodology for measuring organic growth can clearly be twisted in all sorts of ways to support a bullish or bearish view so its surprising to see the market falling for the same old arguments again. As before, this looks like a buying opportunity so will be adding on Monday hopefully before the rebound gets going

[sabyro] 31/1/2020 22:13

Been here before with FUTR unfortunately when MW attacked last June. Let them make their money, see the drop as an entry point for new investors to come in and ride it out. TechRadar.com traffic is +47% Vs Jan-19. These guys aren't going anywhere.

[rrodmac] 31/1/2020 19:53

Hi, I have now suffered the triple whammy of IQE, NMC and now FUTR.
In this case because someone doubts the ingenuity of the CEO? No he/they don't, just immoral share manipulation.
If I could only get my hands around.......!
Never mind, Monday beckons.
GLA.

PS
Thanks S for all the informative posts on IQE

[sweenoid] 31/1/2020 19:06

Shadowfall and Muddy Waters specialise is this sort of underhand jiggers- pokery. Mud sticks and they trowel it on

Their actions are perfidious and imho are often combined with an orchestrated short attack by ‘friendly̵7; hedge funds . They get II’s, do their damage and retire far richer, and plan the next company to ‘hit’

There is never seemingly any comeback, they spread the muck, profit and escape.

That’s capitalism folks ...and sometimes it stinks
S

[napoleon 14th] 31/1/2020 18:27

AGM Wednesday Feb. 5th.
That's when you'll hear the facts.

[ramridge] 31/1/2020 16:45

Yes, I forgot about NMC, GimpDaddy . Their share price stands 50% down since Shadowfall/ Muddy Waters showed their hand.