Gcp Infrastructure Inves... Share Discussion Threads

[ajata] 09/11/2000 10:55

GCP is to sell its hotels to numura (Japan)who will purchase because they own half of granadas tv rental chain .Hotels include forte,heratige and travel inn.This will bring £££££s for GCP=Share price up.

[playbuoy] 06/10/2000 08:32

Whats going on? Up nicely yesterday - big drop first thing this morning. Makes no sense, or do you know different?

[losos] 27/9/2000 00:34

SLL - It's odd that GCP doesn't get a big response on this board. I agree with you I want to get more prior to the split and current pricing looks attractive. I think most people on this BB follow the small cap stocks but GCP has IMHO a lot going for it right now. Even the adoption of the (allegedly) more conservative accounting policies of Compass is a plus.

[sll] 26/9/2000 20:40

Losos - Thanks for your comments. In view of today's price moves (both down) on GCP and GME, my assertions have been all too quickly tested. However, I still hold 'both' and will continue to do so until new FACTS emerge to suggest that it is prudent to do otherwise.

[sll] 25/9/2000 23:39

This is a much misunderstood and oversold stock right now for a variety of reasons - lingering doubts about rationale behind Compass deal, accounting policies, 'to sell or not' (and at what price) re Post Houses etc, obfuscation of GCP stock pricing re Granada Media (80% owned by GCP) and a major part of the group's break up value and also (hotel) sector worries that have hurt Bass, Whitbread and Scottish/Newc. this year (all now v big hotel operators these days rather than brewers). Near term patience should be rewarded in light of the clarity that the Sept'00 consolidated results should inject. Compass is a good and growing worldwide business that is arguably more defensible and higher margin than the pure hotels division. There were cost synergies behind the merger. Granada Media is a dynamic gem. The weaker hotels division has some very good constituents. Finally, these thoughts may prompt ideas rather than offer new information. Hang on in there Tortoise !

[ev8money] 14/9/2000 17:00

Freefall in GC price was because a significant fall in profits had emerged but this information was only released to a few brokers by their finance director--- as he thought it was not price sensitive!!!Stock Exchange who are supposed to ensure a fair market have done nothing.Meanwhile the private investor gets stung again.With the net its easy to distribute news fairly so why arent these cosy finance director-broker relationships stopped and when will the LSE start to ensure their listing rules are followed Mr Cruickshank

[dee3] 13/9/2000 15:40

still holding getting deeper , lets hope for the most part its condition of market taking it out. topping up another 100 at 7.65 if i can get in there may have missed it 4 today!

[tortoise] 09/9/2000 08:37

thanks, may buy back in

[dee3] 09/9/2000 02:23

GOTO FT MARKET WATCH ARTICLE REALATED TO PROFIT WOES..
A LITTLE TO LATE FOR MY SELF HAVING BOUGHT 1000 OVER LAST COUPLE DAYS.FROM 8.9 -7.20..

OH WELL HERES HOPING FOR INDIFFERENT START TO THE WK. CATCH US OUT MONDAY MORN , MIGHT EXPLAIN WHY AGAINST SELLING STOCKS SEEMED TO HOLD PRICE ONE EG TWT.

WAIT & C...

DEVON.

[tortoise] 08/9/2000 19:57

hmm.... I sold when it reached my stoploss...

thanks for the info.

[random] 08/9/2000 16:27

bearish note to come from HSBC .... looks somewhat oversold already.

[tortoise] 08/9/2000 14:39

Price has retreated somewhat over the last two days. Does anyone have information/ideas why?

Views and comments on general prospects much appreciated.

[tortoise] 08/9/2000 14:36

no, but you're not alone .....also wondering/concerned......

[willig1] 08/9/2000 14:24

Does anyone have any idea why Granada Compass has dropped so much over the past couple of days