Gusbourne Share Discussion Threads

[techair] 21/11/2002 08:21

yantraman - maybe of help

[howeller] 21/11/2002 08:19

morning all
anyone else without advfn level 2? edit Ive fixed it
charts are working here

[skinny] 21/11/2002 08:14

Morning - no charts again!!!!

[mr ashley james] 21/11/2002 08:13

Croc,

Good morning, once again thanks for all your efforts on day traders threads!

Anite AIE is starting to break out again so far up 1p.



Good days trading

Cheers

Ash

[crocodile] 21/11/2002 08:11

Thanks Yantraman, Could you get this from sharescope? Just a thought..

[yantraman] 21/11/2002 08:07

Morning Croc - Thanks for your daily efforts.

I dont know if you can help me out on this one, but I am looking for a site which provides a historical list of Ex Divi dates, (for the last few months) - dont suppose you know of anything.

could look for your excellent Sunday threads - but a site with it all on would be easier for what I want to do#

Many thanks

[dr darkstar] 21/11/2002 08:05

short lmr @ 510

[crocodile] 21/11/2002 08:04

Brambles down 28%, Now does GKN sill have a stake in them ????

[big al 39] 21/11/2002 07:54

Morning. Drinking from the long mug!! :-)

All the best

[briggsy] 21/11/2002 07:53

It appears that gus have already made an offer to homebase.

[briggsy] 21/11/2002 07:52

Gus are making a bid for Homebase stores, just been on the news, anyone know what the epic name for homebase is,

[red army] 21/11/2002 07:48

Last chance to nick a few points from LMC at 116 before the results tomorrow.

[ruth] 21/11/2002 07:47

Howard,i will call you later:-)will try your mobile first,

[binuh] 21/11/2002 07:43

morning folks. looks like an upside morning!

[red army] 21/11/2002 07:42

Long FTSE 4140

[Abuse team] 21/11/2002 07:42

Post removed by ADVFN

[ruth] 21/11/2002 07:39

morning all,not going to be around this afternoon,so this board should be nice and peacefull,:-)still watching usual suspects this morning,gak,lloy,bt,bp

[dodddy] 21/11/2002 07:36

morning all

[mr ashley james] 21/11/2002 07:33

morning all

[moneybags] 21/11/2002 07:32

Croc.....And here was me thinking it was a cunning play on words for Thursday and Data.

Good Morning.

[luthor] 21/11/2002 06:11

First to post Croc? foul, m'thinks!

Lex

[kayak] 21/11/2002 01:02

Could be, mais bonne nuit...

[deeldee] 17/11/2002 13:24

Looks lke Geoff Ruddell of deutsche bank was spot on above. In the last few months these have risen strongly.

The Argos TV adverts must be bringing in the punters. Experian must be getting the re-rating mentioned above and Burberry has been getting lots of good press.

Now these have managed to close above £6 it will be interesting to see if they can break through £6.60.

[deeldee] 28/10/2002 22:04

GUS have held up well the last few weeks. Below is a very positive article from the sunday times

Sharewatch: Check out GUS's credit rating
Edited by Paul Durman

CREDIT-CHECKING is a mysterious business. We all know it goes on, but we are not entirely sure how it's done.
This, essentially, is the big problem in valuing GUS, the catalogue retailer that now derives a third of its profits from Experian, its credit-reference business. In search of a yardstick, many analysts turn to Equifax, Experian's American rival.

Geoff Ruddell of Deutsche Bank argues that this is a dangerous move. "Most commentators are valuing a business they understand poorly (Experian) by comparing it with a business they barely know at all (Equifax)."

Ruddell reckons Experian is a much bigger and better business than most investors realise. It offers a much broader range of services than Equifax and is much bigger in providing marketing databases for direct mail, even in America. Moreover, if Experian deployed the same aggressive accounting policies as its rival, profits would be 15% or £35m higher.

Experian's exposure to direct mail has hurt the business as the American economy has slowed, but long-term prospects are good. It also expects to grow by providing online credit reports to consumers.

Ruddell believes Experian could be worth as much as £3.5 billion. When added to Argos and the group's majority stake in Burberry, that make GUS shares worth at least 640p a share - well above the market price of 576p.