Gvc Share Discussion Threads

[festario] 13/9/2016 13:59

Massive volumes being traded either side of 725p

[rogash] 13/9/2016 11:02

many thanks sog

[sogoesit] 13/9/2016 11:01

FTSE 100 and FTSE 250 Quarterly Review – September 2016
Posted on 31 August 2016 by Almanacist
After market close on 31 August 2016 FTSE Russell confirmed the following changes to the FTSE 100 and FTSE 250 indices. The changes will be implemented at the close Friday, 16 September 2016 and take effect from the start of trading on Monday, 19 September 2016.

FTSE 100

Joining: Polymetal International [POLY]

Leaving: Berkeley Group [BKG]

FTSE 250

Joining: Berkeley Group Holdings [BKG], GVC Holdings [GVC], Hunting [HTG]

Leaving: Polymetal International [POLY], Pendragon [PDG], Circassia Pharmaceuticals [CIR]

[mylands] 13/9/2016 10:29

That's what I like to see, someone bidding on SETS for 10,262 at 728p.

[rogash] 13/9/2016 10:14

does gvc enter the ftse 250 on 26/9/16

[mylands] 13/9/2016 09:43

You mean platinum don't you? We already have loads of gold in our GVC piggy bank!

[powerpack] 13/9/2016 09:36

Going for Gold today!

[mylands] 13/9/2016 09:17

Good start to the day! Approaching new highs once again. A run up to the interims?

[diviincomesearch] 12/9/2016 19:09

Certainly looking forward to the interims next week. I feel the sterling weakness against the euro, will really strengthen revenues and the bottom line. Most analysts have us around 720p-750p target price, so we'll need some good results to shift that, and make some more progress.

With a focus on our debt renegotiation, its amazing really to see that our 2+euribor% interest rate on our debt(once the debt is refinanced at the end of the term in feb), means we will be paying less than 2% as the euribor rate is negative currently!

A chance for more aggressive expansion if the Bwin party merger cotninues to bed down well.

[mylands] 12/9/2016 18:29

b69

Well done. I bought at the end of August for T20 and paid 706p, hoping that there would be a run up ahead of the interims. Perhaps I should have taken the profit when the price spiked to 725p. The problem I have is, once I buy I always seem to hold onto them!

[brownie69] 12/9/2016 15:54

Exactly.
My few trading shares already in profit and its recovering strongly now. :-)

[festario] 12/9/2016 10:25

Plus, the inescapable fact, the 1yr trendline is almost bang on 700p now, so as usual it had to come back to it from 724p last week.Any dip below, pile in!

[mylands] 12/9/2016 09:46

b69

No reversal, I agree, simply a reaction to the market weakness and profit takers.

[brownie69] 12/9/2016 09:19

Market off 1.5% and GVC 1.9% so its hardly a reversal and finding a level around 700p now.

Just bought a few trading shares to punt into the FTSE 250 news and results. Hoping for a 20+p return.

[mylands] 12/9/2016 08:45

Just one more week till inclusion in the 250 index and the interim results' announcement.

With the market heading south from its recent high of nearly 6950 on the 15th August and with the share price now hovering around the 700p mark, my hopes for a further step up will rely on the interim statement. Let's hope it doesn't disappoint!

[velod] 09/9/2016 21:33

Sogoesit9 - Your post brings up so much in my mind (so much) in response to the points you raise I’d need a publisher to handle my thoughts - so I’m going to skip a lot of what I intended and just pick up on one or two points.

- Side issue a) How come you get to capitalise the leading letter in your ID? Mine was supposed to be VeloD but it was all reduced to lower case. Humpf!
- Side issue b) Mobile phone access only: My post you refer to, doesn’t appear on this mobile phone but does if I log in. Other posts of mine are visible without logging in. Weird. Noticed similar for others also.

- Okay. Keeping it short. Reading to the end of your post my suspicions were confirmed by your choice of AIM listed Redde. (A good company almost bought it at 100p but was in the throes of coming to terms with a more disciplined strategy that would omit the likes of Redde. Please don’t tell me what the share price is today - there are too many instances in my life of “the one that got away“).

- There’s nothing in what you say, in my opinion, that a tighter control of
discipline in strategy wouldn’t solve.

- For instance, as an example, My SIPP had been a hit and miss affair until I saw the light and became a fulltime, hardcore, high yield dividend convert and accordingly the strategy for my SIPP acc is now a dictatorial, take no prisoners approach of high yielding divi shares ONLY that are out-and-out FTSE100/ a very few (just one or two) top end 250FTSE companies only! No if’s, no but’s! No slippage. No small caps. Defo no Aim.

- The result is my SIPP contains only companies that have a Mcap in £billions. And this year is doing particularly well due mainly to an accident of our country’s destiny the majority of my SIPP billion Mcap companies have soared since Brexit. (As the media says the FTSIE100 has long since ceased to be a measurement of the British stock market as virtually all FTSE100 companies earn their revenue internationally with only a tiny proportion coming from the home market).

Due to the fall in the pound therefore, money from revenue being converted back from abroad to GBP made them the shares of choice by the wider market.

- (Sheer luck on my part) Hence GSK improved dramatically after Brexit as I mentioned in a previous post.

- I care not about interest rates, inflation rates as these shares are intended as Buffet says - to be held for eternity!

- Therefore the noise of interest rates etc., etc., OVER THE LONG TERM will even itself out. As luck would have it dividends continue to be generous.

- Having said that. If I had always thought like that I’d have missed GVC because it was AIM.

- So I have an ISA which I call my “Riverboat Gambler’s Account” and is stuffed to the gills with AIM and small caps, hotshot story stocks et al - and that accommodates both sides of my personality and gives me two distinct strategies.

- I’ll give you one guess as to which acc has outperformed the other by a
country mile and shown a clean pair of heels to the other - that’s right; the Boring Old Fart’s FTSE100 SIPP a/c!

- Which means I can’t pick small-cap-next-big-thing (GVC was just getting lucky, we all get lucky now and then, it was a divi play at the time but little did I realise I’d also chosen a mega growth stock; is that ecstasy or what?).

- So I can see myself morphing the ISA to just a few hotshot stocks the rest FTSE250 high divi stocks that failed the inclusion test for my SIPP due only to their size and not because of fundamentals or TA.

- So in essence maybe a hard review of your current strategy/s to see what best suits your investment style personality is all that is needed. (INMO and boy do I have opinions or what? : )

- Even if your chosen strategy is diametrically opposite to mine it’ll work because you’ll be cutting out extraneous noise and concentrating on what works FOR YOU.

- Believe it or not this is the short response to your post : ) : )

[sogoesit] 09/9/2016 17:50

post 22561... nice quote, velod ;-)

"... and my assumption is that like myself 99.9% of posters on here are high yield dividend investors first with a bit of growth like GVC coming as a second priority . ."

I think this was true of myself until about a few weeks ago when Carney dropped the bank rate. About 80% of my holdings were in (high) yield but this last few months has not seen them hold good even with high yields. Either dividends have not gone up or capital has been lost and yields have gone up (examples being the house builders and closed-book insurers and asset plays like hotels).
So I've taken the step to get into more "growth". GVC was an old holding that was never added to so have accumulated on that along with services like REDD and some "high risk/high reward".
Problem is, historically, never had much luck with high risk/high reward... but it keeps the heart active!!

[rickyy] 09/9/2016 15:44

I remember that, dear old Ronnie was a genius with words.
Sold my GSK to add more GVC.

[velod] 09/9/2016 15:30

And talking of Mark Twain's satire on market-guru speak reminds me of the sketch attributed to the late, great, Ronnie Barker where he takes the pi$$ out of the way investors/financial community communicate. His sketch of a newsreader reader the financial headlines -

" ...And now time for the Stock Market Week in Review.

It's been a rocky week for the Stock Market. Here's a summary:
Helium was up, feathers were down . . Paper was stationary . . Ticonderoga Pencils lost a few points . . Though Elevators rose, escalators continued their slow decline . .
Weights were up in heavy trading . . Light switches were off . . Mining equipment hit rock bottom . . The market for raisins dried up . . Pampers remained unchanged . .
Caterpillar stock inched up a bit . . Sun peaked at midday . . Birds Eye Peas Split . . Stanley Tools filed for Chapter 11 . . and Scott Tissues touched a new bottom. "

[sogoesit] 09/9/2016 10:17

you misunderstand me & took it the wrong way srpactive... neither scoffing nor mocking.

I understood you to imply, giving a list of a "few sectors" among many that in fact you were saying you were bullish on the WHOLE market.

Sorry you misunderstood the allusion to Twain.

Good luck to you, Sir.