Interserve Share Discussion Threads

[obiwoncanary] 20/3/2018 08:01

I think up 1%

[999rp] 20/3/2018 07:52

So up or down today. The share price fluctuats like the weather at the moment.

[cfc1] 20/3/2018 07:36

its all about WHEN the hedge funds close out! Its been like that for weeks - I have just added each time they attack....
They also KNOW no announcements expected this week

[obiwoncanary] 20/3/2018 07:13

Aendjo keep the faith, last couple of days have been a roller coaster but that envelope will contain good news and short term there will be no d4e or dilution. Not until at least£2

[aendjo] 20/3/2018 06:50

Fenners, the investment case here was backed not only by fundamentals but also by ongoing restructuring (in construction, increased focus on £10m-sized jobs), exit of loss-making business (EfW), crisis of a major competitor, sector cycle and government acknowledging there should be reduced pressure on margins, Brexit, RMD as an almost standalone company delivering high margins that could have been sold if adverse interest rates made it difficult to service the debt. Having said that - I’m not entirely sure what’s going to be in that envelope - and it’s now getting very close to the wire. Are you guys convinced that a highly dilutive dfe swap is the only option here?

[bumpa33] 20/3/2018 00:14

crazy question I know - but surely as Emerald are buying debt rather than equity (at 50p in the £1) it’s reasonably safe to assume the equity is worthless, or as near as damn it?

Am I right in saying mkt cap £100m but EV nearer £800m?

[fenners66] 19/3/2018 23:41

Yes at this level - but earlier I think not , when the fundamentals were getting worse.
We all look at companies where the fundamentals are getting better and call it investing.

But we all believe its a pretty much binary event coming. Up or down I guess none of us thinks the share price will not flinch when they announce.

At least one of us thinks he's seen the name going into the envelope already but did he?

[da vinci1] 19/3/2018 23:31

Sharp correction due tomorrow IMO. Today was a setback caused by digital programme trading creating a domino effect of narrow stop losses being breached, leading to further automatic sells. Illogical IMV but presents a great entry point.

[da vinci1] 19/3/2018 23:30

Sharp correction due tomorrow IMO. Today was a setback caused by digital programme trading creating a domino effect of narrow stop losses being breached, leading to further automatic sells. Illogical IMV but presents a great entry point.

[eodfire] 19/3/2018 23:00

What about shorters then? They gambling also?

[fenners66] 19/3/2018 22:58

You dont have to - but before they announce this is gambling not investing

[eodfire] 19/3/2018 22:43

I'm surprised I have to tell you to look up the meaning of Contrarian Investing fenners.

[eodfire] 19/3/2018 21:55

You've had a good day but we all knew this share was going to be volatile until news. In fact, traders could lift this back up 20% tomorrow with no news - the opposite of what happened today. Don't forget, potential of a big short squeeze on any whiff of positive news.

[general george] 19/3/2018 21:13

Aendjo.

Quoting broker targets? Lol

We can agree on the fact we hope no one losses their jobs, as for investors that is up to them. You have had your gamble and fair enough. There is a very real chance the SH will be heavily diluted - Id say 100%. Even if the arent there is no chance they will be £1 by year end.

[blueball] 19/3/2018 20:39

Don't panic 42p....

[fenners66] 19/3/2018 20:31

cfc1
19 Mar '18 - 16:16 - 8258 of 8276

eodfire..exactly.....private george (and the rest) appear to be budding FDs!


Well I think we can take it as read that you are no "budding FD"

[h2owater] 19/3/2018 20:11

error wrong bb

[h2owater] 19/3/2018 20:01

Error

Wrong chat!

[oliversanvil] 19/3/2018 18:04

THERE IS SOMETHING -DEFINITELY- NEUROLOGICALLY WRONG WITH HOT AIR HAIR MORTAR!
------------------
HOWEVER A LARF

[bricktycoon] 19/3/2018 17:48

You've copied my name you fool hahahahaah

[oliversanvil] 19/3/2018 17:44

THERE IS SOMETHING DEFINITELY NEUROLOGICALLY WRONG WITH HOT AIR HAIR MORTAR! HOWEVER A LARF

[aendjo] 19/3/2018 17:43

George - you are entitled to your own opinions. I’m not calling you a “deramper̶1; or suggesting you want to influence the share price for your own benefit or to harm others. With all the usual caveats (risky, my own opinion, I have a long position) I still stand by the opinions and price targets I expressed before. Numis, Peel Hunt and Liberum set target prices for this stock ranging from 124 to 180p (targets set in 2018, strong buy recommendation 3/3). A number of posters are of the opinion a highly dilutive deal is on the cards. It is a possibility and I would add that the lateness of the announcement makes me worry about this. On a positive note, short positions have reduced further... we will find out very soon. Either way - I hope the company and his employees and subcontractors will survive unscathed. Investors are taking a risk - workers on building sites need to pay bills and feed families. Good luck all.