Intu Properties Share Discussion Threads

[williamcooper104] 18/10/2019 11:28

Exactly - HMSO is like Lloyd's and metro is intu Same dynamic

[williamcooper104] 18/10/2019 11:27

It's a highly leveraged play on UK consumer economy which is highly linked to Brexit It's probably long term bust but it's not going under in next few weeks/months The recap of capital and regional (which doesn't look at first glance too horrible for existing shareholders) probably had also helped - even though cap and reg are fraction of size of intu and thus much easier to fix

[sentimentrules] 18/10/2019 11:26

It's like buying metro because you think the banks will rally. Another pig in the mix

[sentimentrules] 18/10/2019 11:26

"Are you satisfied with why REITs and financials are Brexit correlated? What makes INTU any different?"

Because it's the pig

[colonel a] 18/10/2019 11:17

JakNife,
Possibly, anything but pre-Xmas no deal is seen as positive.
If Boris gets his tweaked TM deal through then there will be no increase in economic impact for another year, if there's an extension there are many possible outcomes but no deal is probably at the bottom of the list.
Who knows ??

[outlawinvestor] 18/10/2019 11:11

I would love it if someone could explain why INTU is so heavily correlated with BrExit sentiment?

Are you satisfied with why REITs and financials are Brexit correlated? What makes INTU any different?

[sentimentrules] 18/10/2019 11:06

Got to be muppet sentiment. No other explanation

[sentimentrules] 18/10/2019 10:46

5% is always game level on short interest

Once under 5% got to assess who is buying. All retail imo or shorts covering into event...stay , add or start short back above 5% . Great short value. Optimal

[sentimentrules] 18/10/2019 10:44

Outlaw No. It's down to muppets buying it. That simple.

Shorter's increasing

Under 5% and who buys?

Now they come. 5%+ and soon be 10% imo

[blueteam] 18/10/2019 10:44

The debt is the main concern and how they will deal with this. Fair value is 50 - 60p IMHO, they may need to offer some new shares to shore up the debt.

[outlawinvestor] 18/10/2019 10:42

Punts on Brexit etc.. will make no odds here

Oh really? Do you think INTU's recent rise is down to its excellent fundamentals?

[sentimentrules] 18/10/2019 10:40

It's given shorters a glorious short sell point really.

[sentimentrules] 18/10/2019 10:40

Punts on Brexit etc...won't be smart money buying that though. Reason being it will make no odds here

[colonel a] 18/10/2019 10:33

Why is the price holding so well even as short positions increase ?

[sentimentrules] 18/10/2019 10:23

Was fun reading the gerbil excitement here. Did not last long at all...

Now. .time for truth to return here :)

[knowing] 18/10/2019 10:12

If only we could get exactly what the Brokers state. DLAR was upgraded the other day to 310 but currently 210.

[knowing] 17/10/2019 23:08

Depends how Brexit goes

[kingston78] 17/10/2019 22:09

The trendline is up and rising. I anticipate a rapid rise to 60 first before moving sideways for a while and then fill the falling gap between 65-70 eventually. A buy for short and medium term.

[wigwammer] 17/10/2019 13:52

I think the term "intellectually naughty" might best be reserved for those posters who provide no prescient insight, but after the event pretend otherwise. Or perhaps a better term for them would be "practically nought" - given no reader is ever going to benefit from their hindsight :)

[outlawinvestor] 17/10/2019 13:24

wig is just being "intellectually naughty", pretty sure he accepts that bulls can tactically trade a short just like bears can trade a short term tactical long.

[wigwammer] 17/10/2019 12:17

Will - I'm sure you were far too busy to post about your "brexit portfolio" and intu position prior to the strategy outperforming. But it's funny that you have enough time to come back and tell us about it post event, and enough time to post a repeatedly bearish opinion of intu at the lows :)

[williamcooper104] 17/10/2019 11:48

Ww - I typically place about 10-20 trades a week - I do not post on boards every time I take or change a position - I am most certainly not a share tipster And I frequently change my mind - but I've still got the same view as always had onIntu - 'it's a doggy - but short term of course it like house builders and banks are going to bounce I'll not hold my intu position for long