Jardine Lloyd Thompson Share Discussion Threads

[rabain] 03/12/2004 08:20

if we knew stuff like that we'd all be millionaires! :-)

[kevin hill] 02/12/2004 17:08

anyone know where this will bottom out ?

[jamiedodger] 02/12/2004 11:23

All seems a long time ago now!

[jamiedodger] 30/11/2004 11:15

But the chief exec doesn't normally resign after the first one

[brownie69] 30/11/2004 09:56

Well profit warnings come in 3's they say...........

[themanwithnoname] 29/11/2004 12:32

I am short 100k this morning ...... will close sub £3...


£65k for Xmas ....hopefully ..

[jamiedodger] 29/11/2004 11:02

Looks like the shorters have got their teeth into this one. Could be a long haul back to £4.00

[mryesyes] 28/11/2004 12:22

I cannot see any reason for the shares to fall such that shorting on Monday makes any sense. I may be wrong and am certainly (as usual) the odd one out on here.
This company is first class and it will not be £3 but it is near enough 7% for me to buy in

[50plus] 27/11/2004 21:34

Bit of a "Kevin" eh - lets cut off our noses and that'll teach our face!

[the other kevin] 27/11/2004 20:19

At 300p the yield is getting on for 7pc. Wow!

[vision88] 27/11/2004 19:05

a short would be better for monday,i dont see them rising, 300p level

[50plus] 27/11/2004 18:12

Sounds interesting, any good reasons for saying "Don't short on Monday"???????????

[the other kevin] 27/11/2004 16:17

Mr Y - So you think there will be a bounce on Monday?

[mryesyes] 27/11/2004 15:19

Don't short on Monday

[themanwithnoname] 26/11/2004 21:45

I have a BIG BIG question --- Why is the net asset value of JLT only 33p and shareprice £3.70. They are suppose to make £72m a year yet Shareholders funds are hardly changing( increasing ) ??

The div is only 5% so is their some creative reserve accounting in play ???


I think we may see levels under £3 .....if UBS had £3.70 before warning ??


But why were directors buying so intensely ??? if CEO resigns ???

All very interesting ?? Any comments kindly welcomed ....I am looking to short on monday ....

[blackbear] 26/11/2004 18:08

July 2004

LONDON (AFX) - Jardine Lloyd Thompson Group PLC said CEO Steve McGill has
increased his stake in the company by buying 100,000 shares at 431.5 pence per
share.
McGill also exercised an option over 150,000 shares in the company.
His total holding is now just over 1.25 mln shares, or 0.62190 pct.
bam




oop's

[honiton] 26/11/2004 17:16

This stock has been a disaster for me. Will try to follow trends in future only.

[handycam] 26/11/2004 16:40

If they say they will make on £92m for the year, that's a second half result of just £30m.

That would result in a cut in next year's forecast from £125m to what, £70m? And an eps of under 25. Fair value could well be £3.

Time, therefore, to sell Benfield? I shall ask my Lloyds of London train buddy to explain the overlap of these two companies and report later.

[whipround] 26/11/2004 16:38

Shear weight of shorters in the market I would imagine imho. Nothing to do with divi, just opportunity for shorters to make easy money.

[50plus] 26/11/2004 15:24

Cannot believe the drop, they've already indicated the divi will be maintained...considering whether to top up or to think the mms know there's more to come.

[patricktrfc] 26/11/2004 15:23

50plus, maybe oversold, but there must be a large seller out there or all these buys should have moved the price, will wait till we break up to 375 bid

Worked yesterday with BetonSports

[honiton] 26/11/2004 15:20

the first loss is the best loss, as they say.

[50plus] 26/11/2004 15:12

oversold or what!

[gunnergonk] 26/11/2004 12:32

looking at todays news i think a short would have been a good bet!