Osb Share Discussion Threads

[che7win] 11/12/2017 17:41

Trimmed a few today to support other positions, back to a comfortable core level here.

[che7win] 08/12/2017 12:13

Maz, Agreed, the market can and does stretch our patience at times.

[mazarin] 08/12/2017 11:44

Chet
The last time I got back in, I bought a couple days too early, as the share price continued to fall several points under £4, Its always a 'punt', but once committed I think it's generally better to relax, sit back and let it come back up. I am not one of those 'lucky few' who 'seemingly' manage to buy at the absolute bottom and then sell at the top. The only time to really know when its best to 'buy and sell' is retrospectively - by which time, it's only 'wishful thinking' and entirely immaterial.

[che7win] 07/12/2017 10:35

Sellers dried Up, P/E 8 against 20% growth.Bid could come anytime at this price, think fair price is 500p but I'm overweight here.

[mazarin] 07/12/2017 10:31

I've just edged into profit since my last return and buy in, although its taken a while. So lets see how this pans out.

[che7win] 29/11/2017 15:51

OSB on this dividend list:

[che7win] 29/11/2017 13:36

Interceptor, We should be at 500p now based comparing to PAG, frustrating share right now.

[che7win] 29/11/2017 13:34

Peer PAG rocketing at three year highs.

[interceptor2] 29/11/2017 08:52

Strange how the price action at PAG has been positive after a fairly neutral full year result announcement. Yet the OSB share price has been much more subdued after a very bullish trading update.

I follow all of the challenger banks and only hold OSB because fundamentals, technicals are the most attractive imo, as well as issuing what I thought was the strongest update in this sector.

Maybe sentiment is changing now?

[che7win] 29/11/2017 08:48

?Let's spell it out:PAG is at forward P/E 10 for next year.??OSB with higher growth is at a P/E 7.6 next year.??OSB same rating should be at 500p, or 25% higher.?

[che7win] 29/11/2017 08:28

PAG storming up many days now, we should be at 450p by now.We will be at new highs soon IMHO, this is severely undervalued post the budget.Sitting duck.

[che7win] 28/11/2017 13:57

PAG up strongly again today, OSB trails again yet is cheaper.

JC Flowers might facilitate a cheap takeover if the share price persists this low IMHO.

[che7win] 27/11/2017 14:31

Steve, Thanks for that.The MMs do love to fish for stock sometimes.

[steve3sandal] 23/11/2017 22:34

I see OSB is a tip of the week in the Investors Chronicle. Nothing new but can only help the cause.

[che7win] 23/11/2017 10:00

PAG results were not overly impressive to me but the market has moved them up sharply.

Their P/E must be around 11 or so?

We should be £1 higher to match their rating - this remains a sitting duck to me and OSB performing much stronger than PAG IMHO.

[che7win] 22/11/2017 20:04

IN THE KNOW: Budget Offers Considerable Relief For Buy-To-Let LendersSource: Alliance NewsInvestec's Ian Gordon believes that Wednesday's UK budget offers "considerable relief for the UK banking sector in general, and for the...

[che7win] 22/11/2017 16:24

Sold some trading shares - 11700, keeping the rest and hoping for higher prices tomorrow with PAG update.

Think this is severely undervalued here, I remain overweight.

[jonevered] 22/11/2017 14:15

Ah good news. Thanks.

[che7win] 22/11/2017 13:57

Extra money also for house building and help for renters in london

[che7win] 22/11/2017 13:52

A number of things - biggest no stamp duty up to 500k for first time buyers in london

[jonevered] 22/11/2017 13:49

I missed it - what was the boost?

[che7win] 22/11/2017 13:40

Very positive boost in budget for OSB

[che7win] 22/11/2017 09:48

Not even at what we were at before the trading update when we were upgraded.

[che7win] 21/11/2017 15:53

We are following, post 1000 at last :-)