Plus500 Share Chat (PLUS)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Plus500	LSE:PLUS	London	Ordinary Share	IL0011284465	ORD ILS0.01 (DI)

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	1,248.00p	1,248.00p	1,249.00p	-	-	-	0	05:00:01

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Software & Computer Services	323.7	187.6	129.6	9.3	1,429.52

Plus500 Share Discussion Threads

Showing 15451 to 15475 of 15475 messages

Chat Pages: 619 618 617 616 615 614 613 612 611 610 609 608 Older

Date	Subject	Author	Discuss
23/10/2018 07:25	Is there enough meat on the bones for a healthy increase in the sp? Lots of positives but considering Esma only accounted for 2 months, what would the figures have been with 3 months esma regulations. It is clear volatility is what we need and confidence is coming out of the statement but dare i say the next quarter update may be more important than this one?	davebdavid	Read Full Thread Reply
23/10/2018 07:25	Volatility is the key and with Trump at the top and Brexit only acfew months away .......	andrewclarke99	Read Full Thread Reply
23/10/2018 07:24	And also noteworthy........ The board continues to believe that the introduction of the measures will reduce the number of its competitors, enabling it to gain increased market share at lower acquisition costs.....so Odeys short on IGG not just a hedge	andrewclarke99	Read Full Thread Reply
23/10/2018 07:21	The Group achieved strong margins in the period and continues to demonstrate its ability to generate high return on investment. EBITDA margin in the nine months ended September 2018 was 71% and in Q3 2018 was 50%	financethoughts	Read Full Thread Reply
23/10/2018 07:19	Growth may slow, but it could barely continue at its historic pace. But against that, quality of earnings is improving with better clients. I suspect that this trend will continue.	chucko1	Read Full Thread Reply
23/10/2018 07:19	Highlights · Trading for 2018 is now expected to be ahead of expectations · Entered Q4 2018 with positive momentum, benefiting from recently increased volatility · Q3 included two months of trading post the implementation of ESMA's new regulations and low volatility · Elective professional clients ("EPC") represented approximately 38% of Q3 EEA revenues (Q2: c.20% of EEA revenues) · Commencement of share buy back programme of an initial amount of $10m So PLUS500 achieved the $100mn predicted by the market concensus. The good news is that increased volatility and increasing number of EPCs has led to the "ahead of expectations" for the FY2018. Also good news is the protecting of the share price by the share buyback - initially up to $10m. The share buyback last year was very successful - taking the share price up from £5.5 to £8 and keeping it above their £8 target. I wonder what they have chosen for the target this time.	metis20	Read Full Thread Reply
23/10/2018 07:15	If ex growth is 86% a year then I wish all my holdings were ex growth. "The Board now expects trading to be ahead of 2018 market expectations."It's clear volatility not regulation is the key. We're at the top of the credit cycle so volatility is only going to increase.	villarich	Read Full Thread Reply
23/10/2018 07:14	"Approximately 8% of EEA customers have now elected to become professional clients representing approximately 38% of Q3 EEA revenues. Volatility for significant periods of Q3 was very low by historical standards, but has increased since the period end. Plus500's cash balances increased from $203.9 million at 30 September 2017 to $371.1 million at 30 September 2018. Board now expects trading to be ahead of 2018 market expectations" Will be interesting to see market reaction to this, I'm guessing down a bit as higher than consensus, but not markedly so.	financethoughts	Read Full Thread Reply
23/10/2018 07:13	100.1, but clear indication they will be higher in Q4. It’s the volatility, not ESMA, which will be the stronger factor of success here. Outlook for volatility is pretty good with end of QE, and what that may bring.	chucko1	Read Full Thread Reply
23/10/2018 07:13	2018 likely to be ahead of market expectations...	nurdin	Read Full Thread Reply
23/10/2018 07:07	Revenue of $100.1m, hoped it would have been stronger, but immediately post ESMA, happy with that. Approximately half of Rev will be converted into FCF, money the Co can throw off however it wishes. Share buyback of $10m.	financethoughts	Read Full Thread Reply
23/10/2018 06:36	But its ex growth, they said so themselves, near term numbers will be discounted. This is where your theory falls down.	elcapital2018	Read Full Thread Reply
23/10/2018 06:32	From metis20: Sp projection, solely on the basis of revenue - At the end of 2017 with FY revs of $437mn, the share price was around £10.5 and the P/E was about 8.3. At the end of 2018, with consensus FY 2018 revs of $634mn and a P/E of 8.3, the corresponding share price would be a bit over £15. H1 2018 revs $465mn. To get to consensus FY 2018 revs of $634, all that is needed is an average of $100 for each of Q3 and Q4.	financethoughts	Read Full Thread Reply
23/10/2018 06:25	The problem is the statement ...not the figures. Watch	elcapital2018	Read Full Thread Reply
22/10/2018 23:39	Tomorrow all will be made clear. Plus couldn't say anything about the actual ESMA effect at the interims in August but will be able to in their Q3. If they don't do $100m+ Q3 revenue, I think there's a problem. Not for this year's forecast but for the next - $580m for 2019 if they can't do $100m in a quarter? GLA	podgyted	Read Full Thread Reply
22/10/2018 22:04	It does matter (age) in the context of the tone of the analysis (existential statements based upon suppositions and lack of understanding in some areas). Even if he were proved correct from here, PLUS have generated almost twice the cash since then (and paid most out) than was the market cap of PLUS when he published the analysis. Anyone following this advice would be toast. Rather like the perms-bear Bob Janjuah of Nomura - one day he will be correct, but his followers will never make a decent return. Also Albert Edwards of SocGen. Some of the more recent analysis written by one of the hedge funds seems little better. One or two analytic errors (or omissions) were extraordinary. What the first piece and the second have in common was the lack of balance and excursions into hyperbole, as though each were some sort of marketing document. Perhaps it worked, and that is why other hedge funds quickly followed! So it has become a “theme”, which has become increasingly typical of hedge funds. And that is why their returns are so poor now - everything is more crowded (though some themes do play out). Well, that’s my take ...	chucko1	Read Full Thread Reply
22/10/2018 19:51	Shorts started rising from zero on 18th April 2018. They have moved up relatively steadily since then - but for detailed chart see Https://shorttracker.co.uk/company/IL0011284465/	metis20	Read Full Thread Reply
22/10/2018 19:33	I dont know why you keep referring to his age. It makes no difference Fact is hedge funds are 9.1% short of holdings over 0.5%. One of the most shorted stocks there is. Whatever you want to guess at, that has to be worrying. I think it was only about 2% when I reappeared.	elcapital2018	Read Full Thread Reply
22/10/2018 19:27	There’s another aspect to this: there’s the short term effect of ESMA, and how that then further develops towards the medium term. The Odey analysis is that it will have a hockey stick shape (field hockey, not ice hockey) and the longer term benefits are yet to come into view. Furthermore, how much revenue loss versus Q2 is attributable to ESMA, and how much to less-volatile markets? Of course, if it’s all one big CAKE fraud à la Patisserie Valerie, then it matters not. If that was indeed the case, the Odey analysts would be asking some tough questions the next time they sat down with the PLUS hierarchy in Tel Aviv. Actually, they wouldn’t as Odey would have fired them. I am unaware in the 30 odd years Odey has been positioning single stocks that the fund has ever been subjected to a Carillion or PV situation - their research is extremely detailed. Their bigger problem is the shorts they have called badly, not the stocks they own. That is turning around significantly in 2018, by the way. I do not think the 27yr old at Cable Car has anywhere near the same credentials, and it was mildly interesting to note that just prior to these results, Philadelphia trimmed its short. But, you make your call ...	chucko1	Read Full Thread Reply
22/10/2018 18:11	Sp projection, solely on the basis of revenue - At the end of 2017 with FY revs of $437mn, the share price was around £10.5 and the P/E was about 8.3. At the end of 2018, with consensus FY 2018 revs of $634mn and a P/E of 8.3, the corresponding share price would be a bit over £15. H1 2018 revs $465mn. To get to consensus FY 2018 revs of $634, all that is needed is an average of $100 for each of Q3 and Q4.	metis20	Read Full Thread Reply
22/10/2018 18:07	We are all interested in the bigger picture, would be great to hear your thoughts Elcapital.	davebdavid	Read Full Thread Reply
22/10/2018 18:05	And there we have it. Just interested in personal trolling. Not my game. I’ll ignore you from now on.	financethoughts	Read Full Thread Reply
22/10/2018 17:59	None taken, as our conversation has proven that your way of doing things is lacking. If you ever need some help looking at the bigger picture, give me a shout. Its hard to teach experience though. No iffence.	elcapital2018	Read Full Thread Reply
22/10/2018 17:54	Well let’s just see what happens - over $100m Rev and I’ll be happy, even if you aren’t. Obviously I’m invested for my personal targets & gains long term, not interested in gaining your satisfaction or approval (no offence).	financethoughts	Read Full Thread Reply
22/10/2018 17:46	They will no doubt show more than $100m, but that is no reason to value them any higher	elcapital2018	Read Full Thread Reply

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