Plus500 Share Discussion Threads

[mrtenpercent] 16/9/2018 12:19

Apologies for a late reply to the question from metis20, and for the tone of my comment on 14th. Better information about short interest is obtainable from Euroclear - I acknowledge poster Mount Teide on another thread for putting me on to this and explaining how short sellers can mask the data collected by the FCA. I should have said that instead of criticising anyone for using the same source (short interest tracker) as I used to use myself.

[dumbbunny] 16/9/2018 09:58

Hussyo, the most likely explanation for you seeing so many Plus500 ads is because of your recent search and browsing history.

However, that’s not to say Plus500 haven’t ramped up investment marketing spending over the last eight weeks. Since late July Plus500 have increased marketing spend on keyword traffic significantly across all core markets. To give you some idea of the increase, Plus500 were previously purchasing paid traffic via keywords of c. 50,000 paid search referrals in the UK. Now we are seeing purchases of c. 200,000 in the UK. A fourfold increased since July. Similar patterns can be seen in Germany, Australia, Netherlands, Singapore, and Scandinavia.

This has probably come about as a direct response and consequence of ESMA but perhaps not for the reasons you might first think. ESMA’s new rules also brought about a ban on binary options from 1st July. Binary option firms where tech led very much like Plus500. They were very big purchasers of Google keywords. Their withdrawal from the keyword market combined with reduced keyword spend by some CFD firms, as they take a cautious early approach to ESMA, has led to a significant reduction in the cost of keywords related to CFD marketing.

Plus500 have no doubt seen this as an incredible opportunity to hoover up large parts of the google CFD keyword market at reduced prices. The reduction in keyword prices is very noticeable at the top end of the keyword market. i.e. the most expensive words, which have the highest click-through and conversion rates.

As to be expected, everyone is focusing on the negatives of ESMA’s new rules and not the amazing opportunities it presents to the strongest (especially on-line) operators who will be able to grow market share at reduced costs.

Do not be scared of high marketing spend in Q3 and beyond. Marketing spend is in fact investment spend that has a very high ROI attached to it, especially in the case of Plus500 (something Financethoughts posts have also highlighted).

[davebdavid] 16/9/2018 09:44

It normal for this to happen when you start looking at certain products. That's what 'cookies' in computer terms is all about. The way to stop advertising popping up that's relevant to what you are looking at, is to clear your browse history but it will just start up again when you start looking again. That's the power of Google advertising.

[gettingrichslow] 16/9/2018 09:40

It's not 'mad' at all - it's a calculated bet that if you keep looking at something then you are probably not yet decided on it, so the advertisers pile in. Every website I visit at moment has adverts for King size mattresses and Ethiopian coffee for a reason!!

[hussyo] 16/9/2018 09:20

I only highlighted it because it's so late in Q3... A bull might say Q3 is good and the push is for Q4...

[nurdin] 16/9/2018 09:13

It is no secret that CFD providers operating in Europe will suffer, or already are suffering under the new ESMA rulings..Making a big push on promotion makes complete business sense under the circumstance.

[sb888] 16/9/2018 08:50

The wy google ads works is mad. If you look at something or keep saying something it shows you ads for that. Silly really as its after the event

If they are having a mad push on promotion, that could be seen as bad news.

[hussyo] 15/9/2018 20:19

Ok, at the moment I'm seeing nothing but plus ads. In just the last couple of days a major campaign seems to have kicked in

[metis20] 15/9/2018 06:47

MrTenpercent - any advice on where to obtain shorts info. of less than 0.5% per shorter?

[the don of dons] 14/9/2018 22:30

You're a mug

[sb888] 14/9/2018 22:29

Well then you are wrong.

"The Short Interest Tracker is based on data sourced wholly from the FCA's daily short positions report."

[mrtenpercent] 14/9/2018 22:09

I'm new here, my only comment is that the people referring to short interest clearly know very little about where to find accurate information about shorts.

[hussyo] 14/9/2018 20:47

another £3b and it's the FTSE100!!!

[metis20] 14/9/2018 20:34

PLUS500 is currently about 110th in the FTSE250

Today's mcap is about £1.67 billion

[noujay] 14/9/2018 18:43

They've done well so I'd be surprised to see the total increase much from here.

[sb888] 14/9/2018 18:35

There are some massive short positions there, With a market cap of 1.6bn, there are positions in the hundreds of millions of pounds

[metis20] 14/9/2018 17:59

Shorts total has gone from 6.52% to 5.99% - that is total of shorts above 0.5%.

This drop because Kainos has reduced to 0.43%

[tohamy777] 14/9/2018 15:37

being a newbie...everything looks very good about this share...not sure why would you short it?

[chucko1] 14/9/2018 13:59

No one should feel they are getting burned right now. The current 53p move is only about 20% greater then the daily expected move. If you feel burned, then your position’s too large!

HERE’S A THING: IGG currently has around 25% of its shares owned by ETFs, whereas for PLus, it is currently just under 4%. So this difference of 21% will gradually be whittled away as trackers and other themed funds buy the stock. How much has already occurred, who can say? But 18% needs accounting for (PTEC and founders) pretty soon and let’s suppose the founders sell their final 8% in under 90 days. That’s 26%, but Odey have just taken 2% and I would think other IIs will want to own a FTSE350 company. Net result is that these flows will not be totally out of whack one way or another, but PTEC’s opportunistic sale was unhelpful to the bulls in the short term.

On a small sample of UK main market shares I have just been looking at, ETFs account for between 20 and 25% whereas for smaller cos it seems to be around the 3 to 4% mark.

[fangsforthememory] 14/9/2018 13:27

This thread stinks. It's not a bad smell, just the sweet aroma of shorts getting burnt.

[the don of dons] 14/9/2018 13:04

Blowing away his massive 100 point success from yesterday.What a clown that idiot is.

[eentweedrie] 14/9/2018 12:59

are you going to close your short at a loss again sunshine? what was it last time? 1499 to 1560 or thereabouts?

[gettingrichslow] 14/9/2018 12:50

Who asked you that question? You must try to read posts more carefully.

[sb888] 14/9/2018 12:32

So, you ask what im trading, then yo get sleep when i tell you

Maybe a cup of horlicks for you two and off to bed. Dont forget the incontinence nappy

[gettingrichslow] 14/9/2018 12:06

Double yawn