Plus500 Share Discussion Threads

[aakash30] 27/9/2018 15:51

What would give me a lot of confidence is a share buy back RNS

[f15jcm] 27/9/2018 15:45

Testing times but let's not forget that we've had a director buy since H1 results. Things can't be all that bad at PLUS.

[rackerrs1] 27/9/2018 14:56

and queen victoria has just died


old news muppet chops

[sb888] 27/9/2018 14:48

VW has a big fine to pay for its emissions fraud .....

[jplus] 27/9/2018 13:43

VW own Bentley, Skoda, Audi, Porsche, Bugatti, etc.. I'll go VW as PLUS will dominate in medium to long run. There underlying technology smashes the lot of them.

[eentweedrie] 27/9/2018 13:36

can't disagree. in all honesty. nit not skoda, possibly VW.

[nurdin] 27/9/2018 12:41

ESMA is destroying the CFD industry in Europe.Governments will be suffering too due to loss of tax revenues...Perhaps there could be a change of heart down the road?
Wishful thinking.

[rackerrs1] 27/9/2018 12:07

another winner - thanks muppet chops

keep those tips comin moron lol



sb88827 Sep '18 - 06:49 - 15069 of 15086
0 0 0
I think it will go up today

[financethoughts] 27/9/2018 11:56

If 2018 runs the same as 2017, then in the Q3 update they will give figures for Revenue, new customers, active customers, ARPU (avg Rev per customer), AUAC (avg user acq cost) for the 3 months to 30th Sept, and the 9m to 30/09, contrasting to same periods in 2017. The 3m to 30/09 will be key for ESMA as it is two of three months under ESMA. Will be interesting to see how the market judges PLUS figures - will it be in comparison to 2017 like-for-like periods, or as a measure of any perceived slow down from start of year to post-ESMA. Other point is this reference to ‘market expectations’ - the expectations seem to vary wildly, the broker expectations are a nonsense, and PLUS’s expectations are unpublished from what I know.

[nurdin] 27/9/2018 11:27

Changes to this statement,bearing in line that the next update will be for Q3

Plus500 has performed strongly in the first half of 2018 and current trading in the third quarter to date has been in line with market expectations. As a result, the Board looks ahead with continued confidence given the Group's combination of industry leadership, strong brand awareness and geographical diversification.

[jplus] 27/9/2018 11:11

Can you clarify that. Is that any Change in trading from q2 or any change from their market expectations for H2?

[nurdin] 27/9/2018 11:07

If there had been any change in their trading since their last update,they would be obliged to let the market know immediately.I draw comfort from the fact they havent done that so far, which they could have, when announcing the date of the next update.

[stephen2010] 27/9/2018 11:00

Check out UKOG Extended flow test about to start anyday now on the Kimerage zones which flowed at over 1300 bopd agregate in 2016 on the short term flow test. Also official declaration of commerciality to be announced anyday, on the recently sucessful flow test of the portland zone, on their Horse Hill descovery well.
About to re-rate so be quick. Fully funded into 2019. Huge huge upside! DYOY :)

[jplus] 27/9/2018 10:55

It's pretty normal isn't it. CMC and IGG only came now as they are a month ahead in their quarterly cycle

[davebdavid] 27/9/2018 10:50

Someone touched on it briefly but does anyone have any theories why the next trading update is not until late October?

[sb888] 27/9/2018 10:29

No comparison with IGG and PLUS. LIke comparing a Bentley to a skoda

[rifleshot3] 27/9/2018 10:10

It is not unrelated, it is just relatively small and limited to the evident industry turbulence of which a CEO resignation is just another piece. That’s why it dropped immediately and then stabilised. What is encouraging is how small the drop is.

[chucko1] 27/9/2018 10:01

I was wondering who Milton was! You could well be correct in saying that IGG might be in disarray. I believe that one of Odey’s positive thoughts in Plus is that the whole ESMA thing will take 6 months or so to play out (as it did in Japan when a similar regulatory event occurred) - and only then will clarity on the winners and losers be clear. It is hoped that there will be a lot of small losers whos models will no longer make financial sense. But I must say that I am surprised at the speed at which IGG are suffering from their bruises.

[foolishben] 27/9/2018 09:50

On another note, I would imagine today's small drop in PLUS is unrelated. The CEO of IG leaving suggests the company is not in the best place at the moment and as our biggest competitor, surely this is a chance for PLUS to push home their advantage while IG are in disarray.

[foolishben] 27/9/2018 09:06

Chucko, my apologies, I meant Odey not Milton. Complete and utter misrepresentation on my part. I have edited my post accordingly.

[chucko1] 27/9/2018 08:52

Foolishben, I was surprised you made no mention of Odey who are also significantly short IGG vs long PLUS. Another good day for them, but there have been grey clouds over IGG for some time now. Management lost credibility at the end of 2017.

[foolishben] 27/9/2018 08:42

Odey's IG short is looking good. Let's hope their long on PLUS is equally as rewarding. I held both from soon after the first regulation induced CFD share price crash in Dec 2016. I have obviously done pretty well out of them both but moved my IG holding into PLUS about 6 months ago as I just couldn't see any good reason for the price difference between the 2. PLUS should probably be at a small discount for being Israeli but in many ways it is actually a better, more efficient, more profitable business so it could be argued that the two balance out and the price should be roughly the same. The way I see it there are two possible reasons for PLUS being at the price it is currently at and heavily shorted. 1. There is something we don't know (except for Sb88 of course) 2. The market (Except Odey & Blackrock) have got it wrong and we all stand to make a lot of money in the next year. I am betting on 2. as I have always held a strong belief that PLUS is one of the most misunderstood and mis-priced companies on LSE/AIM but I appreciate I may be wrong and will keep a close eye on it.

[villarich] 27/9/2018 08:04

1400 didn't last long

[hatfullofsky] 27/9/2018 07:28

Interesting news from IG, CEO resigned with immediate effect.

So many opportunities to second guess but I just find it interesting