Record Share Discussion Threads

[martini] 22/7/2002 22:36

Big cap FT100 in case I call the timing wrong!
Take your pick but TMT's are the most beaten up so far so maybe the biggest risers.
Move to smaller stuff later.
But for now main lining on cash and a few punts.
M

[jazza] 22/7/2002 22:36

Paul,

Some of the strongest performing shares in the market
at the moment are in the telecoms sector - fancy that!

They've been hammered for a long time but the stronger
players are now benefitting from a bit of sectoral rotation.

Therefore I'll go for mobile operators and alternative
telcos (the stronger ones).

Regards,

Justin.

[mbbcat] 22/7/2002 22:34

maybe (very good) telcos & techs ( on the basis of lastman standing etc)

but more seriously I feel it will be the time for cash rich companies with no debt, sound managemnet, good & necessarry products & huge divis

mind you the fallout from the current mess will still be landing in a year or two from now

companies that have a history of blowing their wealth away by buying shares for cancellation or eaqually those that have a tendency for margin calls ( aka rights issues) will definately be way off my list.

[eurofox] 22/7/2002 22:29

Support Services - in spite of the scene set by Jarvis, a lot of government contracts coming up in health, education, eGovernment

Alternative energy sources

Environmental - waste disposal, fuel cells (new EEC regulations etc)

[paulismyname] 22/7/2002 22:21

When the recovery comes, I would be interested to guage views on sector plays.

I am quite willing to read through any posts but my interest here is strictly a more or less UK play.

To keep the replys short for the conveanence of busy posters do you fell that the best plays will be

a) FT100 stocks

b) FT250 Stocks

c) FT350 Stocks

d) Small Cap stocks

e) Technology Stocks

f) Other UK sector plays (please define)

I am not really interested in individual stocks for this post, just sectors.

All opinions welcomed, this may well help us select stocks for our recovery monitors which is the reason for me saying sectors rather than stocks. We all have favorite stocks so I am trying to avoid stock bias

[jeffmack] 10/7/2002 22:44

Paul
Have you read Zulu Principle by Jim Slater. Use Filter X to put the criteria into practice and see what you get.

[blackday] 10/7/2002 22:39

its easy-forget banks for a start- buy strong ftse 100 companis-cyclical-media, telecoms the lot and amvescamp- ud b looking avz, bsyb, wpp, pson, bt.a, its the highly volitile cyclical shares-dividends debt that ireveant when the bull turns-because its all in the future. the company coming out of debt increasing dividendsetc. they will storm the market. its charactericts u mentioned r 2 defensive to make real money/grab the bull bt the horns in 2010!!!!!!!!!!!
defensives arnt good recovery plays-there plays 4 now not an upturn.so i dont agree with ur choices or ur methodology. sorry

[martini] 10/7/2002 22:24

Paul



:)
M

[lastmanstanding] 10/7/2002 22:15

Paul...

I think the time will come when we will have a chance to make money off the backs of big boys. But i don't see it happening this year.

I hope i can catch the uplift and recover some of the losses or late. Things are getting very painful at the moment financially.

[paulismyname] 10/7/2002 22:02

I think it is quite clear to us all the markets are going through a major "correction" at present. Although it may not be possible to predict an absolute bottom, at some point it will occure, to use a quote from Limpy "the charts will tell us"

When that happens my own personal view is that we may drift for a period and then thre will be a recovery. No rocket science here, its happened before.

However the selection of stocks to trade at that point will present many of us with big big chances to make serious money, trading perhaps on a swing or range rather than clipping a few points on intra day changes.

I have tried to identify which stocks will recover first and (putting aside my fondness for telecoms) have come up with a list of stocks which may have great potential.

The criteria I have used in selection are in order

1) Major cap sets stock

2) A chart that shows (at date of thread creation) over a 5 year period the company had still delivered an absolute return (Limpy take note I do learn)

3) A P/E ratio as of Monday 8th July of between 12 to 18/19 (not unloved or not overvalued was my reasoning)

4) A dividend of at least around the current rate of inflation

5) Dividend cover of at least 1.5 times

6) No massive debt burden

7) I have excluded major Oils or Gun Weapon type companies as the share price is driven by "events" rather than the economy


Please feel free to comment and add companies, I will try to keep the top of this thread updated with the collective feelings on recovery plays

The stocks are:

hsbc,barc, tsco, bats, albk, bg., cbry, imt, baa, sse, abf, alld, glh, al,. avz, amh, hns, nxt, nrk, and possibly uu. (due to divi)

Views welcomed and appreciated

[keevo] 11/6/2002 12:09

I agree. I've only 60,000 @ 2.5p put anything to lift the bank balance.

Its looking promising though.

[bitsofwood] 11/6/2002 00:16

Well, I won´t hold my breath in anticipation. I´ve only got a 500 quid investment, 25,000 shares @ 2p, as it was a bit of a shot in the dark at the time anyway, but it would be nice to get a return of some kind. I think it looks likely that they will come asking for more cash from shareholders though, and I suppose it might be worth a top-up if the scenario looked good enough.
We shall just have to wait and see. Speculate to accumulate, as they say.
Tony.

[keevo] 06/6/2002 18:13

I have knowledge that the share will be re-listed in August. I'll keep you posted.

[bitsofwood] 05/6/2002 17:59

Keevo
Where have you got your information from, please?

[keevo] 23/5/2002 20:19

News just in...........

Reece is to be relisted on the markets. Shares are coming back at about 3p.

[keevo] 26/3/2002 10:09

Still waiting. Look at RON instead

[arthurconboy] 24/3/2002 15:11

whats the latest with REC anyone know.

[bitsofwood] 19/2/2002 00:50

Then I can go and put the money in Scoot.

[bitsofwood] 19/2/2002 00:49

Any return from this would be welcome.
The confident talk of "re-financing" and "possible acquisition in the Business services sector" is encouraging. Maybe someone will reverse into this, which would give us a nice payout at last.

[ant19] 30/1/2002 14:18

Reece PLC24 January 200224 January 2002 REECE PLC CREDITORS' MEETINGFollowing the granting of the Administration Order in respect of Reece Plc inthe Chancery Division of the High Court of Justice, Birmingham District Registryon 8 November 2001 the Joint Administrators, Andrew Michael Menzies and NeilTombs, partners in Grant Thornton, have duly convened a meeting of creditorspursuant to Section 23 of the Insolvency Act 1986 to be held on 25 January 2002.The Joint Administrators are not, at this stage, submitting for approval aformal proposal for a company voluntary arrangement but merely seeking to obtaincreditors approval of the objective to propose, in due course, a companyvoluntary arrangement should the circumstances, at the relevant time, requireit.The administrators have received an expression of interest in refinancing thecompany and propose to conclude discussions by the date of the creditorsmeeting. This expression is at a very early stage and it may or may not resultin a satisfactory outcome for the company and may or may not result in the needto propose a formal voluntary arrangement and/or in funds becoming available forcreditors and/or members. Whilst members are not entitled to attend the meetingof creditors they are entitled to a copy of the proposals by applying in writingto Grant Thornton's office at Enterprise House, 115 Edmund Street, Birmingham B32HJ.Yours sincerelyfor and on behalf of Reece plcAndrew M Menzies and Neil TombsJoint Administrators This information is provided by RNS The company news service from the London Stock ExchangeEND

[keevo] 19/11/2001 17:08

Don't have a clue! There goes next summers holiday money. Ah well at least Ronson might explode!

iii board think its the end

[bitsofwood] 19/11/2001 15:28

Is there any more news on this?
Are the shareholders going to get anything, or is this the end?

[keevo] 03/11/2001 18:39

Whats going on?

Shares will rocket after suspension!