goldfinger
- 12 Jan 2010 20:42
splat
- 20 Feb 2011 22:28
- 946 of 3532
wouldn't that be priced in?
hilary
- 21 Feb 2011 10:33
- 947 of 3532
The problem with PVCS has previously been that they tend to issue statements painting a wonderful growth story based upon the number of units they've shipped, but they neglect to mention that the selling price of the units is falling and margins are being squeezed. These downward price pressures more than offset the sales growth on a per unit basis, and this only comes to light when they issue their accounts which aren't nearly as rosy as their trading statements suggest.
I'm not convinced that this forthcoming set of accounts will show anything any different. They're cash rich though and this tends to underpin the share price.
goldfinger
- 22 Feb 2011 08:21
- 948 of 3532
Bit bleak out there. Goood news is mornings are getting lighter.
Investors Inteligence read..........
http://www.investorsintelligence.com/x/marketdataindex.html?op=art&aid=59235
skinny
- 22 Feb 2011 13:13
- 952 of 3532
SC - that looks very good - as does the long term chart.
goldfinger
- 23 Feb 2011 08:20
- 953 of 3532
Morning. Hold your nerve lads and hedge against the drops. I see 5900 as FTSE support.
goldfinger
- 23 Feb 2011 08:33
- 954 of 3532
Seymour Clearly
- 23 Feb 2011 09:12
- 955 of 3532
DRX downgraded this morning :-(
Thanks to Kyoto
DRX JPMorgan: reiterated underweight, tp cut to 360 from 370
DRX Nomura: reiterated neutral, tp cut to 380 from 425
Seymour Clearly
- 23 Feb 2011 13:50
- 957 of 3532
Yep, Investor's intelligence saying much the same, Skinny.
goldfinger
- 24 Feb 2011 08:46
- 959 of 3532
AMAZED to see that WARREN BUFFET has become a follower of mine on Twitter. Must be a UK first for a Private investor.
http://twitter.com/#!/MrKipper1
goldfinger
- 24 Feb 2011 09:06
- 960 of 3532
jonuk76
- 24 Feb 2011 11:36
- 961 of 3532
I'm surprised Warren Buffett has a Twitter account GF!! My impression was that he barely used a computer. But well done :)
goldfinger
- 24 Feb 2011 15:25
- 962 of 3532
Nope hes well up now on tech now Jonuk Charlie Munger isnt, hes even well into Derivatives which he hated only 2 years back. Lovely personal PM from him, I was amazed.
Rotten day again.
Think it could take while monday to see some recovery.