Registered:
4/12/15
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Mon 9:47pm
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280

Occupation: Retired

Interests: Commodities, Funds, International Stocks, Private Equity, Property, Stocks




JohnEustace's Latest Comments

Hi Graham, I know Paul covered it yesterday, but as you're covering Rightmove (LON:RMV) today I wonder what your views are on Purplebricks (LON:PURP) ? I'm a happy holder but it strikes me it could be a binary outcome - it could be a great success or it could crash and burn so not one to take too much exposure to given the current valuation.…

Yes, very interesting from Purplebricks (LON:PURP). It's a huge opportunity, but there's not a great track record for UK businesses expanding into the US. Given the placing is only at a 0.6% discount I don't think we can complain too much, although I expect the market reaction will be positive and the price may rise further. Maybe someone in the market knew what was coming…

I bought some NCC (LON:NCC) after their initial profit warning then thought better of it and got out quickly. The management must be doing something badly wrong to make a mess of things because it strikes me that they should be in a massive growth area. So it's further support to all the recent Stockopedia research about avoiding profit warners for a good year after…

I listened to the call yesterday and to me it's pretty clear that Avation (LON:AVAP) management aren't keen to take the offers that have been made on their ATR fleet, which is half of the business. So maybe the prospects of a quick input of cash have reduced and that is removing a premium from the share price. I support the management view and would…

Thanks for the Animalcare write up. It looks very promising -just the sort of business I like.



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