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  1. #15321
    ShareTrader Legend Beagle's Avatar
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    Quote Originally Posted by couta1 View Post
    Yep end of Feb, early march $17 is possible, this stock can move quickly in both directions as you know, you wouldn't have a SUMwhat objective problem yourself at times now would you. Lol
    LOL I keep individual stocks to under 10% so have a SUMwhat higher chance of trying to stay objective
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  2. #15322
    Legend Balance's Avatar
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    https://www.shortman.com.au/stock?q=A2M

    12m shorted shares covered since 11 December 2019 - would have expected the sp to hold steady with that kind of buying but sp has actually been slipping a little.

    Relatively low turnover in shares traded today (429k shares only so far on ASX) - suggest market is going to break out but in which direction!

  3. #15323
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    Quote Originally Posted by Balance View Post
    https://www.shortman.com.au/stock?q=A2M

    12m shorted shares covered since 11 December 2019 - would have expected the sp to hold steady with that kind of buying but sp has actually been slipping a little.

    Relatively low turnover in shares traded today (429k shares only so far on ASX) - suggest market is going to break out but in which direction!
    With it entering oversold territory and a result just around the corner the direction is obvious, low volume boredom selling soon to come to an end.

  4. #15324
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    Quote Originally Posted by couta1 View Post
    With it entering oversold territory and a result just around the corner the direction is obvious, low volume boredom selling soon to come to an end.
    It would be good to see a different direction other than sideways for the last 6 months - but with a caretaker CEO despite his pedigree im hoping this stock doesnt turn in to a drift car for 2020.

  5. #15325
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    Quote Originally Posted by dompf View Post
    It would be good to see a different direction other than sideways for the last 6 months - but with a caretaker CEO despite his pedigree im hoping this stock doesnt turn in to a drift car for 2020.
    Manipulation pattern very much in play last couple of days even at low volume, I can smell it a mile off.

  6. #15326
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    As per my prior post. If you look at the guidance for 1H its actually reasonable. Say they reach 800$mil - the amount required in 2H is actually extremely reasonable to beat last years FY result.

    Historically 2H has always been better than 1H. I think it's reasonable to assume that will be the case this time to, as it has been for the past 3 years. It therefore isn't unreasonable to assume that the FY revenue will be 1.6 +/- 0.2 ..

    Obviously I could be wrong, but statistically I think I'm not making a horribly gross projection.

    ATM demonstrates clear gap phenomenon on report announcements. I think the shareprice was a safe buy around 12-13$. The liklihood of the interim and the full year report being worse than last year is extremely low unless a one off occurs.
    Last edited by Cadalac123; 14-01-2020 at 05:16 PM.

  7. #15327
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    Quote Originally Posted by Cadalac123 View Post
    As per my prior post. If you look at the guidance for 1H its actually reasonable. Say they reach 800$mil - the amount required in 2H is actually extremely reasonable to beat last years FY result.

    Historically 2H has always been better than 1H. I think it's reasonable to assume that will be the case this time to, as it has been for the past 3 years. It therefore isn't unreasonable to assume that the FY revenue will be 1.6 +/- 0.2 ..

    Obviously I could be wrong, but statistically I think I'm not making a horribly gross projection.

    ATM demonstrates clear gap phenomenon on report announcements. I think the shareprice was a safe buy around 12-13$. The liklihood of the interim and the full year report being worse than last year is extremely low unless a one off occurs.
    Result will be at least good, current price is still cheap IMO but as always a lot of weak hands are easily shaken out of this stock(Holders with no real vision or conviction) PS-This ain't no hyped up tech company making little or zero profit.
    Last edited by couta1; 14-01-2020 at 05:22 PM.

  8. #15328
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    Cadalac - not suggesting ebitda will be less than last year (H1 and FY)

    But it won’t be anything like the 40% growth we have been used to.

    H1 ebitda likely to be +15% on last year ...ouch for a super growth company

    Full year +15% to +20% —- as Couts says ‘at least good’ but to some ‘not very good’
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  9. #15329
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    Quote Originally Posted by Cadalac123 View Post
    As per my prior post. If you look at the guidance for 1H its actually reasonable. Say they reach 800$mil - the amount required in 2H is actually extremely reasonable to beat last years FY result.

    Historically 2H has always been better than 1H. I think it's reasonable to assume that will be the case this time to, as it has been for the past 3 years. It therefore isn't unreasonable to assume that the FY revenue will be 1.6 +/- 0.2 ..

    Obviously I could be wrong, but statistically I think I'm not making a horribly gross projection.

    ATM demonstrates clear gap phenomenon on report announcements. I think the shareprice was a safe buy around 12-13$. The liklihood of the interim and the full year report being worse than last year is extremely low unless a one off occurs.
    The "one off" could be the severance package for the former CEO ?

  10. #15330
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    Quote Originally Posted by couta1 View Post
    Result will be at least good, current price is still cheap IMO but as always a lot of weak hands are easily shaken out of this stock(Holders with no real vision or conviction) PS-This ain't no hyped up tech company making little or zero profit.
    "Weak hands" spell opportunity?


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