7058 replies to this topic

[Zero Hedge]

Got this on SABMILLER on the London stock market should have waited on this one

 

http://www.4-traders...ition-17892959/

SAB very oversold in London...don't panic now but as I have said keep close eye on those Latam currencies.

[AJS]

Update:

 

Long SHF off 44.50 - target 46.50

Long FSR off R30 - target 32.50-ish

Long WHL off 60.50 - target a 2% price rally or so.

Long DSY off R73 (unfortunately) - target a 5% price rally or so.

 

All small positions of course

[UpAnDdOwN]

65-68 is my thinking as well...although picking a position around current prices should be relatively safe providing entry is small enough to average down if need. 
tough trading conditions guys, keep positions light - avoid risks associated with large exposure

Yeah I agree with that support, I am long @71.46, will buy the dip if it drops. But it seems as though we may see a rebound now.

And discovery never fails to disappoint with their earnings, so hopefully their update later this month will provide a positive kick!

[Moonraker]

wondering if their forward earnings(as a group) will be impacted seen as most of their revenue is derived from EM. 

I am wondering likewise, as they always seem to cancel out any drop in turnover with margin increases esp. in the EM's.

(Thought I was clever topping up last August @468 due to defensive character and Rand hedge qualities).

[delta66]

Got this on SABMILLER on the London stock market should have waited on this one

 

http://www.4-traders...ition-17892959/

wondering if their forward earnings(as a group) will be impacted seen as most of their revenue is derived from EM. 

[delta66]

APN/LHC you make me a happy man

[alexander]

Thanks for the info, reviewing my position on SAB

Got this on SABMILLER on the London stock market should have waited on this one

 

http://www.4-traders...ition-17892959/

[alexander]

watch the moves in Latam currencies especially the Columbian peso as Columbia now makes up 33% of profits. If contagion spreads in Latam then SAB will suffer.

Thanks for the info, reviewing my position on SAB

[delta66]

CFR order in at 100(long)

[delta66]

Delta, I've currently got a 3:4 total value exposure on my Long share CFD's (longer term):Short SA40 (shorter term). Does that make sense, or is it stupid "trading/investing"? (In order to "avoid" risk)

i'm not hedged but works well for some especially on big number contracts

[AJS]

Not really...crowded short and the guys got nervous ahead of the release of VOD KPI's and decided to take some risk off hence the squeeze. Will be interesting to see if it squeezes a little more this morning. Above 126 you can short this puppy...

 

Agree.  ARPU keeps declining, not a pretty picture.  VOD is becoming a data provider now almost. Then again, people tend to call less and use data more I suppose.

[Zero Hedge]

VOD move yesterday on high volume makes me wonder.... Results out today... Did someone again get the "heads-up"?  

Not really...crowded short and the guys got nervous ahead of the release of VOD KPI's and decided to take some risk off hence the squeeze. Will be interesting to see if it squeezes a little more this morning. Above 126 you can short this puppy...

[Zero Hedge]

65-68 is my thinking as well...although picking a position around current prices should be relatively safe providing entry is small enough to average down if need. 

tough trading conditions guys, keep positions light - avoid risks associated with large exposure

Very sane advice...in markets like these you should focus on the return of capital/capital preservation rather than a return on your capital

[AJS]

VOD move yesterday on high volume makes me wonder.... Results out today... Did someone again get the "heads-up"?  

[Dust]

Ooo what will ABIL do today... they are due for a quarterly update today as per their website...

[BBW]

65-68 is my thinking as well...although picking a position around current prices should be relatively safe providing entry is small enough to average down if need. 

tough trading conditions guys, keep positions light - avoid risks associated with large exposure

Delta, I've currently got a 3:4 total value exposure on my Long share CFD's (longer term):Short SA40 (shorter term). Does that make sense, or is it stupid "trading/investing"? (In order to "avoid" risk)

Edited by BBW, 05 February 2014 - 08:04 AM.

[delta66]

Me,  but not until it shows sign of turning around.

Also, where do you see support?  To me it looks like it might dip well into the high 60's - say 67 or 68?

65-68 is my thinking as well...although picking a position around current prices should be relatively safe providing entry is small enough to average down if need. 

tough trading conditions guys, keep positions light - avoid risks associated with large exposure

[Hooligan]

Anyone looking at DSY longs

Me,  but not until it shows sign of turning around.

Also, where do you see support?  To me it looks like it might dip well into the high 60's - say 67 or 68?

[UpAnDdOwN]

Anyone looking at DSY longs

[Zero Hedge]

Took a long position on SAB @ 487-50

watch the moves in Latam currencies especially the Columbian peso as Columbia now makes up 33% of profits. If contagion spreads in Latam then SAB will suffer.