rimmy2000

Twitter continues its reversal. up 81% on the lows reached last year, in April 17. There has been more takeover talk. And citations of a potential $50bn valuation for TWTR if it carried the same EV/Rev. as $SNAP. Still hold my shares.

takeover rumors from SalesForce $CRM I'll leave this link here for anyone interested to read: http://markets.businessinsider.com/news/stocks/twitter-stock-price-spikes-on-unconfirmed-takeover-rumor-2018-1-1014143834 Personally, I thin the story is really developing here. I bought some last week for a trade and sold on a 200 point move. Am I the only one here on IG covering TWTR?

finally looks like it has broken fro the previous range. may test again, but target now well into £3

It does feel like something is stirrnig here. Loking at L2 today (23 Jan 18) there is a lot of buying going on, and I think the price being shoved about (down_ to accomodate it. Look what I have highlighted below, a trade of 162k shares, 50k shares.

yes, saw the gap and its bounced. I think an over-reaction and bit of a shake out. Nothing here keeps me awake at night

GWP Pharma are a reputable UK listed, developing medicines under trial for conditions like MS, and Epilepsy among others, as I recall. Ticker GWP

well the WMH dog has its tail between its legs today and is down 12% currently, picking up a bit fro the low of day of 285p now trading at 295p. This is due to hearsay rumors that the impending GC review will limit betting fees to £2 on those routlette-style terminals. Personally (even as a WMH shareholder) I largely agree that the stakes right now are too high, and there is a lot of documented evidence that some people abuse them, and in turn get addicted to them. I don't really want to discuss principles in this piece, only to say that a £2 stake does appear to be taken negatively by the market, but equally this figure is not official until announced. I sold a few off last week, see above post ^, and continue to hold..

My last call on this was when the price was 184p. The price has since further increased, and looks to be breaking out to new highs. I have highlighted the £405k director buy 23-Nov-17 CEO N Kelsall.

helpful to know this, thanks!

Sold a few of these to buy https://community.ig.com/t5/Shares-and-ETFs/Buying-Boohoo-BOO/m-p/19949#M338 I still have a solid holding in WMH and this thread will continue.

https://www.investegate.co.uk/william-hill-plc--wmh-/rns/trading-statement/201801150700038070B/ Full year profit £290m expected 11% up on 2016 ahead of expectations 'We are excited about the opportunities ahead in 2018 - a World Cup year - with our competitive position reasserted in the UK and with the potential for sports betting to open up in the US.' A very encouraging statement.

Hey Ravi, I have a dealing account with IG and have not really consifered this so good question. I expect we'll get the official line next week - and I am interested in the answer here. But I expect the shares you buy through IG would be held in a nominee account. This is the way with the other share dealing accounts I use. See this Ts&Cs guide for IG SHareholding here >> https://www.ig.com/usermanagement/customeragreements?igCompany=iggb&agreementType=customer_agreement&productCode=IGSTK&locale=en_GB Page 7 > Section 14 > Point 13 states: " (14) Instruments purchased by us on your behalf or transferred to us will be registered in the name of a nominee company or our name or a sub-custodian. We will be responsible and liable for our nominee to the same extent as for our own acts, including losses arising from fraud, wilful default or negligence" I believe *and happy to stand corrected* this takes away voting rights, for example at an AGM, (but I still attend AGMs as listen only) In respect of Corporate Actions, your second question: I believe IG would get in touch via email or through the platform. Again, this is how my other accounts handle Corp Actions. I also am keen on the answer. See the same document Section 11 page 5. Obviously for spread bet account there are none of the conventional rights ascribed to ownership as the stake is on the underlying instrument price rather than in the asset. I am sure IG will put us right. Rgds

Market is expecting an update this week on 18 Jan from WMH. The previous strength in price is enough to convince me to continue with the hold. In the event of any material weakness I would (will) add to this position on the open. Howevevr I expect the results will be rather muted as the major outcomes of the future largely hangs in the balance of the Gambling Commission review. I will add commentary to the results on the 18th.

WMH this morning moves up 8p or 2.5% Since I posted it has risen over 21% in little over a month. My overall gain here is 35% on purchase and healthy profits in more than one account. I am tempted to sell some and lock in profits, and ordinarily would. However our analysis of this was several factors colluding that would likely operate in its favour. Most recently the imminent announcement on US gambling laws. We know Trump is a Casino man. https://seekingalpha.com/article/4136185-bet-now-u-s-supreme-court-green-lights-sports-betting-june Instead I will follow the adage 'run your winners' and hold on. I believe there is more to come here yet...

Continues to break to new highs, up 18% since this was covered in the original article.

make sure you have the latest versio installed https://get.adobe.com/flashplayer/otherversions/ rgds

We say that Twitter broke out to new highs, in this thread, Is Norcros about to do the same? here is the weekly and daily charts: I have highlighted a surge in volume during November 2017, Also to be aware the company's CEO spent £405,000 on share purchases at the end of November, after the surge in volume.

Just posting as we approach Q4 and FY2017 earnings. See the tweet below: That's all!

Is anyone else covering this company? I note a broker upgrade today with target price 350p and an RNS Notice of Trading Update and Final Results Results expected Thursday 18th January 2018. The broker cites cases we have covered above: 'views point firmly to a £20 max stake as a worst case scenario' 'the GVC bid for Ladbrokes Coral demonstrates that bids can be structured to cover the multiple potential Triennial outcomes' 'WMH as an obvious participant in the next wave of inevitable industry consolidation, in our view' So is a takeover on the cards later this year. I continue to hold.

ok, let's update this trade. From the first post the share has now gained 13%, which, given its been in play for a month is credible. What's been happening: Consolidation x2 (circled blue) these periods were chances to enter the stock or to increase the position. Increased volumes traded (circled red) this provides increased confidence that the price is moving on volume alone and not the result of market maker activity, moving the price. Stock continues to trade above its 20 day MA, and the 20, 50 and 100 are in positive formation. Looking at the RSI, the stock is starting to look marginally overbought, and so we could see the price come off in the short term, as the run has been fair to say the least. You will note I have been buying this earlier in the year, building a stake of five tranches of shares since around July 17. What's next: Anyone interested in gambling stocks will have a vested interest too in the upcoming Government gambling review. This will limit the stakes that can be gambled by [its] customers. Stakes could be cut to as low as £2 and although this is a worst-case scenario consensus seems to suggest that the value will arrive nearer £20. This outcome will have a significant impact on the businesses, and this is best understood by the proposal of GVC in buying Ladbrokes: here the base offer of £3.1bn has scope to move to £3.9bn based on the review, so a window of £800,000,000 at stake. I think the government will not reduce stakes below £20, based on arguments I have read (they need the gambling derived duty) so any surprise t the upside will be reflected in share prices. Additionally, this leaves WMH vulnerable to more takeover offers this year. As stated in previous posts, merger deals involving WMH have been around before and rarely is there smoke without fire. Sterling has devalued since the Brexit vote so a US suitor would on that basis alone be getting a discount to previous offers. Consolidation is almost inevitable and the fact competitors are getting eaten-up will only make this more and more probable, imo. So we could now see the share stagnate - we have a trading update on the 18th January, although I expect this will be rather mooted as the real news is the outcome of the DCMS review.

good shout! I'll second that one.

^ (same poster, have two accounts and oft' get muddled)

Hello, TWTR has finally broken out of the resistance and is up 8% early in the day. This takes it to a new 12 month high, See image below, compared to the image in the first post (above) Looking intra-day, last week (highlighted and noted as 1.) TWTR also gained about 7-8% on the price, this seems to be due to the meeting that CEO Jack had with GS CEO Blankfein http://uk.businessinsider.com/twitter-stock-price-goldman-sachs-lloyd-blankfein-takeover-speculation-2017-12 Below is intra-day, I am sitting on a healthy gain here, my post above states how the trade is being handled. GLA, rgds

I have traded this share before, and made around 50-60% profit. This stock gets 'traded' a lot and by that I mean many investors use options and, like I have previously, take advantage of the volatility in this share. You see this a lot on social media, if you look at traders in this stock, many are now looking to exit around $23. Hence the stock price seems on a roller coaster and fluctuates, which is actually pretty easy to take advantage of (I am currently long TWTR on S/B and in a dealing account BTW) But fundamentally, I think this share is under priced and am looking for a price of nearer $50-$60. Evidence of its lowly valuation include several rumors doing the rounds of a takeover. Twitter is a good solid business but has been struggling to monetize its platform, something echoed to me by a friend yesterday when I notified them of the 4-7% intraday price rise. Whilst no direct comparator, the nearest we probably have is Facebook. Now here it gets interesting. Facebook (FB) has a market valuation of $518bn as of yesterday (Google Home just told me that) Meanwhile TWTR is valued at $16.8bn Both are exceptionally strong and well known brands, right, and they do something similar, although not the same. So let's quickly look at the Brand Values. Going to Interbrand and looking at the brand rankings of 2017, we see that FB is ranked #8 brand, but importantly has been assigned a brand value (that is to say, the material value of the logo alone) of $48.1bn dollars. Fourty-Eight BILLION DOLLARS. for the brand. So according to this piece, the FB brand itself, bot the business, assets, IP or platform, but the logo, is worth about twice TWTRs entire business. Anomaly. Go figure.

Just a quickie today, TWITTER could break out soon, shown below on weekly. Next point would be previous high c$25