Berrasso
17 Feb 2017
Re: NEW ARTICLE: These three UK shares will ... ....just waiting for the moment that Impeachment becomes a very real possibility ... I have my finger hovering over the sell button.
II Editor
16 Feb 2017
NEW ARTICLE: These three UK shares will prosper under Trump the Builder "Sales of spades and shovels will go through the roof if Donald Trump's masterplan for increased infrastructure spend gets the thumbs up from Congress. We'll find out in two weeks' time. If things work out, a number of British firms stand to ..."[link]
Yertiz
15 Feb 2017
Re: 105% gain in 12 months Impetus remains strong this morning. Ashtead, along with my engineers is motoring upwards. Like all good things there will be an end to this but quite where or when is anybody's guess. I will keep a keen eye on activity over the pond for impending weakness and move (hopefully)close to the top - which could be anywhere above £20!
Hydrogen Economy
15 Feb 2017
105% gain in 12 months AHT continues to defy gravity, touching 1700p as I speak. Having risen 105% since this time last year (admittedly a low point), one wonders when it will take a breather, it would seem due. I noticed a gap up today, maybe that will be signal of a dip, who knows.Anyway, despite selling many slices, this remains a good chunk of my holdings and will remain so and I will be buying into any significant weakness. Now through the 1700 barrier at 1703 so maybe more to come?.H2
Hydrogen Economy
31 Jan 2017
Re: Value in Sunbelt "With AHT broadly flat so far this year and URI up around 20% you have to wonder whether the value in Sunbelt would be more appreciated if it had a separate US listing"If you look at the 5 year comparison AHT is up 533%, URI 233%, in the last 12 months URI has done a bit of catch up at 168% Vs 77%. This years URI rise was mainly driven by the results and the acquisition of NES Rentals Holdings II, Inc. for $965 million in cash.I guess given the dominance of Sunbelt they may one day look to either migrate, sell Sunbelt or split but it ain't broke and no fix needed. I'm happy with AHT as it is, it has been my best return. H2
Regency Green
31 Jan 2017
Value in Sunbelt With AHT broadly flat so far this year and URI up around 20% you have to wonder whether the value in Sunbelt would be more appreciated if it had a separate US listing. Just a thought.
antrobius
26 Jan 2017
Re: URI after hours Ah, but will Mexico settle the Bill?!
Yertiz
26 Jan 2017
Re: URI after hours There's a sizeable contract to be won - a 2000 mile long 10 foot high wall may have something to do with the rise.
Regency Green
26 Jan 2017
URI after hours United Rentals up over 8% after hours should give AHT an uplift this morning.
Hydrogen Economy
20 Jan 2017
Deutsche Upgrades AHT- Oh dear! After their outstanding success tipping AHT as a sell for all this time they finally turn around.SP target move from 730 to 1600, that rather admits "we have no idea what's going on but we will say something anyway"Maybe they are hoping for something from Trump in his inaugural speech.H2 Deutsche Bank today upgrades its investment rating on Ashtead Group PLC (LON:AHT) to hold (from sell) and raised its price target to 1600p (from 730p).
LoveMusic
20 Dec 2016
Director's purchase I'm very pleased to see that non-executive Director Lucinda Riches has spent about 77,950 on 5000 shares in AHT today.Love Music
Hydrogen Economy
20 Dec 2016
Re: Today's fall I saw on ADVFN chat that it was UBS who downgraded AHT to sell. They had a Neutral position on them from 900p down to 780 and all the way up to 1650 so I won't let their analysis worry me unduly.At least they did better than Deutsche who's call in March must rate of one of worst howlers in living memory.10-Mar-16 Deutsche Sell 785.00p 0.00p 660.00p Reiteration[link]
Regency Green
20 Dec 2016
Re: Today's fall Rightly or wrongly the URI share price yesterday persuaded me that this was nothing more than a reaction to the broker downgrade. I agree with H2 and also have a problem with the reasons for the downgrade.
Berrasso
20 Dec 2016
Re: Today's fall Im wondering if the price went down because of the very real possibility that there could have been a lack of support for Trump during the casting of Electoral College votes... A case of last minute jitters as people take profits .. just in case.A very simplistic view perhaps but its interesting that the price drops so much on the same day ?If Trump was to be impeached I would expect to see a huge drop .. I would be interested to hear your opinions pleaseThanksB.
Hydrogen Economy
20 Dec 2016
Re: Today's fall RGNot surprised to see a fall after the stellar parformance over last couple of months and the over run up since April which has doubled the SP. There have been a couple of dips on the way up, most recently in October. I have been slicing profits on the way up and now near the minimum I want to hold so will be happy to add at some point, I suspect it will fall further so biding my time.As for pricing pressure, I don't know but would be a bit surprised given that the US economy has been giving some pretty strong signals and the outlook in the FY seemed very positive. I don't know if anyone will benefit from Trump as such but hard to see significant infrastructure spend would not benefit AHT, provided that he sticks to his word. Ah, now I see the concern.Happy to hold, its a great Co, will be even happier to buy some back at a lower price.H2
