XAO 0.27% 8,586.9 all ordinaries

Short Term Trading Week Starting: 26 Mar, page-75

  1. 482 Posts.
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    NCF is 'sunday too far away' atm for the market to value therefore it ignores it.

    The short / medium term VIV story is the Lighting, the SP too my eyes has been resilient.

    Always been a relatively illiquid stock therefore tends to gap up & down.

    Am watching a small number of stocks where the upcoming quarterlys (not too far off) should have a powerful effect on business model validation, VIV very much on this list.

    With exception of a very few, the market judges specs atm as guilty until proven otherwise, only proof the market is interested in is;

    Q on Q revenue growth
    Q on Q trend to cash flow + status.

    When a stock is indeed proven innocent the rerate will be substantial.

    Don't know what the bloody DOW will do in next couple of weeks but any further weakness in VIV I will be viewing as a buying opportunity.

    'Buying opportunity' one of a small number of terms when I see on stock threads usually convinves be to sell but in this incidence the exception.

    Disclosure - hold and accumulating also knocked out this post so I can get the little 'bell hightlight' on the thread so it saves me couple of key strokes.

    Having a bad start to the week, daughter in middle of 1st social bullying episode and hound bitten by snake. Hound & snake doing well and daughter....... well let's just say got an insight into the workings of a teenage girls mind, not an area a rational person should loiter, trying to flick it to the BH but not quite sure that's going to work

    AND THEN there's the Australia cricket team
 
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