Dangersimpson

Thanks Paul, I'm not convinced regulation is the way to go myself - I think it would probably be unenforceable and further discourage accurate timely disclosure because companies would start to care more about meeting the letter of the regulation than good communication. I don't have any issue with market participants that are quicker or (legally) better informed than others, it's the companies' managements that…

As the warning happened intra-day today, and the decline continued unabated to the close, it looks to me like there is a further fall likely next week. I don't get why companies think that an intra-friday profits warning does them any favours - you get a big drop on the day anyway followed by a further drop on monday as those who didn't spot the…

Anthony, Re: Short Interest - when it was first published I used to download the spreadsheet and analyse in excel. However Castellain Capital has done the hard work for us here: www.shorttracker.co.uk So I don't bother with my own analysis and just look here now. With Ocado (LON:OCDO) et al. I really don't want to bet against the hedge funds, I'd really like to be…

Hi Paul, Re: Goldman note on Ocado (LON:OCDO) - I note that Goldman were joint bookrunner for Ocado (LON:OCDO) 's last placing and stabilisation manager for their flotation - may help explain their positive view on the company. The problem with all the obviously overpriced shares (ASOS (LON:ASC), Ocado (LON:OCDO), £CPR) is that they have pretty extensive existing shorts outstanding on them making them prone…

Highly acquisitive companies that use their own shares to do deals to generate eps growth always come unstuck at some point because their deal making ability is linked to their rising share price. As soon as their share price falls for whatever reason the deal-making stops, as does the growth and the rating goes. Hence the shares could have much further to fall even if…