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John Bran
Posted: 10 January 2025 19:03:37(UTC)
#31

Joined: 01/09/2017(UTC)
Posts: 2,123
Sold a touch more 3i and added some meli. Freetrade alowe buying part share of US companies so don't need to work out exact numbers.
well below peak and the dollar is rising or to be more precise the pound is falling.
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John Bran
Posted: 15 February 2025 16:28:18(UTC)
#32

Joined: 01/09/2017(UTC)
Posts: 2,123
Closing in on the previous peak ($2140). Pleased I managed to buy some more during its last fall.
Off hand anyone see how a Trump tariff could effect MELI? The present price movement is suggesting the market can't see a negative....not that the market always gets it right.
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Newbie on 15/02/2025(UTC)
Newbie
Posted: 15 February 2025 16:38:49(UTC)
#33

Joined: 31/01/2012(UTC)
Posts: 3,816

Thanks: 6009 times
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John Bran;334579 wrote:
Closing in on the previous peak ($2140). Pleased I managed to buy some more during its last fall.
Off hand anyone see how a Trump tariff could effect MELI? The present price movement is suggesting the market can't see a negative....not that the market always gets it right.

IMO the tariffs will benefit the likes of MELI.
Just as protectionism works for the US it also helps the SA countries in certain sectors.
Here the likes of MELI is likely to be a beneficiary
As such I have been adding more lately and it has been serving me well.
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Jay P on 15/02/2025(UTC), John Bran on 16/02/2025(UTC)
John Bran
Posted: 19 February 2025 10:36:18(UTC)
#34

Joined: 01/09/2017(UTC)
Posts: 2,123
"MercadoLibre Q4 Earnings Preview: To Buy or Not to Buy the Stock?

Vasundhara Sawalka

Mon, February 17, 2025 at 8:00 PM GMT 5 min read

In This Article:

MELI

-0.53%

MercadoLibre MELI is scheduled to release its fourth-quarter 2024 results on Feb. 20. 

For the fourth quarter, the Zacks Consensus Estimate for revenues is pegged at $5.84 billion, suggesting a rise of 37.11% from the prior-year quarter’s reported figure.

The Zacks Consensus Estimate for fourth-quarter earnings is pegged at $7.26 per share, suggesting a jump of 123.8% from the year-ago reported figure. The estimate has been unchanged over the past 30 days."

From
https://finance.yahoo.co...view-buy-200000894.html

Also very much worth noting

Earnings Surprise History

MercadoLibre has a mixed earnings surprise history. In the last reported quarter, the company delivered a negative earnings surprise of 30.52%. The company’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while missing the same twice, the average negative surprise being 14.86%.
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Newbie on 21/02/2025(UTC)
Newbie
Posted: 21 February 2025 09:59:56(UTC)
#35

Joined: 31/01/2012(UTC)
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MELI spikes 10% - !
Still a lot to go.
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John Bran
Posted: 21 February 2025 10:55:44(UTC)
#39

Joined: 01/09/2017(UTC)
Posts: 2,123
Podcast
https://event.choruscall...html?webcastid=wKKfxfA5

Results
https://investor.mercado...d-events#press-releases

Investing.com - MercadoLibre (NASDAQ: MELI) reported fourth quarter EPS of $12.61, $4.56 better than the analyst estimate of $8.05. Revenue for the quarter came in at $6.06B versus the consensus estimate of $5.79B.
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John Bran
Posted: 21 February 2025 10:58:07(UTC)
#36

Joined: 01/09/2017(UTC)
Posts: 2,123
Newbie;335218 wrote:
MELI spikes 10% - !
Still a lot to go.



Is this in the pre opening market? The results were all announced after the market closed.
It had gained 1.6% at the end of trading yesterday.
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Newbie
Posted: 21 February 2025 11:08:25(UTC)
#37

Joined: 31/01/2012(UTC)
Posts: 3,816

Thanks: 6009 times
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John Bran;335232 wrote:
Newbie;335218 wrote:
MELI spikes 10% - !
Still a lot to go.



Is this in the pre opening market? The results were all announced after the market closed.
It had gained 1.6% at the end of trading yesterday.

Yes - Pre-market
Could adjust but it has been chugging along nicely of late and has more to go imo.
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John Bran
Posted: 21 February 2025 12:04:36(UTC)
#38

Joined: 01/09/2017(UTC)
Posts: 2,123
Newbie;335235 wrote:
John Bran;335232 wrote:
Newbie;335218 wrote:
MELI spikes 10% - !
Still a lot to go.



Is this in the pre opening market? The results were all announced after the market closed.
It had gained 1.6% at the end of trading yesterday.

Yes - Pre-market
Could adjust but it has been chugging along nicely of late and has more to go imo.


Yes I have share price growth over 1 month down as 14.6%
The fall from the previous quarter results was quite spectacular $1,666 was the bottom on 19th December.
Finished yesterday $2115.
These sort of falls are great way of adding to my investment in meli.
I expect more in the future as they are not afraid to spend capex and to expand on there Mercado pago.
Second largest investment..... at the moment
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