Alexandra Share Discussion Threads

[itmak] 01/3/2005 16:21

another step closer to my target - GO BABY GO!!

[itmak] 08/2/2005 14:43

looks like 120p not too far away

[dumpling] 20/1/2005 17:00

120P looks a fair price. Can't see it going much further though unless some significant new contracts are won.

[msingleton] 19/1/2005 12:37

good luck itmak... looking good!!

[itmak] 22/12/2004 10:27

come on 106p!!!! almost there!!!

[itmak] 12/11/2004 12:12

need to break 106p and we could see the 120p mark

[itmak] 26/10/2004 11:32

thamks 4 sharing that. If you have the text , could you share it please

Thanks

[dumpling] 25/10/2004 13:18

Tipped in IC last Fri hence the rise.

[itmak] 25/10/2004 11:18

need to get back above 100p asap

[one for the money] 23/9/2004 15:23

5% rise on a poor marketday. Divi not due; no news...any thoughts on why the jump?

Cheers
1-4

[sandbank] 12/9/2004 17:52

Salpara111: As all journalists say "If in doubt- leave it out"

[salpara111] 07/8/2004 10:03

Hmm, been watching for some time, since before the last results and kicked myself for not getting in at that stage. Now we are pretty much back where we were and I am left wondering if it might be time to take a stake or possibly wait for the next results which may not be that great due to the deferrals in the corporate workwear department.
What to do.

[sandbank] 28/7/2004 15:06

One reason for the recent weakness could be share disposals from former finance director R Michell who has around 100,000 shares. Doesn't look like there's much wrong with the company though - big customers' orders are still in place and Rowan Dartington are apparently positive about AXD

[ydderf] 24/7/2004 18:51

yeah right!

[sandbank] 24/7/2004 18:32

29 June 2004 AGM Statement
At today's Annual General Meeting of Alexandra plc Chairman Chris Marsh gave the
following update to shareholders:
'I am pleased to be able to report that, notwithstanding the competitive nature
of the market and the deflationary pressure that exists within it, the mail
order and workwear divisions have performed strongly in the first five months of
the financial year. In comparison, however, the corporate division has got off
to a slow start due to the deferral of orders expected in the first half year.
We see this as a phasing issue that should be corrected in the second half.
'Working capital continues to be closely controlled and, as a result, borrowings
are lower than they were at this time last year. Customer service remains the
company's top priority and therefore the stock holding, that is fundamental to
this objective, is virtually unchanged.
'The business is in good shape and is well positioned for the remainder of the
year.'

For further information contact:
Julian Budd, Chief Executive
01454 876 003

[ydderf] 29/6/2004 16:39

Isn't it interesting how the share price somehow appears to 'know' that poor news is coming - yesterday there was even a lucky seller of 25k at 95p - thank goodness for the FSA, keeping us all safe from insider dealing and other terrible unfairnesses.........lolololololololol

[dumpling] 19/5/2004 15:09

I'll have another go. Full message above won't transmit. I went on to say that the profit margin (5%) is being squeezed lower and I consider the share fairly priced. The chief attraction is the divi - hope it can be maintained. Tipped by Charles Stanley, who although can be lousy tipsters (CKSN @ 230P!),don't appear to have a hidden agenda. Having said that I have topped up my SS ISA with these, having taken a 40% loss on HME, nearly wiping out my previous gain with PHP. Cheers everyone.

[dumpling] 19/5/2004 14:58

Very competitive market illustrated by low profit margin (

[penpont] 30/4/2004 18:58

Has anyone noticed that BG appear to have fairly sharply downgraded their current year forecast to 9.9p as currently showing on HS?

Dont know if anyone has access to the full updated note to confirm this.

This makes the growth looks much less impressive so I've exited. May still be worth holding for the yield but thats about it as far as I can see.

Evolution Beeson Gregory Ltd 27-04-04 ADD 4.70 9.90 5.40

[cockneyrebel] 27/4/2004 20:17

Yep, seems to be lots of mine in HS Analyst port too. TPT looks like being another one they will update on soon.

CR

[penpont] 27/4/2004 15:49

CR - getting the same feeling re HS Analyst - the last 4 of their tips are already in my porfolio .....

Hopefully HS will have an updated forecast from BG when they've added to the article later today as they've said they will. I'm hoping that the 11.2p pre-results for 05 will still stand or maybe even be slightly upgraded.

If something in the region of 13p is possible for the following year then 130/40p should be possible on a 12 month view.

Will do me fine with a nicely rising divi thrown in.

[sandbank] 27/4/2004 13:51

ITMAK: Looking at the results and the share price movement over the last 10 years I reckon this should be trading at around 120p - particularly as there's a strong order book and prospects are brighter.

[itmak] 27/4/2004 12:56

Future is rosy - I expect 120p in medium term... you?

[chrisg] 27/4/2004 11:04

CR - just noticed your post 161 above, and the yield isn't 6% anymore. The newly increased divi is 5p per share and at 98p to buy (bother!) that makes a yield of only 5.1%.

Regards

Added on edit - I think you may have omitted LGD from your list in 161!