Alexandra Share Discussion Threads

[cockneyrebel] 26/5/2006 09:58

Moving up - reckon the seller is done.

CR

[cockneyrebel] 25/5/2006 15:06

just picked up another 10K on the cheap.

Goes xd June 9 so deduct the 3.9p divi you get back and you buy today at 146p net.

Director was buying 10K recently at 162p.

Now way off their high - will be back to the old high by the AGM late June I reckon.

CR

[cockneyrebel] 07/5/2006 11:54

tipped in The Business today I believe.

CR

[cockneyrebel] 02/5/2006 11:17

Moving up, way too cheap of 12, ISAable, 3.5% yield and a record of several years constant earnings growth imo.

A PE of 15 looks well justified to me and I expect we'll get it before long with a tip or two. 210p equates to a PE of 15 with forecast eps of 14.2p. I think they will be benefitting from the lower dollar too.

CR

[onehandeconomist] 26/4/2006 09:32

Agreed. "Tomorrow's news" was good and about 10% above forecasts according to BSL site. Only caution is that the old business volumes were largely flat so top line growth was largely inorganic. They have done well to squeeze out leverage of the fixed, typically head office costs, and pricing pressures have gone away but they'll need to find another trick to keep the bottom line growth coming. Same old story then - do you trust the management to find that trick otherwise this should be a 'buy the rumour, sell the fact' story. On balance, I'll run with them as I agree they desrve a p/e of nearer 15 but no longer the screaming buy they were at 97p.

One Hand

[cockneyrebel] 26/4/2006 07:25

Excellent results and still cheap imo.

13.7p eps forcast this year as growth picks up.

Forward PE 12.5 from a company that has around 5 years of constant earnings growth.

Divi up 10%, soaring orderbook, ISable, 3.5% yield.

Got to be worth a PE of 15 for the 25% or so growth forecast this year from a reliable company imo.

CR

[onehandeconomist] 25/4/2006 19:31

Thanks CR, you and I seem to be the only ones around here. My own thoughts are that for such a tiddler the stock is in fairly valued territory here unless tomorrow's news is indeed good. Indicators are that it will be good but worth rethinking if no better than in-line.

[cockneyrebel] 25/4/2006 15:12

Ticking up, results tomorrow.

CR

[cockneyrebel] 19/4/2006 12:33

results next Weds.

Recent trading statements seem to suggest things are pretty good.

A bit of buying likely between now and the results imo

CR

[onehandeconomist] 15/4/2006 13:42

Folks, been a while since anyone posted. Nothing rises forever and since I have owned this up from 97p, I wondered if anyone has any sentiment about this tiddler?

[Abuse team] 20/3/2006 23:43

Post removed by ADVFN

[cockneyrebel] 20/3/2006 10:19

Nice rise today - still very cheap for the growth record

CR

[chester] 20/2/2006 13:26

Looks great...

[cockneyrebel] 17/2/2006 12:27

Looks like a breakout :-)

Had to take profits in THG Chris for no other reason than I ran out of cash and just needed it for something that was moving faster. Oh dear, fully invested now which is frightening, if something comes in then something has to go :-(

CR

[chrisg] 07/2/2006 14:09

Hello, CR. Have to admit that was back in on the day of the latest interims, but kept fairly quiet after I was unkind (and wrong!) about them when I sold previously at around 87p...

Haven't seen you comment on the THG thread after today's results. Are you still there?

Anyway, looking very promising here at AXD. Holding very tightly.

[cockneyrebel] 07/2/2006 09:43

Back in today on that trading statement - forward PE 11 and ISAable - too cheap for the growth record here imo.

CR

[bolter] 05/10/2005 21:28

Nice to see director following our lead (I bought after his first, but before his second purchase).

B.

[kennyams] 05/10/2005 19:45

Been a little neglected for a while. I bought in about a week ago and was given a nice suprise today.

directors buying too

The Company was informed on 5 October 2005 that on the same day Chris Marsh, a
director of the Company, acquired 10,000 ordinary shares of 10p each in the
Company ("Ordinary Shares") at a price of £1.22 per Ordinary Share and 5,000
Ordinary Shares at a price of £1.25 per Ordinary Share. Following these
acquisitions, Mr Marsh is interested in 80,000 Ordinary Shares, representing
0.24 per cent. of the Company's issued ordinary share capital.


For immediate release - Wednesday, 5 October 2005

Alexandra plc -Interim results for the six months ended 31 July 2005


Delivering on the Strategy


Six months ended Six months ended Year ended
31 July 2005 +/- % 31 July 2004 31 January 2005

Revenue (£m) 35.82 +3.7 34.54 70.72
Profit from operations (£m) 2.93 +18.1 2.48 6.07
Profit before taxation (£m) 2.39 +24.5 1.92 4.94
Earnings per share (p) 4.9 +22.5 4.0 10.3

Dividend per share (p) 1.9 +5.6 1.8 5.3

Net debt (£m) 16.85 +15.7 14.56 11.45


* 4% revenue growth

* Price deflation seen in prior periods has run its course

* Gross margin increased to 39.9% (2004: 39.1%)

* Profit from operations up 18.1% due to improved margin and productivity
and efficiency gains

* Earnings per share increase of 22.5%

* Recently acquired Prima Corporatewear performing ahead of expectations

* 5.6% increase in interim dividend, consistent with progressive dividend
policy

* Further growth expected in second half from recent contract wins

[kennyams] 05/10/2005 19:42

good results and a 9% rise today. Good divi play.

[itmak] 03/5/2005 19:22

wish i held on for my target price of 120p - oh well... hindsight and all that

best wishes to all shareholders

[dumpling] 26/4/2005 13:08

I am a long term holder in an ISA. Fairly priced. Just can't see anything else better to replace these with. Already have a substantial holding in WNDR which is the best prospect of the lot.

This 5P spread is absurd.

[andypace] 26/4/2005 08:28

Very good results today, like the strong cashflow.
Any comments from long term holders?

[itmak] 21/4/2005 09:51

but I think, like a storm, its actually arrived now - indoors for everyone I think

I predict we will get a post-election gloom instead of the normal mini boom once everyone realises interest rates will go up, council taxes hit home, fueling further downturn in the housing market - vicious circle.

I will be shorting the stockmarkets now

[dumpling] 19/4/2005 16:53

Some pundits have been thinking this for the last 18 months e.g. Money Weekly

[itmak] 18/4/2005 14:49

i sold my holding this morning - i have this horrid feeling in my water that we could be heading for a period of the 'bear' globally.

Things dont look good:-

retail slowdown
stealth taxes
higher resourse prices like oil
continued job losses to far east
loss of niche markets in the uk - what are we in the UK good at anymore?
potentially higher interest rates if they want to keep inflation in check
massive personal debt - relying on strong housing market
massive UK debt
massive US debt

I cant see much positives at the moment - can you?