||EPS - Basic
||Market Cap (m)
|Construction & Materials
Alumasc Share Discussion Threads
Showing 501 to 524 of 525 messages
|So maybe I'm missing something but this one strikes me as pretty cheap so I've bought a nice little holding. I've kept some cash back to see how it goes though.|
|"Interims encouraging, with good improvement in margins. Construction market recovery play. Disposal of APC taken well and forecasts upgraded. Shares have performed well but still on an undemanding P/E. Still some yield appeal."
finnCap view: Https://www.research-tree.com/Company/GB0000280353|
|Yes, but pretty positive and a director buy today as well. Good to divest of the final non-core activity, albeit at a pretty poor price.|
|maybe it was meant for this morning and they forgot to embargo it.|
|strange time to release an RNS yesterday at 16.50 although the trading update sounded positive.|
|You may need to factor in discontinued operations as well. Revenue in last year's accounts was £98m.|
|topvest - that apparent seasonality wasnt there last year. According to the recent interims:
H1 turnover: £45.2m
FY turnover: £90.2m
More or less 50/50|
|Its a seasonal business!
"With the group expected to benefit from its normal seasonal trading bias in favour of the second half of the financial year, the Board's previous expectations for the group's full year performance remain unchanged."
If you look at Stockopedia market expectations have gone up a few times in the year which all points to a strong year.|
|Not really looked into these before now. Can anyone help explain to me how they're realistically going to meet market forecasts of £97m turnover when they did £43.5m in H1? What might cause the c.25% half-on-half turnover growth? I saw the order book figures looked but still, they sharp growth for this sector which you need to believe|
|No first small buy. Great little company, shame about the pension deficit has always been my view here. Think the deficit is manageable but obviously takes the edge off the valuation.|
|Did you hold any before today topvest? Agree it looks good value, but I don't have a position.|
|Well I have added a few today. Good results are in prospect given the increasing analyst forecasts as we have gone through 15/16. Sell-off seemed a bit overdone to me and hoping this will run back to 200p in the short term. Strong QVM rating on Stockopedia albeit this doesn't fully reflect the pension deficit. For an improving high quality stock it is undoubtedly cheap. Its also done well to focus on its core business and sell its peripheral activities.|
|just keeps falling and falling|
|any reason for the fall yesterday?|
|For what it's worth:
|Wow this is a quiet board.
I came across these late last year. Like the emphasis on premium products and the financials and took a stake.
Recent interims show increasing confidence, with increasing profits and divi.
I have doubled up on them. Think they could be worth far more!|
|I guess given the current market, and uncertain TU issued last week, a lot of people are waiting for the next set of numbers before buying in.|
|On the turn here ?|
|Crazy fall here, topping up.|
|Back towards 150p?.|
|Don't fathom the fall? As jlo says it's a little profit warn. The words satisfactory and delay to timings don't inspire too much confidence. Will continue to hold long term and see what happens. Bit of a surprise tho, didn't see that coming this morn|