Character Share Discussion Threads

[h1a3] 11/12/2015 19:21

Also another positive article in Investors Chroncile today with a buy recommendation.
What is up?

[elmfield] 11/12/2015 18:31

Bit of a wobble?

[jbarcroftr] 11/12/2015 17:51

Very odd
Recent good trading update
Company has authority to buy back and intends to
Chairman intends to sell down his holding
Director very recent buy
See what RNS ,s we get on Monday
Probably just AIM

[r1singson] 11/12/2015 17:03

What on earth has happened here?

[h1a3] 08/12/2015 10:29

On another site, I see a trade of 1.178M value £5.67M. I presume CCT will announce soon a buy back?

[h1a3] 07/12/2015 22:24

A 100K trade today. CCT buying?

[mr_spock] 07/12/2015 11:30

Early days re Teletubbies but viewing figures are looking good.

[h1a3] 04/12/2015 19:15

From my reading of the trades, it looks like CCT may be buying back more shares.
Now waiting for the post Xmas Telebubby launch.

[saucepan] 03/12/2015 08:30

I am back in this old favourite today.

480p seems to be a major support level (Shown in the following chart, but it has acted as support on earlier occasions)



I would exit if support failed, so low loss risk.

There is a nice write-up in Shares Mag today, which might provoke buying interest.

[mcartdon] 02/12/2015 23:50

The company have already 5m in hand and 10m available for buybacks, no sign yet but in order to do so they may have to offer 530 to attract people to sell kicking off competition for shares. No doubt they want that value for their options and will take that up, and issue themselves more and higher pay too, they arn't shy in that respect.

[h1a3] 02/12/2015 19:05

Hi Gargleblaster,
I am keen to see any info on the Telebubbies demand.
Do you have any links to where can I see the TV viewing data?
I saw the demand first time around and if 2016 is only half as successful, then I am keeping my holding.
Thanks.

[gargleblaster] 02/12/2015 18:26

ramridge - as you say bullish - he has slapped a 600p target on them! This bit particularly caught my eye;

Television viewing data suggests demand for Teletubbies toys could be massive: in the first week of the re-launch by the BBC on CBeebies, the channel took 66 per cent share of the audience for children up to three years old, up from 49 per cent the prior week, and smashed Channel 5’s Milkshake!, featuring children’s favourites Bob the Builder and Thomas & Friends, into a distant second with a 17 per cent share.

[ramridge] 02/12/2015 14:22

As I predicted (post 12531) Simon T of IC has published a very bullish piece today. His main thrust is that teletubbies will be massively successful in 2016, generating more revenues & profits than peppa pig did.
Whilst I was wavering whether to sell or not, I am now firmly holding on to my shares.

[tromso1] 02/12/2015 13:50

"Investors in the toy distributor should be in for an enjoyable ride over the coming months"...

[tintin82] 02/12/2015 12:28

ST article as expected, price target 600.

[naos] 01/12/2015 16:32

....30% was what I wanted from this share!

Perhaps I was too hasty in selling out... I don't usually dump shares with rising profits and rising dividends. Now, if I can get these a bit cheaper, I'll probably rebuy.

[thorpematt] 01/12/2015 16:26

Character Group The PLC (LON:CCT) had its stock rating noted as “Buy” by analysts at Panmure Gordon. Panmure Gordon currently has a GBX 635.00 TP on the 103.77M GBP market cap company or 28.93% upside potential. This was shown in a report on Tuesday, 1 December.

[naos] 01/12/2015 16:24

ramridge: - true. SW toys are a different market, a bigger one!

r!singson - Snap. Bought in the summer too and sold today at a small loss.

buffy: - from recollection, the teletubbies don't start being sold until February, so it'll be a while before the figures reflect this. But I am interested in what effect they have on this company's fortunes. Hopefully good ones! Will certainly be keeping this on a watchlist.

[glaws2] 01/12/2015 15:55

Interview with Kiran Shah here - brrmedia.co.uk/event/140919/kiran-shah.

Not much in it and dodged the flat revenue question. However, he say that analysts had just upgraded forecasts(which I have yet to see).

[buffythebuffoon] 01/12/2015 15:37

It's a cash cow growth share.

Not a bad combination if you ask me; nor a bad one if you don't.

When the Teletubbies sales figures alone come through next year, this will be well over £6.

Buffy

[r1singson] 01/12/2015 15:20

Hi guys

Sorry to say I've also sold out for a small loss; therefore expect a big bounce shortly!

I bought at wrong time over summer so I'm guessing most of posters here should still be in profit. As I mentioned earlier I thought H2 was very disappointing and I got over excited after the interims. Also perhaps I got carried away with the posters here, I remember fido from the Dgo boards so I thought must be win-win! But really just goes to show you need to dyor and stick to your convictions.

Fwiw I also selected trak (but didn't buy!) and have watched that rocket whilst this has languished so I cut my losses.

Still think this is a good company but I find the lack of real comment in their releases rather frustrating and not that helpful.

[mcartdon] 01/12/2015 13:38

profitability has shifted up on similar turnover, cost of sale materials from china down, oil down, that is likely to continue. the slower foreign earnings because of exchange changes may be reversed with telletubbies.
looks sound for continuing high profitability, and cash earning.
but they cant be too relaxed or someone will take them over as management is unexciting

[thorpematt] 01/12/2015 12:30

I will just add something else before we go any further:-

I estimate that CCT is a company which produces around abot £10m PBT with a modest yield present and an equally modest growth profile. You can take all the working cap and currency exchanges as fluctations the important bit is above (provided there are no financial irregularities that is). I thus give this a modest PER. Since there is no debt I give this a valuatioin of circa £120m.


...but I'd still welcome comments on my previous post please :-)

[thorpematt] 01/12/2015 12:25

Redrumtum,
Actually £3.8m as a comparison to last year's figure.

BUT

That's dwarfed by the comparison offset off receivables and creditors i.e working capital shift.

This is not even discussed in the statement (unless I missed it).

Would anyone like to comment?

[campbed] 01/12/2015 12:13

Just look at cash flow from opns of £18m in relation to mkt cap of £108m with no borrowings. I'm topping up.