Clearstream Share Discussion Threads

[spaceparallax] 23/3/2011 10:47

certainly possible

[letsgetbizzay] 23/3/2011 10:27

Looking very strong today. Could end up closing at 57p today in anticipation of brilliant numbers tomorrow.

[veldt] 22/3/2011 16:38

That's what I'm hoping!

[spaceparallax] 22/3/2011 16:36

V,

if you have a long term interest it'll be neither here nor there.

[veldt] 22/3/2011 16:34

The 54p trade was mine. I almost rejected the purchase because it seemed to be too expensive. Hope I haven't made a mistake and paid too much!

[letsgetbizzay] 22/3/2011 16:30

Can buy 5000 online
Can sell 50000 online

That says it all. 60p this week for this fantastic company.

[spaceparallax] 22/3/2011 15:42

Nice buying topping out at 54p so far.

[spaceparallax] 22/3/2011 15:17

Recent trading does exude more an air of optimism

[letsgetbizzay] 22/3/2011 15:12

Only able to buy 5k at a time. MM's not allowing too many to go. They know what's coming Thursday

[letsgetbizzay] 22/3/2011 14:25

I fully expect to see 60p this week. Great opportunity here.

[hastings] 21/3/2011 20:36

Really looking forward to the Interims. Given that we have already had something of an appetiser, whatever those figures are, it should hopefully open the door for
the Finals later in the year.

[spaceparallax] 21/3/2011 17:53

The lovely thing about this retracement is that it will be promptly stemmed by the imminent good results. I wonder what the PER will be at release? Obviously, well only get H1, but they'll be well placed to let us know how H2's begun.

[spaceparallax] 21/3/2011 16:32

I don't see this dip lasting for long - given the imminent results and positive recent newsflow, I suspect that interested parties will be looking to buy-in as the 50p level is approached under retracement.

[1356] 18/3/2011 13:10

More good trading today - very much looking forward to 24 March.

Had a look back at the latest RNS re: distribution agreements, and liked this statement:

Commenting on the expanded Distribution Network, ClearStream's CEO Andy Jones said:

"The impact of our new dedicated Distributor Management Team and structure is already in evidence with the addition of these five new distributors in key target markets. Our aggressive market entry plans have already made rapid progress in these strategically important markets.

Final sentence implies sales already beginning.

So the key figure I'll be looking at in the report is sales growth in Asia Pacific and Middle East. If that is growing rapidly AND the margins are acceptable then this really could have legs...

[spaceparallax] 18/3/2011 10:02

Sp continues it upward march - a little selling, but looking good.

[hastings] 17/3/2011 21:48

My understanding is that the 2nd half has always been stronger and that seems to mirror others in the sector. Currently, the expectations are for a pre-tax of £1.11M according to the House Broker who should be near the mark. Given that the recent update said comfortably in line it does suggest that they will beat and it may well be a case that the interims surprise a lot of people. I guess what i am saying is that if the figures come in at circa £4OOK there is still plenty of scope to beat the full year numbers. Those results will tell us much more, but unlike you, if the figures are as i have suggested i won't be moving on, just adding should the price drop.

[hastings] 17/3/2011 21:27

Interesting to guess on this and given some of the recent buys of reasonable size, then the feeling is for a beating of full year expectations. Now, House Broker FinnCap has pencilled in pre-tax profits for the full year of £1.11M and EPS of 3.15p.
Given that the 2nd half is traditionally much stronger, then i would expect the interim pre-tax to be circa £400k. Anything above this, then we could be in for a decent uplift, which would set us up well for next year. Interesting that FinnCap has recently reiterated its stance for next year with pre-tax £3.2M which suggests that the Company is well on track for rapid growth.

[adamb1978] 17/3/2011 18:35

That forecast of 3.18p I think is rubbish though - CTN said in Jan that '...at the half year point results are anticipated to be comfortably in line with market expectations for the full year to 31 August 2011'. (note: year end actually Jul isnt it?)

At the time expecations were for 3.56p EPS for the year and therefore given that the above implies that they thnk they'll beat expecations, I'd go for about 4+p EPS. The above wording I think is cautous due to how early in the year it is....but making that statement after 6.5 months of the financial year is bloody bullish!!

[spaceparallax] 17/3/2011 18:20

I honestly don't know what the H1/H2 breakdown is likely to be but I suspect, with our growth rate, that H2 is likely to be the bigger.

The concensus forecast is 3.18p for FY Jul11 - I'd be delighted to beat that by 10% so perhaps an H1 EPS of say 1.5p would please me assuming a 2p figure for H2. That would suggest a FY11 PER of approx 16p on current share price and an anticipated plunge for the next year.

Interesting days ahead.

[adamb1978] 17/3/2011 18:12

What everyone's expecations for the interims? I'll go for about 2.8c = 2.4p EPS. anyhting above that and I'll be ecstatic

[spaceparallax] 17/3/2011 17:39

A superb week

[hastings] 17/3/2011 16:13

Yes agree re-53p and clearly there are expectations of the interims.

[spaceparallax] 17/3/2011 14:43

Over 200K traded already - I suspect that the 65K@53p was a filled buy order.

[spaceparallax] 17/3/2011 14:29

several modest buys keeping the pot boiling.

Given the current mkt low, it's difficult to predict how high we can go; however, if going by the two major surges in the chart (admittedly followed by some retracement) that generated rapid rises of C18p each, the current run if similar could take us to C60p.

Clearly the mkt has very positive expectations for the upcoming results.