Compass Share Discussion Threads

[pallett] 24/11/2010 15:42

Wow, where to from here on I wonder, just how much growth can there be?

[essentialinvestor] 24/11/2010 12:14

Leaving the station.

This should have been immediately up 7-10% on results.

Still a gift at this price imv.

[essentialinvestor] 24/11/2010 11:39

Sodexo trades at 16x future earnings, with a lower yeild.

As Richard Cousins is one probably one of the most talented CEO's of his
generation, this ratings differential is ridiculous.

I do not expect that valuation gap to last.

[essentialinvestor] 24/11/2010 10:46

I thought the results were so good, I had to re-read them twice.

Pension deficit nice and low in comparison with other FTSE100 companies.

[ptolemy] 24/11/2010 10:37

I hadn't looked at CPG previously because I thought the pension deficit was a negative; but these strong results really put it into perspective. Good to see the results are based on more than cost cutting.

[essentialinvestor] 24/11/2010 10:25

Back in a Growth phase now, with organic revenue picking up sharply in the
second half.

Compass is the Global outsourcing play imv, likely 40 pence plus on EPS for 2010/2011, leaving the PER way too low.

[essentialinvestor] 24/11/2010 09:58

In a word - WOW.

[eipgam] 15/11/2010 14:35

Been here for many years... bought at 382. Time to bank my profit now, meagre though it is. Out at 541.

PS Brewin Dolphin have changed their recommendation from Buy to Hold.

[brain smiley] 28/10/2010 15:51

Must be the rising cost of food making Compass fall. The question is, can CPG deal with these rising costs without margins falling ?

On the chart, a break below £5 short term wouldn't be good.

[toshibacat] 28/9/2010 17:04

Hmmm- results or trading statement due Thursday 30/9. Do these non execs know something we don't and should we not be following their lead ?

[eipgam] 28/9/2010 14:46

two non exec purchases in the last couple of days.... small (total £71k) but encouraging nevertheless

[u813061] 01/9/2010 13:58

Keeps bouncing off £5 support

[eipgam] 16/8/2010 17:40

Down 10% since beginning of Aug.... and a delayed trade of 2million shares reported after the bell.

Aye aye? What's going on here then?

[tobysam] 10/8/2010 07:29

SORRY DEAN - HOW TIME JUST WIZZZZZZZZ BY - I JUST CHECKED MY RECORDS AND I HAVE HELD FOR 11YRS - OMG!!!!!!!!!!!

[deanforester] 07/8/2010 22:29

Interesting that you should think that way. I've held CPG since they demerged from Granada-Compass in 2001, and my rate of return has been 11.03%. That has beaten inflation hollow.

[tobysam] 07/8/2010 06:16

I SOLD YESTERDAY AFTER HOLDING FOR SIX YEARS!!!! I GOT OUT WITH JUST A VERY SMALL LOSS - BUT IF ONE TAKES INTO ACCOUNT INFLATION I HAVE LOST A BUNDLE ON THIS ONE. - I THINK THAT WITH THE LIKES OF CW GIVING A PROF WARNING LAST WEEK BECAUSE OF GOV CUT BACKS THAT COMPASS IS PERHAPS NEXT - THEY DO HAVE LOTS OF GOV CONTRACTS. GOOD LUCK ALL

[eipgam] 06/8/2010 13:48

poss... and the whole market has just taken a bit of a dive to add to the dowturn

[brain smiley] 06/8/2010 11:42

rising food prices must be the reason for Compass falling...

[eipgam] 28/7/2010 10:28

good luck with the flow, but watch out for the ebb...

[mmx trader] 28/7/2010 08:40

I dont have a theory magpie. I go with the flow. up or down

[deanforester] 26/7/2010 23:05

Of course we are still here.

There will be a nice Interim on 3rd August. You have just seen a nice inverted head-and-shoulders. Roll on the finals.

[eipgam] 26/7/2010 19:09

Hello? Anyone still there or is it just me?

I'm not trying to be facetious but if mmx is still here, what does his theory suggest now?

[mmx trader] 24/6/2010 13:13

Well Im riding this now. 520 - 525 at least as this was lowest for this month.
bounce back to 550 maybe and will see from there.
I guess next month this should be below 500.

BG and Xtrata have further to go still riding that one.

[essentialinvestor] 24/6/2010 12:46

mmx

Very nice call, what level are you calling this Down to?.