Computerland Uk Share Discussion Threads

[this_is_me] 07/12/2006 09:05

I bought a few this morning.

[nurdin] 07/12/2006 08:41

Should be reratewd on these results and the visibilty of earnings.Do remember Microsoft likely to launch a new operating system next year which will imply significant work for CPU...cheap as chips as they say!

[ntv] 07/12/2006 08:30

they beat my forecast by 5%
divi increased from 1.8p to 2.5p
all the start up costs of the new contracts in 1st half hopefully
experian renewing for two years is good news
must have good visibility on earnings now
well cheap, am i bothered?

[purple] 07/12/2006 07:57

EPS should be around 25p for full year as the large contracts kick in

[maksud] 07/12/2006 07:54

this should move quckly to 250p i think.

[cockneyrebel] 07/12/2006 07:38

Excellent - 20p eps for the year? PE about 9 or 6 if you strip out that £7m net cash :-)

CR

[ntv] 07/12/2006 07:35

nice results

[cockneyrebel] 05/12/2006 12:59

I'm in today.

I assume £7m cash left after they paid the divi. If they meet expectations the PE for the current year is just 10. Strip out all the cash and the PE is more like 6 and fwd PE more like 5 isn't it?

CR

[keifer derrin] 05/12/2006 12:22

why would we get another special divi - we got a 20p special last time??

[purple] 05/12/2006 11:26

Has anybody got any details about the charles stanley buy rec?

[nurdin] 05/12/2006 11:13

I expect a special divi with the results but that only a guess

[purple] 05/12/2006 11:04

I think fair value is around £2.50-£3.00, over the long term. Good share to hold for the dividends:)

[spinvest] 05/12/2006 10:29

Just bought in @ £1.80

[ntv] 05/12/2006 10:07

29/6
charles stanley buy rec £2.7m +eps 18.12p for the full year
note the date
agm comments and trading statement since then

[ntv] 05/12/2006 10:02

Major Shareholders
ComputerLand UK PLCMajor ShareholdersShares in issue:10.2m2p Ords Name Amount % Holding
Graham Gilbert 3,800,000 37.20
HSBC Global Custody Nominee (UK) Ltd 1,260,431 12.34
Pershing Keen Noms Ltd 866,331 8.48
Giltspur Nominees Limited 342,950 3.36
Other Directors Name Amount % Holding
Benjamin John Martin 56,000 0.548
Simon Lawless 35,000 0.343
Julie Margaret Baddeley 10,000 0.098

[ntv] 05/12/2006 09:49

even if they don't make 04 figure,i wouldn't worry to much as the second half figures should be really strong
i think this should be on a pe of 14

[ntv] 05/12/2006 09:47

forecasts were significantly better than half year 05 so going for 04 earnings
don't know why they don't start a buyback with all that spare cashflow
if things are going really well they could pay only a twice covered divi which would lead to a huge rerating

[purple] 05/12/2006 08:48

look very good value compared to its peer group, not sure about your eps figure will have to just wait untill later on in the week

[ntv] 05/12/2006 08:44

i am hoping for 8p eps
4x divi cover for an increased divi of 2p
and always a chance of a takeover as this is way to cheap
you can't buy anything online either

[purple] 04/12/2006 16:34

Not sure what the figures will be like this week, but next year should be very strong with the large contract from O2 and british sugar.

[oakman69] 04/12/2006 15:29

I'm in bought on Friday

[maksud] 04/12/2006 15:02

cant believe no one showing intrest in this stock .still when resuls are oyt on thursday then they will all rush to buy .remember pbt substantially ahead of last year .they also have a very good track record.

[purple] 02/12/2006 17:18

results out next week I think, looking out for the update with interest

[kalingalinga] 26/11/2006 13:18

Not sure I agree with the sentiment of Farsights post above. Perhaps a look at the notes to the last accounts and the comments about working capital management would have helped.

[purple] 24/11/2006 12:24

anybody got any thoughts on this one?