||EPS - Basic
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Connect Share Discussion Threads
Showing 401 to 425 of 425 messages
|If by the company you mean the BoD, reading management blurb or talking to the directors would be the best source for that.|
|So the question is..........how does the company see itself and what does the market want from the enterprise?|
|It spiked to over 240p once, but realistically selling at over anywhere over 200p was a masterstroke. Well done if you did. Of course that was also before the rights issue, and 200p before is equivalent to 178p after the issue. Since then there have been 24.7p in dividends too.
But that is history, I agree. Although I do think we deserve to be back up at that rating, i.e. in today's money at least 180p...|
|I was talking about the future. I agree divi is good, but heady days of £2.50 odd are long gone and it is again testing my perceived floor of 140.
btw I bought in at 75 some years ago when IC named it income share of the year.|
|Learning the lessons of history can be useful. It is no assurance of the future, but I have been hearing value trap or equivalent for this share for a long time. But the dividends keep rising, the management keeps delivering, and the efficiencies and new business keeps more than making up for the gradual decline in print.
Not having a reliable functioning crystal ball, I rarely try to predict the future...|
|edmund, I assume he is talking about the future not the past?|
|It's been a value trap for the last 6 years from 80p. I have been trapped so badly in the value that my current shareholding is paid for from profits taken and dividends. I look forward to being trapped in this value for some time to come! :-)|
" Key Highlights
-- Strong growth in adjusted operating profit and adjusted earnings per share
Strong growth in adjusted operating profit of 25.5% and adjusted earnings per share of 12.4% driven by the benefits of the acquisition of Local World and continued tight management of the cost base with structural (including synergy) cost savings of GBP25 million, GBP10 million ahead of target. Group revenue increased by 20.3% to GBP713.0 million with like for like (3) revenue falling by 8.0%. "
A read across of 25.5% increase in OP - try again!|
|Beginning to look like a Value trap there is a read across to trinity Mirror.|
|I'm piling in on Monday got some cash freed up to good a price|
|White there is the news side, distribution is a good usiness and Connect have obvious competitive advantages in available synergies. Most of their acquisitions have had a rationale of improved efficiencies. They also have a long experience of parcel distribution and, to some extent, of pushing out other, smaller players. Not saying it is easy or secure, but Connect has been run pretty cannily for a long time, and I'd suggest they are likely to continue to do so.|
|DX (Document Exchange) parcels business with recent profit warning and tanking business - suggests to me that as competition in the parcels market place they could go under - they acquired loss making business from Rentokil and have not made it work.
That could be taken as a sign that the parcels business is very tough - or that there may be one less competitor soon, if its the latter then less capacity would be a good thing....|
Just hopped back on board at 137ish. Last update was less than awe inspiring I agree but at least it wasn't a warning and they seemed to be suggesting "steady as she goes". They announced the sale of the education and care division and reiterated their intentions towards progressive dividends. So, all in all, I'm hoping that most of the bad news and ill feeling is "in" the price and that even the slightest hint that things are improving might help the share price on an upwards trajectory, with a hefty yield whilst we wait. Of course if the bottom falls out of the parcels market......|
|This companies share is dropping on small sells everyday,amazing how market capital drops by millions on 30,40k daily volume|
|Don't be silly he can't sell the wife ! Maybe the wife's kidney.....|
|Sell something more expensive? (BP? The wife's jewellery? The wife?)|
|Dear o dear a blinking bargain here and I'm stuck for cash(typical)㈌1;|
|Fantastic price right now for bargain hunters always on my watchlist cnct|
|Well put anley hope you get your rewards|
|So a special profit made and the cash goes into reducing the debt until such time as its needed to repay its annual payment on the debt raised longish term for the transport deal.
So a very flexible position to be in BUT the market does not give it credit and the share price has done nothing over the past 4 years.
Will sit this out having built up a position for my family fund and a 7% yield.|
|Found It :-
24 April 2012
Smiths News PLC
("Smiths News" or "the Group")
Acquisition of Hedgelane Limited
Smiths News PLC, the UK's leading wholesaler of newspapers, magazines and books, is pleased to announce the unconditional acquisition of Hedgelane Limited whose principal subsidiary trades as The Consortium for Purchasing and Distribution Limited ("The Consortium"), the UK's leading specialist distributor of consumable products to the educational market, for an aggregate consideration of GBP38.0m, equivalent to an enterprise value ("EV") of GBP44.1m.|
|Disposal of Education division - for £64.4 m including pension liability - how much was it bought for?|
|You may be right but have a look at how the share price has moved - very interesting.
Who would want to bid for this well run company which seems to be unloved by the City?|
|This drop is a bit overdone!!|
|Steady as she goes..........|