||EPS - Basic
||Market Cap (m)
|Electronic & Electrical Equipment
Dewhurst Share Discussion Threads
Showing 151 to 172 of 175 messages
|You get the feeling this company is rather cautious:
2 FEB - PROFIT WARNING
"With the combination of lower short term demand, margin pressures and adverse exchange rate movements we currently expect 2016 revenue and profit to be materially below those for last year."
30 AUG - SIGNIFICANTLY AHEAD WARNING
"The combined effects of these factors mean that the Board now anticipate full year profits will be significantly higher than current market expectations."
Very unusual in one financial year...sounds like we are back to about where we started!!|
|Odd that the A shares are over £2 cheaper. Given the family control anyway, why?|
|Always deliver15m cashLove this company8pd target|
|Another solid year. Small special dividend helps. They still have masses of cash to develop the business if they find the right opportunities. Conservatively managed and cheaply rated. Happy to hold here.|
|Great news dwhtShares ahouls be up 30p|
|Another fantastic set of resultsSell the ords to buy the As|
|Wow crazy cheap13m cash|
|I can recommend Maynard Paton's analysis ( http://maynardpaton.com/2015/04/23/dewhurst-a-pe-of-8-but-im-not-100-convinced/#more-1653). Thank you Maynard.
A very thoughtful piece based on hard work gathering the numbers.
Where I differ slightly is I'm not so pessimistic on (a) the ROE or (b) the pension deficit. I get much higher numbers for the former (which feeds into the competitive advantage discussion - more so than margin), and I'm not bothered by the later, as a rise in bond yields will sort that out (and it has cash to match).
|Interesting(IMHO) piece of analysis on Dewhurst:-
|ThxThe As are dirt cheap as some investors are cottoning into!!U know which line id prefer to buy590p or 390p??!!|
|FWIW, from this morning's broker notes:-
18 Feb 15 Dewhurst PLC Cantor Fitzgerald Buy 565.00 - 638.00 Resumes
With 565 being the current price and 638 the target|
|Cheapest stock on aimCash property divis healthy profitsA steal|
|I have written a 3,000 word analysis of Dewhurst pointing out its qualifications for being considered a Warren Buffett type of investment (I've also bought some more following my May 2014 purchase). I'm particularly interested in the return on capital employed, the dedication and skill of the senior managers, the good economic franchise, the stability and the low MCap relative to the earnings (I prefer to use Warren's 'owner earnings' rather than conventional earnings). Obviously, ADVFN do not want me to post the analysis here. It is at http://newsletters.advfn.com/deepvalueshares/
I have recommended it as a 'buy' to my Newsletter followers.
Pretty solid looking figures, nice turnaround, fairly positive outlook for a change. Bought a few of the A shares first thing this am-not expecting fireworks, just hoping for some steady progress. Fingers crossed.|
|Interesting timing of the Chairmans purchase - just after the year end. Assume to results will be released in >60 days otherwise in a Closed Period.
Can't believe how long the A v T discount situation has lasted.|
|wcb, really? A shares, of course.|
|We have to hope so! I bought a few more in sympathy. It was interesting he bought the As. The disparity between the two is now simply surreal (though I have to say the 'T's look rather expensive).|
|Small director's purchase today.
First for sometime.
Might this mark a turning point for the "A" shares ?|
|dwha fall overdone now? 2.3% div yield|
|indeed, a return to form then - rns style wise|