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Empresaria Share Discussion Threads
Showing 1051 to 1074 of 1075 messages
|this acquisition looks expensive to me unless they are growing very rapidly indeed|
|2017 fcst PEG of 0.37. I'll wait for 150p+|
|Balances out the ITQ disaster....|
|Nice profit BB2, your on a roll last few weeks!
I can still see 30% from here|
|I've sold my lather here PJ, it's been a great run from the 40's.|
|Not sure we have a shake, more like (distressed) seller?|
|Strong breakout now and ATH. But we're still undervalued imo.|
|I see EMR are the strongest share for meeting the Jim Slater ZULU criteria on Company Refs. For that reason I have just purchased 10,000 shares at 109.55p|
|Pleased, continuing to add.|
|Agree. This share sits under the radar but consistently produces solid results. It has to be a matter of time before it becomes a sought after share|
|Cracking set of numbers|
|Moving well today.|
|Seriously cheap based on Arden's fcst of eps 11.3 (2016) followed by 13.6. Very low PEG and P/E. EPS growth of 15% followed by 20%. Lags sector rating by a big margin. dyor|
|SCSW very positive today in their latest issue.|
|Getting the Interims out much earlier than in the past (18th August) so hopefully there is much more positive news from growing overseas businesses than the stagnant UK ones to report.
Arden released new increased forecasts yesterday:-
Y/E 31/12/16 PbT £9.05m EPS 11.27p Div 1.10p
Y/E 31/12/17 PbT £11.00m EPS 13.59p Div 1.25p|
|Satisfying update, happy to hold and add accordingly.|
|Solid sounding trading update that the market seems to be taking well. I'm happy to keep holding on here.Dibbs|
|Thanks. Management certainly keen to stress diversification of the EMR business (in geographies, sectors, etc.). I'm not an expert on the recruitment business, although I do hold a few shares here. I'm generally a fan of the management equity approach, although I wonder how the group management manages to keep a close eye on what's happening in the subs. they seem pretty thin at head office.|
It's always good to have some positive feedback - it's quite a lot of effort to put the interviews together, and also quite stressful. But I like chatting to management of interesting companies, whether or not I hold shares personally.
I like to do them for free usually, as then I don't feel beholden to the company.
Also, if you're courteous, and give management time to talk, without being interrupted, then it's easier to listen to, and more decent companies want to get involved and be interviewed.
EMR seems to have a resilient strategy - the geographic spread has held them in very good stead recently. Also, management seem to be executing a buy & build strategy very well, which is quite unusual.
My one reservation is that the balance sheet is looking a bit thin now, especially after you factor in the $10m New Zealand acquisition.
I like the focus on temps - as that should be relatively recession-proof.
Seems a nice business, with competent management, I reckon. I'll see how things go on the macro level, and might pick up some shares myself at some point, if there are any dips.
|Good effort, Paul. Thanks.|
|Here's my interview with CEO & FD today. I hope people find it interesting - lots of useful detail about the group:
Regards, Paul (no position in the shares)|
|Trading Update scheduled for 21st July so will be hearing from the company then.
I look forward to Pauls interview though.|
|I'm doing an audio interview with the CEO/FD of Empresaria early next week. It's non-commercial (I'm not charging anyone a fee), and independent - I don't currently hold shares in the company, but am considering a purchase.
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