Empresaria Share Discussion Threads

[dlku] 18/2/2016 19:48

100p by 2 March - lovely

[santangello] 18/2/2016 16:08

Lol.....I tend to know what I'm doing bb.....plus I do own tens of thousands of these anyway....and expect 100p near term, but my strategy (as with all my holdings) is to hold for a long, long time.

[battlebus2] 18/2/2016 16:02

Watch your not going overweight Santangello :)) Should easily see £1 at some point, there's a reason these have a stockopedia rating of 99.

[battlebus2] 18/2/2016 12:39

Looks like a few more shares changing hands..

[santangello] 18/2/2016 10:13

Thank you danes....

May find a home in the run up to March....and I would expect there to be acquiring after the announcement too.....as well as those taking a few bob off the table too.

Just added another couple of 5k purchases to chuck in the EMR sack.......buyers arriving this morning.

[daneswooddynamo] 18/2/2016 10:09

Mr T Sheffield is a long-standing large shareholder in Emr. He has actually been selling recently and reduced his holding by about 500,000. Just as Miles Hunt, one of the founders, has been selling down on the back of the share price recovery.

Probably explains the short term weakness in the price back from the £ level as the stock has to find a home...

[santangello] 18/2/2016 09:57

Whoever they are, they SOLD 333,000 by the looks of it (according to recent RNS)....but still hold a good few.

[albanyvillas] 18/2/2016 09:42

Who is Mr T Sheffield who has bought 4%?

[santangello] 18/2/2016 09:40

NB, I have just added another 15k, not showing as yet....

[albanyvillas] 18/2/2016 09:39

2 weeks to go to results

[santangello] 18/2/2016 09:38

....sounds better every time I read the Boards words mmmmmmm

[albanyvillas] 18/2/2016 09:36

Bought a few.
final results on Wednesday 2 March 2016.

The Board is pleased to advise that full year profitability will be ahead of market expectations

[jeff h] 15/2/2016 08:17

I see they are presenting at a Shares mag evening on 15/3/16.

[harrogate] 15/2/2016 08:12

Delighted to hear it. Although there was no suggestion the FD is unhappy at all - just that he is very well regarded in the industry that has quite a lot of larger companies. I agree with the currency point as well and am comfortable holding these until we get an update on 2016 maybe with the results in March.

[spbcscw] 13/2/2016 14:18

Dear Harrogate. The excellent CFO is very happy and not going anywhere.

[jeff h] 13/2/2016 13:43

Well I added 20k late yesterday. The currency headwinds they cautioned about will soon become currency tailwinds the way sterling has fallen recently!

[harrogate] 13/2/2016 12:01

Very surprised to see it back here that is for sure. Recruiters do seem to lead on worries on the economy and EMR are exposed to quite a few different markets and they do have debt. Based on my own limited portfolio I am finding those stocks that had a very good 2015 and have some liquidity are suffering the most in the recent carnage. Look at RNWH down over 15% in a few days after holding up well before that. The one worry for is that I spoke to someone who knows the company well and he thought EMR would be lucky to hold on to the CFO for much longer.

[shanklin] 13/2/2016 09:49

bb2, Sadly I also started buying just before the recent dip. Hopefully all will look better by 02-Mar.

[graham1ty] 12/2/2016 17:52

It is slightly disappointing when the trading statement said "ahead of expectations". So, forecasts up, from 7.5p to 9p and the share price falls from 100p to 78p. That means it was on a 2015 p/e of 13x. It is now on 8.7x. After a profit upgrade, a fall in rating of 35% seems a bit harsh !!!!

In fact, in mid 2014, once the results were out for 2013, it traded at about 50p on historic 5.7p of earnings. Or 8.8x. In mid 2015, after 2014 results it traded up from 50p to about 65p on eps of 7.5p, at the latter price, on about 8.7x

So, despite an increase in eps of c60% over the last two years, an "ahead of expectations" statement, and an apparent surge in the share price.......EMR is on exactly the same rating it was on two years ago, despite growth, debt paid down and the proven ability to grow eps. All that progress and on exactly the same rating.

[battlebus2] 12/2/2016 16:29

Great stuff shanklin, results in a few weeks should be good.

[shanklin] 12/2/2016 16:28

dwd, Always good to have some irony before the weekend.

[shanklin] 12/2/2016 16:27

bb2, I just did