Entu (UK) Share Discussion Threads

[blueliner] 01/9/2015 08:24

It was the late 'no show' by the Directors to Davidosh's meeting set up for investors that unsettled me. Phew ! saved me some grief. Got out then with a v small loss.

Sorry for those nursing losses & dividend cut as well. Will not be reinvesting this time as I joined the party after the last plunge & Management credibility shaken now.

[tintin82] 01/9/2015 08:22

Glad I stuck with SFE!

[dan_the_epic] 01/9/2015 08:20

Hilarious! I saw MANY of you telling the buffoon paul scott that management were DODGY after RPTs before IPO. He was arrogant like a petulant child saying we were wrong. Looks like HE WAS WRONG and he increased his stake FIVE FOLD RECENTLY LOL.

hxxp://www.stockopedia.com/content/small-cap-value-report-21-jul-2015-entu-vp-gls-amo-esch-103322/

Next time listen Paul. You are not always right.

[phowdo] 01/9/2015 08:07

IPO Sellers, "Sold to you, sucker"

[duxy786] 01/9/2015 08:06

Melody....I disagree. Picking bottom, at 50p imo

[tsmith2] 01/9/2015 08:05

Talk about operating profit and no mention of net profit...

[tsmith2] 01/9/2015 08:03

I suspect they wouldn't have said anything if the fall hadn't happened; clearly someone knew...Don't touch with a barge pole

[tsmith2] 01/9/2015 08:01

What a surprise...not

[firtashia] 01/9/2015 07:59

Kennedy. Ooh no no no no no. Good win for the Hatters yesterday, at Fylde.

[saj3] 01/9/2015 07:59

Looks like a cut in the dividend as well

[lord gnome] 01/9/2015 07:57

Sorry for all holders. Looks like some knew about this on Friday. Level playing field anyone? Some hope.

[melody9999] 01/9/2015 07:53

Duxy - its already fallen through the floor!

[duxy786] 01/9/2015 07:33

Looks like its about to fall thru the floor based on that rns will be looking to add some here at 50p

[sew55select] 29/8/2015 11:10

Some reduction in the share price may be due to the company announcement on Friday 4:10pm that the Non exec director, David Grundy has left. Message reads:

Directorate Change

Entu (UK) plc '(Entu'), the home improvement Group providing energy efficiency products and services to homeowners in the UK, announces that David Grundy, having served as a Non-Executive Director since the IPO, is to step down from the Board with immediate effect. The Board wishes to thank him sincerely for his contribution during that time and wishes him all success with his other business interests. The Company is commencing its search for a replacement non-executive director with immediate effect. David Forbes will chair the audit committee pending this appointment.

[jbarcroftr] 29/8/2015 10:02

Only two months to the financial year end- so this year with a rush to beat the proposed cut should if anything be better than forecast

[melody9999] 29/8/2015 09:07

Proposed reduction in solar tariffs probably caused the fall in share price Prognosis does not look good for the PV industry thanks to the Government's complete mismanagement of the FIT scheme. Bring back Greg Barker.

However what it does mean is that Staybrite will be extremely busy until Xmas at least as people try to beat the cuts and install solar. And as the proposed cuts are at the consultation stage, there is a lot of water to go under the bridge before they are confirmed.

[tsmith2] 28/8/2015 14:10

Think we gov policy and lower utility bills Entu's forecast may turn out to be optimistic

[barryjoe10] 28/8/2015 12:17

Nothing happening except share price dropping lol il hold anyway

[adamb1978] 17/8/2015 16:36

Imran - yes a couple pence I think. I havent checked my spreadsheet but my in-price was in the 100p-105p range

[imranawan] 17/8/2015 16:23

AdamB1978 - out of interest did you sell out for a loss?

[adamb1978] 17/8/2015 15:19

You'll all be pleased to here that things should look rosy for Entu, given that I've now sold out! I came to the conclusion that market EPS forecasts of over 13p for this company for 2015 are simply daft and that 9p is are more realisitic. You only need to back out what sort of turnover they need to do in H2 in order to hit 13p EPS to see how unachieveable a target it is.

On that basis, I dont think the 8p dividend is sustainable unless they generate rapid growth in the year to come and more importantly if 9p EPS is the outcome for 2015 then we should see a profits warning later this year which might take the price down into the 80s. That said, given the management implied in February this year that the year was going well, only to put out an awful set of figures a month or two ago, I wouldnt put it past them not to put out a warning and continue obliviously into the new year

All the best

[scobak] 15/8/2015 21:17

The uncertainty / confidence in BoD / expectations make this an unusual company to be investing in. The dividend and yield projections have an air of 'too good to be true'. But what if they are likely to be correct? I am not usually this unsure of my decisions. Fizz probably has an answer per the last post and it may well be hold to next TS then sell or double up.

[fizzypop] 15/8/2015 11:50

Live with the uncertainty until the next trading statement which is what I will do as a holder. But it's your investment.

[adamb1978] 14/8/2015 16:37

The dilemma which I face with this (as a holder) is:
- I now dont believe the directors one jot. The outlook comments in the Feb results were rosy and didnt remotely suggest that the interims were going to be as bad as they were
- they dont have the slightest hope of meeting market expectations for the year

However:
- I actually dont think they need to hit market expectations to be fairly valued. On my figures they're on a PE of about 11x, which is about right
- The forecast dividend which drives the stonking yield does appear sustainable and in theory the price should be quite a bit higher such that the yield is more normal

What to do......

Adam