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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Fiberweb | FWEB | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 101.75 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 101.75 | 101.75 |
| Top Posts |
|---|
Posted at 18/9/2013 12:05 by fizzypop Do shareholders holding shares in a nominee account such as Interactive Investor get a vote? If so how would that work?Thx. |
Posted at 03/8/2013 09:50 by connor23 To be honest I feel the same. The more research I do the more I like the look of it. So much so I will be looking to add some more as soon as I can. I can def see 25% upside, possibly more, but the divi is the kicker really. Rock solid bal sheet and a decent chart seems to limit any downside here. If mgmt can continue progress towards their KPIs, then all investors should do v well.Only neg I could find was P&G constituting 9% of revenue, so an element of reliance on that contract, but at under 10% I won't be losing sleep! |
Posted at 20/6/2013 16:12 by bearbully80 Don't forget what Peel Hunt were allegedly predicting for mid-2013; this was around the H1 results announcement last year, in August 2012.I don't know if that special-dividend could somehow be causing this speculative collapse, but if you hold now the net effect for you could be neutral or even positive. Of course, you need to work this out for yourself - I only know what I have read here and other media/news sources and on the Fiberweb investors' site (which is actually quite good and has some very informative presentations). |
Posted at 20/6/2013 15:30 by bearbully80 ... no problem mate, I had no reason to expect any answer from you to either of those 2 points, so I was not disappointed. That does not mean I am insinuating that you would just make up such a thing as the IMS, but it might be just a side-effect of your admirable "hope".If you want some idea of what I think, read my previous email (2135). In short, I won't sell at silly prices, even though I think they may even go down a little more until the H1 results when the shorts should get closed, because I value FWEB at 100p-150p. Whether this management can make that value in the next 2-5 years is another question (and Sterling Strategic could be asking themselves this too according to some pundits), but all the ingredients are in place: modern and valuable assets (NAV alone is over 100p!), strong balance-sheet, top R&D team and facilities, good products (various market leaders), no debt, 270M sales (assuming a 10% drop), mostly improving key markets (US construction increasingly looks good), the benefits of years of investment in cost-saving, UK rail projects (apparently one to watch), respected brand and sales team ... There are a lot of positives, but investor-relations don't seem bothered about protecting investors or their sanity, or there is in fact still something badly wrong at Fiberweb that keeps prices so low despite all those positives. If you look at the history of FWEB on the chart, you can see it is pumped and dumped all the time, since day 1. Nobody seems to mind as they probably all enjoy the ride and the bulge in their pockets. In the end somebody will either buy the whole shop for something like 250m (220m was paid for the other 40% in 2011) which comes to around 150p/share or Fiberweb will finally stumble upon a ruthless manager high enough up the food chain to secure the profit deserved by such a company, its people and products - and its shareholders. I'm off to watch the rain - better than watching Fiberweb sink back to 68p again - who would have thought it would ever come down this low again? I did! I "hope" it will go back up again too - but I have reason for such "hope" :) |
Posted at 20/6/2013 14:00 by bearbully80 Hope? Really? Backing a horse, possibly just "each-way" if not feeling especially lucky, is possibly a better and safer bet for investors on "hope". |
Posted at 20/6/2013 10:40 by bearbully80 Could you please provide a reference to "Peel Hunt and N+1 both issued Buy recommendations yesterday"? The most recent analyst spiel I saw was the "add" from Numis last month, with a target of 98p. And before that one of the others said there would be a 30p special dividend. Do you feel these brokers base all this on anything more scientific than wishful thinking?What do you make of the CEO selling all his shares apart from what he was given at zero cost as "incentives", and all bigger recent PDMR trades also being sells? Some might say that directors' trades are one of the best clues and indicators for prospective investors. If the CEO bought back the ~1m (net) shares he has sold, one might have grounds to expect a decent and lasting recovery. Do you think it might make Fiberweb's shares a little less volatile and less prone to shorting if the directors showed enough faith in their own spiel to at least put their dividends back into shares of the company they run? If directors (apart from the chairman) don't see reason to buy, why do you feel others should? Why do you think this is a buy, FunkmasterP12? It has gradually but steadily fallen 70% since demerger from BBA. The chart for the last 4 months seems to point more to continued collapse than recovery. What sort of patience do you feel is required? Another 1 year, 5 years, 10 years? Do you feel in that time this board will discover how to make a profit from the excellent staff, products, innovation and decent sales rather than spending everything they ever make on "one-off efficiencies and cost-cutting" that never seem to result in a margin the market feels is worth investing in? Since the part of the company that accounted for around 40% of total sales realised an enterprise valuation of 220m, what do you think the remaining business is worth if a hostile bid comes in now that today's market cap is not much more that 110m for a company with 10-20M in cash, no debts, significant tax and pension benefits/advantages and 300m in sales mainly in markets that seem to be showing signs of recovery? Don't worry if you can't answer all these - but such questions may help understand this latest, and probably ongoing, collapse - this was 30% higher than it's worth now just a few months ago. The biggest fear now must be more bad news at the end of H1, especially after the teaser in the last trading update warning that sales are down. Shorters don't always get the credit they deserve - you could say they have done a great job again here and made a small fortune again, but they are not as impressive as those that have created such a perfect environment for them to make such easy money. |
Posted at 24/4/2013 15:02 by 12at for some reason the FWEB site isn't loading investor relations but am i right in recalling the div is 2p and is paid in May? |
Posted at 08/4/2013 14:58 by topvest Had a look through the annual report today. It does look a good recovery prospect in my view. Happy that we haven't had a capital return as better to try and move the business forward with low gearing in my view. A couple of thoughts of interest to me: - valued at less than 1/2 of revenue - shareholder base looks like a value investor feast! - Geosynthetics division turned around - investment in capex, pension scheme and possible acquisition should bode well i.e. shareholders are Sterling Strategic Value 11%, Fidelity 8%, Aberforth 5% and Franklin Templeton 4% to name a few. Has to bode well! |
Posted at 08/11/2012 07:56 by lionelw "... we would expect to maintain the current net cash position of GBP25 million at the year-end" - since they had this already once the USD26M was paid on top of the GBP9M already in the bank, what happened to the profits in H2? Where there none?IT projects notoriously come with the risk of running well over budget and causing distraction and disruption to business. The Old Hickory project, like the IT project sounds like more cost-cutting/no-recu Peel Hunt's 30p/share prediction for any capital returned o investors sounds like fantasy now given that most of the current cash will go into the pension scheme and for the IT and Old Hickory logistics adventures. 10p is probably the best they can do now, if they do it at all. Overall, maybe not bad for the future of the business, but they never seem to get to the future of the business where any benefits are reaped for shareholders. All this probably adds another 2-3 years to the wait for shareholders holding on for a recovery to a 200p share price. Overall, boring and pretty neutral in my opinion, and demonstrates yet again that these guys enjoy spending money more than making at. |
Posted at 06/11/2012 06:02 by lionelw insipiens - I read your screenplay twice but still have no idea what you are on about. It looks like there is a point to it, but I don't get it. And it seems to have some humour in it too, but that went over my head too. Did you not say you have closed your interest in FWEB? Are you here just to make friends? Do you have any opinion on where the FWEB shares go from here and your reasons for that?V11SLR - is there any way to confirm the Henderson Global Investors short position in FWEB and to understand what their reasons are for expecting yet further weakness? (according to the FT, they held 6.41m or 3.02% in FWEB as of 29 February 2012) Would they not have issued something publicly to stir up fear and uncertainty to improbe their chances of the share price moving down further still in their favour? At what price do you think will they have to buy (2.8m shares) to close their short? Obviously things are getting interesting again and I am convinced there will be a big move - if they are getting close to the promised margins then it will shoot up fast, if they are still not able to make any money from 320m sales even when free of the huge debt interest and the massive restructuring costs then it will drop even faster. We'll see who has got it right, HGI or HVS. Then there is the huge anticipation for the special divi and its potential game-changing impact on the share price just to make things more complicated for investors. hvs - don't listen to anybody here (especially me - I just think I know it will move sharply, but who knows which way!) just do what you think is right for your money ... and keep buying, LOL |
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