International Distributi... Share Discussion Threads

[bigbigdave] 03/12/2010 12:58

Wasn't me! 8-)

[nurdin] 03/12/2010 12:57

Huge trade at 185p....hopefully this will trigger some price action soon?

[chester] 03/12/2010 12:56

Can anyone explain that 861.8k trade at 185p 3 minutes ago ?

[cockneyrebel] 27/11/2010 10:57

Yep, boredom set in I think, especially when other stocks are galloping away. Someone was buying quite strongly recently as there was a stream of sells and the mm's weren't marking down at all but the last few days has seen the mm's mark down a bit on sells.

Still well above the support trend.

CR\

[bigbigdave] 27/11/2010 08:31

Think its just following the general chart pattern shauney2.
Any news, be it a trading update or stategic review should send it further north imo.

[shauney2] 26/11/2010 10:31

Looks like boredom is setting in here.Getting marked down a penny a day.

[bigbigdave] 18/11/2010 14:23

Nothing but sells for days but the sp's going nowhere.
Reckon Trading Statement due mid December based on 2009's dates.

[dnfa1975] 04/11/2010 07:36

The contract as i understand is linked to inflation and is upwards only until 2018

What will be the increase in costs this year and next ?

[a0148009] 03/11/2010 18:09

Extract from 2006 Annual Report.

* Conclusion of a new contract with National Grid Wireless for Freeview
carriage until 2018, and a 5 year agreement with ntl:Telewest (now Virgin
Media) for carriage on their cable network*

AO

[dnfa1975] 02/11/2010 11:13

when does the current airtime contract get hiked up - happens every five years i seem to remember, last time the costs went through the roof and this one sank

[nurdin] 02/11/2010 11:12

Bid ticked up...got a feeling we will start motoring soon...:o)

[bigbigdave] 31/10/2010 06:58

Divi arrived a day early too 8-)

[bigbigdave] 29/10/2010 15:49

Ayup, chart turning up on a friday afternoon.

[dnfa1975] 25/10/2010 23:13

vat rise going to shave margins

[dnfa1975] 22/10/2010 10:31

bird is leaving the nest

[connor23] 17/10/2010 10:07

Agreed. I would see around 240p as a min. Plenty of room for upgrades as you have said, with possible news on the strategic review or a trading update to come at some point. Looks like very little downside from here to me.

[cockneyrebel] 16/10/2010 10:24

Ta Connor - 240p still seems a bargain for any buyer imo and I'm holding for at least that. The recent action in the share price looks interesting too.

Simon Thompson is basing his target on the coming years forecasts but I think the company are likely to be trading well ahead of forecasts and likely to see upgrades imo.

The next trading statement is due early January and I think there's likely to be news before then.

CR

[connor23] 15/10/2010 22:51

View from Simon Thompson at IC

Shares in Ideal Shopping Direct have more than doubled since I recommended buying at 91p last autumn (Investing in an Ideal World, 12 October 2009), having reiterated the advice at 140p in January and 150p in March. At 198p, they now trade on 13 times 2011 earnings estimates, assuming EPS rise from brokers' estimates of 12.3p for 2010 to 15.5p next year, and have hit my fair value estimate of 200p. However, there could be more upside to come as the company is undergoing a strategic review which could lead to the sale of the business.

Given Ideal Shopping has a market value of £68m, and has net funds of £13.7m, then the business is currently being valued at 5.4 times next year's cash profits. The company also owns freehold property worth £6.7m and retains unutilised tax losses to offset corporation tax on its profits. In my opinion, a bid of 240p a share would be a sensible take-out price as this would incorporate a bid premium of 40p a share - funded using the cash on the balance sheet – and equates to a reasonable exit price of 7 times 2011 cash profits. So if you followed my advice I would run your profits, targeting a further 20 per cent upside in the event of a bid materialising.

[dnfa1975] 14/10/2010 11:29

chart awesum

[nurdin] 14/10/2010 08:00

..and marked up a tad this morning.Have a feeling we are going in for a good day...:o)

[cockneyrebel] 13/10/2010 22:06

re-testing the highs :-)

CR

[choppa] 11/10/2010 20:22

Good day here then :-)

[tsigoloroh] 11/10/2010 09:44

imagine what might happen if they said they were in offer talks

[bigbigdave] 11/10/2010 09:42

Indeedy 8-)