Interserve Share Discussion Threads

[kidknocked] 28/2/2017 17:44

Tsmith. Thoroughly agree, looking a decent play here.

[edmundshaw] 28/2/2017 15:59

Added a few for the recovery. It may take a year or two, and there are certainly risks, but I see the weighted risk as to the upside. If there is no further shock or balance sheet deterioration, I would expect good EPS recovery and some return of dividend in 2018 (possibly even a small one in 2017 as a 3% yield would not be expensive at the current price, but I am not counting on that), and, caeteris paribus, a strongly growing EPS and dividend from 2019. Whether the share price would anticipate or lag a return in positive EPS I couldn't guess.

[tsmith2] 28/2/2017 15:51

Bullish intra day recovery...blue finish? Hopefully

[warranty] 28/2/2017 09:16

It could be ts2 but that's assuming that the £160m laid aside turns out to be enough to resolve the EFW situation and how long it drags on for but hopefully if it is then as you say this could be a good recovery stock and very cheap at this level given the remaining parts of the business and a pick up for the construction division.

[phillis] 28/2/2017 09:14

fortunately the main architect of this is leaving
It is going to be many months before this fiasco is unwound
One to avoid for a goodly time to come methinks

[tsmith2] 28/2/2017 08:35

Reading through feels like an excellent recovery opp

[tsmith2] 28/2/2017 08:18

Is there a conference/web call?

[garycook] 28/2/2017 08:16

Went blue at 238.Now 235.This not looking to bad for long term holder,s atm.IMHO subject to management sorting out the mess.

[the juggler] 28/2/2017 08:11

The problem for me is we cannot know anything the Company does not know (yet). Roll on a new CEO, whenever that might happen.

[garycook] 28/2/2017 08:10

Currently 230.So not to bad.I believe the bottom was 212.All the bad news is out.So hopefully a slow recovery back to £3,when all the mess is sorted.

[tsmith2] 28/2/2017 08:08

Prudent; like the order book..

[warranty] 28/2/2017 07:59

Yes, I suppose under the circumstances it was unrealistic to expect the dividend to be maintained in the short term. Hopefully the actions taken will underpin the current share price but we'll have to wait and see how the market takes it. There doesn't appear to be anything we don't already know so hopefully not another big drop.

[this_is_me] 28/2/2017 07:52

Dividend was costing around £30 million per year. I would expect that there will be no thought of dividend until we know how accurate the £160 million estimate is.

[garycook] 28/2/2017 07:51

Hopefully up.

[luisfrg] 28/2/2017 07:46

So what's the result on the share price ?

[kidknocked] 28/2/2017 07:46

Yep, pragmatic under the circumstances.

[kidknocked] 28/2/2017 07:40

Looks fine to me.

[leadersoffice] 28/2/2017 00:51

Cut in half.Shareholders yet again pick up the pieces while directors win win at the casino royale They better sort this mess out and this year

[jeffian] 27/2/2017 23:19

It's hard to see how the divi can be maintained when they can't yet put a cap on their potential liabilities. As they simply don't know how much money they're eventually going to need, how could they justify doling out cash at this stage? Anyway, we'll find out in a few hours.

[luisfrg] 27/2/2017 16:40

That’s a good recovery over the last few days let's hope it holds tomorrow !

[tsmith2] 27/2/2017 16:39

Positive day, wonder if better than expected; could motor tomorrow

[kidknocked] 27/2/2017 16:37

Looking a good recovery play.

[tsmith2] 27/2/2017 16:30

Results tomorrow