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Real-Time news about Jacques Vert (London Stock Exchange): 0 recent articles
|ucnut: For a company to be on such a good financial footing the share price is unjustifiable.Is it a sector thing that is holding it back or have people just overlooked this?|
|ucnut: Share price in this stock puts all the fundamentals to shame.At least we have the opportunity to build a significant position at a super discount to it's real value.|
|stemis: Didn't most of alchemy's holding come from the takeover of Wm Baird 7 years or so ago? Quite a bit of Schroders holding seem to come from around then as well. Since then the share price has not done a lot. It was about 10p ish then and is 6p now. It's only peaked at about 25p twice. Most of the time it's been about 10-20p.
Although Waillim and Schroders have the power to do what they want here, they don't seem to want to do anything (unless there is nothing they can do). What is their exit strategy?
This seems to have been value for quite a while. What is going to change the market's view of it?|
|deswalker: I'm really surprised how little attention this share gets. It relentlessly sinks to the bottom of my favourites list.
Cash generation remains strong, the Balance Sheet is very strong, there is the hidden pension surplus not included in the Balance Sheet (if they can manage to release it somehow) and the register speaks Takeover at the right price.
Recent forecasts have actually been upgraded whilst the share price has fallen back due to the exceptional (largely non-cash) charges announced in the Prelims.
I bought quite a few in the 4's, sold a third in the 9's and have bought back more than I sold in the 5's. Will hold and hope for a 12-15p takeover.|
|omerta: .....and the share price has performed well given todays background.
KAUP hae been on the 'bid' for weeks and 90/- have just gone through @ 9.75p. I think they are an Icelandic bank,,,,,,,,,,, still picking up stock.??|
|deswalker: Results out and I'm happy with them.
Currently trading at TBV, £2.5 mill net cash and throwing off free cash very nicely (EBITD = £6.3 mill on an EV of £17.2 mill).
Sales since 26 April are 6% down on last year but gross margin is slightly ahead. The share price is less than half of last year though.
A long term cash cow. Obviously not a good buy last year at 25p but a very good buy down here IMO.|
|bmw566: And another wee nibble. I think the bottom will hold, certainly nothing suprising in update. If it doesn't i'll just have to average down.
Actually this technique has served me quite well in the last year. I pick what I think is the bottom, the share price falls another 10-20%, I then take another bite and at that point most have started to rise again, to the point that I am at breakeven for the majority in the case of value.
The exception being Pendragon, that one I timed the bottom almost perfectly and am in good profit. The dividends are now starting to come in on the portfolio which are mostly 6%+, so overall portfolio is up 3%. Not spectacular, but not bad in this market.|
|cockneyrebel: Flying, up 15% - oh how silly distressed seller can hit a share price - unwarranted.
|illiswilgig: JQV price has already halved. Not bad for a firm that has generated more cash flow and moved to net cash in these results. Note that the reduction in like-for-like sales is on an increased margin! Yes, thats an increased margin! Strange behaviour for a business that's share price is acting like its going bust.
That's not to say I am buying at the moment - I think that the general fear of a downturn and the retail sector will prevent a rebound in their share price. But I will be watching this one closely,
|the skies the limit: Improved the ranges.
I have held most of the retail stocks over the years and was invested in Alexon at a low of 25p many year ago when new managemt jumped on board. The share price did well for a few year. I sold out of Alexon way back. They have lost the focus and it would appear not getting the designs right.
Now JQV have got good designers but that isnt the full story. Previously the co was restrained by various legacy issues. All those matters are now behind the group and management can now concentrate on building the brands.
Brokers feel management are capable of running a far bigger company.|
Jacques Vert share price data is direct from the London Stock Exchange