||ORD INC SHS 8.98274742P
||EPS - Basic
||Market Cap (m)
|Equity Investment Instruments
Jup Ord. Share Discussion Threads
Showing 5901 to 5924 of 5925 messages
|Simon Thompson has done a piece on CHT and it is clearly having the lynx effect.
From a chart perspective it has now broken through all time highs if that counts for anything.|
|More big hitters joined the board of Syntonic to add to an already impressive list.
Syntonic seem to have no problem tying up relationships with the major phone providers and they are attracting some real talent, with proven histories, from the mobile telecommunications world. Moreover these people are accepting stock in lieu of wages. Firstly to even want to get involved with the company, they must see its' potential but to gamble their time on stock prices means they must be convinced that there is a place for this technology, on a commercial scale, and their stock is going to be very valuable.|
|Bought Syntonic (ASX:SYT) overnight. They have developed a couple of very useful apps and have signed up a lot of the largest mobile phone operators to get it put on their platforms. A lot of very good people involved in the co. Apps just beginning to be rolled out and so revenue should grow quickly now. Running costs low and so a lot of that revenue should drop through to the bottom line.
Worth taking a look at the tech and the presentation on their website.
|Took a good profit on TRD today as wanted to free up some funds and this was the most resiliant today first thing. Still think they are very undervalued but acutely aware that many people will not invest in these micro-cap stocks and so a profit is a profit.
Took a small profit on PCA today for same reason that I wanted to free up some funds.|
|TMMG good results yesterday to confirm what was expected. Second half off to a good start and meeting expectations. Pleasant surprise about the dividend hike and so looking like 2p for the year now. Share price up 12% yesterday but the message seems to be getting out there, probably as a result of a couple of positive broker notes yesterday that are posted below, as they are up another 7% today.
Edison view from this morning:
"The mission continues to flesh out its offer, scaling up and adding to its capabilities through small acquisitions and start-ups. H116 figures show double-digit growth in operating income, with adjusted EPS ahead 15% y-o-y, solid cash flow and a good step-up in the dividend. A number of high-quality names are added to the client roster, including O2 and Halfords. Greater emphasis is being placed on collaboration between the networked agencies, which should maintain the new business momentum and enable the group to win a greater share of spend from existing clients. The deep valuation discount to sector looks increasingly incongruous."
finnCap view this morning:
"Once again, the group has produced a good set of interim results in line with our growth expectations. The results confirm that recent acquisitions are continuing to trade well and that global capabilities have been further strengthened. Profit and earnings forecasts remain unchanged, although the 67% increase in the interim DPS results in DPS upgrades. The stock is now yielding 4.1% and sits at an EV/EBITDA of 4.3x, reflecting a significant market discount. Our 60p target price implies 64% upside."
both taken from Research Tree|
|CHT have moved up nicely since I mentioned them and this mornings aquisition announcement looks good. Disappointing that the shares being issued are at £1.40 given the recent strength but I guess when they were talking about the deal that this would have been around market price. Only other slight cloud for me is that the loan to finance the deal could be settled in shares rather than cash. Good cost synergies should make the purchase price very attractive though so all in all very happy to see it play out.|
I have to go on what the company are saying rather than what fund managers think might happen. I have only taken a very modest position and so if the fund managers are right and the end is nigh at TALK then my losses will be small, if they are wrong then I have secured a good yield and probably a small capital gain.
Fund managers may be taking their positions for technical rather than fundamental reasons and if the technicals change then they have a lot of shares to buy back.
|Ive been at a tipping point with TALK for a few weeks now. What keeps holding me back is what do Blackrock and the other big name shorters know that makes them so confident that they keep adding to their short?|
|Thanks Gary. Based on that I'm diving in big time|
|Picked up a few Talktalk below £2 at the beginning of the week. Not convinced that things are as bad as the share price has suggested. Company has re-affirmed dividend for this year will be at least at the same level as last year and so yielding nearly 8%. Only a small position but would drip feed more in as funds permit and if share price continues to weaken.
Hopefully interim results and a trading update on TMMG will get the share price moving again this week as currently trading on a forecast P/E of a smidge over 5 and currently trading near 52 week lows.|
|Not taken with PCA & still awaiting convincing on the thread!
Seen very little comment on SVI being bid for - be interesting to see their Half Year Report and just how close to NAV it is (a discount, but how much?). Bodes well for the huge discounted p/e plays many of us are in.|
|Sold TECH this morning on the spike up for a three week 39% profit. Will be back in if they drop back.
Should have sold TRD on their recent spike with a 50% gain available in a week.
TRD have gone down a bit as I didn't sell. TECH will carry on rising probably because I did sell.
Fantastic announcement on PCA today but not really done much for the share price except widen the spread again. :-(|
|Picked up CHT yesterday, which I had on my watchlist, as looks like another exciting growth stock on an undemanding P/E. Helps diversify the portfolio as well.
Decided to sell RDI as I don't need the uncertainty and actually made a bit in 24 hrs.|
|May be too simplistic a view but effectively all this means is that 30.7% of the company is potentially going to change hands if the conversion rights are taken up. Can't see that it changes the fundamentals of the co.
Nice to see the spread on PCA closed today and managed to open a position at £3.1875 and so worth the wait.|
|"Response to Redefine Properties Limited launch of exchangeable bond
Redefine International, the FTSE 250 income focused UK-REIT notes the announcement made by Redefine Properties Limited ("Redefine Properties") released at 7am (UK time) this morning in respect of the issuance of EUR 150 million secured bonds exchangeable into shares of Redefine International (the "Exchangeable Bond").
Redefine Properties is listed on the Johannesburg Stock Exchange and currently has a 30.07 per cent. interest in Redefine International. The Exchangeable Bond is being independently issued by Redefine Properties and Redefine International has not been involved in the issuance. The Exchangeable Bond has no impact on the capital structure, business plan or strategy for Redefine International. "|
|Had RDI on my watchlist over the last few days and so lucky this morning with the unexplained big drop and have picked a few up. Good yield, covered. Good aquisition earlier in the year. Have to hope there wasn't more to this mornings drop that is yet to come out of the woodwork.|
|After the debacle of bed and Isa sorted I picked up the following low P/E good growth companies:CAMB, CMS, TECH, TMMG and TRD. Was also looking to buy OCT and LVD but they had started to make their moves before I got all the money across. Looking to pick up the rest of the TECH I want and to get a position in PCA but the quoted spread was ridiculous at times this week and usually the times I was looking.|
|I like dividends; I use them to pay the bills when capital gains are not available.|
|Good discussion. I come down heavily on the "Good discipline" aspect. Of course a return can be structured as a capital repayment - whatever, an annual payout will serve as a DCM as far more investors will want to buy the stock.
Without any prospect of a shareholder return, ultimately no reason why the discount shouldn't balloon to 35%...40%...45%...with the only winner being the investment managers pocketing fixed %age fees on an increasingly large NAV.
Better to be cynical MF.|
|Good point re tax angle @MF.|
|Agree with all of that specto. Divis are useful in reminding boards that the aim of all companies is ultimately to make profits and ultimately to pass them on to investors. But for personal tax reasons, capital gains are much better for me than dividends and so I like there being a few big PE funds that don't pay dividends. Also, when they typically have hundreds of millions of outstanding commitments, I wonder whether it is really sensible to pay out dividends. It is also worth remembering that much of the performance of quoted investments for the last 15 years has been the result of reinvesting and compounding dividends.|
|Capital gains fine with me too, but I prefer the honesty of dividends - OK, some cheekily pay from capital, but for something like FPEO it puts a discipline on realisations & costs to have to keep covering a chunky dividend, as well as acting as a discount control mechanism (people value yielders, rightly or wrongly). Any income received can of course be recycled.
With some co's, you wonder at what point they're going to pass returns to shareholders - can become a Board ego trip where the only return of value goes to wages & expenses, and whilst the NAV may rise, often the discount drifts..
Dividends can become a millstone though, particularly if there's an "Increased for X years" record to maintain - Merchants Trust a good example. But unlikely to be an issue with p/e cos, & interesting how many are starting to recognise the appeal of divis (other than the ones Skyship has pointed out).|
|Personally, I don't want dividends, I would much prefer capital gains. Different strokes I guess.|