||EPS - Basic
||Market Cap (m)
Northern Bear Share Discussion Threads
Showing 651 to 673 of 675 messages
|Nice little dip that enabled me to add to my position here. PER by my own estimates is under 5 now, just too cheap even for this sector imo.
And this a company that is likely to be in a net cash position this time next year.|
|So, it's more of the 'same old same old'. lol|
|Not sure, I was hoping I would be picking some up cheap though first thing this morning after the Trump victory!|
|Are we on a roll at last or the same old same old? Rhetorical question I guess!|
|Lack of any forecasts doesn't help.|
|Yes liquidity, or lack of, is a real problem....and the interlinked wide bid offer spread. All very frustrating since the underlying performance very encouraging.|
|Yes this is a positive earnings release which clearly states that if H2 is OK one can expect another dividend uplift. OP was £1.2m +15%, PTP 1.21m +22% & NP 0.9m +22% eps 5.2p. Last year (anyway) the second half was virtually a mirror of the first so if that recurred we would see 10p p/s, under 5 p/e. Assuming no corporate action and (say) a 2.5p dividend costing around £425k paid by the interims next year net debt* already down to £2.3m from £4.3mn over the past year might be down again to half that level.
All kinds of things can go wrong and the stock is illiquid but I really like and agree with the piece cited by mathew at 619 above. So I will keep my small holding (that is a result of the poor liquidity) and hope this nice cashflow eventually gives uplift.|
|The dividend will probably be 2.25 or 2.5p this year, with the latter easily affordable if they're not worried by a possible downturn, putting the shares on a yield of just over 5%.
The announcement also mentions the possibility of bolt-on acquisitions and now that debt is on track to be eliminated by this time next year, puts the company in a very good position to be a small scale consolidator in the region, which could add meaningfully to EPS and so could be a trigger for a re-rating.
It looks like a safe hold, with possible significant upside but then that's been the case for a while now.|
|These usually drift after results, the last I bought were at 43p, am quite happy to hold long term, in my opinion better than holding money in the Bank, still the usual problems, the sector, wide spread, etc. I have hope that at some time their real value will be recognised.|
|Not guilty as charged :o)
Plenty of time to slowly build holdings to a worthwhile amount between now and next trading update or results.|
|You buying 100k shares?!|
|Very nice results, increasing revenue and decreasing debt levels is a powerful combination, PER likely to be under 5 now which is too low even for this sector imo. I wonder what will be the catalyst that starts a rerating here?|
|Yes it is a well run company and the new divisions show that they are able to grasp opportunities. I hope the weather is not as disastrous for operations this winter as it was last winter. They could be debt free in a years time.|
|Happy with that. Ticking along nicely.|
|should see some life today following very satisfactory interims.....
Hard to understand just how cheap these shares are|
|Signs of life! A buyer at 46p this morning until pushing the offer up to 48p, it doesn't take much.
Interim results were released 27th November last year.|
|Here is a link to some analysis on the company I found very useful:
Eloquently written and much more entertaining then the predictable and boring notes you get from the brokers. Would like to add that with the subsequent benign weather and Director purchases since the piece was written, it makes the investment case even more compelling imo.|
|Yes - small buys BUT unusual for Directors to be buying the Bear
I added to my already overweight position after the announcement this morning
Market appears to buying low PE high yield at the moment after most/all Central Banks indicate no imminent end to low rates. The Bear obviously fits the bill in this respect.
GL - SJ|
|Directors dealings in September.
First the Financial Director Tom Hayes buys £9,000 worth and now Graham Jennings Managing Director buys £10,000 of shares.
Is the outlook a little more positive?|
|Did anyone here make it to the AGM? I was hoping to, but alas couldn't|
|With bank debt down to sensible levels, a 2p dividend and P?E of 5 I am happy to hold.|
|Today's update should dispel the notion that the falling share price means that NTBR is the ultimate bear trap. Lots of good news in today's update which means the company is on a sound footing. It seems worth holding alone for a 4%+ yield. Good cash generated from operations with the only fly in the ointment being the possibility that this cash generation may reverse later. Ok PBT is flat but the impact of the bad winter plus less debt financing costs and a cut in corporation tax should boost NTBR going forward.Too cheap imv even after today's rise.|
|About time Cantor Fitzwhotsit blew the dust off this file!|