||EPS - Basic
||Market Cap (m)
Northern Bear Share Discussion Threads
Showing 651 to 675 of 675 messages
|Looks like Brexit is going to generate a lot more wealth in this country over the next few years. NTBR should fare well out of that.|
|A25 - Jon Pither isn't a Director he retired as a Bear Director in 2008 - is now aged 82 and has only sold a few on the back of a decent rise! ie not relevant to current trading!
|Maybe just needs some cash for a holiday away from the grim weather, only a small sale of 75k shares, still has 2.2m shares.|
|I wonder why one of the directors is selling???|
|Cold. Same as the summer. Plenty of roofing going on. Tough lads up here.|
|How is the weather oop north?|
|The benign weather so far compared to last winter should help the numbers this year.|
|I put NTBR in the annual stock challenge this year, it has everything going for it in my view, a low P/E, a growing and well covered dividend, a few director buys, a very good looking chart (as interceptor says) and the possibility of a few bolt-on acquistions as debt falls further, which ought to be EPS enhancing.|
|A lovely looking chart here showing a very stable advance. And plenty of time to slowly build a decent position here before the next trading update which is normally in June.|
|New Year tip somewhere?|
|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|