Northern Bear Share Discussion Threads

[battlebus2] 02/4/2015 12:47

I think the admin costs are not helped by the fact we are so many different businesses under the one umbrella of Northern Bear, efforts are being made to amalgamate some so we may see the benefits in the years ahead.

[cyberbub] 02/4/2015 12:38

The main thing that concerns me here is the £7M admin costs... does anyone know why they are so ludicrously high compared to turnover? Surely they are effectively an SME and can't have huge numbers of central admin staff (ie. not cost of sales)??

Are the directors' salaries disproportionate?
Is it a 'lifestyle company' since over 60% of the company seems to be owned by individuals?

I am thinking of buying some, but am a bit twitchy...
Thanks for any info.

[battlebus2] 01/4/2015 10:51

35K sold this morning

[battlebus2] 26/3/2015 11:32

Seller again with 25k this time...

[battlebus2] 26/3/2015 09:27

Good to see your faith wywcu1, looks a bargain to me.

[wywcu1] 26/3/2015 09:25

Just topped up with 20k at 46.5p. This should move the price today.

[battlebus2] 24/3/2015 16:09

Got to believe these are performing extremely well , the sector is at a peak, great results this morning from Billington steel which is in the building sector and order books seem to be rising at most co's in the sector. Way too cheap imv.

[leona306a] 05/3/2015 22:44

Sooner the better.Then we can see some action.

[spooky] 05/3/2015 18:42

There is a sizable seller, they will stop drifting when he is out.

[battlebus2] 05/3/2015 15:31

Tends to drift away like this on no news flow...

[leona306a] 27/2/2015 23:18

Northern Bear's chart is very interesting . I know that charts are not infallible but they serve as a further incentive to buy or sell, in this case to BUY.GOOD reasons to buy............P/E........6.02PEG......0.16Earnings growth increased 2013...15%. 2014..38%Directors dealing today.Construction on the up.Radmat building products ltd have accrued a 11% holding .The CHART.....9.13.25 and 200 day moving averages are in a strong buy MODE.50 and 150 day moving averages are in a very strong support position.That's good enough for me to keep buying.

[battlebus2] 26/2/2015 21:57

Thanks Eezy.

[battlebus2] 25/2/2015 23:17

Only problem is newsflow is twice a year but i agree these are going higher whether it's tomorrow or not it's only a matter of time imv.

[leona306a] 25/2/2015 23:06

Definatley a buy. Let's see what tomarrow brings. Could be interesting. Things seem to be hotting up at Northern Bear.

[battlebus2] 25/2/2015 13:53

Not sure if the late reported 25k is a buy or sell?

[leona306a] 24/2/2015 19:44

Fellow investors I have bought NTBT shares from 10p upwards and have a a large holding. Never fear, they have a long way to go yet. Hold on for a few rewarding years. Happy investing

[swsmith20] 24/2/2015 18:59

These were one of the first shares I ever made money on. I was thinking about buying in again a few days ago, looks like I should have done then!

[cfro] 24/2/2015 18:50

Just for transparency i haven't held these for a while.

Always rated the company and its fundamentals but it is pointless trying to trade these tiny penny shares as there is absolutely no interest in them.

[sailing john] 24/2/2015 15:49

It was Taylor 20 on shareinfo that sparked my interest. Not really had a proper look in the past but like you I like these micro microcaps provided they fit my criteria of solid balance sheet, growing profit, reasonable director salaries/options and negligible BB interest.

NTBR - ticks all my boxes

SJ

[battlebus2] 24/2/2015 15:32

Looks like your mentioning has drawn these to the attention of a few others S.J.

[battlebus2] 24/2/2015 14:24

P/E of 4.5 is way to cheap given the construction sector is on the rise. It's just a very overlooked little known share.

[sailing john] 24/2/2015 14:16

Yes bb2 - well at least I think so

I had a look back at at the last few posts and spotted cfro and Interceptor so I might have guessed that you would be here as well!

[battlebus2] 24/2/2015 14:06

Still holding a small amount of these, was reluctant to let them all go...
Hope your review uncovered a stark discount to value S.J.

Market cap 7.5 million and a near double E.V. of 13.5....

[sailing john] 24/2/2015 13:41

Bought in today after a review of accounts/outlook

SJ