Senior Share Discussion Threads

[leeson31] 21/9/2013 06:40

50m,da hopefully for support Phil

[philanderer] 20/9/2013 21:08

And still just hanging on to that 270p, but only just :-O

[philanderer] 18/9/2013 16:40

Funny old times, SNR my only blue share today ;-)


edit: 18th sept Investec add tp 285p

reiterates

[philanderer] 17/9/2013 13:17

Right back on support yet again :-(

[philanderer] 12/9/2013 20:48

Thanks Leeson , patience required , IMS not until 21st october , bit of a quiet period .

[leeson31] 12/9/2013 16:13

~265p should be an area for support i think Phil..

[philanderer] 12/9/2013 16:07

Needs a bit of support around here a bit sharpish.

[philanderer] 12/9/2013 11:58

Morning Leeson..... just not getting any sort of volume with this fella recently.

[leeson31] 11/9/2013 22:08

Buying opp. Coming up me thinks, trend is up but should be able to catch a dip and run back up to top.... :)

[philanderer] 10/9/2013 16:09

Not much interest in this fella again today..... barely 100k traded.

[broadwood] 05/9/2013 07:48

Boeing: China needs 5,580 new aircraft over next 20 years

[philanderer] 28/8/2013 17:12

imastu , I think you may be right.

In any case, may be as well to cash up and spend it before all hell breaks loose in the middle east :-(

[imastu pidgitaswell] 28/8/2013 16:37

Not intended negatively, I promise, but reading post 2386, and as a purchaser of quite a lot of these at 25p (believe it or not I sold for prices between 35-40p...) back in 2009, I have to ask what the upside in these at this point?

It has peformed phenomenally, up well over 1,000% in 4 years, and yet I compare the releative financial performances then and now and see:


.................2009.................2008

REVENUE | GBP540.1m | | GBP562.4m | | -4% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| OPERATING PROFIT | GBP61.0m | | GBP59.8m | | +2% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| ADJUSTED OPERATING PROFIT (1) | GBP59.4m | | GBP64.5m | | -8% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| ADJUSTED OPERATING MARGIN (1) | 11.0% | | 11.5% | | - | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| PROFIT BEFORE TAX | GBP49.6m | | GBP51.3m | | -3% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| ADJUSTED PROFIT BEFORE TAX (1) | GBP48.0m | | GBP56.0m | | -14% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| BASIC EARNINGS PER SHARE | 9.79p | | 9.92p | | -1% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| ADJUSTED EARNINGS PER SHARE (1) | 8.91p | | 10.63p | | -16% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| TOTAL DIVIDENDS (PAID AND | 2.60p | | 2.60p | | Unchanged | |
| PROPOSED) PER SHARE | | | | | | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| FREE CASH FLOW (2) | GBP60.1m | | GBP52.4m | | +15% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| NET DEBT (2) | GBP102.3m | | GBP174.5m | | GBP72m | |
| | | | | | better | |





and most recently:




FINANCIAL HIGHLIGHTS Year ended 31 December
2012 2011
------------------------------------- ------------ ----------- ---------
REVENUE GBP729.8m GBP640.7m +14%
------------------------------------- ------------ ----------- ---------
OPERATING PROFIT GBP94.5m GBP83.0m +14%
ADJUSTED OPERATING PROFIT (1) GBP101.4m GBP88.3m +15%
ADJUSTED OPERATING MARGIN (1) 13.9% 13.8% +0.1ppts
------------------------------------- ------------ ----------- ---------
PROFIT BEFORE TAX GBP86.7m GBP72.7m +19%
ADJUSTED PROFIT BEFORE TAX (1) GBP91.1m GBP78.0m +17%
------------------------------------- ------------ ----------- ---------
BASIC EARNINGS PER SHARE 17.11p 13.68p +25%
ADJUSTED EARNINGS PER SHARE (1) 17.75p 14.55p +22%
------------------------------------- ------------ ----------- ---------
TOTAL DIVIDENDS (PAID AND PROPOSED)
PER SHARE 4.65p 3.80p +22%
------------------------------------- ------------ ----------- ---------
FREE CASH FLOW (2) GBP57.6m GBP55.6m +4%




Better, some measures up 100% (although note the free cash flow then and now...) - but given the 1,000% share price increase, albeit from a distressed high net debt position, I just don't see much from here?

[philanderer] 28/8/2013 16:28

And another one today :-(

[philanderer] 23/8/2013 13:12

Looking good though :-)

[leeson31] 23/8/2013 11:49

low vols today though..

[broadwood] 23/8/2013 11:07

Its been breaking out for 5 years.

All time high.

[leeson31] 23/8/2013 08:30

getting close to a breakout

[leeson31] 22/8/2013 11:08

woohoo :-)

[philanderer] 22/8/2013 09:28

Saved by China numbers :-)

[philanderer] 21/8/2013 23:08

Good gain today but will probably all be given back tomorrow with the usual US Fed rubbish released tonight.

[philanderer] 20/8/2013 13:48

Credit Suisse reiterates 'outperform' and increases target from 305p to 315p

[leeson31] 15/8/2013 16:40

aye, i seem to be winding down positions at the moment.... breakevens and small losses...... and holding on to one or two where im still confident they may rise i.e BARC to name one.. in a tight range at mo, if it goes sub 278 il get out, but im hoping it breaks up past 290p to rise further..

moni going well though, not a bad week, on paper :-)