Stobart Group Ld Share Discussion Threads

[cheshire man] 21/11/2014 08:02

Not forgetting the nice divi along the way :-)

[battlebus2] 21/11/2014 07:53

Directors buying and this mornings news all we need now is the share price to react :))

This CHP Plant will generate a strong return on investment in the plant's equity as well as providing the Group with a 16 year biomass fuel supply contract, a long-term wood drying income stream and valuable engineering revenue on the development.

Increasingly, we are seen as being a very reliable fuel supplier and so the partner of choice, which is why we are already the leading UK supplier of biomass, a position which we anticipate strengthening further"

[cheshire man] 21/11/2014 07:18

Always welcome BB :-)

[battlebus2] 21/11/2014 07:15

Some good news this morning.

[paa65] 13/11/2014 12:13

Me too.I have 58000 of them, bought steadily on the way down from 137 to 98. So hoping those I bought at 98 and 108 will be ripe for selling soon.

[battlebus2] 13/11/2014 12:10

I hope so paa65, i've had to average down on these.

[paa65] 13/11/2014 12:05

Finally lifting off

[paa65] 05/11/2014 15:09

Narrower spreads. More volume. Slow rise. Will it go above 100 and stay there today?

[paa65] 20/10/2014 09:16

Finally turning after 3 weeks of falls. Interims due on Thursday.

[exel] 05/9/2014 17:31

interestingly diverging views above, and I can see both sides, but would just add that there may be a 'whiff of allied fiefdoms' here - with 'best mates' Andrew Tinkler and William Stobart running the new Stobart, and the old Stobart, respectively. The 'new' having a 49% stake in the 'old' (which it 'sold' - in effect to William). If this 'all' works out - then 'great'. If not, I fear that the market may ponder on, as to whether or not we really have the right people in the right jobs, and for the right reasons. Is Carlisle the centre of the universe? or Southend?, maybe, but various bets have been placed on behalf of equity-holders that are (so far) not paying off. Caution (and further research) is required. The next formal update, on 23/10/14, will be interesting. ex

[battlebus2] 01/9/2014 20:18

Ricky46 your entitled to your opinion, for me this is recovery play with a new strategy adopted by the board, debt is being paid down, there is growth at Stobart Air and biomass are increasing tonnage albeit at a lower margin. The market cap doesn't seem high when you take into account the book value of properties at 273 million and revenues nearing 100 million, net assets of 460 million..
Losts to look forward too imv..

Green energy investment to come in the next six months,
more property disposals
plans to develop the infrastructure division
rail revenues up 40%
New distribution centre in Carlisle given the go ahead
6p dividend 4.85% safe.

It's a three or four year view that will realise value for shareholders....

[ricky46] 01/9/2014 19:38

Why is this a good recovery play? The logistics/warehousing side was the only part making any decent money and that's gone private with this group only holding 49% you can be sure all the good assets will have gone with it! Also the main holder of the part that has gone private W Stobart has started another haulage company called WS Transportation, so you can be sure any decent contracts going forward Eddie stobart will lose to this business! So 49% of a loss making haulage company comes to nothing!
All spoke and mirrors!
No money in biomass, no money in anything this group is doing in my view, and it's got a £395 million mkt cap

[battlebus2] 01/9/2014 17:11

No a great finish to the day here given the edison note etc but hey ho.

[cheshire man] 01/9/2014 13:11

Good to see that bb and thanks for posting :-)

[battlebus2] 01/9/2014 13:01

New eddison note out today reads well. Maintaining their 166p target raising to 186p.

[battlebus2] 01/9/2014 08:08

A nice way to start the week...

[battlebus2] 29/8/2014 10:16

hxxp://www.liverpoolecho.co.uk/news/business/new-look-stobart-group-reports-progress-7687842

[battlebus2] 29/8/2014 08:07

Morning Cheshire Man good to see your also a holder, market seems to like the update :))

[cheshire man] 29/8/2014 08:05

Welcome on board bb,,,,,,,,yes a good recovery play here, great looking chart too :-)

[battlebus2] 29/8/2014 07:15

Very pleased with this mornings update, prospect look great to me.

[battlebus2] 28/8/2014 17:43

Bought a few, looks like a good recovery play with a decent dividend.

[gregsc] 19/8/2014 08:09

Plans for the £20 million overhaul of Carlisle Airport have been given the go ahead - again.

A special meeting of Carlisle City Council took place this morning, with councillors asked to approved Stobart Group's proposals for a massive freight distribution centre and revamped runway.

Councillor Ray Bloxham expressed concerns over potential traffic congestion but no councillor voted against the motion to approve officers' recommendations.

Speaking to the News & Star after the meeting, Stobart Group chief executive Andrew Tinkler said that work could begin within "a couple of months" - provided there are no legal challenges.

[kangaroo joe] 27/6/2014 13:32

M&G own a fair chunk and have recently been repaid by Stobart as M&G lent them a fair amount from their Companies Financing Fund. Woodford has also retained confidence but forced through changes last year to improve governance etc.

A slight worry is that the price isn't holding up despite large share buy backs.

As long as property sales continue and debt stays at sustainable levels then you'd hope the company as it is now will grow and keep the dividends coming.

My worry is that there is still concern over whether the company is being run for the good of all shareholders.

[prokartace] 19/6/2014 14:13

Any guesses what happened over the last week?

[bagpuss lives] 07/5/2014 07:27

Essential

A quick google would confirm that he has set up on his own and it would appear that one of his first purchases was a sizeable chunk of Stobart from the fund that he ran for invesco.