Victoria Share Discussion Threads

[rotrader] 26/7/2016 10:21

A2584728 - We will take a lot of notice of you. Couldn't even be bothered to compose a decent screen name ;)

[a2584728] 26/7/2016 09:47

15p in three weeks I think.

[blondeamon] 26/7/2016 09:11

Bargain under 14£, I'm in this morning!

[1boston] 26/7/2016 09:04

Wow - even better than expected
Profit way above expectations at £18.2million.
Debt way down. Only 1.85x ebitda
Fantastic cash generation: £17.2 million net free cash flow.
EPS 84.39p
Looking good for FY17
As I say, Wow!

[wendydc] 26/7/2016 09:04

"Victoria Plc* Got It Covered", says analyst at Whitman Howard...

WHITMAN HOWARD RECOMMENDATION:
Rating: BUY
Price Target: 1884p
Upside/Downside: 70.1%
Share Price: 1108p
Market Cap: £201m

"Today’s final results reveal a company meeting or exceeding all of its KPIs. This is a significant achievement given the pace of acquisition-led growth and is a testament to the strength- in-depth of the management team. Victoria has commenced an important year for its development in good shape, particularly from a balance sheet perspective. We share the company’s view that the Referendum result poses few problems. Having lost ground since the vote, the share price should now regain its momentum."

[rotrader] 26/7/2016 08:42

UK

The ludicrous over-reaction to the outcome of the EU referendum complete with hyper-ventilating commentators and hysterical luvvie wittering has become more balanced recently. Although there will inevitably be further ups and downs over the months ahead, I expect the UK's decision to leave the EU to be positive for the Group's competitiveness in the foreseeable future.

G Wilding

These are some of the best comments I have heard, post Brexit.
Im really getting to like this guy.

Where have the doom merchants disappeared to ?

[nfs] 26/7/2016 08:31

28eps underlying in h1 so 56p in h2,no seasonalityUpgrades on the way for this year I think

[ayl30] 26/7/2016 07:14

I think you mean good? No Brexit effect anticipated

[bigbigdave] 26/7/2016 07:04

Not bad :o)

[rotrader] 25/7/2016 08:55

Hope your right wendydc - its the way I see it - GLA

[wendydc] 24/7/2016 19:32

It won't take another acquisition to put on another couple of quid. Saw this on another VCP board and it makes solid sense to me:

"VCP confirmed in March its pre-tax earnings were significantly ahead of market expectations, which were £15.3 m at the time. Analysts then upgraded to £16.8m ("significantly" is code for at least 10% in the City). That means VCP earned at least £10.9 m in the second half (because H1 earnings were £5.9m), with the big jump due to the acquisitions of Quest and Interfloor.

VCP earnings are not seasonal so a simple doubling of the H2 earnings is a conservative estimate of FY17 earnings. So if VCP announces on Tuesday underlying earnings of £16.8m or more, it is 'confirmation' of the FY17 analysts' consensus forecasts of 109.1p EPS.

That means at the current share price VCP is trading on a PE of just 10x! All investors need is reassurance from Tuesday's results announcement and the price will leap up. +20-30% is not impossible (that would still have the shares on a PE of only 12-13x)

Buy now or miss out!"

[dlku] 21/7/2016 11:00

another acquisition could see this put on a couple of quid very quick

[rotrader] 15/7/2016 20:27

More of a Carpetright. Still interesting to see the updates.
Wouldn't be surprised to hear of another acquisition next week for VCP, just before the results - its happened before!
I'm in for a few more at this price, but as before DYOR.
Looks like we have lost the shorter's.

[qs99] 15/7/2016 15:27

anyone liking this may want to look at UCG, update due soon, moving nicely today....IMO/DYOR etc

[chester] 15/7/2016 11:20

July 14th 2014 Major low to recent high.
38% Fib retrace =1039.5p.
That's the exact area its bounced off in the last week.
Risk/Reward here looks good imo

[dlku] 14/7/2016 11:39

im expecting a 150p jump her like supergroup

[alemein] 14/7/2016 11:31

scielt
See post 158
New dynarod had a mate ;)

[rotrader] 14/7/2016 09:44

Results Tues 26th

[scielt] 14/7/2016 09:14

Expensive debts to service. Don't read the PR nonsense of profits or EBITDA with provisions on acquisition being released etc but check the operating cash when results come out.

[dadedidodu] 13/7/2016 13:22

price firming on dummy trade, results in 2 weeks. Get ready for £14imho