1pm Share Discussion Threads

[dround87] 03/10/2018 17:17

Maths day today. This is the most undersold share in my portfolio. DYOR. Almost criminally cheap!

[dround87] 26/9/2018 12:27

What's this?

[dround87] 26/9/2018 11:35

I wish I could buy more today! Might see if there's anything I can sell. Madness! I'll bet we're stopping some unfortunates out.

[speedsgh] 21/9/2018 11:06

Nothing showing online yet but may possibly appear later in day.

[dround87] 21/9/2018 11:00

No it was in IC today so a different article and it was just a note as it was being discussed alongside other stocks. Might have got the hardman no wrong as I don't have it in front of me.

[speedsgh] 21/9/2018 10:51

Assume you are talking about Simon Thompson's article published on 13 Sept? No great analysis, just picking over the results.

1pm’s record results -

...Trading below Hardman & Co’s forecast book value of 63p a share, on a modest forward PE ratio of 8 based on EPS estimates of 8.1p for the 12 months to end May 2019, and offering a prospective payout of 0.85p a share, 1pm’s shares are attractively priced for a company that’s just delivered a 13 per cent post tax return on equity. Buy.

[dround87] 21/9/2018 10:29

If someone has digital please post!

[dround87] 21/9/2018 10:29

I don't have digital but just calling out the gains since the original feature in July, explaining why they're justified and that they still have further to go. Hardman and Co forecasting over 70p.

[deltrotter] 21/9/2018 10:20

What's the gist? Tia

[dround87] 21/9/2018 10:06

Great note in IC today from Simon Thompson and based on 60p high.

[dround87] 20/9/2018 11:28

Don't know why all the selling. It looks crazy cheap right now. Just pandemonium after results! Hopefully we've got rid of the "day traders" and we can climb from here...

[deltrotter] 20/9/2018 10:17

Agreed wtw. Buyers returning now.

[wanttowin] 20/9/2018 09:29

Back to share price prior to recent news of profits nearly doubling ! xd today as well I have just added a few.

[dround87] 19/9/2018 21:43

I took a profit today on NWF and running the numbers again on my portfolio this is such a strong stock. Great fundamentals. Can't explain the drop. It's baffling but its a great time to add.

[speedsgh] 19/9/2018 16:43

Can't remember a time when patience wasn't required here! It sometimes feels like OPM is the ugly sister at the ball but I'm sure it'll get there in the end. So long as the company keeps doing all the right things, the share price will follow... eventually.

[shanklin] 19/9/2018 16:23

ic2

Sadly I seem to have reduced my IQE holding at the bottom... ...and moved some of it here, near the recent top.

Thankfully the rest went into CAML and WATR and has done less badly.

[interceptor2] 19/9/2018 16:20

Agree patience and wide stops so I can hold during the pullback.

[shanklin] 19/9/2018 16:17

Bit of patience required here.

[dround87] 13/9/2018 15:58

I bought more at 57. Anything less than 60 is an absolute bargain

[deltrotter] 13/9/2018 15:25

Thanks speedsgh

I'd say a £ wouldn't be far off as a short/medium term target.

If they continue to produce results then significantly higher than that over the next year or three...

[speedsgh] 13/9/2018 15:11

The expected update by Simon Thompson has been delivered on the IC website today. Still has a BUY recommendation; no TP in the article but in response to a query in the Comments section he replies "You can easily make a case for a target price north of 75p and perhaps as high as 90p for 1pm's shares."

1pm’s record results -

[deltrotter] 13/9/2018 14:55

It won't matter a jot in a few days I reckon Shanklin.

Let some of the sellers get out and then we can move ahead.

I would reckon a build up into the 80s/90s over the next couple of months.

[shanklin] 13/9/2018 14:49

Shame I did not wait until today to buy here :-(