I agree, Terry. And I also like the fact that it goes largely unnoticed in the investment community - no rampers or inane debates on this board, for example.I look forward to further progress at the company. |
Thats a really impressive update- aren't they basically on to beat 2024E in 2023? |
Chart looks to be setting up nicely here- backtest of jan 2020 ATHs, gap fill from Aug 10 update- be interesting to see what they say in the trading update on Fri (per their website) |
target 68.00 |
Oh well, I read this wrong and missed out on the earnings pop. Congrats to all the holders. |
You dont think for one minute that MV is not still holding a few of these do you ? He knows this market inside out.
Having said that, USA is in the hands of a village idiot & Sisterhood led by War Monger Pelosi.
FBI chasing Trump whilst ignoring Clintons, O`Barmy et al and Bidens Son are signs that the `Left` are out of control and civil War could erupt anytime soon. Bit like Jeremy Corbyn and his pals, with Guns, supported by FBI & CIA.
Not a good market place, for £39 a pop share & ridiculous Mkt Cap over a Bn.
Ex Divi will see this collapse. Unsustainable at this price, imho. |
My god! So this is what a successful company looks like. Someone should tell Martin Varley! |
you'll be waiting a while... |
spread is 8% at the moment. will have to wait to buy |
Results look very solid |
Thanks for the explanation alwaysvalue. I understand your reasons. I'm a long term buy and hold investor (hence here for 11 years) so whilst I agree with your sentiment identifying short-medium term risk I just sit back and ride it out. Mind you I'm sitting on over 10x profit on original cost here so have some comfort, like in 2020 when it dropped like a stone but was still a profitable hold. |
 @wildshot, i bought around 2300 a little over a year ago when I thought it looked too cheap as it's numbers looked like the recovery was on. I think it goes higher because it's taking market share. Covid wrecked some weaker competition. Also management appear to be doing a good job, diversifying and eco creds are good. I sold out because results are soon and I presume most of the good news is already out and expectations sky high so I don't see much catalyst to drive it higher. I think it will be about 15 times trailing earnings. With the growth story I think it's easy to value it at 20 times earnings. I sold out because RNS mentioned recession risks and I fear any kind of hinting at that in the annual results or bad numbers in earnings this week from other tech or consumer companies could see this sell off for no good reason along with the wider market. Also, weaker competitors that got destroyed during Covid may re-emerge and right now it is benefiting from USD/GBP exchange rate which could unwind. If it does sell off I will be happy to buy back in because long term I think it goes higher. |
If I may be so bold, the fact that the White House is having High Metal fencing around the entire site Topped with several layers of Razor Barbed Wire, and Hundred`s of Regular Soldiers alongside many Police, doesn`t exactly say, "USA Economy in rude health".
Why ?? That`s anyone`s guess, but it dont look good. |
alwaysvalue, if you don't mind me asking if you think it can go much higher why have you sold out?
I've held this share for 11 years and this board is often quiet, which usually equals a good thing. Management always seem to deliver here and it has been a fabulous investment. I agree in thinking it can go much higher. I've yet to see anything in the rns' to make me consider bailing out. |
I think this can go much higher but I have sold out. Surprised wasn't more chatter on the forum here given the rns. |
Strange that the market keeps writing this excellent company off, only to find it making a very rapid reversal! |
This market provides a `GET OUT OF JAIL FREE` for all Companies Boards and Financial officers. That Statement means SFA. |
LOL! It's just that any RNS is issued by the company as a whole and usually ratified by the Board and their advisers, so it seems odd - and a little unusual - to specifically identify "the personal responsible". Just me being pedantic. |
Jeffian, good to see that you continue to hold here and that our interest in our stock selections appear to remain similar. I have held FOUR since mid 2004 and one good sign has always been that this is consistently the quietest bb on ADVFN.I intend to go to the AGM this year, that's quiet as well, I'll ask the CFO how much of his neck is on the block. |
Cracking Trading Statement today.
One thing I was intrigued by - which I don't think I've ever seen before - was this statement in bold type at the bottom -
"The person responsible for arranging the release of this announcement on behalf of 4imprint Group plc is David Seekings, its Chief Financial Officer."
His neck is well and truly on the block! |
...from last year...
4imprint Group PLC is a direct marketer of products in the United States, Canada, the United Kingdom and Ireland. The Company supplies products under the brand name 4imprint. The Company sells a range of promotional products, which are purchased by a range of individuals within various types and sizes of businesses and organizations. These products have a range of uses as an integral part of sales and marketing activities; recruitment and recognition schemes; health and safety programs; and other initiatives to make a connection between the customer's organization and the recipient. Current market cap is around £793m.
FOUR today provided H1 2021 results and they were very solid. Top line revenues grew 23% to $326.81m (previous $265.81m). Profit before tax rose to $3.37m from $0.03m, while cash also jumped to $52.8m from $37.49m. Basic EPS was 9.12c vs 0.07c a year earlier, and a 15c interim dividend per share was reinstated....
...from WealthOracleAM |
Good update, looks to be turning the corner at last. |
Well I've taken the latter view and bought some. They've been on my watchlist for some time and, as a long-term investor, I see this as a buying opportunity. Funnily enough, I used to own them in another life when they were the physical printers Bemrose of Derby and sold at 40p-odd because I didn't understand the shift from physical printing to promotional stuff. How wrong can you be?! One of my biggest 'ones that got away'. |
Alternately, you could argue that in a highly-fragmented industry many smaller, less financially strong players may have gone under and Four, with it's strong balance sheet and no debt is well-placed to grow in the coming recovery. The management are well-proven and this has been a well run, highly profitable company for the last few years.
CD |
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