4imprint Share Discussion Threads

[tiresias2] 04/11/2010 09:09

SPS division is irrelevant - the core US facing Direct Marketing Division is seeing growth accelerate to +24% in Q3 having been +17% at H1 stage. Not many stocks with 20% topline growth on PER 7.5x strong buy

[parvez] 04/11/2010 08:24

tree shake being carried out before the big boys come!

[interceptor2] 04/11/2010 07:52

Statement reads very well and it looks like sales are accelerating each quarter, with the two largest division doing particulary well.

Only the SPS (Trade Division) showing any weakness -9%, fortunately it makes up less than 8% of revenue. Maybe they could find a buyer for it.

Well worth comparing the reported revenue increase in each quarter so far this year.

Q1 = +15%
Interims including Q1 = +18%
Q3 = +28%

Regards

[parvez] 04/11/2010 07:48

Agreed, CR

3rd quarter28% ahead of prior year
Year to date revenue 21% ahead of prior year

2 of the largest divisions i.e Direct marketing and Brand addition ahead by 24% and 55% respectively

...........and I thought we were in reccesion! fantastic numbers

[cockneyrebel] 04/11/2010 07:46

Sales in Q4 last year (thier seasonally big Q) were 15% odd higher than Q3. If they achieve that again or just 10% ahead of Q3 then results should come in well ahead of forecasts imo.

CR

[cockneyrebel] 04/11/2010 07:45

Sales in Q4 last year (thier seasonally big Q) were 15% odd higher than Q3. If they achieve that again or just 10% ahead of Q3 then results should come in well ahead of forecasts imo.

CR

[cockneyrebel] 04/11/2010 07:34

Nice statement - guessed it was coming :-)

Sales going great guns - few with sales growth this strong.

The only need repeat Q3 in Q4 to do £200m sales, they should wallop that with the big Q4 they normally have through seasonality - that would be way over the brokers sales forecasts.

Looking rather good imo.

A fwd PE of 7.5 or less looks way too cheap imo

CR

[bigbigdave] 04/11/2010 07:25

Seems you are right CR, and a pretty fine statement too!

[cockneyrebel] 03/11/2010 21:38

I suspect the trading statement will come a bit earlier than last year, actually wondering if it's pretty much imminent the way the shares took off today.

CR

[devonlad] 03/11/2010 20:47

Nice big candle right at the end lighting the way, great job Four!!!!!

[simon42] 03/11/2010 14:23

Mammamia!!!! I'm feeling soooo lucky. I topped up this morning.

[interceptor2] 03/11/2010 14:05

Just broken through resistance, so brought my final top up.

Still good value with a per of 8.37 and 7.5. Other companies in this sector have released strong trading updates recently, so should bode well here. imo.



Regards ic2.......

[cockneyrebel] 03/11/2010 13:48

trading statement Nov 10th last year - should have one withing the next week or so on that basis then imo.

CR

[tiresias2] 28/10/2010 11:10

my target is 450p

[tiresias2] 28/10/2010 10:43

remains v cheap on per 8.2x dec 2010e and yields 5.2%
scope for significant upgrades driven by higher average order values in the us

[parvez] 28/10/2010 10:12

looking good

[devonlad] 28/10/2010 09:42

Today's the day by the early morning buying, new high on its way!

[cockneyrebel] 26/10/2010 10:56

breaking out through the recent high.

CR

[devonlad] 21/10/2010 17:13

Took a break from my hols, new I should have bought that dip yesterday! Chart looking superb again to restest and break the previous high going forward. A happy lazy investor in the sunny canaries!!!

[cockneyrebel] 21/10/2010 15:27

Looking rather strong today - t/s due around Nov 10 if the same as last year.

CR

[melody9999] 15/10/2010 00:27

there's money to be made following Robbie or any other source that successfully and consistently selects winning shares. does not mean you should not DYOR but great for filtering. nice to see Robbie jump into ETO recently too.

[cambridgedon] 14/10/2010 13:46

The concerns about SVG reducing its stake seems to have been overstated. The fund manager may have several reasons to free up some cash unrelated to Fours' investment potential. The FT article, director buy and recent price action seems to be bringing this on the notice of momentum punters. Long may it continue!
CD