4imprint Share Discussion Threads

[snadgey] 03/6/2016 23:23

Company is still under most investors' radar. Very low volume most days. A long term hold for patient investors. All the best.

[napoleon 14th] 03/6/2016 09:39

Strangely inert for a one with such good figs & strong potential.
Volume zero so far today. Looks like it's trying to break that res. @ 1375p
before going on up, but it wont happen on this volume.

[thomasthetank1] 12/5/2016 14:37

Read Edison's note on 4IMPRINT GROUP PLC (FOUR), out this morning, by visiting hxxps://www.research-tree.com/company/GB0006640972

"4imprint’s AGM statement confirms its growth continues to outstrip that of the promotional products market by a substantial margin, with underlying order intake and revenues ahead by 15% year to date. The US market is very large and growing, yet remains dominated by small suppliers and distributors, giving ample scope for an efficient player such as 4imprint to build at a good pace for some years. With the legacy pension issues now largely resolved and a strong, cash-positive balance sheet, the premium rating is readily just..."

[thomasthetank1] 12/5/2016 14:37

Read Edison's note on 4IMPRINT GROUP PLC (FOUR), out this morning, by visiting hxxps://www.research-tree.com/company/GB0006640972

"4imprint’s AGM statement confirms its growth continues to outstrip that of the promotional products market by a substantial margin, with underlying order intake and revenues ahead by 15% year to date. The US market is very large and growing, yet remains dominated by small suppliers and distributors, giving ample scope for an efficient player such as 4imprint to build at a good pace for some years. With the legacy pension issues now largely resolved and a strong, cash-positive balance sheet, the premium rating is readily just..."

[thomasthetank1] 11/4/2016 13:12

Read finnCap's note on 4imprint (FOUR), out this morning, by visiting www.research-tree.com …
“The ability of 4imprint’s model to generate strong earnings growth is well known and to some extent reflected in the P/Es. However, the cash generation potential has been masked by the risk-reduction project in the pension scheme. This will finish in 2016, and we expect surplus cash to then be progressively returned to shareholders, driving the shares higher. 4imprint is potentially valued on a FY 2017E dividend yield of 5.5%, with net cash of $17m and on-going sales and average profit growth potential of 12- 15%+ p.a. into the long term. We raise …”

[napoleon 14th] 13/3/2016 20:49

P/E has been high for a long time.
This is a high growth biz. & deserves an above average rating.
Also, as £ goes lower, all those $ earnings rise...

[zipstuck] 09/3/2016 12:49

Satisfactory trading this nyaer so far - high pe for this stock I sold out this morning.

[napoleon 14th] 09/3/2016 08:02

Good results.

[jon123] 21/1/2016 13:10

yes steady as she goes just keep taking the dividend

[napoleon 14th] 21/1/2016 10:32

Keep the faith, guys!
Very muted response to great figures until a few minutes ago, now up 60 to 1200p.
A core holding for me. Got it right when I sold BPI instead last November...

"strong organic growth continued through the fourth quarter of 2015. Unaudited Group revenue for the year ended 2 January 2016 was $497.2m, 20% higher than the prior year comparative of $415.8m. Underlying profit before tax is expected to be at least in line with market expectations.

The Group's financial position remains robust, with unaudited net cash of around $18.4m at the 2015 year end, (2014: $18.3m)."

[dixies] 06/1/2016 16:32

21st Jan according to their financial calendar.

[napoleon 14th] 06/1/2016 14:28

Figues/TU out on 15th I believe.

[gargleblaster] 24/10/2015 12:21

Missed the tu a couple of days ago. Revs in the high teens for the year sounds ok although 20 percent in the first half implies about 15 in the second half. Still the market seems okay with it and margins maintained. Great long term hold imo and all on a thread that is quite as a church mouse.

[napoleon 14th] 27/9/2015 13:56

None taken, but IMO you've read this right.
£10 will only be in the light, errr darkness, of a crash or summat like it...

[discodave4] 26/8/2015 21:01

Been waiting for £10, one can live in hope I suppose. No offence intended to holders.DD

[cestnous] 26/8/2015 13:15

Time to buy them back?


free stock charts from uk.advfn.com

[jon123] 25/8/2015 12:52

really shaking the tree here

[cestnous] 17/8/2015 11:09

Blacrock selling causing the pullback here by the look of things.

[cestnous] 07/8/2015 09:08

I.C. on results; strange conclusions in my view;

4imprint beats expectations and impresses City
The latest results from 4imprint (FOUR) have beaten market expectations, prompting around of forecast upgrades from City analysts. Peel Hunt said the merchandise printer’s revenue of $231m (£148m) came in 2 per cent ahead of expectations, with pre-tax profit 3 per cent ahead. The broker has nudged its 2015 forecasts up to give pre-tax profit of $32.9m and EPS of 81.9¢, compared with $27.2m and 69.2¢ in 2014.
The stellar first-half performance can be attributed largely to strong growth in North America, where strong demand for customised products such as T-shirts and mugs drove revenues up by a fifth to $223m. That compares with wider industry growth in North America of just 3-4 per cent, the group says. 4imprint has done particularly well to win new business without neglecting existing customers: the group serviced 100,000 new customers in the period, yet orders from existing customers still grew by 22 per cent.
Meanwhile, revenue from the UK and Ireland rose by 4 per cent, although at constant currencies (4imprint reports results in US dollars) sales in the British Isles actually increased by 14 per cent. Orders from new customers rose 10 per cent while existing customer sales were up by more than a fifth.
As margins remained stable, group operating profit rose by an impressive 26 per cent in the first half.
Shares in 4imprint have had a staggering run over the past 12 months, up nearly 70 per cent year on year. With the stock now trading on an undemanding 25 times earnings, we remain neautral. HR

[gargleblaster] 04/8/2015 00:51

10% rise today - must have been tipped - IC only recommended a hold - anyone know of any article out there?

[napoleon 14th] 29/7/2015 08:58

Fortifed my PF with these - faultless...

[gargleblaster] 29/7/2015 08:14

Snapshot of figs - can't argue with these - market likes em too!

Highlights


Financial - continuing operations Half year
2014
Half year
2015 (restated)
$m $m Change
--------------------------------------- ---------- ------------ ---------------

Revenue 231.03 193.06 +20%

Underlying* profit before tax 12.19 9.77 +25%

Profit before tax 11.41 7.29 +57%
--------------------------------------- ---------- ------------ ---------------

Underlying* basic EPS (cents)

Basic EPS (cents) 31.25 26.69 +17%

Proposed interim dividend per share 29.01 19.28 +50%
(cents)
12.09 10.51 +15%
Proposed interim dividend per share
(pence) 7.75 6.20 +25%
--------------------------------------- ---------- ------------ ---------------


* Underlying is before share option related charges, defined benefit pension charges and exceptional items.

Restated for the change in presentational currency to US dollars.


Operational
------------------------------------------------------------

* Strong organic revenue growth in both North America
(96% of revenue) and UK


* Orders 21% ahead of 2014


* More than 450,000 orders received


* Re-order rates consistent


* Robust financial position; net cash $28m ($18m at 27
December 2014)


* Infrastructure investment of $9m in the North
American business, on target for completion in
September 2015


* 78% of the pension liability insured; further risk
reduction in progress

[cestnous] 29/7/2015 07:43

Yes, truly excellent.