not such good timing. interesting to see if £40 holds. if it doesn't do we see another leg down before the stale holders are cleared |
I have put a toe into the cloudy water here |
Hi TudesFrom their FY18 results ("a memorable year", Rev up 18%, pbt up 9% etc etc).They stated:"Our North American businesses enjoyed robust trading throughout the year, particularly after the launch of the brand marketing programme in March 2018. Our presence continues to expand in the US and Canadian markets, which are both serviced from a central office in Oshkosh, Wisconsin."The Trump 2018 tariff war didn't seem to impact them but can't recall what level of tariffs were imposed on Chinese goods. From memory it was just like now with Canada, a steel and aluminium tariff. |
Yep, +22% eps growth in 2018 and +19% in 2019. Lockdown killed them of course but not tariffs. |
Worth checking out how they fared in 2018 when Trump first put tariffs on China |
Cavendish have reduced pbt forecasts by 6%.Given 98% of their revenue comes from the USA and Canada, plus I'd assume most of their products come from China then unfortunately despite its quality as a business the outlook IMO doesn't look too good.This knife may lose your fingers trying to catch it. Will wait and see what they say in their AGM statement in May. |
The combined final and special dividends payable total £3.17 per share. That's a yield of more than 8% alone on the present share price. Looks like great value to me, particularly given the fact that the company is, clearly, a very well-managed business, with an excellent recent record. |
Cavendish 7971p. TP |
They need to buy a better crystal ball. |
v harsh reaction decent broker write ups.have bought |
Not too surprising their outlook isn't too confident due to current macros with Trump tariffs (questioned just that days ago).Would guess most of their offerings come from China too. |
Market seems to feel they will be going bust then. Ah well. Opportunity perhaps bit knives are hard to call even with charts |
Went long at 4007. Let's see... |
Jeez down 17% now. Market so harsh these days for small "warning" |
Down 14% for a slight decrease on orders. Ah well. 4k is support needs to hold |
https://youtu.be/WbXVCLByPVMNah it's all fine. |
The year ahead feels uncertain. All down to trump. |
In the circumstances, good results but with a sniff of low orders at the present. Down 10% then, lol |
Excellent trading update yesterday and a quality business.Not had chance to research too much yet but what's the potential risks associated with Trump tariffs?. |
4*
4imprint Group plc, the leading international direct marketer of promotional products, issued a trading update ahead of its final results for the year ended 28 December 2024 which are due on Wednesday, 12 March 2025. And the Group delivered a strong financial performance for the year. Unaudited Group revenue for 2024 is anticipated to be $1.37bn, an increase of $41m or 3% compared to $1.33bn in 2023...from WealthOracle
wealthoracle.co.uk/detailed-result-full/FOUR/1161 |
Just seen their new ad on TV. |
Quality business but seems like someone's selling. There's a share price gap from January it may try and fill but a screaming buy then IMO. |
8% spread, what a disfunctional market this has become. |
Looks like the Blackrock effect has lasted a while. RSI approaching the oversold so a topup may be in sight. HSBC has rated a buy with an increase to 6370p . |
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