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Share Name Share Symbol Market Type Share ISIN Share Description
Accrol Group Holdings Plc LSE:ACRL London Ordinary Share GB00BZ6VT592 ORD GBP0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.30 0.62% 49.00 46.30 49.00 49.00 47.20 47.30 84,882 10:26:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Household Goods & Home Construction 136.6 -2.6 -1.1 - 156

Accrol Share Discussion Threads

Showing 726 to 749 of 900 messages
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
DateSubjectAuthorDiscuss
13/12/2020
13:54
ACRL had 8 tissue lines at maximum capacity. The company they have recently acquired has 4 tissue lines bit only 2 being used fully. When ACRL have the other 2 lines being used they will increase their capacity by 50% and have cost savings. All IMHO.
mfhmfh
13/12/2020
07:51
Came across ACRL via this Gervais Williams interview - starts 40.45: Vox Markets - 24/11/20 Https://www.voxmarkets.co.uk/articles/gervais-williams-of-premier-miton-offers-and-update-on-his-portfolio-9827b33/
simon gordon
13/12/2020
01:21
Good to see they use 100% renewable energy and products are recyclable.
mfhmfh
13/12/2020
00:39
MIDAS SHARE TIPS: Don't stockpile toilet rolls - buy shares in them through Lancashire-based Accrol Group instead! https://www.dailymail.co.uk/money/investing/article-9046229/MIDAS-SHARE-TIPS-Buy-shares-toilet-rolls-Accrol.html
philanderer
10/12/2020
01:08
Just to mention that the Xmas special MelloMonday BASH may feature Accrol on the 14th December and I think shareholders and potential investors will appreciate the analysis. There is also an interview with Keith Ashworth Lord who is a highly respected fund manager and well worth listening to. The Mello Monday event starts at 6pm The full programme is available on the website. In the MelloBASH... The analysts, fund manager and well known investors on the panel will give their honest verdicts on whether four/five companies are a Buy Avoid Sell or Hold at this current juncture in the markets. https://melloevents.com/mellomonday-14th-dec/ All investors welcome and if you use the code MMTADVFN50 you will get a half price ticket. Great investor content and entertainment. We had nearly 400 investors attend last month so these are very popular.
davidosh
09/12/2020
12:03
Large volume today.
geraldus
09/12/2020
11:53
Well they did try to hedge against that effect a few years ago but they turned into losses :/
arbus5000
09/12/2020
11:29
Looking at these but wary of the effect no deal Brexit .Sterling's weakness, import cost of raw material and port problems.Apart from that DS Smith director on BBC's Wake Up To Money was wary of paper/pulp price increases with the backlash against plastic packaging and online deliveries etc.Will watch for any weakness and Brexit situation.Market holding up well considering
geraldus
02/12/2020
07:32
LTC is a great buy for Accrol
arbus5000
23/11/2020
09:34
Zeus; Transformational deal We believe Accrol’s acquisition of LTC represents a transformational transaction which the potential to consolidate the Group’s leading position in the private label tissue market to c.30% share. On completion of the deal, the Group’s combined customer base will be stronger and broader with a step change in capacity to further accelerate its already impressive growth which continues to outpace the market. We estimate the acquisition to be 14.2% EPS enhancing in FY22E the first full year of ownership. The core Accrol business continues to trade solidly, driving an additional upgrade to our underlying numbers today. We believe Accrol’s established platform can deliver an market capitalisation of £400m+ over the medium term. § Acquisition overview: Accrol announced the acquisition of Leicester Tissue Company (LTC) on 2nd November, supplemented by a primary placing to raise £38.5m and an open offer raising £4.1m. The enlarged group will have c.£220m of combined revenue capacity, encompassing 12 tissue and 2 facial converting lines and c390 employees. § Key benefits: LTC is an established and well invested tissue converter with an impressive financial track record (70% revenue CAGR 2017-19), which we believe speaks for itself. LTC brings four high quality tissue conversion lines all under six years old to the Group, taking combined revenue capacity to c.£220m and enabling Accrol to defer £5.0m of capex spend from FY21 into FY22. The acquisition of LTC takes the Group’s private label market share from c26% pre acquisition to c30% post acquisition. We believe Accrol has paid less than 5x LTC’s FY22E EBITDA (post £1.0m anticipated synergies), which represents an attractive price for a strategically important transaction. § Forecasts: Our revised forecasts include an upgrade to the underlying Accrol business which has traded solidly in recent months. The acquisition should be c.14.2% EPS enhancing to our FY22E EPS forecast in the first full year of ownership on what we believe are conservative assumptions. This equates to less than 5x LTC’s 12m forward EBITDA which represents an attractive price for a strategically important transaction in our view. Cost synergies of £1.0m have been identified, which we believe is conservative, with no revenue synergies currently assumed throughout our forecast period. § Investment view: In our view Accrol deserves to trade at least in line, if not at a premium to its peers given its solid growth momentum. A rerating of the shares to 16x-18x FY22E PE over the next 12 months implies a share price of 69-78p. Ultimately we believe Accrol should emerge as a £35m-£40m EBITDA business (£22.5m-£30.0m previously assumed) with minimal debt and above average growth in the ever-expanding discount sector, which we believe could equate to an equity value of c.£400m (c.122p per share) over the medium term.
davebowler
19/11/2020
15:51
Added a few times to my holding as chart suggesting time to rise.
red army
19/11/2020
15:35
39,904 shares bought today at 52p
mfhmfh
04/11/2020
17:33
50k buy at 50p.
mfhmfh
04/11/2020
16:29
49p being paid today
mfhmfh
04/11/2020
15:28
Nicely timed entry of mine this morning on the announcementat 46.5 for a change.
stevieweebie2
04/11/2020
10:16
Would now be a fantasic aquisition for soemone like Wepa to take market share, esp with the new 5.5m deckle 65k TPA machine thats going in at Bridgend.
stevieweebie2
02/11/2020
19:13
great acquisition announced today. IMHO. LTC is fast growing: 'In the unaudited financial year ended 30 September 2020, the LTC business delivered revenue of £ 28.0 million, up c.44 per cent. on the previous financial year and adjusted EBITDA* of £ 4.5 million, up c.181 per cent. LTC' s revenue grew at a CAGR of c.70 per cent. between 2017 and 2019.'
mfhmfh
02/11/2020
19:01
I wasn't expecting an acquisition.
this_is_me
02/11/2020
07:35
Everything is going very well and there is no reason to expect any virus related problems.
this_is_me
15/9/2020
20:08
Not sure if this is of interest or relevance - but I'll post it anyway ! Https://www.lancashiretelegraph.co.uk/news/18721683.accrol-papers-blackburn-hq-acquired-25m/
2trying
11/9/2020
15:16
huge volume today
mfhmfh
02/9/2020
10:14
Certainly not resting back having achieved a good recovery so far. Further ambition oozing throughout the Results. Toe in the water for now - perhaps more after the IMC meeting. Hope less mechanical recitations than from some recently.
hew
02/9/2020
10:04
'Accordingly, the results for FY20 are ahead of market expectations.' Great medium term share IMHO.
mfhmfh
02/9/2020
07:42
A big step in the right direction with the prospect of much more to come in the medium term.
this_is_me
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
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