AIM Investments Share Discussion Threads

[davebowler] 27/9/2012 16:20

Fyffes FFY ( no introduction needed ) £132.28 cap, 3.76% Div, 8.5 P/E

[cockneyrebel] 27/9/2012 15:15

TFW added into the header.

Divi paying tiddler-tastics might mean me listing nearly the whole FTSE Fledgling Index Bigbigdave. I need to think of tougher criteria like growth level. Let me thinmk about it :-)

CR

[bigbigdave] 27/9/2012 14:27

Looking forward to the fully listed tiddler-tastic thread!

[jon123] 27/9/2012 13:49

cheers dave

[davidosh] 27/9/2012 13:35

Try FW Thorpe (TFW) who just had results out. Lighting manufacturer and exporter. Exports actual grew 49%. Very solid company and my second largest holding. Even though they pay a dividend the net assets still grow at more than 10% every year. They have stacks of property freehold assets too. EPS has just increased from 71.8p to 84.8p

Revenues growing

2010 47m
2011 53m
2012 56m

Profits (PBT)

2010 10.6m
2011 11.6m
2012 12.7m

Net Assets

2010 50.6m
2011 58.5m
2012 66.8m

The dividend went up 10% to 19.4p and it could easily do an IND as over one third of the market cap is net cash but the company are looking to do something more tax efficient for long term shareholders.

[cockneyrebel] 27/9/2012 12:27

UK-I - perhaps I'll set up a "Fully Listed Tiddler-tastic" thread when I get time :-)

CR

[cockneyrebel] 27/9/2012 12:26

FRP and LPA both AIM, yes Felix.

CR

[felix99] 27/9/2012 11:25

FRP and LPA both AIM ?

[davebowler] 27/9/2012 11:03

This is a great thread. How about Powerflute POWR - £63.04 cap, 4.45% Div, 8.6 P/E.

Powerflute is a Finnish paper mill that makes the insides of corrugated containers. The group is chaired by Dermot Smurfit, formerly a director at the Irish packaging giant Jefferson Smurfit.

[nurdin] 27/9/2012 09:45

Not Aim are they?

[felix99] 27/9/2012 08:41

LPA blimey - should have added on that dip to 77p the other day

[felix99] 27/9/2012 08:31

Best add FRP - Fairpoint to your list CR .

Provide personal debt solutions and claims services. Just increased divi to 1.95p and big turnaround in profitability from the low. In addition secondhalf is busier time of year and they are printing cash at present.

Essentially they are gaining huge windfalls from PPI claims generally and more importantly from the PPI claims they have to make for clients in IVA. They have 20k of clients - most will have PPI . Its a largely captive audience who cannot go elsewhere.

I reckon there will be £15m of fee income for claims in their - which they will get a good proportion of in terms of doing the claim itself and also in terms of 15% of the net proceeds paid into the IVA. IVA numbers are down but they have so much income they can take off 20k of current IVAs its untrue.

Add to that a £9m VAT reclaim - not yet processed in the books. I reckon £5-£6m of that will end up as a windfall to FRP as well. Big money and share price still cheap.

I have been in since 70p and as ever should have loaded up more.

[cockneyrebel] 27/9/2012 07:51

Will add ANP later spekky, ta.

IND - the first of many exciting RNS statements from overlooked AIM divi payers?

CR

[bigbigdave] 27/9/2012 07:46

Talking of AIM divis, IND just announced a 70p special divi!

[spekky] 26/9/2012 14:11

Anpario (ANP)

Feed Additives/Animal Health/Biosecurity

Recent div 2.4p

[smarm] 26/9/2012 14:05

alquid - RGS - I was looking at Sharelockholmes. FD bought shares yesterday.

S

[cockneyrebel] 26/9/2012 13:44

Been buying HGV.

2p eps in H1, divi doubled to 1p, company doing share buy backs, directors buying, confident statement. The old CEO has gone, replaced by the FD.

Looks very interesting imo - 40p to buy, was 170p in 2007.

All imo/dyor etc.

CR

[valhamos] 26/9/2012 08:36

Good results from DSG today. Eps up 42% with P/E around 10 and over 5% yield

[cockneyrebel] 25/9/2012 15:45

GTC and TRCS results late Oct to early Nov.

CR

[alquid1] 25/9/2012 15:45

smarm

Sharescope has PEG at .26 for RGS...unless you are quoting more up to date!

Al

[smarm] 25/9/2012 15:27

RGS - outsourcing partner - announced starting to pay dividend today. P/e 6, PEG .6. Negative is low margin business. I hold.



S