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Share Name Share Symbol Market Type Share ISIN Share Description
Altitude Group Plc LSE:ALT London Ordinary Share GB00B0LSFV82 ORD 0.4P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50 -2.6% 18.75 18.50 19.00 19.25 18.25 19.25 208,274 13:41:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 6.6 -2.8 -4.4 - 13

Altitude Share Discussion Threads

Showing 11776 to 11799 of 12225 messages
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DateSubjectAuthorDiscuss
07/5/2020
12:45
Hard to see a big rose like this is warranted on such a small volume of shares being reported as traded. The shares are tightly held so any demand will drive the price up disproportionately.
seangwhite
07/5/2020
12:13
I wonder who is doing all the buying....
napoleon 14th
07/5/2020
08:26
Can sell in volume above 30p.
northwards
06/5/2020
16:34
Fair comment, north. I hold, hoping for that recovery.
napoleon 14th
06/5/2020
15:10
The US promo industry is expecting a recovery in its markets by Q4, perhaps a tad earlier. This, together with the industry pivoting to PPE supplies - which is here for the long term - is the reason why I'm nibbling. Plus, Covid has sped up the industry's move to online which obviously plays to our strength.
northwards
05/5/2020
10:22
Well done North. Ive steadily been adding also to reduce down my average . I reckon with Trump pushing in US , the US will be open and trading well before UK Good for ALT , which is a US business now
robbnw
05/5/2020
09:03
North Hope your recent buys work out for you, what sort of timeframe do you think we have before we see any recovery for the US business. My guess is at least 12 months and the way the world is that time could seem like an eternity.
seangwhite
05/5/2020
08:15
Don't normally do this, but take a look at BVC today. It's manufactured a successful Covid anti body test and is already shipping to European governments.
northwards
04/5/2020
13:02
Good luck Northwards. I hope I’m wrong but my gut feel is that this is a dead cat bounce, before a further drop later in the year. Regardless, I’m positive about ALT. 👍
thebigshortfella
04/5/2020
12:19
I've been buying this am. Provision of PPE by US promo industry is proving a silver lining. And demand is likely to stay for some considerable time.
northwards
01/5/2020
16:02
It's well worth following the two big US promo trade bodies on twitter - ASI being one. After the initial carnage of Covid, it looks like an increasing number of suppliers and distributors have pivoted and now selling lots of PPE. While not totally filling the gaping hole, it's proving a life line for many. And is a demand that shows no sign of going away anytime soon.
northwards
30/4/2020
15:27
April gains on ALT £0
john09
30/4/2020
15:25
Had a quick scan of Pebble Group annual report. Facilis looks to be doing well - close read across to us.
northwards
29/4/2020
23:39
Understood your point and agree in.principle. My referring to El-Erian was saying maybe the market misprices when events are outside of those perceived to be realistic.GLTA
seangwhite
29/4/2020
21:31
Not sure you have understood my posts....? the stock market discounts and looks forward. There is no doubt here & now trading will be tough but is that a surprise....it is the next move that matters.....the stock market is discounting recovery. Chart Ashtead over Altitude etc. Ashtead rallies as the stock market says the next move in eps is up on what it expects today etc
kenelmthomas
29/4/2020
21:27
Views and markets. He has been bearish all the way up. I honestly think his media presence is far greater than his stock market wisdom....he was very complacent early February. Etc
kenelmthomas
29/4/2020
21:22
Mohamed El-Erian had a fairly chilling view on the US drop in GDP just reported. His take is the activity levels are down some 40% and quick action will be needed to prevent a disaster. At this point in time it is hard to see beyond these numbers. Let's hope any return to normal is as fast as the drop for everyone's sake.
seangwhite
29/4/2020
20:39
& 2 quarters of "normalised" earnings or you could model -80% then -60% then -30% then normal (flat) etc. Point is the PE ex the cash should go up (which is what 4imprint has done and I think that is a buy!) to reflect the likelihood earnings (my guess estimate is 4p) are trough and you can discount that trough and then associated upgrades. Either way I think it is cheap.
kenelmthomas
29/4/2020
20:34
The point is still the same. The market should (if it was being a rationale) and place a higher pe on trough earnings if it believed those earnings have troughed and buy into recovery H2 and 2021. It is clear that the US is less emotive about actual fatality rates and who is vulnerable etc. The vast majority of people are no more vulnerable than say to a cancer. 4p is I think 2 quarters of no earnings. My model.
kenelmthomas
29/4/2020
20:29
I am actually wrong. Four Imprint trades 19* 2021 eps ex cash but closer to closer to 100 2020 pe. Four operates in the same market (promo) but has a lower gross margin and lower net margin making it more operationally geared than Altitude which has much higher gross margins. Either way the stock is cheap - absolute and relative to Four. Stock market is a discounting mechanism. Or it should be!
kenelmthomas
29/4/2020
20:20
Interesting post Kenel. And I see it's your first. Those Gilead drug trials seem to have set the US on fire a bit. US promo market is down on its knees but some companies are doing ok and there does appear a move to online which should play to alt for obvious reasons.
northwards
29/4/2020
19:59
Is the stock not rallying as the US is unlocking state by state? It is exposed more to mid US and SME's rather than the coasts (re geog exposure of distributors) and big events. Russell 2000 is a good proxy for SME's and has bounced hard. The last kpi's for the Dec quarter would suggest the model is working. Important The stock market should be a discounting mechanism and discount the future. If you halve the earnings which feels conservative as I am sure there is some activity & some must be selling PPE kit (see Pebble's commentary) & ex the cash you pay 20* for 4imprint but only 4* for Altitude. US investors look to recovery in H2 and 2021. The stock market expects a second wave & spikes in cases. For example State of Georgia unlocked fully and all expect poor data in 2 weeks time. Gilead's drug helps. Would be entirely rationale for 4imprint to rally to say 40* as it discounts trough earnings & then associated upgrades as life normalises (recovery) so surely 10* trough ex cash for ALT is not unreasonable - would be 45p.
kenelmthomas
29/4/2020
17:36
Naps anyone trying to buy a decent stake here has a big problem in that the majority of holders of any size are fairly closely associated with the current BOD. I believe that any decent bit of buying say 2 to 5% of the total shares will push this towards 50p in the not too distant future.
seangwhite
29/4/2020
12:20
Looks like there was a buyer yesterday who picked up c 200,000 shares.
northwards
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