Avon Protection Share Discussion Threads

[patient fox] 13/1/2020 18:00

gswredland hxxps://www.edisongroup.com/publication/more-protection-enhances-eps/25899/

[gswredland] 13/1/2020 13:48

Thanks Jeff

[gswredland] 13/1/2020 07:56

Hi Stock
Any chance of copying and pasting article on Twitter. I don’t seem to be able to access it
Cheers

[18bt] 08/1/2020 07:33

Except that it no longer owns the inflatables business ....

[sandbank] 07/1/2020 16:16

Could well be the demand for inflatables from illegal immigrants too.

[gswredland] 06/1/2020 12:38

I was wondering if was that Jeff

[jeffian] 06/1/2020 12:24

Sorry if this sounds cynical, but I note that the threat of war is doing no harm to Avon's share price!

[pitball] 02/1/2020 09:27

Thanks 18BT

[18bt] 02/1/2020 09:00

Update: JUST is going into the FTSE250 next week to replace Entertainment one. Meanwhile AVON MCap up to £648. Next review is in March.

[patient fox] 24/12/2019 12:39

ft 250 inclusion would be nice as more funds would buy in.with a pile of cash and business booming I can rest easy holding this stock in 2020.

[18bt] 24/12/2019 11:23

Good news that 3M acquistion will complete a bit earlier than expacted. 1) Good expectation management and 2) shows good relationship with US DoD. Benefits should be factored into forecasts a bit earlier. I would hope that brokers should revisit forecasts early in 2020.

Current MCap is £620m. This must put it very close to FTSE250 inclusion, which would be another boost. 888 MCap seems to be c£600m and VOF £605m, but haven't looked to see if there are any other candidates for promotion. However, I know JUST has seen its MCap rise from c£600m to over £817m.

[thefartingcommie] 17/12/2019 10:27

another Avon/Jdg in the making?

[pitball] 29/11/2019 11:03

Been watching for a while, so decided to pick a few up

[gswredland] 22/11/2019 16:50

Yep I wanted to grab more but no signs of a significant pull back

[tdog1975] 22/11/2019 13:39

Strong buying - anything sold get snapped up

[jparmar1] 21/11/2019 13:33

Profit taking going on? ?

[18bt] 13/11/2019 09:30

Strong set of results - underpins the share price movement of the last few weeks. V confident statement on prospects. Rating is v high for a reason.

[jparmar1] 13/11/2019 09:20

No one talking about this today?

[gswredland] 04/11/2019 19:58

Yep and final results due next week

[jeffian] 09/10/2019 10:56

It didn't say much. They'd previously tipped it as a "sell" on the grounds that it was on too high an earnings multiple and too expensive compared to its peer group, but they've now come round to the view that it's 'fairly valued' and rate it a "hold". Frankly, I don't think Tempus has much of a clue about anything.