Benchmark Share Discussion Threads

[tallprawn] 15/5/2018 20:38

Trading update due at end of month - Should see the share price push on from here in advance of that.

[john09] 15/5/2018 20:22

You could be right

[john09] 15/5/2018 15:53

It’s the first up day since February lol

[tallprawn] 15/5/2018 15:50

Decent volume here today - Looks ready for a run back up to 60p+

[murdo mcsponge] 20/4/2018 22:04

Excellent, well managed, Company - IMHO

[tomps2] 19/4/2018 08:56

Benchmark Holdings (BMK) presentation at Progressive Equity Research – MHP – piworld investor event
by
Malcolm Pye CEO
Mark Plampin CFO



Introduction by Gareth Evans, Progressive Equity Research – 00:17

BMK’s vision – Malcolm Pye 01:51
BMK at a glance – 02:43
History – 03:28
Strategy – 05:15
What BMK do – 08.14
Pipeline of products – 12:47
Commercial success of pipeline – 14:34

Financials – Mark Plampin CFO – 16:12
Financial outlook – 23:55
Division outlook with EBITDA guidance – 27:15
Financial discipline – 28:52

Outlook – Malcolm Pye 31:15

Q&A – 33:40

[murdo mcsponge] 06/4/2018 13:14

Seems that somebody likes Benchmark. 3/4 million shares have traded today.

[murdo mcsponge] 04/4/2018 18:29

I disagree. I think the Management know exactly what they're doing. As far as I am concerned, this is a "bottom drawer" stock with a great future. A future that is not being sacrificed on the altar of imprudent, hyped, growth.

[ilovefrogs] 03/4/2018 18:04

Thanks Edmond - still remains the jam tomorrow stock doesn't it. eps of 1.8p in 2020giving a 30x PE is not exactly exceptional value for firm who's management appears to be rather directionless. TBH, I rather hope they do a lot better than that!!

[edmonda] 03/4/2018 14:11

ED research note out after strong Divisional presentations at last week's Capital Markets Day. Growth forecasts and fair value retained. Note freely available here:

[davidosh] 28/3/2018 00:36

Just to mention that Benchmark will have a stand and be presenting at our huge Mello2018 event in Derby on 26th/27th April and all shareholders and potential investors are welcome to attend

BMK have never presented at a Mello event before and we are very pleased to welcome them so this is an ideal opportunity to meet the management and hear about their strategy.

Do come and join us at this quality two day event and there will be at least 50 other companies to meet each day plus some fabulous keynote speakers

[murdo mcsponge] 19/3/2018 13:48

Can't advise you on that Pireric.

[tomps2] 19/3/2018 09:45

BMK will be presenting on Monday 16th April, 5pm. London WC2.

At an event organised by Progressive Equity Research - MHP Communications and PIWorld. If you want to attend contact [e-mail]

Other companies presenting at the same event: IG Design (IGR) & Miton Group (MGR)

[pireric] 17/3/2018 09:18

Fair. Big question is how do you value this thing? Looks expensive on conventional PE metrics etc. so what should I be looking at do you think?

[murdo mcsponge] 17/3/2018 08:43

I think they will execute and I think they have all the cash they need - except for possible acquisitions, which, if any, would only in a case of exceptional opportunitiy. In my view they are a unique Company in a very fastest expanding food industry, with a unique range of products and services. But do your own research - that's only my opinion.

[pireric] 16/3/2018 22:17

While true, the valuation here is quite incredible. If they fail to execute, could easily halve

[murdo mcsponge] 16/3/2018 21:48

Excellent Company in my opinion. Put it in your bottom drawer and forget about it for 2 years. Exellent products and services in a fast expanding industry with lots of biological challenges for which Benchmark can provide solutions.

[lucicavi] 07/3/2018 16:27

Where is Johnson

[velod] 17/2/2018 01:40

There are several support levels below here, where the share price could find a floor. But if anyone's concerned where the ultimate floor potentially lies and if everything goes wrong, here's what I left out from my original post and the one directly below. - I'll be a buyer here, should it floor in the 30p's. It's being doing these spikes and troughs like clockwork for years and I thought if it doesn't break out and scream past the 60's good and proper then it may revert to its historical pattern. It's done so now ever since its listing 4 years back. Breaking past 60's and not re-visiting would have broken the long term established trend. But it didn't.

[john09] 16/2/2018 14:10

Surprised how this has dropped. No longer a holder but obviously still on my watchlist. Seemed to get ahead of itself in that run from 55p to 80p I guess

[velod] 15/2/2018 01:23

Just browsing by chance before turning in. What a retrace. I refer you to my post of 182 (9th Dec?) And my fear of letting the whole of the 60's area slip from your grasp and the potential downside if it does. May well be wrong but I was taking my cue from a long term trend and it would have to be sub 60's to kick in. Nobody knows anything for certain regarding future prices so maybe the share price will find a floor soon and my 60p's post will be just a fear that turns out to be unwarranted.

[essential] 14/2/2018 17:45

Took my profit today. Im not sure how it will stand up if/when the market drops - and it is looking quite precarious at the miment

[napoleon 14th] 14/2/2018 14:34

Until now......
Still watching, or is that watching, and still?
No hurry to buy for sure.