Brammer Share Discussion Threads

[freddie ferret] 12/6/2008 16:43

Company looking quite good.

[freddie ferret] 27/5/2008 12:56

Definately trending up, a pity I sold mine.

[freddie ferret] 01/4/2008 16:33

Looking good for a breakout upward maybe, or will it fall back?

[freddie ferret] 29/3/2008 12:57

Very few posts on this thread for a stock that is becoming volatile and a good gamble?

[deadly] 11/12/2007 18:24

What a nice trading statement - they shouldn't have bothered, it was treated as a profit warning.

What a mad market this is.

[jimmycarter] 05/12/2007 10:50

Could this be the start of an upturn in the SP? I like the industry it is in. Potential for great profit. Markets holding this back. Perhaps rightly so due to general wider concerns. But IMO the short term at least looks good and perhaps this may lead to better times in the Medium term? Who knows. I like the investment in Poland. Europe IMO is a good place to invest. Lots of growth oportunity. Quite abit of debt but if growth in sales and profit there then this should do far better then it is. IMHO

[damanko] 25/11/2007 22:31

Well, after reading the article in last weekend's FT, I have put this one on a monitor footing, and am minded to start buying. My partner runs a SIPP (I cannot at the moment, as I'm an expatriate), I think we'll (sorry.... she will...) start buying £350 per month plus a couple of hundred pounds tax relief, which always makes the buying price look quite good.

Though, before making this decision - I too am concerned about the debt, if it really is at 20 times pre-tax profits, could be that the market is nervous about that. As it is about any debt right now. On the other hand if the business model is good - which in this case (and over the past few years) - it seems to be, then it could be looked at as sensible gearing, as long as it remains relatively easy to service. Ie in terms of cover from earnings.

[doogey] 25/11/2007 21:06

this rapid drop is a mystery to me also-unless it is the debt issue. The volume on the drop has been very low compared to the up days and I believe shares are quite tightly held which could exaggerate any move. I have held this co for a long time and can see no reason for this drop - any thoughts most welcome.

[freddie ferret] 24/11/2007 12:50

Anybody know why the share price is falling at the moment. A lot of shares are now offering very tasty dividend yields, the chancellor suggests that interest rates are going to fall. Unless the economy really is going to fall off a cliff I do not see why sp,s should fall much further. This co's growing quite nicely.

[damanko] 18/11/2007 11:52

Tipped in the "Trader's Diary" in the Weekend FT 18/11/07. Though mentions "whopping debt pile", reckoned to be in the order of 20 times current pre-tax profits.

Has established a stop/loss at about £2.50. Also mentions that BRAM rose on all 3 drops in the market last week, as well as the chief executive buying another £100,000 worth of shares.

Anybody on this board still interested in Brammer....., and still buying/holding?

[junior21] 22/5/2007 21:23

We didn't see 324 but you might be half right with a rise to 370. Not in yet, but seriously tempted.

[maiseymouse] 03/5/2007 10:23

an upgrade

[ben w] 02/5/2007 20:18

I hold this stock so have a biased and perhaps unduely positive perspective.

My amateur crystal ball reading for these is they will drop to about 324, then rise to 370 within the next five weeks.

I may live to regret this post.

Regards

ben w

[dassera] 25/4/2007 19:18

Ask yourself these questions.

1 - Who is the market leader?

2 - What %age of the market do they have?

3 - Would you rather wait until cashflow permitted growth by acquisition?

4 - Was the recent issue hard to place?

Answers

1 - Brammer

2 - 2-9%

3 - Sooner the better, given management's record

4 - Book-building announced at 7am, done and dusted by half past.

[ben w] 25/4/2007 19:07

Hi CapnTubs - I've held throughout that period.

Excellent to see some activity on this board. My rudimentary chartists view is that that tick down from 350p was entirely predictable and just part and parcel of the continued up-trend. Investtech has this as a 'very' positive candidate.

It was very encourageing to see the recent substantial share purchases by the directors.

A fundamental analysis perspective on the prospects for the company would be appreciated.

Regards to all

Ben W

[capntubs] 23/4/2007 22:35

Hawks - Bram has doubled in value in less than 12 months - makes you wonder what a company has to do to spark interest!

[hawks11] 01/3/2007 15:24

I just noticed that BARC have a notifiable holding in Brammer but interest has waned here. I will have to do a little more research.

[ben w] 20/10/2006 19:39

Any holders watching this board?

Big priced move today. My concern is that there are only small volumes apparently responsible for a move above a technically phsycologically significant price?

Any opinions on this would be appreciated.

Regards

Warban (A long term share holder)

[scotswhaehae] 25/5/2006 12:09

Rather downbeat AGM statement...not what investors like in such stockmarket conditions...!

Looks like some of the growth/recovery premium will erode for now!

[scotswhaehae] 20/3/2006 13:52

Fidelity adding just under 500000 shares!

[scotswhaehae] 07/3/2006 07:43

Excellent RNS ...fundamentally undervalued imho...280p plus target

Good luck all!

[gucci] 20/12/2005 11:29

starting to go now scots