Business Post Share Discussion Threads

[nabeel4975] 07/12/2005 17:15

meshiey,

It was kind of obvious all day long! More to come...

The drop from over £7 to just over £3 for a strategic logistics business and a bid target within the timescale is no brainer. I expect a jump to £4 before year end and a quiet period afterwards..

Many people have shorted the stock after the profit warning and a couple of days like this will force shorters to close lending a helping hand to the upward movement.

[meshiey] 07/12/2005 16:21

not bad, ends up in positive territory on the day the shares go ex div.... more to come

[meshiey] 07/12/2005 13:58

should bounce back strongly over next couple of months...me thinks!

[nabeel4975] 07/12/2005 13:40

The Kane family owns 62 per cent of the business. would they have kept their holding if it was not a great company (apart from few current temporary problems)?
Resemblance with a share I have traded comes to mind. It just reminds me of the story of Easyjet (founder Stelios Haji-Ioannou owns 40%), it went down on profit warnings to 120P, yes that is £1.20! A year later it is trading at £3.65 despite oil price pressure, etc.

UK Mail division is competing head-to-head with Royal Mail. Look what is the Royal mail doing:


Also, as the press suggest:
"...Speculation that BPG could be on the receiving end of a takeover bid from Deutsche Post or FedEx, of the United States.."

I find little reason to sell or short..

[nabeel4975] 07/12/2005 13:15

Long and Short,

The resignation was the best news we had for a while! P/e is quiet good now (you could have said that when it was trading sub £7 but not now), return (over 6%) is even better!

Would I prefer to put my money here or in the bank? the answer is here and I am now waiting for a cheque for £1280.

You are short on the stock, it seems...

Edit: there is a single buy of 307K shares today, which was followed by multiple attempts for rising..

[meshiey] 07/12/2005 12:37

on a long term view, this share will perform and eventually taken over......

[long and short] 07/12/2005 12:36

The resignation confirms that more bad news is on the way. Also, still on a wildly high p/e when exceptionals, which are not exceptional, are taken into account.

[frances2] 07/12/2005 08:35

ex a wholesome 6.5p divi today

[selftaught] 06/12/2005 20:33

I have been looking for news on the rumoured FedEx bid.
Any comments?

[mreadman] 06/12/2005 20:02

Thanks for your help with that, hope it doesn't drop another 6p the price fall seems large with what seems to be a stock with small liquidity in the market.

[nabeel4975] 06/12/2005 18:38

Precisely. Therefore, the stock will open about 6P lower tomorrow morning.

[meshiey] 06/12/2005 18:17

stock goes ex div in the morning therefore, if you sell after the market opens you will still receive the div. if you buy shares tom. you will not be entitled to div. hope this helps

[mreadman] 06/12/2005 18:00

If the Ex div Date is tomorrow 7th does that mean if you buy the shares tomorrow you receive the dividend and vice versa if you sell the shares tomorrow you do not receive the dividend, asked my brokers and they could not decide if a stock went ex div at the opening of trading or closing of trading,thanks.

[nabeel4975] 06/12/2005 14:52

The market is yet to (but will) appreciate the management change!

After all, Guy Buswell has done very well at UK Mail since 2002, I hope he continues to perform.

[scumdog] 06/12/2005 10:33

Down she goes!

[nabeel4975] 06/12/2005 09:48

Div of 6.40P tomorrow - 7 Dec.

[blackday] 06/12/2005 00:22

no real upset - market not overly concerned. nt much diff in bid price anyway. I dont thk the management are doing bad job anyway. although going ex-growth fundementally the company is sound-very ggod buy-i have expect a sligt deterioation in trading over xmas. But this would be the time to buy. but i still highly recommend it at this price long term. big bid target.

[scumdog] 05/12/2005 22:52

Probably more bad news on the way.

[pugugly] 05/12/2005 14:59

nOW CEO - iNTERESTING:-

On 17 June Mr Guy Buswell exercised options over
26,315 Shares and, on the same day, sold 21,109 Shares at 637p per share to
cover the costs of exercising the options. Following these transactions, Mr
Buswell is interested in 17,917 Shares, representing approximately 0.03% of the
Company's issued ordinary shares.

anyone who follows closely any views/opinions on Buswell? Market seems upset by the changes. (Short term anyway)

[ken50] 05/12/2005 05:42

Looking for some more healthy gains this week.

[blackday] 01/12/2005 17:27

like i told u a wek ago-expected big rush b4 ex-div-oversold big time-takeover stores will b ot sn

[ydderf] 01/12/2005 11:41

looks like my MASTERFUL analysis accords with the market's.......the massed bands of the analists are catching on at last!

[ken50] 30/11/2005 23:01

Only sensible way for big players to take advantage of deregulation is by acquisition.
Certainly looks one of the more likely targets.

[blackday] 30/11/2005 16:51

dirty cheap
takeova rumours b 4 goes ex div nxt wek

[ydderf] 30/11/2005 15:08

let's look at it logically. It is reasonable to assume the divi will be held because there is cash to pay it and the tradition is not to cut it when there is a set back. On known info and looking at the chart the maximum decline is likely 200p, but although that would equate to a 10.5 p/e (cheap but not unreasonable imho) it would also mean a 10% yield - only likely if they signal a divi cut. At present there is no reason to expect things to get much worse - the tone of the report suggests this, as does the directors buying and macro market. So my reasonable assumption is that the downside is protected by the present yield of 6.3% - unless interest rate sincrease - any further increase in running yield, beyond say 7% (270p)would only be rational if a cut were signalled. On the upside there are strongly growing businesses and the possibility of a bid and normal business cycle recovery - its a steal imho!