Casdon Share Discussion Threads

[davydoo] 22/1/2013 09:04

I think half of that was my in laws for our kids.

I understand we're actually in the midst of a bit of a baby boom, bodes well for toy sales going forward.

[playful] 22/1/2013 09:01

Almost £3bn was spent on toys in the UK last year:

[davidosh] 09/11/2012 15:27

This new marketing ploy from Lego made me smile...



Anyone any idea how Christmas sales are going ?

[davidosh] 14/8/2012 22:55

I have not heard about that before. I was born just 700 yards from the Warehousing and HQ so know this company a little. They seem to be doing ok in the current climate with or without assistance from LJ

[topvest] 14/8/2012 19:33

Interesting. Dont think they need much advice though as they have run the business very well. They could do with a new hit toy though!

[playful] 14/8/2012 18:01

Luke Johnson is related to the Cassidy family so the boys should have access to sound business advice.

[gears] 24/1/2012 11:27

Agreed topvest.The reason for last years fall was extra costs for building work,rebranding to CASDON & packaging etc.With that behind them & online sales rocketing 60p looks right with more upside if the final divi's back.
Noticed on the website new retailers are selling Casdon. Boots had toys on their website too.

[topvest] 24/1/2012 09:53

They have only issued half year and annual reports for years. I suppose the directors are indifferent as they hold long term for the dividends and their modest salary. Always difficult to value this one, but I suspect 60p (i.e. net asset value and an equivalent 5% yield) is reasonably prudent. Seems to swing from 30-70p depending on results. I sold a few at 65p a year or two back, but happy to hold until we get a reasonable valuation.

[bozzy_s] 24/1/2012 09:31

Great results and another davidosh gem I see. One comment though, the company seems very poor at releasing newsflow and trading updates. The last 3 RNS announcements being the statutory results. Does this explain why it appears so undervalued against peers? Is there no incentive for directors to push for a better rating and higher share price?

[topvest] 24/1/2012 09:22

yes, top of the gainers board today

[gears] 24/1/2012 08:45

Big rise looking good.

[gears] 24/1/2012 08:18

Well done Casdon back on track now the one off costs are out of the way.Nice Divi too will help in these hard times. Hope the new plush toys do well.

[playful] 24/1/2012 08:12

The boys have done good, their dad will be proud!

[topvest] 24/1/2012 07:39

Great interim results out today. Always very difficult to predict Casdon's likely results, and today's were no exception but a pleasant surprise.

[death by donut] 28/2/2011 09:08

Anyone watching these?

DbD

[topvest] 10/12/2010 22:03

Yes, I agree.

[gears] 10/12/2010 20:35

Any views I think this will be a good seller.

[topvest] 07/11/2010 18:32

Interesting. This is the only stock that is nominee for me as it doesn't go into a personalised CREST account. Much better name for the group, so I welcome the move.

[gears] 07/11/2010 15:55

Name change to Casdon PLC. Instead of Cassidy Brothers and Casdon the new proposed name will be just Casdon PLC.
This should simplify and enhance the brand.
Shareholders to vote on it.

[gears] 09/8/2010 11:50

Yes looks like no debt 10p share cash and 2p divi.Maybe a harsh correction given the brand name and assets per share.Only small volume maybe 20 odd thousand shares.

[topvest] 09/8/2010 09:23

This looks like it could be a successful toy range;

[balcony] 09/8/2010 09:01

Topvest-Yes i was seeing how many i could get at 45p,I think someone got in before meso just those few on plus are mine

[topvest] 09/8/2010 08:47

Looking a bit of a bargain again!

[gears] 06/8/2010 09:35

Lower than expectations but balance sheet strong and dividend held.The new VAT should not impact this Chritmas but after that it kicks in.Probably better being cautious now looking forward and planning rather than paying a higher dividend.