Share Name Share Symbol Market Type Share ISIN Share Description
Cenkos Sec LSE:CNKS London Ordinary Share GB00B1FLHR07 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 107.50p 105.00p 110.00p 107.50p 107.50p 107.50p 12,234 06:30:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 59.5 10.0 13.2 8.1 60.95

Cenkos Sec Share Discussion Threads

Showing 2751 to 2774 of 3050 messages
Chat Pages: 122  121  120  119  118  117  116  115  114  113  112  111  Older
DateSubjectAuthorDiscuss
27/9/2017
15:56
QP - Difficult to tell re final/full yr div. As always it will depend on H2 performance. H1 2017 they have done EPS 6.1p. If H2 turned out to be similar to H2 2016 (EPS 3.5p) or even similar to H1 2016 (EPS 1.2p), then I wouldn't be so confident about a double-digit full yr DPS. As you say at this stage they sound quite bullish on the outlook; however IPO/fundraisings could easily dry up on the back of a substantial market correction; we're certainly due one at some point! They could certainly do with another largish mandate like the Eddie Stobart IPO in H1 to help at least match H1 earnings. Also worth noting that FY2014 (which included AA IPO) EPS was 35.2p, DPS was 17.0p (48% of earnings) & FY2015 (which included BCA Marketplace IPO) EPS was 27.2p, DPS was 14.0p (51% of earnings). So a long way to go perhaps before one can think in terms of div payments of the same scale as 2014/2015. Also worth bearing in mind that, when they post exceptional earnings, they tend to use some of them on a Tender Offer rather than returning it all to shareholders via dividend. Tender Offer and Notice of General Meeting (9/12/14) - HTTPS://www.investegate.co.uk/cenkos-securities--cnks-/rns/tender-offer-and-notice-of-general-meeting/201412091545072918Z/ Proposed Tender Offer and Notice of General Meeting (30/10/15) - HTTPS://www.investegate.co.uk/cenkos-securities--cnks-/rns/replacement--proposed-tender-offer---notice-of-gm/201510301007009986D/ Overall outlook seems positive, as is being reflected in the re-rating since they posted their Interims, but earnings visibilty is notoriously limited in their sector; sentiment can change quickly so perhaps best to err on the side of caution for now until more concrete evidence emerges on the outcome for H2 2017? Aimho
speedsgh
27/9/2017
15:17
Cenkos declared a full year 2016 final dividend of 5p in March this year which was subsequently paid in May. Yesterday, Cenkos upped their interim 2017 dividend from 1p to 4.5p. They also confirmed a strong pipeline of deals, a good outlook and confirmed that current H2 2017 had got off to a very good start. In my opinion, it now seems to be extremely unlikely that the forthcoming final dividend for 2017 would be reduced below last year's 5p. On the contrary, it seems highly possible in my opinion that it will perhaps be significantly increased, based on yesterday's robust announcements. Even using a very conservative assumption of yesterday's 4.5p interim divi and a potential unchanged final 5p divi, this equates to 9.5p in prospective 2017 dividends or a massive prospective yield of some 7.75% on today's current share price of 120-125p. Were Cenkos to double, for example, the final 2017 dividend from 5p to 10p, which may or may not still be a conservative guess, this would equate to a prospective yield of some 11.75%. By way of comparison, peer group competitor Numis currently trades on a historic yield of 4.65%. Having boldly yesterday UPPED their interim divi by 350% from 1p to 4.5p, it appears to me that Cenkos have thrown down a clear marker which is hard to ignore. Such a gaping prospective yield differential between Numis and Cenkos seems difficult to fathom and perhaps is due for rapid tightening after Cenkos' noteworthy interims yesterday. ALL IMO. DYOR. QP
quepassa
27/9/2017
13:46
Oil well appraisal market will be picking up. Cenkos = Buy
svenice7
27/9/2017
13:21
I've taken profits @120 ..... yield here now sits at 7.5% which is good but no longer as attractive as it was ... while Durkin's 8% holding has gone off the RADAR .... which was a worry for me. If one reads the results, they are are cut and paste in terms of text, from the previous years. GLA.
keith95
27/9/2017
13:18
Analysis of Cenkos results by Graham Neary in todays' SCVR... HTTP://www.stockopedia.com/content/small-cap-value-report-wed-27-sep-2017-cnks-rm2-boo-ketl-222743/ Of interest that, were it not for the £386m fundraising for the Eddie Stobart Logistics IPO in H1, funds raised would have been £596m, just £67m (+13%) more than the £529m raised in H1 2016. Highlights how one large deal can be the difference between good or average/bad results. Such is the nature of the Cenkos beast.
speedsgh
27/9/2017
10:04
Possibly a rerating in progress
orchestralis
27/9/2017
08:28
In my view, an inflection point has been reached. Very strong half-year results. Stripping out the bumper/exceptional years of 14/15, all figures back on track, back on trend and compare very favourable. New management. New CEO. New CFO. The whopping increase in semi-annual dividend by 450% from 1p to 4.5p augurs well, displays great management confidence in future earnings and outlook which bodes well for full year dividend. The prospective yield on the stock, after yesterday's enormous increase in half-year dividend, cannot be ignored. The ex-Warburg new CEO, Andrew Hotson neither minces his words about the strong future pipeline of deals nor about having "made a VERY GOOD start to the SECOND half of the year". After some years in the wilderness, it would appear to me that firmer ground has been found and that a turning point in the fortunes and prospects of Cenkos has been reached. Have yesterday re-entered and taken good size in Cenkos encouraged by these strong results, a very positive outlook , convincing new management and a buoyant AIM market in the full hope and expectation that the share price performance of Cenkos will be playing catch-up pdq with the recent share price outperformance of peer group competitor, Numis. ALL IMO. DYOR. QP
quepassa
26/9/2017
20:35
A very positive update and looks like a potentially bumper H2 from the outlook. Now undervalued.
topvest
26/9/2017
13:49
I bought in here today. Results look good. CNKS have a past with some bad business practices but i would hope that is all behind them now with new management in place. Per could be five or less which is too cheap imo.
cfro
26/9/2017
13:01
Very nice rise - would have been nicer to have held onto a few more - but that is the risk one takes - burned too many times myself over results. GLA.
keith95
26/9/2017
09:27
A comparison of today's interims against previous years (my detailed records only go back as far as 2011). HTTPS://www.investegate.co.uk/cenkos-securities--cnks-/rns/half-year-report/201709260700057679R/ REVENUE 2011: £25.1m 2012: £20.2m 2013: £20.0m 2014: £65.2m (AA IPO) 2015: £53.1m (BCA Marketplace IPO) 2016: £15.3m 2017: £29.2m PROFIT BEFORE TAX 2011: £5.0m 2012: £3.5m 2013: £3.1m 2014: £23.5m (AA IPO) 2015: £18.6m (BCA Marketplace IPO) 2016: £1.7m 2017: £4.2m BASIC EPS ON CONTINUING OPERATIONS 2011: 5.0p 2012: 3.6p 2013: 3.9p 2014: 31.2p (AA IPO) 2015: 26.1p (BCA Marketplace IPO) 2016: 1.2p 2017: 6.1p INTERIM DIVIDEND PER SHARE 2011: 4.0p 2012: 3.5p 2013: 3.5p 2014: 7.0p (AA IPO) 2015: 7.0p (BCA Marketplace IPO) 2016: 1.0p 2017: 4.5p SIZE OF CORPORATE CLIENT BASE (as at 30 Jun) 2011: 106 2012: 118 2013: 122 2014: 127 2015: 125 2016: 119 2017: 120
speedsgh
26/9/2017
08:18
Nice rise today.
its the oxman
26/9/2017
07:57
Results:- https://uk.advfn.com/stock-market/london/cenkos-sec-CNKS/share-news/Cenkos-Securities-PLC-Half-year-Report/75721851 Commenting on the interim results, Chief Executive Officer Anthony Hotson noted: "Revenue for the first half of 2017 increased by 91% to GBP29.2m (H1 2016: GBP15.3 million), with profits increasing by 156% to GBP4.2m (H1 2016: GBP1.7m). We are well placed to benefit from improvements in market conditions and have made a very good start to the second half of the year. There is institutional demand to fund high quality companies and ideas and since the period end we have been engaged in a number of significant fund raisings. Our current pipeline of transactions is encouraging. We have been profitable in every year since our formation in 2005 and have raised in excess of GBP17 billion of equity capital for our clients." For further information contact:
cwa1
25/9/2017
21:45
Further to post #2500, the following Telegraph article claims that Select Property Group are aiming to raise c£50m via their retail bond offering. HTTP://www.telegraph.co.uk/investing/bonds/property-rental-company-launches-6pc-retail-bond/
speedsgh
25/9/2017
20:07
Cenkos is acting as sponsor/sole placing agent for GCP Asset Backed Income Fund (GABI) on the issue of C Shares via Open Offer, Placing and Offer for Subscription. The issue is targeting gross proceeds in excess of £70m... C Share Issue and publication of prospectus - HTTPS://www.investegate.co.uk/gcp-asset-backed-inc--gabi-/rns/c-share-issue-and-publication-of-prospectus/201709251140057091R/
speedsgh
25/9/2017
16:48
Jeez guys, give it a rest for the sake of all of us please. Take it somewhere else this really IS tedious.
cwa1
25/9/2017
16:34
Nahl Group plc Share Price Aug 2015 420p. Today 135p. Cenkos Share price Aug 2014 c 260p. Today 105p. Anyone detect a theme to Keith's investments?? Both against a ROARING market. A highly discredited poster who gets his information frequently wrong. Openly admitting that he has an alter-ego (multiple personality disorder) and openly admitting that he partakes in the shady and illegal practice of posting on bulletin boards FOR PUBLICLY LISTED SECURITIES using multiple usernames. He's WRONG. WRONG. WRONG. WRONG and WRONG again. ALL IMO. DYOR. QP
quepassa
25/9/2017
16:06
NAH is up another 3.5% today ... that's a whole 10% up since you appeared on the thread with your great "investment" advice ..... I've taken considerable profits on NAH today ... and sitting nicely waiting for Cenkos results. Time to move on QP ...... :)
keith95
25/9/2017
09:43
Wrong. Wrong. Wrong. Wrong. and ILLEGALLY POSTING UNDER MULTIPLE USERNAMES. Busted, binned and Trashed. ALL IMO. DYOR. QP
quepassa
25/9/2017
09:29
Strikes me QP - that you need to look within. I am a member of Gym Group and my singular voiced argument as to the weakness of their business model has prompted outrage from yourself .... lasting about a week: To include your nonsense posted on the NAH thread multiple times, and more nonsense here, which posters here are quite used to. So given that you don't appreciate people making comments about shares that you are invested in .... .... why not just think about the rubbish you post on this thread. Which is why you were "busted" by my alter ego Troll_buster ... which I hardly kept hidden .... :) People in glass houses shouldn't throw stones :) Smart people can read the lines and in between the lines, and predict behavior :)
keith95
23/9/2017
19:52
Another excellent post by speedsgh. Always adding to the info base about Cenkos and their activities/mandates through thorough research Posting at its best. Thanks. ALL IMO. DYOR. QP
quepassa
23/9/2017
12:06
Cenkos are acting as lead manager on the issue of 6% sterling retail bonds for Select Property Group Finance plc. Target size of issue unknown...LAUNCH OF 6% STERLING RETAIL BONDS DUE 2023 - HTTPS://www.investegate.co.uk/select-property-grp/rns/launch-of-6--sterling-retail-bonds-due-2023/201709221516226122R/ Publication of Prospectus - HTTPS://www.investegate.co.uk/select-property-grp/rns/publication-of-a-prospectus/201709221435336062R/
speedsgh
23/9/2017
11:54
Perhaps I should just borrow a phrase from Brexidiots: "You lost, get over it" :)
keith95
22/9/2017
22:36
Posting under multiple usernames...tut...tut...tut. a highly illegal activity. Busted, binned and trashed. QP
quepassa
Chat Pages: 122  121  120  119  118  117  116  115  114  113  112  111  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:30 V: D:20180425 12:32:09