Character Share Discussion Threads

[buffythebuffoon] 21/10/2015 19:22

Brian, you'd better get your toothpaste checked. Who knows what's in it.

Buffy

[briangeeee] 21/10/2015 12:10

Lego - sounds what PR might plant in the press if sales of lego was slow.

[mcartdon] 21/10/2015 08:37

leggo say short of ability to supply demand for christmas good for character that demand is so good
Lego may run short of bricks before Christmas due to soaring demand
Mirror.co.uk‎ - 52 mins ago
Lego has warned it may run out of bricks before Christmas due to soaring demand.

[darlocst] 19/10/2015 20:30

BBC put this out today:

@bbcpress: #Teletubbies returns! Media Pack, incl Q&As w/ @Fearnecotton, @danielrigby & #JimBroadbent -> bbc.in/1Lkg7jl pic.twitter.com/00NMMaGGJb

[h1a3] 19/10/2015 18:43

It is very quiet on this BB. Any updates anyone? Telebubbies - any news?
Star wars is attracting a lot of interest, however I do not recall CCT having any or many stock lines.

[mcartdon] 01/10/2015 07:21

Entertainment one take control of Peppa pig from founders, any effect on charachter, will they get more or less work with them in control?
worldwide expansion to double Peppa pig is Entertainmen ones aim, is that something character can participate in?

[r1singson] 30/9/2015 14:49

A good write up in shares magazine I see if any had missed it?
Basically saying not to worry about director offloading (he still retains a huge pile)
Stresses on it being highly cash generative whilst having modest capex requirements.
That being said I think a target of 575 on a p/e of 12 is very conservative target?

[cfro] 28/9/2015 11:45

Seems to be lots of small sellers over the last few weeks or so that constantly keep hitting the bid side. But, then, every now and again you see a large 'buy'.

Don't know if you can read anything into this or not but i do get the feeling that stock is being hovered up behind the scenes.

Very tight spread (that i haven't seen for a very long time) is one indication of a balance between buyers and sellers.

[mcartdon] 24/9/2015 21:45

whats with these last two trades
17:05:11 256.25 15,450 39,590.63 O
17:02:45 512.50 7,725 39,590.63 O
have they split the shares?

[mr_spock] 24/9/2015 09:51

Teletubbies part of the Governments GREAT Britain campaign. Giving out big hugs to everyone!

[cfro] 24/9/2015 08:36

It could be that DR Who and Peppa Pig are CCT's two major sellers this Christmas. They do certainly appear to be growing in popularity thats for sure.

Its perhaps a little early days for the Clangers and obviously Teletubbies are yet to be launched.

Entertainment One - Peppa Pig's owner - have just announced further new series etc and have said that the brand is as popular now as ever.

[thorpematt] 23/9/2015 22:50

Fido,
Many thanks, interesting indeed. A growing fan base I think for Dr. Who.

[h1a3] 22/9/2015 17:56

Fido,
Thanks for the links.
Interestingly, many Dr Who fans have already made comments and are expressing a lot of curiosity in the anticipated announcement. Hopefully they will not be disappointed and more importantly, the market will react positively.

[saucepan] 22/9/2015 17:46

Interesting links, Fido; thanks for sharing :-)

[fido] 22/9/2015 17:35

THORPEMATT,

The market is looking forward to what is claimed to be a major announcement from Character Options regarding Dr Who merchandise being released at 10.00 hrs on Thursday 24th of September to coinside with the new series.

[thorpematt] 22/9/2015 15:49

gargleblaster

Thanks for the update, can't disagree with the sentiment. CCT showing good relative strength vs wider market.

[gargleblaster] 22/9/2015 13:06

Good to see IC are still onside as far as CCT are concerned!

New investors onboard at Character

I am not the only one who thinks there is more upside to shares in the fourth-largest distributor of toys in the UK, Character (CCT: 518p). I recommended running profits at 505p ('Small caps with further to go', 10 Sep 2015) after the price hit my target of 525p, having originally advised buying at 415p ('Playtime', 1 Jun 2015).

Since I published that article 12 days ago, and following an institutional roadshow, managing director Jon Diver and finance director Kiran Shah have between them offloaded an aggregate of 2.43m shares at 510p. A new investor, hedge fund GLG Partners, has appeared on the share register with an interest in 1.2m shares, or 5.55 per cent of the share capital. Mr Shah and Mr Diver retain holdings in a total of 3.64m shares, or almost 17 per cent of the company's shares in issue, so they still have a substantial financial interest and you really can't fault them for cashing in some of their investments.

Moreover, with a bumper set of fiscal 2015 results due to be released in the first week of December, and the relaunch of in January highly supportive of Character's profits in the current financial year to the end of August 2016, then I feel a rating of 12 times' earnings for the fiscal year just ended is hardly exacting. A move through my 525p target price to the joint house broker's target price of 575p is a real possibility so, on a bid-offer spread of 510p to 518p, I would continue to run profits.

[cfro] 18/9/2015 18:21

Might be Orange yes.

I noticed lots of individual trades going through @510p today. I am assuming they were all sells. Never noticed anything go through on the offer..

That in itself could be construed as a negative as shareholders sell out, 'but', equally it never knocked the price one bit, so one could assume plenty of demand behind the scenes for shares maybe.

Edit - Ah! just noticed the holdings rns - it appears GLG picked up the 1.2m.

[orange1] 18/9/2015 16:02

Which has to be a counterparty to the 1.2m trade of yesterday.

[cfro] 18/9/2015 14:04

More large volume again today.

1.2m....

[cfro] 18/9/2015 08:19

Depends on how you view it. It certainly can be construed as 'good news' for the demand that exists for the shares.

However, as i say, all i know is that if i were a director i wouldn't want to let go of my shares, that is if the potential for International sales is truly exciting.

[saucepan] 17/9/2015 22:56

Institutions and others very keen to get their hands on CCT stock - which seems to be what this is all about - augurs well, surely?

I look forward to "holdings" announcements.

Character Group (AIM: CCT) announces it has recently undertaken a series of institutional investor meetings which were well received. In response to demand from institutional and other investors . . . have agreed to make stock available to meet this demand.

[orange1] 17/9/2015 22:46

Not if the results are more than two months away.

[cfro] 17/9/2015 22:27

I think Buffy has a point re directors selling at this time. Isnt it a closed period?