Chelford Share Discussion Threads

[cockneyrebel] 28/7/2005 10:08

Does Shares Mag mention the new Strong Buy note from Charles Stanley with a target of 295p?

CS say they expect to upgrade their forecasts at the interim results too so I expect that target to be raised in September.

As Charlse Stanley say, these have above average growth for the sector and below average PE. That cannot remain the case imo and think CS target will be reached by the interims myself - when it will then be raised further.

CR

[zooter11] 28/7/2005 09:34

The spread reduced to five pence. Much better. That was promised when the share consolidation took place

[aspex] 28/7/2005 07:03

What does Shares Mag say today?


also....from CHR website....

25/07/2005 ~ Glisten appoints SSI as information system partner for future growth
Niche foods manufacturer Glisten plc has chosen SSI to help deliver its ambitious future business plans. Formed less than four years ago, Glisten has already grown its market capitalisation to £40m and is aiming for £100m capitalisation in the next two years. SSI's TROPOS ERP solution will streamline processes and generate quality information across the Group.

[pc4900074200] 27/7/2005 11:53

Some nice buys coming in.

pc

:-]

[tole] 27/7/2005 11:50

Similar thoughts - Was just having a look - cant find anything at the mo.
Cheers for the note by the way.

[cockneyrebel] 27/7/2005 11:43

Have these been tipped somewhere? A flurry of small buys makes me think so.

CR

[tole] 27/7/2005 11:37

Here we go

[cockneyrebel] 25/7/2005 14:28

done

CR

[tole] 25/7/2005 13:34

Cheers CR appreciated. Let me know when youve got it so can remove email from BB

[cockneyrebel] 25/7/2005 12:22

give me your email and I'll mail it to you - a new note.

CR

[tole] 25/7/2005 10:41

CR is that a new note or a re-iteration of the original coverage from April. Am holding a few here. Defiantely looks good for further upside.

[cockneyrebel] 25/7/2005 10:40

yep, but that's when you want to be buying WJCCGHCC - when there are few posts.

I think it's the summer and lots of punters have their mind on other things - come late August and through to December the punters get all horny and buy shares on much higher ratings.

Sell stocks when theres 20 posts a day, buy when nobody's paying attention imo - the'yy all be wide awake at the results - probably same goes for CGR.

CR

[wjccghcc] 25/7/2005 10:20

I like the company CR but can't help feel there is a big hangover from when it was a flavour of the month small co with 20 posts a day earlier this year.

Compare with CGR (biggest oracle integrator in the UK), where PE for year just ended is 12.8 (they've said they're in line) dropping to 9.4 this year with a third of the mkt cap in cash. Plus it's ISAble. Plus you're lucky to get one post a week :0)

[cockneyrebel] 25/7/2005 10:14

Just for your information, Charles Stanley put out a Strong Buy Rec on Chelford on Friday.

The note says that these trade on a PE of 12 for this year which is below the sector average while the growth is way ahead of sector average.

They set a price target of 295p.

They say they will be reviewing their earnings forecasts at the interim results.

That should get a further raise in the price target then imo.

CR

[money4me] 22/7/2005 15:34

Supply chain management concern Chelford Group rallied 26p to 225p after the IT supply and SAP solutions group delivered a solid trading update and were recommended as a "buy" by top share-tipping website t1ps.com. Good organic growth in revenue and profit was again achieved in the half-year ended June 2005, with improving licence sales, day rates and staff utilisation. The company said it would start the closing half with a strong order book, a healthy new business pipeline and new revenue opportunities.

[shirishg] 22/7/2005 15:13

Post removed by ADVFN

[money4me] 22/7/2005 15:10

be good to hold above 200p until the results when we should see the next round of action

[cockneyrebel] 22/7/2005 13:58

nice - covered the spread - buy short term weakness imo :-)

CR

[cockneyrebel] 22/7/2005 13:48

the next 2K buy will be mine :-)

CR

[cockneyrebel] 22/7/2005 11:59

looks like they marked it down on that 7.5K sell first thing - that lot's been soaked up with buys now - moving back up.

CR

[this_is_me] 22/7/2005 11:51

More likely a large sell order to fill.

[pc4900074200] 22/7/2005 09:00

Large buy order in, hence the shake?

pc

[this_is_me] 22/7/2005 08:59

The time to top up will be after they have drifted down over the next few weeks.

[cockneyrebel] 22/7/2005 08:28

as you'll have seen yesterday - it's hopeless trying to buy when these are buying and well bid, especiall if you want more than a couple of K - got to buy when it's off or looking weak imo.

Rewards come at the results imo

CR

[cockneyrebel] 21/7/2005 21:30

Amazing thing is there was more sells than buys - 20K buys to 26K sells.

I suspect there's larger buy orders not filled yet.

At least these are getting back on a nice up trend - broke above the June high - lots more to come imo.

CR