Cmo Share Discussion Threads

[double6] 26/4/2004 14:12

Dipped my toe in for a few...

[sreed] 26/4/2004 14:12

-----


check out Comino


----next for us bid---------

[sreed] 26/4/2004 13:45

-----


check out Comino


----next for us bid---------

[sreed] 26/4/2004 13:45

-----


check out Comino


----next for us bid---------

[sreed] 26/4/2004 13:37

oh lordy

look at em buys pouring in

[kitkat] 26/4/2004 13:34

bid possibility i reckon
just heard a rumour

[sreed] 26/4/2004 13:34

yep froim the us

[kitkat] 26/4/2004 13:29

something is cooking here
bid alert i reckon

[johnroger] 06/1/2004 15:00

"Earnings per share of 11.5p for year to 4/04 and 16.2p to 4/05.
The company spends about 20p per share on R and D.

[johnroger] 06/1/2004 14:59

Techinvest choose CMO as one of six nap tips for 2004 at 203p

[sreed] 04/1/2004 20:58

birdy num num

num num

[cocker] 04/1/2004 18:19

will probably rise on monday morning due to being tipped over the weekend

[sreed] 03/1/2004 12:44

(sounds of contented birdy cheeping as birdies enjoy their num nums).

[sreed] 03/1/2004 12:41

birdy num num

num num

[johnroger] 24/12/2003 14:00

Anyone else with a view on this company?

[johnroger] 03/12/2003 14:46

Is this what has been holding the share price back?

RNS Number:8127S
Comino Group PLC
03 December 2003


COMINO GROUP PLC

Holding in Company

The Company has today been notified in accordance with section 198 - 210 of the
Companies Act 1985, as amended, that following a sale of 185,000 ordinary
shares, Montanaro UK Smaller Companies Investment Trust Plc holds 798,500
ordinary shares representing 5.74 per cent. of the issue share capital.


END

This information is provided by RNS
The company news service from the London Stock Exchange

[johnroger] 01/12/2003 15:30

Techinvest impressed with results and prospects

"With prospects looking increasingly healthy,the shares remain a buy"

Price 211.5

[johnroger] 17/11/2003 14:40

CMO price further marked down on Friday after the IC article. However Techinvest have been strong supporters of this company with two holdings in the "Trader" portfolio bought at 180 and 195, most recently on October 6th.The November issue maintains the buy rating ahead of the results.

IC credibility rather damaged with outdated information on the Constellation stake!However they do admit the"company's undoubted growth potential"

I have bought a small stake this afternoon at 209.5 and am looking forward to Techinvest comment on the results.

14 November 2003

COMINO (CMO)

A small fall in sales has not stopped Comino from producing respectable profit growth over the past year. The decline in revenues was largely due to the software developer no longer providing managed services, and an expected fall in activity within its occupational pensions arm. Fortunately, the impact of this was offset by lower overhead costs. And business is now said to be picking up again within the group's pension division.

There are also promising signs elsewhere in the group. Despite a dispute over a contract with one of its customers, the social housing division is making good progress overall. And more of this division's revenues are coming from support services, a recurring income stream.

Following this robust showing, management is talking up the group's prospects. It claims that the order book is currently in a sound state. Comino's financial position is also comfortable. Despite a £1.9m cash outflow in the first half, it still has plenty of cash sitting on its balance sheet. Expect full-year, adjusted pre-tax profits of £2.3m, with EPS of 11.5p.



--------------------------------------------------------------------------------
Ord price: 219p Market value: £30m
Touch: 215-223p 12-month High: 258p Low: 128p
Dividend yield: 2.8% PE ratio: 23
Net asset value: 65p* Net cash: £6.1m
*Includes intangibles of £2.61m, or 19p a share



--------------------------------------------------------------------------------
Half-year Turnover Pre-tax Stated earnings Net div per
to 30 Sep (£m) profit (£m) per share (p) share (p)

--------------------------------------------------------------------------------

2002 11.8 0.42 2.0 1.9
2003 11.3 0.60 2.6 2.2
% change -4 +43 +30 +16

--------------------------------------------------------------------------------

Last IC view: 6 Jun 2003, page 46Ex-div: 31 DecPayment: 29 Jan


Comino's shares have outperformed of late and now stand on a forward PE ratio of 19. That reflects the company's undoubted growth potential and the chance of a takeover approach - Canadian rival Constellation Software holds a 17.2 per cent stake. For now, though, fairly priced.