Coats Share Discussion Threads

[uhound] 03/3/2022 09:56

Better than expected!

[essentialinvestor] 03/3/2022 09:52

Really pleased with this,

[roguetraderuk] 03/3/2022 08:12

EI, no flies on you today, well done

[our haven] 03/3/2022 08:01

Excellent results, should open strongly in my opinion

[our haven] 02/3/2022 10:51

Results day tomorrow. Good to see a rise this morning. Fingers crossed.

[essentialinvestor] 21/2/2022 12:56

Added 16k - about everything getting cheaper atm.

Cheap does not always equate to value obvs!.

[roguetraderuk] 15/2/2022 17:07

a good helping of luck. despite some possible headwinds, the valuation is compelling. and its possible come the update there will be a good deal of light at end of tunnel for input price pressures.

[essentialinvestor] 15/2/2022 15:18

Nicely timed.

[roguetraderuk] 15/2/2022 08:28

EI, thanks for the pointer, have followed you in. taken an initial stake here.

[essentialinvestor] 11/2/2022 15:56

Thanks SKY.

Market volatility here for a bit would expect.

[skyship] 11/2/2022 15:52

Chart doesn't tell us very much & indicators inconclusive. We can see the 73p resistance as targeted by HSBC. Not a massive gain; but I'd be happy with that!


free stock charts from uk.advfn.com

[essentialinvestor] 11/2/2022 14:01

Getting some support.

[essentialinvestor] 11/2/2022 08:32

So I say it looks value and nothing happens
then a broker gives a buy rec and the price goes up, go figure ;

[american idiot] 11/2/2022 07:57

Coats Group : HSBC raises target price to 73p from 65p * Coats Group : HSBC raises to buy from hold *

[essentialinvestor] 09/2/2022 11:27

Market gets to decide the daily share price rather than me! - provided headwinds are not more pronounced than consensus (expects) as mentioned in my previous post, then COA
looks value. Wider equity market levels also a factor obvs.

[our haven] 08/2/2022 17:41

I am holding with the results on the 3rd March, hopefully your views will be correct.

[our haven] 08/2/2022 17:38

Thanks for your views EI

[essentialinvestor] 08/2/2022 11:06

OH, mainly valuation. Under 12x FY 2022 current consensus.

Yes there are short term headwinds as flagged up previously - cost inflation
and China lockdowns currently weighing on the share price

Obviously the risk is these headwinds are more significant than allowed for in earnings
estimates for full year 2022.

I am cautious on equity markets atm, as much looks fully valued.

[manurere] 08/2/2022 06:53

Be patient. The results for 2021 will be released in early March. The indications are that they will be vey positive. This is an excellent manufacturing stock. Just hang in.

[our haven] 07/2/2022 22:25

EI, what is your thinking behind adding? I am happy to hold presently, but cannot see much to move the price up or down.

[essentialinvestor] 07/2/2022 18:35

Added today.

[skyship] 31/1/2022 16:24

EI - replied on the CAPC thread

[essentialinvestor] 31/1/2022 15:06

Hi SKY, hope all is well.

off topic - if you have any thoughts on Capco would appreciate a view on that bb,
thanks.

[skyship] 31/1/2022 09:04

Well, those concerns are well-known; but seem not to have bothered the Chairman & CFO who in December invested £200k & £50k respectively. At the time the shares were down at this level; then had a good end year rally up to 73p.

I want to hold cash (currently at 30%), nevertheless decided to buy a small allocation at 65.3p.