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Share Name Share Symbol Market Type Share ISIN Share Description
Comptoir Group Plc LSE:COM London Ordinary Share GB00BYT1L205 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 7.50 7.00 7.50 7.25 7.25 7.25 33,800 16:35:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 12.5 -8.1 -6.6 - 7

Comptoir Share Discussion Threads

Showing 76 to 99 of 200 messages
Chat Pages: 8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
07/9/2007
09:13
is this board alive
powwow
30/11/2006
23:47
I guess we can expect a fall tomorrow after the post-close RNS.........
siskinbird
06/11/2006
22:38
Point taken about the spread rules, Wiganer, but I see that it has just got worse today - now 600 v 900!! How can this be justified? More importantly, in terms of possible takeovers etc, does it matter?
siskinbird
03/11/2006
14:48
Sorry posted on wrong site ,thought I was on Bellway thread.
redtelephone
03/11/2006
14:40
What does anyone know about rumoured talks of the takeover of Telford Homes.I have seen nothing in press just what I have heard on building sites.Anyone? Would be good.This is fits in with our best peforming part of our business geographically. Pasted their last trading update below.Anyone enlighten me? Trading Update Telford Homes Plc issues the following trading update for the year ending 31 March 2007. Interim results will be announced on 21 November 2006. The directors are pleased to announce that the strong start to the year reported at the time of our Annual General Meeting on 6 July 2006 has continued with sales progressing well. In particular, all 179 private homes at our development in High Street Stratford, OneStratford, are now sold with 175 contracts exchanged and the remaining four proceeding to contract. In addition, we have secured an enhanced planning consent at our major development in South Woodford, Queen Mary's Gate, increasing the number of homes in the development from 441 to 498. Although we have not yet begun marketing of the private apartments (the launch is at the end of September), we have already registered enquiries from more than 800 prospective purchasers, indicating very strong interest in this development. We have already sold 14 of the 16 private townhouses that form the first phase of the development. New land opportunities are continuously being appraised as we seek to extend our development pipeline; we have recently exchanged contracts to acquire another site close to the future Olympic Park which we hope to develop in the medium term. As a result of successful trading to date, the directors expect the interim results to be very strong with profits weighted towards the first half of the year. In addition, we are confident that our results for the year ending 31 March 2007 will exceed current market expectations.
redtelephone
03/11/2006
09:56
I wasn't aware there were stock market rules re spreads; I've seen far worse spreads than COM's.
wiganer
03/11/2006
09:10
normally companies only obliged to confirm a bid not speculation of bid.I expect Comland will devolve itself back into a private company again,as they did with Banner Homes (where comland span off from.) They devalue land values on books as cost values when they are a quoted company ,then ,when they go back a to private company and they relize real hidden land values. I surprised the current spread falls in line with stock market rules.Perhap the Market Makers have had the nod.
redtelephone
06/10/2006
11:59
Does anyone know if there is a time limit within which the company has to issue a progress report (or a lack-of-progress report) following the "possible offer" announcement made on 18th August? tia
siskinbird
28/9/2006
16:26
FTSE 350 Real estate index, hits new high today. [4807].
torabora
13/9/2006
14:52
Well so far so good, The one, and only pub, has been sold today.[all the staff go as well at no cost].Profit of over 50% in just 2 and a bit years. Well done.!!!!!! Some of Comlands property has been on the books for 15 years or longer at cost price. £1.35 m profit from the pub =29p per share.
torabora
25/8/2006
11:07
Sold into today's spike for a quick buck. Having bought on a T10 and today being T5 it was just too tempting. Good luck tora.
wiganer
23/8/2006
13:47
tora - I see you started the NTA board - what do you reckon of recent events here? (please reply on NTA not here)
asparks
21/8/2006
16:00
Wiganer, your small buy on fri has led to a lot of paper work. see todays RNS, from the Market maker.At 530p you should do very well ,good luck!!
torabora
21/8/2006
15:45
Still easier to sell online than it is to buy, as has been the case for several days. Now what does that suggest?
wiganer
21/8/2006
09:55
Check out Northacre Property Development. NTA. FY results out today. Great prospects.
asparks
20/8/2006
20:01
The investment property databank [IPD] at the end of 2005, was showing an all property yield of 6%. This has come down in the last 8 months, to, could i say around 5.7%.Comland has some fab property, that should sell well under 5%,others a bit over.All in all a 5.7% yield might be spot on, in line with the market at this time. £10.00+ here we come.
torabora
20/8/2006
19:45
From the Daily Telegraph sat 19th Aug 06: In small caps, COMLAND COMMERCIAL shares soared 150p to £5.62 after the property group said it had received a possible bid approach."The group is a property trader,and therefore carries its properties at the lower of costs and nett realisable value.Any offer would have to reflect the underlying value of the group*s property assets".it said.Traders speculated it could attract a bid of between 700p-750p. Any bid at that level is, in my view far to low.At £7.00 a share it would be worth £32m + the debt of 52m =£84m pounds.This is a yield well over 7%,and is way above what is on offer on the open market.
torabora
20/8/2006
17:52
Comland is a property trader, and therefore carries its properties at the lower of cost and nett realisable value.To you and i this means property bought many years ago, is in the books at that price.Now a bidder has shown up,looking to get hold of the company.In the next few days, other buyers may appear for a look in.The share price has gone up on the bid news, but in my view not to a level that any buyer would have to pay in a takeover..After the rise comland has a stockmarket value of 25m pounds. To this debt of 52m pounds has to be added = 77m pounds.Rents are 6.2m pounds giving a yield of 8.2% to the new buyer. This can not be correct in my view ,They would 5,000 buyers at that yield!!!.The going rate for commercial property is 4%- 6%. A yield a little over 5% might be nearer the mark.A big yield of 6.2% would add over £5.00 to todays share price !!.AT 5.2% yield you are looking to add on around £7.50.A very large tax bill would be due at some stage, however if the bidder converted to a REIT, this would fall from 15-20m pounds to just 2m pounds.The property is all in good areas in the south east , close to the M40, M4,M25.They have 11 sites in planning adding yet more value.
torabora
18/8/2006
14:56
Well the market makers ,have not got a clue, as how to value this company.Any buys and sells will only show up at the end of the day.To right, a bid would have to way over share price at start of today.Try £10.00-£16.00 a share!!!.Looks like the door has been opened, the world and his dog can now have a good sniff around. Should see at least six groups that might want it, and a smart buyer may get in quick with a knockout bid. If you can now buy at £6.50 per share, seems to me, money for old rope.
torabora
18/8/2006
13:03
Check QXL - Bid imminent
cybercity.
18/8/2006
10:08
Ditto from me. Well done tora. Couldn't resist a nibble on the news so bought a few at 530p. The spread had put me off initially, but it's looking a decent buy so far.
wiganer
18/8/2006
09:49
torabora, can I be the first to congratulate you after reading today that COM has received a possible takeover offer our of the blue, I do hope this will be as profitable for you as you've hoped.
tiredoldbroker
13/8/2006
17:04
A few good points,but even on the your very low valuation, nav will come in way over £8.00 per share.At a 6% yield, acc to you, the going rate at the start of the year, nav would hit around £10.00 per share.[Has fallen hard since and not gone up.] Have a look at Mercury park,100,000 sq ft of new office space, at around £25.00 a ft.A 5% yield on that gives a £50m value alone.[enough to pay back all the debt in one hit!!] They have sold an office in High Wycombe on a high yield,it had a short lease left on it, with no development scheme in place. The shops they have are in very good towns Marlow, High Wycombe, and so on.They will not suffer in a downturn,having no large exposure to any one big company.11 schemes are in planning, that will add value. No way, in my view, would a buyer get hold of Comland on a yield of much over 5%.Look at what they have ,it is not rubbish.Just get in the car and take a drive!!! At year 2000 ie six years ago, the shares were 50p.Showing an 8 fold rise to date, yet you can still buy at a massive discount to nav.Why when you can get one pound of property for 30p or less, in England, would you buy other prorerty shares at under a 5% discount to nav?ie 95 pence to buy a pound of property. They have been very smart to date, growing the company fast paying very little tax. The way to go now would be a buyout by the big boys, or come off aim, get a up to date valuation, and convert to a REIT.Any of the above would bring a big profit to all shareholders. Can you please tell me any other listed companies who hold all assets as stock i have not found them.
torabora
13/8/2006
15:52
UKNEONBOY - post #3. The Treasury seems to have decided that AIM Property Companies can't become REITs. Whilst they may well recant, at present that's a given. They've also put very strict limits on the number of shares allowed in a single holder, and in this respect COM loses, with over 50% in directors' hands. In fact, I don't think I would want to be in this club: whatever the unlocked value, control is too tight for my liking.
jonwig
Chat Pages: 8  7  6  5  4  3  2  1
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