Computerland Uk Share Discussion Threads

[maksud] 07/11/2006 08:23

just had a look at figures this must be most under valued stock .pbt sig ahead will have around 10m cash by year end and mcap of 18m this will double in sixmonths similar to omg.

[shanksaj] 31/10/2006 10:38

After today's statement, it confirms perhaps everyone's feeling who is in this stock... its a really nice share to have in the portfolio. No real surprises, except pleasant ones. General market movements aside, this could hit 250p sometime before next summer.

[robbiegoodwin] 30/10/2006 09:43

Should be an announcement tomorrow on how the first half has gone and outlook for next six months. Anyone got any thoughts on what might be announced?

[shanksaj] 29/9/2006 10:04

Spread (on advfn) is 163 to 170p. Usually it is only a 5p spread. Perhaps it may be easier than usual to buy 2p under the declared spread at around 168p.

The dangers of a general market correction appear to be receeding... (famous last words?) If that is the case then I doubt if the Computerland UK share price can stay down at this level for too long.

[shanksaj] 27/9/2006 13:41

Can now buy at 170p.

This financial year will see £2m revenue from the 5 year contract with O2 (£3m in succeeding years). The British Sugar contract will hopefully be announced in Oct/early Nov. Other new contracts are with Comet and Focus DIY. Should see yet another year of revenue growth and profit growth. The dividend now gives a 4.1% yield, assuming 7p for next year.

[farsight] 26/9/2006 17:34

Not really. They talk about £9m cash but when you look back at the the results you see Creditors due within one year £14.694m, Net Current Assets £3.702m, and Net Assets £5.891m. And they keep giving themelves options.

[robbiegoodwin] 26/9/2006 17:20

Now at 172p to buy. Hopefully it drops a bit further to create a super buying opportunity. Agree?

[shanksaj] 22/9/2006 14:58

Can buy now at 175p, if next year's dividend is 7p then this gives a yield of 4%.

[shanksaj] 05/9/2006 16:59

The only caution to the above post is that some prominent chartists are predicting another FTSE plunge within the next month so you might be able to pick up CPU shares even cheaper than the current 187p sometime soon.

[shanksaj] 01/9/2006 19:05

Robbie,

Is it worth picking up any before the AGM? Well, possibly: with a dividend of 8p likely next year the yield at this price (180p) is around 4.45%. (This year's dividend was 6p, next year's might be anywhere above 7p (4%).) There might be another 20p special dividend coming sometime but don't count on it.

If you are a UK citizen then if you hold the shares for 2 years they need not be included in your estate when calculating Inheritance Tax (as long as they do not get a main listing... but why should they? they don't need to raise funds, which is maybe the main reason for a company transferring out of AIM to the main listing).

New contracts with O2, Comet and Focus will not only bring in extra earnings but is free advertising and will raise the company profile.

Does that sound any good to you?

Add to that:-
1. the feeling the company likes to surprise on the upside...and
2. this is not a "Jam Tomorrow" company, it is delivering increasing eps and positive cash flow right now.
3. Oops, I forgot to mention the several million cash in the bank, £7m to £8m which is worth 70-80p per share.

[robbiegoodwin] 01/9/2006 12:34

Is the AGM on Monday or Tuesday? Hopefully, good newsflow like the above and we should see a nice rise in the share price. Does anyone think it is worth picking any up before the AGM?

[morisonb] 01/9/2006 10:30

O2 UK intranet

Great news! From next Monday (4 September) you'll notice a change to the way that your IT problems are handled.

A new desktop provider, ComputerLand, will replace Computercentre and promise to bring a more flexible service to your IT problems.

Key elements of the new service are


A quicker resolution to your IT issues

More of your IT issues being resolved remotely, the first time you ring 4120 either by the Service Desk themselves or through a warm transfer to the ComputerLand Service Centre

A simpler way for you to purchase new IT equipment via the web based portal

A more proactive management service for O2's core IT infrastructure

Enhanced Customer experience - support model tailored to meet individual business unit requirements

Continual Service Improvements looking to drive efficiencies, reduce costs and enhance the user experience


ComputerLand is an established provider of IT services and has been bought in to provide a world class desktop and server service for you and bring it in line with what you and O2 need.

For more information about ComputerLand, visit their website.

[mxcooper] 02/8/2006 17:18

The sales guy who was winning their managed services contracts has just left to join IBM.

[keifer derrin] 26/7/2006 14:26

I have been on a certain website and it would appear the it is to do with the ex div date so the RNS was wrong

[keifer derrin] 26/7/2006 14:09

As I said before, the RNS with the prelim results say the ex div date is the 28th. This is the second major drop, on very small volumes.

Are we going to see another drop on Friday?

[robbiegoodwin] 26/7/2006 13:26

Ex dividend day 20p special dividend & 4.20p final dividend.

[ianrichard] 26/7/2006 12:16

Anyone any idea why the drop today? I can't find any news.

[robbiegoodwin] 18/7/2006 11:08

I don't know of any reason why there should be such a drop. Update was good and broker's forecasts impressive. Could the date have been brought forward?

[keifer derrin] 18/7/2006 10:40

does anybody know why the drop, becaues it doesn't go ex div until the 28 July

[robbiegoodwin] 07/7/2006 12:30

NTV - Well done, do you still hold any?

[ntv] 06/7/2006 18:41

banked a few quid

[ntv] 30/6/2006 08:37

tipped as a buy in ic

[robbiegoodwin] 26/6/2006 09:29

Stephen Payne at Corporate Synergy has initiated coverage of the stock with a buy recommendation and has set a price target of 224p.

[ntv] 26/6/2006 08:33

bought a few of these recently