Concurrent Technologies Share Discussion Threads

[habayyut] 03/3/2006 12:23

JTK

there will be very pleasing news on monday, believe me.

the directors buying regularly
gartshore and liontrust holding significant amounts
Not alot of free stock available
research note very bullish
Dividend increasing
profitable co in a niche and growing market
results well ahead of expectations

i cannot see a downside to this JTK to be honest.

[james t kirk] 03/3/2006 12:15

Habbayut, joined you here today, just a few ahead of Monday at 30p, the previous RNS's look very good.

[neguss3] 03/3/2006 12:12

Guys keep a eye on SAR something going on there

[habayyut] 03/3/2006 10:38

2stamp

people will realise CNC when the time is right. im happy accumulating

[2stamp] 03/3/2006 10:35

Just bought £2K's worth. HAB - can't you ramp this on the EME thread with to all those Ed followers?

[habayyut] 03/3/2006 10:18

ddraig

yes the dividend will be 0.75p this year. very good in my view.

Which other small cap is operating profitably, has seen strong trading and robust growth, pays a dividend and also is in a niche and rapidly growing market.

the results are out in the morning on monday with a presentation at 10.30 am.

[ddraig] 03/3/2006 10:14

HABAYYUT

The 1.55p for 2005 is the revised figure, post the announcement

The dividend is estimated to be 0.75p for this year, and 1p for next year based on these revised figures.

That wouldn't be a bad result at all, and given potential growth would still make CNC attractive at the current share price. Problem is the market cap is still a bit low for most funds, and it's an AIM share. Perhaps in the medium term it will move to a full listing, but for the moment I'm personally happy to take the growth and potential that's there.

[habayyut] 03/3/2006 10:03

ddraig

i have it on good authority that the initial market forecast was "robust growth" and the CNC have exceeded this greatly.

There may also be a dividend increase in the results on monday,who knows. And the results will cover the period up to Dec 05. As per the RNS of 6/12/05

Concurrent Technologies PLC said profit for the year is
expected to be substantially ahead of market expectations.
In a trading update, the company said it has enjoyed strong performance
during the past three months including the highest ever monthly turnover since
the company came to the market. This performance is currently being augmented by
an exceptionally favourable product mix, the group said.

the growth of CNC has been extremely good.

[ddraig] 03/3/2006 09:57

ddraig - 8 Dec'05 - 14:16 - 431 of 474 edit


It's supposed to be 1.12p for this year, and 1.75p for next year. That's only from a single analyst though.

I imagine we're looking at closer to 1.5p for this year, if it's "substantially ahead". Not sure if there will be a knock on impact next year.


ddraig - 15 Dec'05 - 20:56 - 433 of 474 edit


The analyst has upped earnings estimates to 1.55p for this year, and 2.09p for next.


---

So originally it's 1.12p for 2005, then upgraded to 1.55p after the announcement. This year (2006) has been upgraded from the original forecast of 1.75p to 2.09p.

[habayyut] 03/3/2006 09:10

Quotes

before Closr of Play today i will for sure put everything up. so you can decide.

i am currently looking for it.

[habayyut] 03/3/2006 09:10

Quotes

before Closr of Play today i will for sure put everything up. so you can decide.

i am currently looking for it.

[quotes_4_u] 03/3/2006 09:06

I have one full year forcast with m o n e y a m and that's 1.6p
EPS H for this year

So it all depends on what is "substantial" to them, usually the
market likes companies that hammer forcasts so maybe more to come
or will they think it's already in the price.

This years forcast is 2.1p EPS and this must be a old forcast which
will be upgraded.

Lets see what the price does today, usually holding for results is
risky but this stock may well come out with something special and
the stock jump another 10-20%.

Decisions decisions

[habayyut] 03/3/2006 08:46

Quotes

ive been looking for it all evening, i have reams and reams of researched stuff on most stocks et al, however getting hold of this is proving stubborn. i will keep looking.

[quotes_4_u] 03/3/2006 08:33

Any info for me then H ?

[quotes_4_u] 02/3/2006 16:04

1 BLUEHONE INVESTORS LLP 7,666,319 10.55%
2 LIONTRUST ASSET MANAGEMENT 6,906,000 9.50%
3 BROWN SHIPLEY INVESTMENT MANAGERS 4,402,447 6.06%
4 GARTMORE INVESTMENT MANAGEMENT 4,274,531 5.88%
5 COLLINS J E R MRS 2,863,382 3.94%


This info from m o n e y a m

[habayyut] 02/3/2006 16:02

yes ive got the research somewhere, will pull it out.

What i like is the holdings, both LionTrust and Gartshore hold good %age stocks in this and also you see regular Director / CEO upping their holdings.

>>>Quotes - can you find out all %age holdings over 3% if poss?

TIA

[quotes_4_u] 02/3/2006 16:00

Do you know what the original forcasts are that they have stated
they will better easily H ?

[neguss3] 02/3/2006 15:35

hab Like you said in the short term in a year or 2 who knows plus they pay a divi this will hit the jackpot for us one day but for now will take 40p

[habayyut] 02/3/2006 15:25

Krutt

Yes i've held for a good while. this imvho is a good stock which will rise appreciably...maybe not a vog or CDE or TMC but sometimes you need diversity.

[krutt] 02/3/2006 15:09

Hab,
Suprised to find you here, thought you were mostly Oilers. Isn't this boring in comparison to the others UEN, EME, VOG, CDE etc.?
At least we don't get bogged down with rampers and shorters etc.

[habayyut] 02/3/2006 13:44

Negus

been in CNC for a while....40p is the very short term target imvho

[neguss3] 02/3/2006 13:40

Here we go the start of the move north will we hit 40p think that is a real target this year

[jailbird] 21/2/2006 13:57

we have volume today...expect this to pick up now.

[jailbird] 21/2/2006 11:30

I was waiting for this..they always have a notice of results..

Concurrent Technologies Plc, a leading manufacturer of high-end embedded
computer products for critical applications in the defence, transportation,
communications and industrial markets, will announce its preliminary results
for the year to 31st December 2005, on Monday 6th March 2006.

A results presentation will take place at 10.30am at the offices of Brewin
Dolphin Securities Ltd, 5 Giltspur Street, London EC1A 9BD.

[rosethepose] 19/2/2006 08:01

I topped up on Thurs (before the price fell back!). Looked back over the 2005 share price performance. Rose from 18.5 on 9th Aug to 27.75 on 13th Sept. Assuming the news on 7th March is as good as indicated, agree with dealit that it could realistically reach the mid 30's. Will be interesting to see how the price moves over the next fortnight. Think us long-term holders deserve to be rewarded but know it doesn't often work like that!