Conduit Share Discussion Threads

[rivaldo] 11/7/2013 10:40

Madengland, if you calculate CRE's ex-cash P/E it probably falls to nearer 7.

So although I'm not sure about the sector average P/E offhand, I'm sure this would compare pretty favourably.

[madengland] 11/7/2013 08:25

Thanks both. Riv what's the sector average p/e now do you know? Do you share my optimism over Q1 results?

[rivaldo] 11/7/2013 07:29

Cheers talking resource - interesting summary of where CRE are and where they're going.

Latest forecast for this ear is 12.1p EPS, with a 3.9p dividend, so CRE remains on a single-figure P/E of only 8.9 - with a 3.6% dividend. And it's ISAble.

[madengland] 10/7/2013 11:05

Unloved true......which is where the potential is. Taken a good punt that this might be the time that sentiment to cre changes. Hope so. Q1results will be interesting reading, I think they will show strong growth.

[rivaldo] 09/7/2013 23:10

Have you seen the chart? Give 'em a chance :o))

[qs9] 09/7/2013 22:12

very quiet...despite FTSE rise, seems an unloved share!

[madengland] 09/7/2013 12:00

Tick tock tick tock ring ring ring 29th July Q1 results..........sp wake up please. 120p by then

[madengland] 04/7/2013 14:10

We are up against some pretty weak revenue growth figures in Q ending June aren't we.......are we/should we expect to see good growth numbers on interim mgt statement?

[it_trader] 04/7/2013 12:51

Re: Cello

The margin and free cash flow look low on first glance but will do some more thorough analysis later.

Also being on AIM and similar industry to Creston it may be one for my spread betting account ;)

[smithie6] 04/7/2013 11:11

back on thread for a moment

just had a scan at Cello...similar to Creston
seem to be doing well....and hopeful for this fin. year...
so, at the moment it looks like the sector is perhaps the same or better than the last 2 years...and not worse....if so, then a hopeful sign for the CRE sp

(one idea would perhaps be to merge the 2....but whether the 2 would combine well and add to each other or just have many duplicate functions with little benefit....I dont know....Cello has some debt....but not big relative to cash generation of Cello or the combined entity...)

[smithie6] 04/7/2013 11:08

apologies for being off thread...

on/line brokers for SIPP dealing
Courant
thanks for that info

roughly how much is Charles Stanley on/line trading ?.

in a perfect world I would like a SIPP broker to provide !
- cheap on-line trades, say 10 quid
- system to allow "all or nothing" orders (SIPPDEAL does not provide that)
- if load an order at 4.75p ...system ticket to display 4.75p and not 5p !
(SIPPDEAL displays 5p)
- no fixed admin. cost (or just nominal 50 quid/year)
-..and if any allowed T20s to be placed without needing the cash, ideal for short term punts ...that would be cool !

do CS provide that lot ?

(I like the service provided by the old school phone brokers....but I cant afford to pay 50 quid minimum charge or 2% for every small trade....)

[madengland] 04/7/2013 08:55

Thanks courant, sounds like CS are worth a look. I think we will see a leg up pretty soon as we move towards divi and interim mgt statement. Expecting good news flow. Digital space is booming from the perspective I get

[courant] 03/7/2013 21:09

I have accounts with HL and Charles Stanley direct, and have been with them both for a number of years. Customer service at CS has always been excellent - now with the new platform they put in place, I'm moving all my accounts from HL to CS. I'm extremely happy with them: online platform is great, telephone dealers are excellent, charging structure is good (and they offer transparent/fair pricing on clean share classes for open-end funds, which is commendable and something that annoys me about HL).

[ddav] 03/7/2013 15:23

Piecing together very nicely.

[rivaldo] 03/7/2013 14:44

A couple of impressive new appointments - interesting that the ex-Wired guy "leads a new division focused on providing media strategy for clients":

hxxp://www.prweek.com/uk/news/1188767/nelson-bostock-hires-golinharris-director-sarah-moloney/

[ddav] 03/7/2013 14:22

I also use Hargreaves Lansdown, their Sipp charges are just one half per cent p/a,
true they are sticky when shares are tanking, more so than my other broker.

[madengland] 03/7/2013 14:07

Yeh I am hl also, agree they are good. Will disclose I am a close neighbour to Peter Hargreaves though

[it_trader] 03/7/2013 12:06

I use Hargreaves Lansdown. Pretty good. A bit sticky at times when shares are tanking, but then I bet most are when volume is particularly high.

[smithie6] 03/7/2013 11:43

off thread a bit...

but if anyone knows any good on/line brokers that can handle SIPP accounts....I-m interested to know...

since SIPPDEAL of AJ Bell Ltd is not very good..on/line system is terrible...various things it cant do....sometimes it gets stuck.....if load a limit price order of 2.73p it displays the order as being set at 3p !

if make a telephone order valid for 5 days..cause the on line system wont take it....supposed to be 30 quid.....they charge 30 quid for any day that any shares are traded on that order...so can cost 150 quid...I-ve never seen that before....
thought that you only paid for 1 ticket...

if pay 150 quid on fill orders on small illiquid stocks....you lose too much cash...

on-line...sometimes you click to cancel remaining part of a fill order.....and it sits there and does....nothing !...and the cash in that order cant be used on another trade, locked in !

..want to move..

[rivaldo] 01/7/2013 07:21

The buybacks continue - another 27,500 shares just announced at 105p...

[qs99] 28/6/2013 07:10

Hehe v good...

[markie7] 28/6/2013 07:07

I heard it was a scottish investor - Hamish

[qs99] 27/6/2013 16:20

Or our cleaning friends Hoovas.....