Conduit Share Discussion Threads

[it_trader] 24/7/2013 13:54

Must be getting old. Never heard of any of those bands ;)

[funkmasterp12] 24/7/2013 12:11

Something definitely happening in this sector today - CHW has broken out as well.

[madengland] 24/7/2013 10:11

There certainly seem a few nudging through their 52 week highs. A sector re rating at the time DE finally starts to drive organic growth could be quite potent for CRE. Good luck

[woodcutter] 24/7/2013 10:04

Been watching for a while and finally took the plunge this morning with a small trade. may well top up on news and results. Looks undervalued in comparison with some of it's peers and recent CLL TU was very favourable. Advertising and marketing budgets seem to be growing too. The centralising of office space and subsequent cost reduction also enhances likely eps improvements.

Was hoping for a further share price drop and waited for weeks in anticipation but share price held up and looks to be on the move this morning after reasonable buying.

Woody

[madengland] 24/7/2013 10:04

Chw up nicely also

[madengland] 24/7/2013 09:45

Wait till Monday!

[smithie6] 24/7/2013 09:33

surely must be due to press or tipsheet coverage.....my guess...

[rivaldo] 24/7/2013 09:21

Yep, loads of buys coming in - intriguing :o))

[wellum1959] 24/7/2013 09:04

A flurry of trades, any news out there?
Mike

[madengland] 22/7/2013 16:40

Wonder if we will see some buying ahead of 29 th? I am tempted to add, think the guidance could be good

[rivaldo] 17/7/2013 14:10

Mad, volumes are tiny at 107k...no need for such huge overstatement :o))

[madengland] 17/7/2013 08:40

Interesting to see some dumping of CRE this morning, possibly.

[madengland] 17/7/2013 08:21

And very encouraging commentary for sector

[madengland] 17/7/2013 08:08

Thanks ic2, nice jump for cll!

[interceptor2] 17/7/2013 07:55

Cello CLL. Todays trading update bodes well for the sector, and could indicate what we have to look forward too for CRE.

I hold both stocks.

ic2...

[madengland] 12/7/2013 10:25

Thank you Riv........roll on 29/6 and let's enjoy the sun and the cricket while we wait! Also makes you wonder the potential of cre.......if growth starts to come through whilst the sector comes into play. After years of sluggish growth, the share price could really motor further than expectations. Fingers crossed

[rivaldo] 11/7/2013 23:17

Mad, this report from UK-Analyst's market summary tonight suggests that your theory about an improving Q1 for CRE to 30/6 may well be correct:

"Here in the UK, new data has revealed that companies are shelling out increasing amounts on marketing spend on the back of improving business confidence. According to researchers IPA Bellwether, 22% of companies increased advertising spending in the second quarter of the year while only 15% cut back, giving a positive net balance of 7.3% - the highest since the third quarter of 2007. The positive data comes after the International Monetary Fund upped its growth estimate for the UK economy on Tuesday. Director General of IPA, Paul Bainsfair, argued, "Companies are beginning to shake off the cloak of recession and are becoming more confident in the economy.""

[madengland] 11/7/2013 16:46

Thank you all, I very much appreciated those posts! I am certainly also of the opinion the sector is picking up. Good call on cll, been looking out for beacons. You could sell 25k chunks at 106.5 today and I noted that trade of 90k. Sp remains stable

[it_trader] 11/7/2013 11:52

I can't believe this site has removed my reference to St0ck0p£dia!!!

[interceptor2] 11/7/2013 11:50

The sector average per is 14.69, and CRE is on 8.93. Yet I feel this sector is in the process of advancing strongly now. I first noticed the improvement in business at Cello CLL (same sector) in the full year results in March, hence I brought in there first followed by a purchase of CRE in June on the back of their strong full year results.

CLL are expected to release a trading update any day now, so if it is a strong as I suspect, this could show what is likely sector wide and at CRE also. So worth keeping an eye out for the anoucement and any read across to CRE imo.

ic2...

[it_trader] 11/7/2013 11:43

- has Creston set up in the Media & Publishing Sector which currently has averages as below:

PE Ratio (mean) 9.65
PE Ratio (median) 15.30
Dividend Yield (median) 3.25%

As Creston is showing better than average performance, has a well covered average dividend with no debt, then I would think we are still very undervalued.