Conduit Share Discussion Threads

[qs99] 17/9/2014 07:32

Cello results out this am...worth a look IMO as like for like growth is great, IMO all metrics are v gd and divi increased and payment advanced which is IMO a cracking signal...

[rivaldo] 16/9/2014 14:53

The large sale corresponds - to the last share - to FIL International's 4.87% stake in CRE, so it may be that a large overhang has been cleared:



Or it may simply be an internal reallocation or similar. Let's see if we get further trades reported.

[qs99] 16/9/2014 14:19

Smithie6 mate, be interesting to see Cello results tomorrow then and how their cash is doing, historically H2 weighted but debt being paid down nicely recently IMO and $ strength should IMO also help them...thing is IMO Cello management have said what they would do and delivered, not necessarily so with CRE (am a holder) historically so a credibility gap IMO to be made up...let's see..

[battlebus2] 16/9/2014 14:17

Yes i wonder who bought?

[spooky] 16/9/2014 13:32

Possibly Ruffer selling the last of theirs.

[rivaldo] 16/9/2014 13:24

Interesting - almost 3m shares through at 113p and the price is barely moved. Good to see.

[smithie6] 15/9/2014 17:48

(Cello....I had some lower down ...while ago now...
as I recall their business plan seemed to be a photocopy of Crestons....or the other way around !
...Creston shares have the advantage wrt Cello on the co. debt situation imo....)

[qs99] 15/9/2014 10:16

Am in for the ride on this should be interesting....if you want Smithie some results this week in marcoms sector, you could look at Cello (CLL) where results are out Wednesday I believe. I am in this and have been for a while, all broker notes I have seen have upgraded recently and TP they have is £1.20++...throwing off cash, should be debt free soon IMO, growing profits, good management team IMO....well worth a look IMO...hopefully Wednesday will be the catalyst to send CLL well through a quid and beyond...

[rivaldo] 15/9/2014 10:01

Good to see another 89,000 shares bought back - almost 2m bought back now in total:



Smithie6, CRE has a March year end, so the next results announcement will be in November for the H1 to 30/9/14.

[smithie6] 14/9/2014 16:42

Synergising

now thats a blast from the past !
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is it this week for results ?

[rivaldo] 14/9/2014 08:12

An impressive and heavyweight new appointment to the Group - interesting excerpt here in particular:



"Most recently Simon founded Marketing Communications agency Digger. Founded in 2010, The Digger Agency has a team of 45 people with clients including holiday autos, ATS Euromaster, Whitbread/Premier Inn and DeBortoli Wines.

Simon said: “It took a lot to persuade me to walk away from Digger and back into the mainstream, but I really think that what EMO does is truly impressive and will become even more fundamental in the coming years. Being part of the most proactive MarComms group in the UK, Creston plc, was the icing on the cake”.

[gswredland] 12/9/2014 21:22

We'll let's hope we get the re rating that Rst has received over the past few weeks!
About to hit new highs?

[madengland] 12/9/2014 18:12

Yes indeed. BB does not need to add more bells and whistles to the engine, just get it Synergising (Don Ego speak).... Unless of course something terrific comes up that fits perfectly or opens benefits for the rest of the business immediately. 200p year end is easily possible if the pace of activity and good management punch in unison. Bring it on

[smithie6] 12/9/2014 14:32

CLL
...I think the general view is that CLL and others in sector have produced better nos. and prospects than CRE over past yrs....under Don Ego !

one could that hence making cheap if it can pull its socks up a little !

for me...no acquisits or anything major....just keep plugging away and put cash generated into share buy backs...and some OK perf. and share price has good chance to do OK....
need to avoid various problems that have happened in the past...but that happen in marketing sector...
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sp has been spikey....but a general up trend from 50p area and from 80p area...

(better not mention that it started at 96p in 2000 !....14 yrs ago !)

[madengland] 12/9/2014 13:00

Good point Riv, also agree QS99 on the rerating comment. Let's hope BB is the measured, fact based accountant to take the business forward now Mr. Ego has retired. There is a lot of inherent value IMHO. Now is the time to see it come through.On a separate note, anyone here holding CLL.... Any opinions?

[rivaldo] 12/9/2014 12:01

CRE's ICM will certainly be doing well this period from all the polls on Scottish independence:

[qs99] 12/9/2014 11:09

thanks Smithie6....increasing share price will help them if they are buying other companies IMO...but they need to show organic growth within the existing business IMO to convince market to properly re-rate them...

[smithie6] 12/9/2014 10:58

apparently suggested last week in passing on VLK blog on fulltimeinvestors.com
...in comparison with Vislink..as a better buy for risk/reward

---
QS99
"and let's hope no hiccups for new team...."

lots of ppl would agree with that I think...!

[qs99] 12/9/2014 10:52

If it keeps on delivering why not...

[madengland] 12/9/2014 10:21

200p year end still on cards folks :-)

[qs99] 12/9/2014 09:46

even nicer if it could get through £1.30...! holding on for 20-30% re-rating step up before any new news on deals / trading pushes it higher....let's see how it unfolds and let's hope no hiccups for new team....

[battlebus2] 12/9/2014 09:45

I've added a few this morning and subsequently the price moved...

Still targeting 155p :))

[lennonsalive] 12/9/2014 09:31

Nice if this can push through 114p

[scottishfield] 12/9/2014 09:30

On hols, just sneaking a look

[rivaldo] 12/9/2014 09:26

Moved up nicely today after just a couple of small-ish buys. Not much stock around?