Connect Share Discussion Threads

[touche] 18/7/2016 16:09

Standard Life in for a couple million shares - they see the value here

[anley] 05/7/2016 14:59

Buying a few more to average down................

Ignore RESEARCH TREE unless you want to pay to read what the broker says which will not be much.........

[anley] 01/7/2016 11:51

Still not buying any more until the next statement from the company.

Like to know more about the impact on newspaper sales as they have risen after the recent vote but will no doubt fall slowly again back to normal season levels.

[edmundshaw] 10/6/2016 11:10

...and me :-)

Goo luck with them!

[edmundshaw] 09/6/2016 08:28

XD today, so add back 3p to the share price for comparison with recent history...

[edmundshaw] 08/6/2016 15:32

Smart to be moving into deliveries imo. Core business skill, and also the picks and shovels of e-commerce. The company has certainly made the right moves since I invested 5 years ago at effectively less than half the current price (adjusting for the rights issue shares). And a good, solid dividend provided from strong cashflow.

Very happy with this one...

[anley] 08/6/2016 11:09

Our investment club is considering buying a small holding........all because one of the members knows the CEO who runs the business with a tight grip on everything...........not like Mike Ashley!!

[jeff h] 01/5/2016 14:21

Tipped by Midas in The Mail today:-

[fangorn2] 22/4/2016 15:39

Thomas.

Any chance you can put hTTps in your spamming rather than Hxxps?

TIA

[thomasthetank1] 22/4/2016 13:37

Read Liberum's note on CONNECT GROUP, out this morning, by visiting hxxps://www.research-tree.com/company/GB00B17WCR61
"H1 FD EPS 2% weaker than expected as gross margin strength was off-set by investment. Net debt increased as expected to £161m. We maintain our FY 16 EPS and net debt forecasts...."

[aleman] 19/4/2016 10:08

Steady results after some changes. Good cashflow. Good yield. Slightly improved growth prospects. Moderate valuation. Should move up a bit from here and hold up fairly well in the slowdown.

(Signs of the next UK slowdown are here already, with slight warnings from Next, Wetherspoons, Patisserie, Halfords, Burberry and a couple of dozen other consumer stocks in the last few months, not to mention loads of job losses in financials in London, and in the energy sector elsewhere in the UK. Car and house sales may be holding up due to looser credit but the rest have been slowing.

Recession alarm bells are ringing all over in the US with lots of job losses in consumer, oil and energy, engineering, financials, tech and pharma. That is aggravated by falling car sales, weak retail, excess stocks, rising defaults and weakening tax take for government finances that never got sorted. The media don't seem to want to report it in in election year (except to try blame the really obvious stuff on China despite its record imports and strong car and retail sales) and US market ratings are getting well above average as earnings keep coming in below forecasts - down 9.4% in Q1 so far for the S&P 500 - yet shares creep upwards with deluded cheerleading from some of the main investment banks that have bankrolled Hillary and don't want the recession to tarnish the democrats - so they and the media just deny it's happening! That's the 4th consecutive quarter of falling S&P 500 earnings and Q2 is forecasted even lower to take the fall from peak to around 20% and maybe more. That strongly correlates with recession. The job and GDP numbers will get revised down after the election.)

[cwa1] 19/4/2016 10:04

Nothing worse than scaring the hoses Lord Gnome ;-)

[lord gnome] 19/4/2016 08:35

Steady as she goes. Making progress with nothing to scare the hoses. Good free cashflow balances out the large borrowings in my view. Happy to hold these.

[edmundshaw] 18/4/2016 21:36

I'll be up bright and early!

Started this thread 2 years ago, 253 posts only now. Nice and quiet... for the moment :-)

[lord gnome] 18/4/2016 19:08

Excellent link speedsgh and a very informative interview (presentation!). Roll on tomorrow morning. I doubt we will be disappointed.

[speedsgh] 18/4/2016 12:40

Interesting 10min video presentation by Connect Group CEO, Mark Cashmore, on IC website (subscription required).

Delivering the goods: Inside Connect Group’s changing distribution network -

Provides broad overview of the business + addresses concerns over the strength of the balance sheet and sustainability of the dividend.

EDIT - Interim Results due tomorrow (19/4)...

Notification of Interim Results -

[edmundshaw] 22/2/2016 23:12

20p is bloody cheap for a paper. But that is an initial come-and-get-me price. Well Connect sure as hell isn't paying for the subsidy. :-)

[jeff h] 22/2/2016 20:55

Whilst the imminent demise of The Indy will result in the loss of its 60k a day circulation, next week sees the publication of new title New Day with an initial 2 million giveaway followed by a target circulation of 200k a day.



Buyers of the Indy could of course switch to buying an alternative newspaper and New Day purchasers could be existing buyers of a different newspaper and stop buying it so the total overall circulation increase is hard to fathom but so long as New Day is a success I'd guess it's positive for Connect.

[owenga] 17/2/2016 16:25

Managed to pick up some more at 132p last week, hopefully that will be a low point. Nice to see the pick up today.. There has been talk in the press that these are undervalued, which clearly they are!

[briggs1209] 05/2/2016 09:55

Bought back in here after selling last year. Trading statement LFL were not fantastic but the ASOS connection looks promising. Divi looks very attractive at these levels.

[edmundshaw] 04/2/2016 22:09

At £1.80 the historic dividend yield would be 5.1%, and this looks set to increase as it has every time in the last 5 years (adjusting for the discounted rights shares; I don't go back more than 5 years).

So over 30% upside just to get to a 5.1% yield. One way or the other this share is making us money unless there is a shock. But, as per the last update, everything is on track and new clients in click and connect are coming in.

[eastbourne1982] 04/2/2016 20:33

I bought yesterday and today, my average is around £1.38, target of £1.65, could take a month, could take twelve !!

[owenga] 04/2/2016 20:04

SP is crazy... Last update was positive.. I will be topping up tomorrow if I can still get them at 136p. That's a 7% yield ffs.