Cookson Share Discussion Threads

[kazz] 15/2/2012 10:40

Hi Bob

Do you know when the final divi is due?

Cheers....kazz

[rwlly] 15/2/2012 08:04

No idea Robert,but we seem to be in the middle of a nice upward trend.

[robertfaulkner] 14/2/2012 20:18

All quiet on the Cookson front

Vol / day Cksn

Tu 14/2 462k
Mo 13/2 484k
Fr 10/2 663k
Th 9/2 866k

Any thoughts on why the volume is dropping?

[kazz] 09/2/2012 09:26

Hopefully stay above £6 now Bob.

Regards........kazz

[robertfaulkner] 06/2/2012 17:49

Closed a few p above 600p let's hope it's onward and upwards towards 700p as per July last year

[robertfaulkner] 02/2/2012 17:50

Any thoughts on what Cevian considers a strategic holding % wise?

I see on RNS that they now own 13.01% as of today.

[dizzylizzy2] 02/2/2012 16:01

Daz - cevian capital does not agree with you that it's overbought as they have added again to further increase their holding. Take a look at their stated stategy below copied from their website:

Strategy

Cevian Capital is an active ownership investment firm creating value by (i) acquiring substantial ownership positions in undervalued public companies and (ii) realizing their long term value potential through active ownership.

Cevian generally invests in companies overlooked or misunderstood by the market and in many instances out of favor with investors. Cevian targets investments where there is a meaningful opportunity to enhance the long term value by improving corporate governance, operational performance, corporate strategy and structure.

Cevian manages a concentrated portfolio, with significant ownership positions in a limited number of publicly listed companies and is typically one of the largest shareholders in its portfolio companies. Consequently, Cevian maintains a strong commitment to oversight of each of its investments.

[robertfaulkner] 02/2/2012 08:30

Straight through £6 now we need to see 700p like in May last year

[daz] 30/1/2012 12:23

Looks like the shares are taking a breather after what has been a strong rise, could give back some more from here as technically it's well over bought.

[dizzylizzy2] 27/1/2012 14:16

Cevian Capital has increased their holding again to 12.73%! They seem very keen on CKSN and I do agree with them. A decent yield, gradual reduction in debt whilst incr revenue and mkt share in growth mkts. The minor downside being the ceramics business in the US. Come on Cookie, get up and push past that 600p with gusto!

[kazz] 26/1/2012 15:25

Me too with the banks Bob, but i'm sure all will come good in time.

[robertfaulkner] 26/1/2012 15:08

Thanks Kazz, Selftrade show I have buy cost at 527p but this includes the re-purchase of dividends. Trouble is all my banks are well underwater. Nice to have 2 in profit, so thankful for small mercies.

(I don't like to look at actual profit as it always puts the mockers on it)

[kazz] 26/1/2012 14:20

you must be well in profit now Bob? :)

Regards.....kazz

[robertfaulkner] 25/1/2012 15:29

Kazz, I didn't notice Cksn was up when the rest of the market was well down?????

Lovely

[kazz] 25/1/2012 08:43

Quickly heading for that £6 Bob.

[robertfaulkner] 23/1/2012 17:25

Unfortunately seems to be slowly running out of steam, let's hope it doesn't start dropping back as well.

[kazz] 23/1/2012 11:28

Slowly heading for that £6 Bob.

[robertfaulkner] 19/1/2012 20:15

600p would be wonderful tomorrow, but Cook must be due a pause for breath

[dizzylizzy2] 17/1/2012 12:04

My ISA holding is back in profit now and looking fwd to final divis i think in Mar.
China GDP not collapsing as some thought and seems the authorities have managed a soft landing. Well done to them but also a relief for my resource heavy porty. seems that if China and the US do well then EU concerns are not that important?? Nothing much has changed in EU policies or poltitics yet the mkts are roaring on well received US/China economic news.

[robertfaulkner] 16/1/2012 15:52

Another nice 8p rise so far today, 560p here we come

[cockneyrebel] 12/1/2012 10:43

Breaking out to new highs here today

CR

[robertfaulkner] 10/1/2012 10:31

Wow up another 10p, maybe we might see a 550p close

[robertfaulkner] 10/1/2012 08:47

Go Cookson go, another good start, 545p next

[robertfaulkner] 09/1/2012 09:50

Should easily go through 540p and close above, if there is any good news in the market today.

[barlick] 04/1/2012 17:21

Nothing goes up in straight lines I guess. Always be losers who want to sell - fools.