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MCOZ Cosentino Regs

2.875
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Cosentino Regs LSE:MCOZ London Ordinary Share GB00B0PFWS12 ORD 1P (REG S)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 2.875 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Cosentino Signature Wines Share Discussion Threads

Showing 51 to 73 of 100 messages
Chat Pages: 4  3  2  1
DateSubjectAuthorDiscuss
06/5/2008
10:52
I've had a few shockers, agreed.

That is still a lot to put on a stock with no news tho!

then again we all have out strategies, he/she has probably made loads in the past from doing that, sometimes it doesn't work and sometimes it does.

seanmiller
06/5/2008
10:45
sean m, we have all been there,just put it down to an expensive lesson,and cancel the rhps subscription...
pav 1
06/5/2008
10:01
This share was tipped by Tom Bulford of RHPS.
Shares are up 80 % today - crazy to chase
the price up. Sit back and wait for the SP
to fall like a stone.

bygadsir

bygadsir
01/5/2008
14:34
Have a look at this cutting just sent over to me by my agent..............

(type everything in)

Not good news

anley
01/5/2008
10:06
Well the frost came so it depends where MCOZ buys its grapes from. Not good news and the directors tell you nothing.

I shall keep watching this expensive share as I still fear that the right price is below the current one.

anley
27/3/2008
12:19
I am not changing my stance - SEE my Feb 4 post - and the consumer is turning off his purchase of fine wines in the USA. Prices are too high and quality is sometimes very suspect.
Bud burst and frost is what is going on right now so if the volume of grapes were to be reduced this year that is not a helpful factor.

Will keep watchin this one..............

anley
27/3/2008
10:03
Those of you who actually do a little more than digest all the spin might have noticed a huge increase in H2 admin costs and consequently a large drop in H2 operating margin cf. H1(Are there any good reasons for this?).

Anyway, let's have a look at these numbers. I believe that H2 should be the stronger half as it includes Xmas and New Year sales and this is borne out with sales being $5760k cf H1 $5254k.

However admin costs for H2 are nearly $800k higher, dropping the operating margin from H1's 25.4% to a meagre 14.8%(This equates to an almost $500k drop in operating profit from H1's $1336 down to $852).

(The H2 results are then inflated by a one off asset sale gain of $1183).

Surely the key point here is that operating profit for both halves is significantly less than financing costs, resulting in a loss before tax(ignoring exceptionals).

H1 OP=$1336
H1 financing cost = ($1606)

H2 OP =$852
H2 financing cost ($1035)

As you can see, ignoring exceptionals, bottom line is still a loss before tax.

I've only crunched the numbers, so maybe some of you who've looked into the company may explain the variances but this company still needs to continue the sales growth and demonstrate that it can make an operating profit bigger than its finance costs....

Hope that helps.

Rgds
dell

All IMHO, DYOR etc.

dell314
27/3/2008
09:31
I topped up near the bell yesterday, so quite happy at the moment.
iroquoi
27/3/2008
09:14
cracking set of results....:-)
pre
04/2/2008
13:17
As readers know I sold my shares some time ago at a small profit. I also warned readers about this company and how the directors would grab cheap shares.........
Having visited Napa recently I can say that 2008 is going to be a tricky year for growers and makers. Too many small growers who have speculated in land. Too many small wine makers who seemed overstaffed and a consumer who is not going to buy 100 US Dollar bottles of wine - some good and many indifferent.
When you can buy Ch Latour cheaper than Napa then someting is wrong!!
Not ready to buy back just yet..............

anley
07/1/2008
11:55
excellent news...buyers are back as this looks a steal at currentb sp, dyor etc;-))
pre
07/1/2008
08:59
Not a very informative trading update though, was it?

No mention of impending profitability.
No mention of how the margins are doing.

Just a couple of lines about revenue.

A 35% increase year on year gives a total of around $10.7mln.

From that one can see that second half revenue growth has slowed to around 16% year on year compared with the much more impressive circa 70% growth of the first half.

One can also see that second half revenues are only about 5% greater than first half revenues....

It doesn't sound quite so good if you look at it like that, does it?

Unfortunately, with only a headline revenue figure announced today, it's not easy to make much of a prediction about the bottom line, as there is far too much margin variation over recent results...

Hope that helps.

Rgds
dell

All IMHO, DYOR etc.

dell314
07/1/2008
08:44
Looks like they're turning this around now positive news
hope67
02/11/2007
13:15
nice...iroquoi...when i spoke with my broker a few weeks back he mentioned that MCOZ had an institutional buyer....wonder if seymoure pierce have issued broker note...
pre
02/11/2007
13:13
Theres talk of MM short of stock, check the iii boards
iroquoi
02/11/2007
11:15
Buying activity today...ummm...wonder if news is iminent:-)
pre
15/10/2007
13:28
shortly me thinks:-)
pre
15/10/2007
11:25
When will this broker upgrade come out?
fsellar2
12/10/2007
12:58
Broker upgrade from Seymour pearce should make a very interesting read here...this will be re-rated imo, dyor;-)
pre
11/10/2007
10:42
trend reversal....bullish sign...further good news on its way me thinks,dyor:-)
pre
08/10/2007
10:16
tick up shortly....
pre
05/10/2007
17:38
from recent RNS:

Outlook

Since the period end, the operating business has continued to improve with
margins being maintained. A number of important strategic events have also taken place, including the refinancing, sale and leaseback programme and the
strengthening of the Board. This year is set to produce another excellent
quality harvest in Napa Valley and the Central Valley and we have inventories
available for H2 distribution.

pre
05/10/2007
14:33
I have got out having bought at near the bottom. The reasons are very simple. I am a grower and wine dealer and the harvest is down in Napa + labour costs are going up and the US consumer is about to stop buying these expensive hand made wines.
Once a share price has done what this one has done it very rearly recovers. After all the balance sheet reshuffling the NAV is about 40p and the PE - well I can't say!!
Good luck everybody but not to the directors who tucked themselves up very well at 25p - so much for City protection for small shareholders.

anley
Chat Pages: 4  3  2  1

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