Crawshaw Share Discussion Threads

[drsmessguide] 13/2/2014 13:18

All dependent on margins and sales remaining at current levels of course

[drsmessguide] 13/2/2014 12:16

Yes, David, I'm estimating 1.9p for 2014, based on 2.5 new shops, the two recently opened ones and six months of one more. A placing at current share price, for 2-3 new shops would certainly move things on

[scottishfield] 13/2/2014 11:26

Very strong here again today, I had some more 'early doors'.

[davidosh] 12/2/2014 23:15

Drsmessguide...the year end is 31st January so has just ended. I am a little more conservative in my expectations and I am hoping for 1.2p in eps after a very substantial growth in turnover all the way through the second half which could have averaged 16% overall if my calculations are reliable.

This current year will be much more interesting as I think the first half could see a very substantial increase over last year with two new shops added into the mix and of course those like for likes could still be delivering double digit growth.

My range of eps expectations is very wide for the full year to Jan 2015 simply because it is too early to know whether the lfl figures will continue to grow, stabilise or fall away to realistic long term single digits.

The brokers are going for revenues of £23.40m ptp of £1.10m and eps of 1.3p. I cannot see revenues being less than £24m and the operational gearing and high gross margin may see a doubling of eps IMO so there is certainly scope for lots of upgrades to forecasts through the year.

[drsmessguide] 12/2/2014 22:40

In answer to my own question, my estimate is 1.4p for the year to dec 13

[drsmessguide] 12/2/2014 22:40

In answer to my own question, my estimate is 1.4p for the year to dec 13

[drsmessguide] 12/2/2014 20:12

Anyone had a punt at working out likely earnings based on rise in revenue, improved margins, recent opening of a new shop?

[battlebus2] 12/2/2014 17:44

832 k sell at 26p? Will we get another holdings RNS in the morning?

[playful] 12/2/2014 11:29

BB2, why not email Lynda?

davidosh, I am now in for free.

[battlebus2] 12/2/2014 11:06

Does anyone know what details came out of Mondays broker meeting with the management or if WHI have a new note?

[garbetklb] 12/2/2014 11:06

Someone appears to be steadily buying blocks of 10,000 - anyone here?!

[davidosh] 12/2/2014 11:05

I cannot say anything but clearly there is a buyer and a very impressive one if he gets to the notifiable holdings point.

Playful....presumably you have derisked to the point where all your remaining 2% of the company is now in for free ?

[battlebus2] 12/2/2014 11:02

Yep new highs and blue skies, if only out the window was the same :))

[scottishfield] 12/2/2014 10:50

Wow, nice upward momentum

[playful] 12/2/2014 10:50

Now let's continue onwards and upwards...

[chrisis33] 12/2/2014 10:46

Huge congrats. A very big well done!

[battlebus2] 12/2/2014 10:44

Sad to see our holder selling but hey a profit of that magnitude warrants congratulations imv. Ticking up on a small buy.

[chrisis33] 12/2/2014 08:24

Richard Rose said he wanted to turn CRAW into a £100m cap company. I'm holding the rest of mine for the very long term. But it's a percentage of my folio now that makes it easy to make that call.

[battlebus2] 12/2/2014 08:12

The positives are the market must have found a home very easily as you can't buy any amount like that today :))

[chrisis33] 12/2/2014 07:58

Hi Playful ... join the club :)

[playful] 12/2/2014 07:39

Good indications:

Growth was led by discounters Aldi and Lidl, with sales up 32% and 17.2% respectively – while sales at independent frozen foods store Farm Foods rose 43.9%

[battlebus2] 11/2/2014 23:12

Hope your investing a little of that into Byotrol or something else I hold.:))

[playful] 11/2/2014 23:04

Lovely valentine theme on the website today... In our spirit of openness I found myself somewhat overweight in Craw and decided (IN A MOMENT OF MADNESS) to rebalance due to the increase in the share price and nothing at all related to the underlying investment in Crawshaw Group where I continue to hold a substantial investment.

I don't need to be told I'll be kicking myself AS I ALREADY HAVE....

[battlebus2] 11/2/2014 09:23

I'd leave it where it is, BYOT should perform well over the next year or so imv.

[scottishfield] 11/2/2014 09:19

yes battle, but unsure of the charts intention there (V small holding). I'll see what happens, can always transfer in here if needs be.