Crawshaw Share Discussion Threads

[battlebus2] 02/10/2013 08:14

Tesco profits slipping nearly a quarter! Focussing on High street convenience stores. Boss says people reluctant to drive to out of town shopping centres and are shopping more on the high street. Good news for us i'd have thought.

Sorry to see you have sold out Ali. This is only my opinion but your playing a very dangerous game investing 65% in IGR, while i hold a decent chunk myself i do see it as a riskier play than CRAW, you may have been safer spreading the risk or staying invested here. All only my opinion DYOR etc.

[chrisis33] 01/10/2013 22:50

IGR is over 10% of my folio now Ali. Hopefully we'll see revenue up and debt down over there. I'm around 55% CRAW now. Also holding a few other high turnover, cash generative plays. Nothing out there now like CRAW at a sub £2m cap when it was sub 3p as far as I can see though.

[investali] 01/10/2013 20:47

Evening fellow Crawshawers.

To be as transparent as possible I must own up to selling all but a token holding. I wish you remaining holders good fortune.

I'm still a novice to this game and couldn't resist the doubling of my stake, dividends aren't my scene as I need capital growth while the years are on my side. Chrisis33 I bought some more I, Greetings today now 65% of my entire wealth, top heavy perhaps?

Ali.

[chrisis33] 01/10/2013 19:13

Thanks Battlebus. The encouraging thing is that the share price has held up really well into my selling, which suggests to me that we'll move on higher.

[battlebus2] 01/10/2013 18:34

Yes in your scenario chrisis33 you are of course correct, my own portfolio consists of 26 companies ATM to spread the risk. I keep trying to bring that total down only to find what i hope will be another sure fire winner :))
No one knows what's round the corner so better to be safe though the future looks very promising here.

[chrisis33] 01/10/2013 18:02

I've shed a few, but as you know, CRAW has been a huge (still more than 50%) proportion of my portfolio and overall wealth. Holding the rest - should see that broker 10p target before too long I hope.

Pretty confident here - just (rightly IMO) spreading the risk.

[battlebus2] 01/10/2013 14:57

I'm certainly not the seller as playful points out why give up a hefty yield.

[chrisis33] 01/10/2013 11:51

This will rise in momentum soon enough (IMO) ... particularly with 10% LFL sales for the first 8 weeks of the year to come and news regarding expansion.

[playful] 01/10/2013 09:43

I am surprised to see anyone selling here especially as we go XD tomorrow.

Calculate the future yield against your original purchase price and calm down would be my suggestion.

[battlebus2] 30/9/2013 08:37

Ali lol, no chance :)) Tick down, must be sale in the background.

[chrisis33] 29/9/2013 19:26

I bought these first off at 1.75p v 2.5p ...that was a large spread. Real bid offer at close was 8.2p v 8.4p

[rathlindri] 29/9/2013 18:48

tempted, very tempted, but the high spread is a bit off putting...

[investali] 29/9/2013 17:28

I have entered for the first time BB2 and chrisis33. Best of luck but I can only see one winner :>)

Playful you should enter also, I resisted temptation and didn't select CRAW.

Ali.

[chrisis33] 27/9/2013 23:57

Yep - not bad :) I like how one can pick longs and shorts. Adds to the fun. Thanks for the reminder!

[battlebus2] 27/9/2013 23:45

Thanks chrisis33 ditto, it's been a great week for holders. Well done the Crawshaw team.

Oh don't forget your entry for this months stockchallenge, i forgot last month and Ali if your interested. Must be in for midnight on Sunday. You did well last month chrisis33.

[chrisis33] 27/9/2013 23:14

Perhaps. Would be another vote of confidence. Enjoy your weekend Battlebus.

[battlebus2] 27/9/2013 22:37

Yep saw that, i was thinking another director maybe?

[chrisis33] 27/9/2013 22:25

Late 100K reported at 8.4p

[chrisis33] 27/9/2013 12:43

Next stop 10p.

[battlebus2] 27/9/2013 09:14

Thanks playful, now 8p to sell.

[playful] 27/9/2013 07:19

hxxp://www.yorkshirepost.co.uk/business/business-news/barbecue-weather-boosts-crawshaw-1-6088861

[chrisis33] 26/9/2013 11:48

WH Ireland new target up from 5.5p to 10p

[chrisis33] 26/9/2013 09:25

£4.7m mcap looks cheap versus earnings and EBITDA. £1m EBITDA for the full year looks pretty certain IMO.

[cockneyrebel] 26/9/2013 08:33

An interim divi too -- that boosts confidence here imo.

CR

[charmer1_23] 26/9/2013 08:15

Results read well, taken up a small position, hope it does BEEF up my investment. Good luck all....:-)