Conduit Share Discussion Threads

[madengland] 11/11/2014 10:42

Well 121p is the 5 year high spot from 2011 ish so if you look at charts and understand them (which I don't), I guess we need to break that with conviction? Who knows. Ps did anyone ever mention a 200p price target by year end on this bb? ;-). Looking forward to the results, but might take a bit of money off prior to results of this rise lasts until then.

[qs99] 11/11/2014 09:50

Agreed....not sure where this is going to pause for breath, but looking good IMO

[rivaldo] 11/11/2014 08:57

A 33,940 share buy at 120.75 from last night only just reported, and another tick up. Good accumulation going on.

[qs99] 10/11/2014 19:16

agreed rivaldo....am in waiting for a decent re-rating, but will need a few decent RNS's on organic delivery to get a full one....good luck

[rivaldo] 10/11/2014 19:04

Interesting surge in the last half-hour, with a number of buys at 120p, including two 33,000 trades.

Looking good - but still (just!) on a single-figure P/E (and even less if you exclude the net cash).

[qs99] 10/11/2014 11:14

Good volume today, but no tick up....hopefully soaking up a few sells before next leg up

[madengland] 10/11/2014 09:17

A Monday without a transaction in own shares rns

[madengland] 07/11/2014 19:46

Yes I hope so to QS99. From all my conversations with people in business and my own experiences recruiting, the upturn has got more to come. And for sure BB has an opportunity to milk out some of DE "synergies" that never happened. An accountant at the helm in an upturn..... Here is hoping the bottom line swells

[qs99] 07/11/2014 14:25

I very much hope so! Decent start though, just need some upbeat/solid trading updates IMO....

[madengland] 06/11/2014 20:47

Well it's caught up with the ftse but is well behind the marketing sector over a 5 year period. To catch up with that....200p won't even do it! More to come, much more

[qs99] 06/11/2014 13:24

personally think this is just catching up with market, now new management structure is in place IMO...get share price going, continue delivering organic growth and may have share price where you can do some strategic deals...lets see...DYOR etc

[madengland] 05/11/2014 15:53

Think the divi is a 1/3 and 2/3 policy. Anyone got L2? Looks like a few sellers at 119.5

[ballychan] 05/11/2014 15:53

Great, thanks Rivaldo.

[rivaldo] 05/11/2014 15:49

Ballychan, last year's interim divi was 1.2p and went ex-div on 6th December, so expect an uplift in the divi at around the same date - we'll know exactly when the interims are released on 25th November.

[ballychan] 05/11/2014 15:26

Is this going ex-div in Dec? How much is the div?Thanks

[rivaldo] 05/11/2014 12:24

Rising nicely - looks like the seller has cleared.

But still on a single-digit P/E given 12.07p consensus forecasts this year - with the cash pile reducing that further.

Plus a 4.1p dividend.

OT : a similar slow-burner quality company over recent times, with a sound Balance Sheet and positive recent trading is HVN, which has now dropped to a single-figure P/E.

[smithie6] 05/11/2014 10:37

120p ...goodness me....

and biggish volume in past days...


(but from 96p in 2000 still needs to go up a lot just to have kept up with inflation......been another David Marshall dud so far......well, at least it didnt go bust like a high % of his other ventures (MWB, Sanctuary (sold to pay off debts), Doctors Direct (sold to pay off debts))...)

[madengland] 05/11/2014 08:47

Am guessing somewhere in his article he mentions that MadE is tipping 200p by year end :-) GLA

[madengland] 05/11/2014 08:45

Thanks Riv. Yes I am not in anyway knocking him, just keen to learn the reasons behind his tip other than the two I've gleaned from the posts kindly made. I suppose the easy answer is break a rule and buy a mag MadE. I think we all share agreement with the tip direction. Long may it continue Hej.

[rivaldo] 05/11/2014 08:22

Good start again today.

Madengland, Simon Thompson's has over the last few years probably been the best of the IC's writers, so I'm sure there's a lot more detail in the full article - the chart breakout has simply allowed him to pull the trigger on the tip.

[madengland] 04/11/2014 15:38

So the tip is all based on the breakout and the premise that there was a seller who may now have gone? Not being a user of IC or any other publications for that matter, personal choice and not being judgemental, but is the writer basing the 135p all on charts? If so I don't get how he would be able to pin the tail on the donkey at year end....given results in 3 weeks? I could be missing something significant like a big chunk of analysis on sector or the fundamentals of CRE.

[qs99] 04/11/2014 15:12

hopefully seller cleared now...

[rivaldo] 04/11/2014 14:45

Ta penpont. 135p would be a pretty decent return from here in just four months, but I'm aiming for nearer 145p-150p, and perhaps a lot more with either or both (a) an acquisition and (b) decent results.

[penpont] 04/11/2014 14:08

ST concludes the tip :

'...So, ahead of the forthcoming results, I rate the shares a strong buy on a bid-offer spread of 116p to 118p and have a year-end target price of 135p.'