Cropper (james) Share Discussion Threads

[kneecaps2] 20/11/2024 21:40

good to see purchases of 20000 @260 and 10000@250 today

[sspurt] 20/11/2024 10:28

In many ways I think this would be better managed by the banks - they would likely close the paper division and sell off the AM business at a decent multiple, payoff the debt and be left with a decent wedge for shareholders.

The alternative is more of the same with the outlook for paper deteriorating further with the truly uncompetitive energy costs in the UK only getting worse. Sadly the chairman is only 51 and looks set to encumber the group with his ESG nonsense for many moons to come.

[value viper] 18/11/2024 08:09

Results on Wednesday

[value viper] 04/11/2024 13:11

Liontrust have bought a further 1.8% of the company fwiw

[value viper] 01/11/2024 14:16

Interims on 20th then

[darrin1471] 31/10/2024 15:40

High daily trading volume today of 401k
Previous 12 month high volume was 112k in March

[value viper] 29/10/2024 09:53

The new CEO is a materials man - this appears to have now become the focus.But maybe that was the case before also - Adams the wrong man to lead that.Whilst uncertainty remains re. P & P of course, I can't see this announcement as a negative on balance.

[sspurt] 29/10/2024 09:44

Not sure I am going to congratulate the board just yet and will reserve any praise until they shutter the P&P business. I suspect Steve Adams resigned because the board once again refused to countenance closing the division.

[value viper] 29/10/2024 09:19

Suspect he's been offered a very attractive package to improve things !

[garth] 29/10/2024 08:55

Stirling never seemed to buy many at ZTF. Just options...

[value viper] 29/10/2024 07:26

This is good news indeed imv.Adams was a P & P guy - the low margin rubbish bit. The new guy headed a £175 million market cap company in Zotefoams.Seems Cropper has listened to what needs to happen here re. driving the materials side in line with getting the business on a growth trajectory. Adams has bought NO shares if he had loads of LTIPS. Can I say Bravo to the BOD and management. Here's hoping.

[value viper] 25/10/2024 16:02

Interims possibly due early November basis last year !

[boonkoh] 25/10/2024 15:54

Covenant related selloff? They're probably OK for Dec24 test, but the Mar25 test goes back to normal levels, and trading outlook not improving enough for Sep-Mar period, given last TU...

[value viper] 25/10/2024 13:06

Few panic sellers again Minimal valueBut it would be a brave punt all things considered Budget aside, is there a t/u due ?

[pugugly] 25/10/2024 13:04

Still falling fast - Tempted but even broker (note of July 23rd does not forecast revenue recovering to 2023 levels before fy 2027- Old adage

"Many a slip between cup and lip" Budget and American elections still to come.

If 200p breaks minimal long term support (imo)

[nobull] 22/10/2024 09:26

Employer's NI going up on 30 10 24 won't help either. Loss of BPR will incentivise people to cut all ties with the UK and acquire a new citizenship.

It is tragic RR thinks she is qualified to be C of E because of once working in a junior role at the B of E.

Mr Mark Cropper can maybe afford to pay IHT at 40% but I cannot, and certainly not so soon after receiving an inheritance on which I had to pay it. When only 60% is passed on each time, you are only left with 36% after two deaths. BPR really matters.

[pugugly] 21/10/2024 11:48

vv And still more to come - Plus USA on Guy Fawkes Day - Could be explosive - Literally!!!!

[value viper] 21/10/2024 10:36

BPR nerves 100% imv So illiquid it just fallsNot saying debt isn't high but can only be really The government has a lot to answer for / to

[pugugly] 21/10/2024 10:08

Market getting nervous about level of debt? Debt (imo) significantly high or just pre-budget nerves.

[value viper] 10/9/2024 15:23

Hhmm view on the LTIP awards ?!No wonder directors never buy in marketNot sure how I feel about ceo getting a further 71,542 shares for starters - don't think targets to hit are knocking park out either ....... Hhmm

[value viper] 10/9/2024 10:19

Hello Prince - did you go to the AGM in the end ?

[value viper] 04/9/2024 06:10

Update as expected I would be very interested to hear more from the AGM itself if anyone is attending Cheers chaps

[cedge] 29/8/2024 23:00

I have lived within 5 miles of Croppers for 25 years and my wife is a shareholder . Historically they have been generous employers but times have changed unfortunately and they now need to get a grip and wind down the paper division in its present form and seek to expand divisions with greater potential .The family own significant land assets which concentrates their mind on development or income from generous environmental grants leaving Croppers to limp on can’t be at the AGM but would like to see A bold plan rather than limp excuses

[zingaro] 29/8/2024 19:13

Prince: Would appreciate your feedback.