James Cropper PLC (LON:CRPR) insider Willink,Patrick sold 8,000 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of GBX 543 ($8.50), for a total value of £43,440 ($67,970.58). |
The attached article is specific to BAE Systems and their involvement on the F35 programme. However, the key points can be read across for any company on the programme including CRPR. Enjoy....http://mobile.newsnow.co.uk/A/787740109?-19052:5310 |
Creeping a bit faster now on very low volume. |
Creeping up......... |
These are well through the 5.00 mark and increasing steadily. I recently purchased due to their exposure to the defence and aerospace market, in particular the F35 programme. The recent annual report mentions this albeit is not over stated. However, the f35 programme is due to increase annual build rate significantly going from 41 in LRIP 8 to 178 by LRIP 12. Recent announcements about the doubling of manufacturing capacity is timely to support this ramp rate.The TPF part of Cropper provides coatings to each jet as I understand it and so we should see a long term steady cash and profit flow associated for the foreseeable future.Assuming the paper industry is stable and the wider involvement in the Commercial aerospace sector removes strong then I believe these are worthy of tucking away.DYOR. |
We are holding one of our popular Investor Masterclasses in Manchester so local investors and shareholders in CRPR may be interested in attending as CRPR is based nearby our venue... |
At a 20 year high |
I suspect that £5 will happen very soon |
James Cropper*
Buy
Westhouse;
CRPR.L / 415.0p / £37.24m / TP: 500p
Event: Results issued
Likely % change in earnings forecasts: No Change
Interim results - on track for the full-year
The more than doubling in H1 adj. PBT to £1.2m in our view demonstrates the initial benefits of measures taken by the new executive management team. These include new product introductions and operational efficiencies. With more capital investment planned in H2, the group is on track to deliver the further substantial profit increases we forecast. As our investment case is built on the potential for management to achieve a significant increase in profitability, we are happy to retain our 500p target price and Buy rating.
A more detailed research report will be issued in due course |
great announcement today - TFP is where it is at |
it would be very difficult to get a sizeable shareholding without putting the price here throught the roof. |
Why the big spread? |
Well,well,well - just keeps going up - and no comment from anyone. Looks to me that a takeover is the air - come on !!!!!!!!!!!!!!!!!!!!!! |
 Westhouse;
Buy
CRPR.L / 365.0p / £32.76m / TP: 500p
Event: AGM
Likely % change in earnings forecasts: No Change
AGM and confident trading update
The restructuring of the executive management team is now complete and the group is focusing on increasing sales and delivering further operational efficiencies. News of encouraging developments at Technical Fibre Products (TFP) is positive given the scope for securing long-term business at good margins in areas such as aerospace. James Cropper Paper Products' (JCPP) new Chinese subsidiary has made a breakthrough in the Chinese domestic market having secured the supply of packaging material for the Smartisan T1 hi-tech mobile phone.
Another one of the early initiatives of the new Technology & Innovation Directorate is the development of DuraPulp in partnership with Södra, the Swedish forestry giant. JCPP will target premium markets with this blend of carefully selected wood fibres and non-fossil based biopolymer that can be heat pressed to take on any rigid form.
As management continues to deliver initiatives to improve profits as well as making efforts to mitigate the risks of currency fluctuations and pulp price rises we are happy to maintain our forecasts, 500p target price and Buy recommendation. |
And again today but had to pay £4.35 |
Bought some more today |
Westhouse;
Substantial profit improvement forecast
In a year of investment, Cropper has achieved FY2014 results that are in-line to slightly ahead of our forecasts. As we have flagged previously, the benefits of both the capex programme and the overhaul of the senior management team are likely to come through over the next two to three years. Although we are reducing our FY2015 adj. PBT forecast to £3.8m (from £4.4m) to reflect currency movements, we maintain our FY2016 forecast of £4.9m and increase our target price to 500p (from 450p) and upgrade to Buy from Add.
|
At long last tfp beginning to take off. I still believe these are due a major rerating. It is now 11 years since I visited the cumbria site. They told me tfp would take off but that it would take a long time. They were right! |
Can only see these falling further. |
Agree with Hybrasil... this company has many unique and worldclass features to it ... many not yet fully recognised by the market.. A major re-rating of this share is underway .. the future is very bright !
One example below !
Chocolate wrapped in chocolate? UK paper, James Cropper manufacturer tastes recycling success by turning the husks of cocoa beans into paper.
An innovation that could save the skins of many of the 3.5 million tonnes of cocoa beans produced each year, by turning them into paper, has been pioneered by British paper manufacturer James Cropper, paving the way for millions of chocolate bars to be wrapped and sold in the stuff of their creation.
Approximately ten tonnes of cocoa husk waste accounts for every single tonne of dry cocoa bean produced, or 76% of the fruit itself, making the production of a versatile paper from the remnants of the chocolate production process a potentially significant breakthrough for the food and packaging industries. A bio-recycling solution that, unlike other cocoa recycling processes, doesn't necessitate burning or gradual degrading of the fibres of the cocoa husk, the finished light brown paper utilises the cocoa as a natural colourant, avoiding the need for artificial dyes.
First asked by the world's leading manufacturer of high-quality cocoa and chocolate products, Barry Callebaut, to consider how their environmental responsibility and waste recovery processes could be enhanced by reviewing their packaging, experts at the 168 year old, family-run mill began a series of trials that soon lead them to their breakthrough. Effectively a physical token of the manufacturer's efforts to support sustainable cocoa farming, the paper is now in production and certified for use in the food supply chain. |
Yes I agree - New management(some in place some to come who have access to new markets) , they now have control of their pension scheme & have done a lot to mitigate energy costs with a green agenda |
Its interesting to see how quiet this thread is. I have been a loyal supporter of this company for over 10 years. Its a group of hard working people.The last time the shares were anywhere approaching this level was in 1994 yes 19 years ago.
As I have consistently said they are extremely cheap even at these levels. |
I suspect the £4 level will be reached today. How long before we get to £5? |
Its still very cheap |
3 Directors have now reduced their holdings in recent weeks. |
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