Csf Group Share Discussion Threads

[cfro] 15/7/2011 18:05

Good finish.

Looking forward to Monday now. I guess everyone is just sitting waiting and poised?

[restassured] 15/7/2011 16:17

Monday results.
Have a nice weekend.

[dugganjoe] 14/7/2011 09:58

Go Daddy in $2bn-plus buy-out talks

[dugganjoe] 11/7/2011 18:10

nice to see you

to see you

nice

[cfro] 11/7/2011 18:07

Nice tick up at the end.

[dugganjoe] 06/7/2011 23:54

results due so soon

[restassured] 05/7/2011 07:47

Cisco recently said that it expects global internet traffic to quadruple by 2015 to 966 exabytes a year(around one trillion gigabytes.)
The increase in traffic from 2014 to 2015 alone will be 200 exabytes,more than the total IP traffic generated in 2010.

They see average global IP traffic in 2015 hitting 245 terabytes per second,"equivalent to 200 million people streaming an HD movie simultaneously every day."

Good news if you operate data centres.

[rocheberie] 02/7/2011 09:42

Wow, that broke the boredom of the last few months. Looking forward to the results in July

[restassured] 01/7/2011 18:52

They both have different years end,so current year overlaps

If you look at the 2012 forecast for both companies you get the following


IOM 2012 p/e 21 dividend yield .86%

CSFG 2012 p/e 9.4 dividend yield 3.49%


So in answer to your question, Csfg should be trading at 156p to equal the IOM valuation.

Current price 70.5p

[dugganjoe] 01/7/2011 18:34

If the PE was the same as that for IOM, what price could this one get to? Anyone done that calculation?

[druinsky] 01/7/2011 16:57

99p this time imho

[battlebus2] 01/7/2011 16:48

It's been a great week for CSFG but a long way to go imv.

[nurdin] 01/7/2011 12:24

Yes CFRO..daft rating.We will soon catch up..hopefully.

[cfro] 01/7/2011 10:30

Yippee! :0)))

PE of 9 eh? nurdin...just shows how much upside we've got to look forward too here.

[5dally] 01/7/2011 10:25

Blimey that's a nice move up for us :-)

[nurdin] 01/7/2011 09:46

Looking good...we could be in for a decent run ahead of and post the results...look what happened to IOM which I also hold.

By the way IOM are trading at 21x 2012 earnings..compared to CFSGs 9x !!

[restassured] 01/7/2011 07:53

Which broker had a 150p price target on this?

[chrisb1103] 30/6/2011 22:14

Agreed restassured, nice tick up today, be good to see this continue to 18 July and looking good for further gains on what should be good results. Still way undervalued compared to sector peers, won't stay that way for too much longer surely. The trend since last autumn is definitely due a decent reversal here.

[restassured] 30/6/2011 20:31

This time last year the share price jumped from 60p to around 85p.

I have always believed in the seasonality of stocks.

The difference is that this year the co should have done significantly better than last year.

[cfro] 30/6/2011 18:16

Very strong finnish. Looking forward to results now.

[battlebus2] 30/6/2011 18:14

Looks strong today lets see if we can keep it going this time.