Dart Share Discussion Threads

[castleford tiger] 12/7/2018 08:24

FLYING NOW over 900p

Tiger

[castleford tiger] 12/7/2018 08:08

topped up at 837

[castleford tiger] 12/7/2018 07:46

bull
Pretty standard................ but for a company growing at this speed is a historic 10 times earnings expensive?

Pretty sure you will be closer to 80p/90p range eps next year.

Tiger

[bulltradept] 12/7/2018 07:41

A note of caution in there though..

[castleford tiger] 12/7/2018 07:24

Got to fancy us doing 80/90p EPS this year.

Hence my £10.00 valuation short term.

Forecasts was just 64p next year.

Tiger

[snorkelparker] 12/7/2018 07:12

Good call Tiger...

[castleford tiger] 12/7/2018 07:11

Demand for our leisure travel product has strengthened since the start of the new financial year and given current forward bookings we expect that Group profit before foreign exchange revaluations and taxation for the financial year ending 31 March 2019, will substantially exceed current market expectations

That's a key line.
I expect a jump in the price.

Over 70p eps above my target
2.5 m holidays..........bang on my forecast.

Love them

tiger

[snorkelparker] 12/7/2018 07:08

Pretty good at first glance and a big statement regarding this year's numbers as substantially exceeding expectations..

[snorkelparker] 11/7/2018 18:29

Bang on tiger.. An anxious day awaits.. OK on core positions but long on trading cfds..

[castleford tiger] 11/7/2018 18:07

minky
Snorkel, not sure if it wiil be the same across the board but a comparison at one agent showed a 63% increase in booking value for the first 6 months of this year compared to the same period last year. The fact that Jet2 now fly from BHX may have flattered the figures, but I would have thought not by that much.

IT GETS A BIT CONFUSING.
when you say first 6 months of this year do you mean the year to be reported?
Or do you mean first part of the new financial year?

We started flying from STN and BRUM right at the beginning of the last financial year April 17 to march 18.( both on the same day)
These are about to be reported but we had the first half of the year.

The interesting thing about the second half was the POST MONARCH BOOST.

Its the second half WINTER where we loose money.

I think we will smash forecasts but guess the outlook maybe a bit like this...

The hot weather at home as delayed some bookings and a number of summer holidays remain.
We remain cautious that we can achieve market forecasts.
They from memory are only 60 odd p.

So the market may knock us a 150p and value us at 600p or look at the 70p plus eps and decide we are undervalued.
A volatile day coming up
tiger

[snorkelparker] 11/7/2018 17:12

Was looking through the trades for today and the vast % where categorised as ALGO trades. I rarely track daily trading data and was surprised to see so much being traded this way. Surely this trend trading must open the door for patient value investors..

[snorkelparker] 11/7/2018 16:23

All will be revealed tomorrow..but seems everything points to big grow and a confidence in the business. been buying some today at these levels.fingers crossed

[minky] 11/7/2018 14:56

Snorkel, not sure if it wiil be the same across the board but a comparison at one agent showed a 63% increase in booking value for the first 6 months of this year compared to the same period last year. The fact that Jet2 now fly from BHX may have flattered the figures, but I would have thought not by that much.

[snorkelparker] 11/7/2018 14:46

PJ, hope your enjoying a beer in the sun tomorrow on a nice dtg pop :-)

[pjleeds] 11/7/2018 14:43

No should read BE, typo errors due to drink in sun

[pjleeds] 11/7/2018 14:41

No should read be, had a couple of pints in sun watching our planes come and hearing them go

[pjleeds] 11/7/2018 14:39

Started should read tarted.

[pjleeds] 11/7/2018 14:37

As I see it, most problems for j2 customers at Leeds Bradford ar caused by the airportManagement and not j2. The airport owners have started up the front of house , but the mechanics of the place hadn't changed for donkeys years. Keep faith figures will no good.

[snorkelparker] 11/7/2018 13:06

The results should appear prior to market open on the LSE website. final results where posted in both 2017 & 2016 at 7.00am

[snorkelparker] 11/7/2018 12:40

Looks like an overall travel market thing, Tui,TC, OTB all down quite heavy.

[fokker45] 11/7/2018 12:39

From memory Dart don't normally upload results to their website at 0700. If they don't upload, anyone recommend a website where they will appear?

[snorkelparker] 11/7/2018 11:52

Not the heaviest of volume, maybe a bit of concern on the possible numbers and the negative news on oil and BREXIT..
Any idea what bookings ytd are looking like as that could be additional positive commentary to strong figures with the caveats we are expecting to be highlighted.

[tresham] 11/7/2018 11:45

Re: Mr Market
The market is there to serve you not to instruct you.
- Warren Buffett