Dart Share Discussion Threads

[suetballs] 13/7/2018 17:52

Sold half for the second time - this time 285% profit.
No complaints.
Suet

[doogle99] 13/7/2018 15:25

Cashed some gains in too. Leave something for the next man...

[walbrock82] 13/7/2018 09:39

Here is my analysis of Dart Group results:

[shaker44] 13/7/2018 09:29

well for better of for worse I have top sliced @-999p. I hate to see profit dissipate before it hits the bank.
so effectively my larger remaining holding has cost 10p!

will look to buy back on significant dips but in these turbulent markets, I like cash

[castleford tiger] 13/7/2018 07:19

I have followed and been involved with Dart from its inception. I try and go to the AGM`s and have a good link to PM and the FD ( Who are always helpful in explaining anything that goes over my head)
Being pretty local to its base and having friends who work there ( from pilots to ground stuff) its pretty easy to get a feel about what's going on.
The company news feed is excellent and if they tell you there is 20% growth at Base A or C you can quickly calculate the numbers.
The 2.5 m holiday was a figure ( a target) that I asked about at the AGM and it was not corrected !

The pace of growth after this year will have to slow as certain airports (Leeds ) are almost full ( especially for the early morning run )
The only way of increasing capacity is to have aircraft sleeping at overseas bases and the first run in arrives at an empty airport.
My next target is the company being valued at 2 billion and with current year pre tax consensus being 175 m that cannot be far away.
That's about 13.50 a share and my new 12 month target.

The biggest question is what is Philips end game?
To sell his stake down or to sell the company?

The figures last year were for the first full year of BIRMINGHAM and Stansted.
Heavy promotions bought some of that business and this year prices are better.

I think that further increases in a target profit may well come and 300m may be earned in the first ( current half).

Much more to do with the numbers but the buy yesterday at 837 underlines my confidence.

Good luck ladies and Gents

Tiger

[snorkelparker] 13/7/2018 02:19

All in all a nice day's work and a few Bob in bin..

[shaker44] 13/7/2018 00:13

btw, thats the same IC that said sell at 834 in April!!

[shaker44] 13/7/2018 00:12

now we have got to your tenner tiger, what,when and why is your next price target?!

[castleford tiger] 12/7/2018 19:43

175 m is the new forecast for current year
Good old IC msg said sell
Keeping the faith

Tiger

[qs99] 12/7/2018 11:12

great update. Just wait IMO until big instis want more after road show....should re-rate IMO and could it head towards doing £500m EBITDA in due course? Off load logistics arm? all doable and IMO am in and holding for a year's bag on this.. DYOR

[meijiman] 12/7/2018 10:28

Be interested to hear what they say about Brexit air arrangements. Clearly higher aviation fuel prices also not seen as an issue.

[shaker44] 12/7/2018 09:45

you certainly called this right Tiger. well done. hope tongo isnt short hehe!

[hatfullofsky] 12/7/2018 09:41

It's never too late allstar, come join the party

[castleford tiger] 12/7/2018 09:40

1020 seems to have settled

[allstar4eva] 12/7/2018 09:40

Well done guys. Don't hold but wish I did!

[pjleeds] 12/7/2018 09:27

YABERDABERDOO

[castleford tiger] 12/7/2018 09:08

Minky
That's hard to discuss as in the first 6 months ( they were only flying for 3 from the new sites) But presumably they were selling in advance of flying.
The year end is end of march so again mid term.

However I get the drift that there is good growth there.

Tiger

[minky] 12/7/2018 09:01

Castleford, First 6 months last year 01/01/2017 to 30/06/2017 and this year 01/01/2018 to 30/06/2018.

[montyhedge] 12/7/2018 08:55

Good results, well done guys.

[castleford tiger] 12/7/2018 08:46

get in my baby

tiger

[liam1om] 12/7/2018 08:37

Great call CT. There is your 1000.

[castleford tiger] 12/7/2018 08:33

cheers been very close to 10.00 this morning

[doogle99] 12/7/2018 08:25

Good call CT on the figures!