Dawson Share Discussion Threads

[davydoo] 07/2/2011 08:09

i agree, and unlike other situations where they can get taken out a low level i hope the 25% ish percent held by the pension will force a good price, for once aligned interests perhaps

[cockneyrebel] 07/2/2011 08:05

totally undervalued imo. 1.3p eps forecast for the year ahead and that looks like being raised a fair bit at this rate.

Why would DWN let the co go for peanuts here, just as they are recovering strongly and at a low?

CR

[davydoo] 07/2/2011 07:50

how about a trench? straight line back up?

[bigbigdave] 07/2/2011 07:45

Bit early to suggest huge bowl on the chart back to 80p?

[davydoo] 07/2/2011 07:43

3 paragraphs...

considerable progress
greatly improved
encouraging performance

excellent

[bigbigdave] 07/2/2011 07:18

Think that has just considerably raised any possible take out price 8-)

[solarno lopez] 05/2/2011 15:10

No doubt I have said this here before but does it fit with Dods the new acquisition vehicle for Lord Ashcrofts infant publishing empire

[cockneyrebel] 05/2/2011 12:05

I don't think he's highlighted the PE's that well - with 1p eps forecast for this year and 1.3p forecast for the year ahead then the PE is 7.7 falling to 6 without a bid.

They also had £1.7m net cash at year end with a mkt cap of £5m today - grossly undervalued imo.

Strip out the cash and you have a £3.5m co that's forecast to make £1.4m pbt this year and £1.8m next year.

To put it another way if these were bought out at todays price they'd be bought on a fwd PE of around 3. Bought at a net of cash price of £3.5m today the co would repay the buyer back from profits in 18 months to 2 years - where do you get return on investment like that?

Any bid has to be miles higher imo.


CR

[envirovision] 05/2/2011 11:54

Yes he's really just re-hashing what we have already said here CR, only difference is he is being paid to do it and you are not.

Amazing how he suddenly proclaims he has a holding in it, bit of a co-incidence don't you think, I reckon he bought in this week myself :-)

[cockneyrebel] 05/2/2011 11:38

David Schwartz in the FT buys DWN :-)



CR

[jailbird] 04/2/2011 07:18

IMS historically second week of Feb

[jailbird] 04/2/2011 06:55

i wonder if the the area of ebooks that they have mkt of, is what could be causing interest.

kindle, ipad..etc driving electronic/ebook growth.

[empirestate] 03/2/2011 21:58

IMS should be in the morning hopefully. decent underlying performance coupled with a re assuring forward statement should see a 15p+ take out price, which would be nice

[cockneyrebel] 02/2/2011 10:11

Held firm with little give back - should be newsflow soon with an IMS statement imo.

Due around now.

CR

[solarno lopez] 02/2/2011 10:04

would that be ken dods

[welshwiz] 02/2/2011 10:02

here's one then....dods?

[solarno lopez] 01/2/2011 07:44

Dawson + Dods? thoughts anybody

[davydoo] 31/1/2011 22:35

Good comments about the buyout potential re cash and current and forward p/e ratios, also there is the costs of main market listing that will be lost/saved, i seem to recall them referred to as substantial in the last report.

[cockneyrebel] 31/1/2011 21:04

yep, any time.

CR

[jakleeds] 31/1/2011 20:19

Isn't the IMS due in the next few days too?

[mreasygoing] 31/1/2011 19:52

Someone's trying to get them on the cheap that's for sure. I hope a bid doesn't happen, in the long run this has real potential to recover strongly.