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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Dcc Plc | DCC | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| -65.00 | -1.16% | 5,555.00 | 11:35:01 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 5,560.00 | 5,510.00 | 5,565.00 | 5,620.00 |
| Industry Sector |
|---|
| SUPPORT SERVICES |
| Top Posts |
|---|
Posted at 11/7/2024 10:18 by djderry As usual the company is doing fine,growing steadily each year.Markets,for about five or six years,if memory serves me correctly, has been ignoring/ underappreciating what's on offer.I'm a long term investor so it doesn't phase me. |
Posted at 29/1/2023 19:43 by djderry Management is excellent,driving profits and ROI.I want my management to run the company,not waste time in promoting the share .It's not a 'dud',it's doing great.Obviously,if they were to initiate a share buyback at these levels,buying shares for half-nothing,I think most shareholders would approve.They could muster a billion pounds of firepower if they wish.However,afterwa |
Posted at 29/1/2023 10:02 by dcme The Sunday Times(29/01/23)has an article reviewing some Irish companies and activist investor involvement. Here's their comment regarding DCC - "market darling turned dud, DCC looks like a sitting duck" |
Posted at 21/10/2022 10:15 by dcme Hard to see any upside in the near term - profitable company but 70% of the business is still oil/gas related which is problematic for investors no matter how it's spun.In the long run this should become a well diversified company (hopefully not in the Maynard Keynes long run timeframe) |
Posted at 22/9/2022 19:38 by djderry dcme,you make some interesting and valid points.Obviously,wheI say simplistic because the capital of the company is not being eroded,it's been invested into bolt-on acquisitions which cumulatively increase growth rates.Yes,they do (in one division) distribute fuel but much if it is LNG,one of the 'cleaner'fuels.This business isn't going anywhere soon.(I also own tobacco companies,I'm afraid).Health and Beauty continues to outperform,and they continue to build out in distribution.The 'fossil fuel' business is not about 'greenwashing'.They are making the real economy greener and the links they have,through the distribution business,enables this.As a long term investor,I have often seen periods of underperformance.Oft |
Posted at 31/5/2022 15:19 by djderry Alfred,if I were you,I wouldn't invest here.I would find a company that I was comfortable with,do substantial due diligence and then invest an amount that would be meaningful in a portfolio context.I would also beware of selective use of two data points in coming to any set conclusion.I would broaden my examination to include,for example,adjusted operating profit,up 11.2%,revenue up 32%,EPS growth up 11.1%,adjusted earnings per share up 13.8%.I could go on. However,at the risk of repeating myself,a one year,or for that matter a five year period is quite arbitrary. How has the company performed over its lifetime? Well,a 14% per annum profit and an ROCE of 19% over 28 years is,I suggest, evidence of the calibre of DCC. The reference to 'empire building'is ,I would suggest,rather tenuous.Growth through acquisition ( having bought hundreds of companies) is one of DCC's key competencies.Acquisi Where the reference to 'empire building' is,perhaps,accurate, is in a way the poster failed to comprehend.The company does,indeed,seek to become one of the market leaders,or top two/three companies in the areas in which they specialise.This aim,and the 28 year history of achieving their targets,have profound implications.DCC in 2030 will be a far greater company by revenue and profits. As an investor,this is what I am seeking. I'm also willing to wager that the share price will have greatly increased. |
Posted at 18/11/2021 13:37 by djderry Compound annual growth rate is over 14%.And that is over 27 years.Free cash flow is 104%. Dividend growth is 13.9%. And,by the way,total shareholder returns is 6640% over the 27 years. My point is that however detached a company becomes from the share price,over time patient investors will be rewarded. |
Posted at 28/9/2021 15:17 by djderry Interesting investor presentation in the form of a soft interview, analysts' questions a little more revealing.Good traction/growth in the business.No one asked the glaring question,would DCC Healthcare be worth a lot more on a stand-alone basis.But it wasn't that kind of interview. |
Posted at 05/1/2021 08:18 by djderry Another of the completely undervalued companies in my portfolio.As an investor,I'm completely at peace with that.It's the lot of the patient investor.Today's news of a further acquisition of another LPG distributor in the US is another step in the process of building real scale in the business.Actually,it's just business as usual. The share price has gone nowhere for a couple of years.Yet DCC continues to compound growth approx 15% a year.One day,sooner or later,the share price will double. As a patient investor,I'm completely used to that as well. |
Posted at 19/5/2020 19:06 by djderry Impressive results.Aside from the pandemic fallout,there's also a conglomerate discount,the market has failed to value this company properly for some years now.For the long term investor,one gets quite used to this. |
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