Dcc Share Discussion Threads

[smcni1968] 18/11/2024 20:01

The short term flippers are gone, not for a steady run up to 65 quid

[prokartace] 14/11/2024 08:13

And now £53.Are we headed back to £48?

[djderry] 13/11/2024 11:58

Pleasantly surprised to be able to buy more around the £55 mark.Sale of the century.

[djderry] 12/11/2024 07:15

This is a tectonic announcement from DCC.The conglomerate,as we know it,is to end.DCC Healthcare is to be sold and,in eighteen months,DCC Tech could go the same way,depending on results.Already circa 87% of the company,DCC Energy is the new poster boy.Expect the markets to love this.I expect £20 quid in dividends alone over the next two years and ,roughly,a doubling in share price.Yes,I'm probably being over- pessimistic.As Peter Lynch might have said,being caught with one' s pants up!

[smcni1968] 12/11/2024 07:03

Company breaking itself up

[smcni1968] 11/11/2024 22:30

Results tomorrow... This has been a big disappointment of late, come on DCC!

[djderry] 04/10/2024 07:42

Positive write-up in the Investor's Chronicle.

[smcni1968] 20/8/2024 08:11

Hopefully we'll get another late year surge like last year

[paulstills] 20/8/2024 07:04

Very useful thanks as I was looking at starting a small position here

[smcni1968] 19/8/2024 22:47

Good write up!

[pdosullivan] 19/8/2024 22:29

Hi all. I have written a blog on DCC, which I am a shareholder in, that you may find of interest. Feedback is very welcome and, needless to say, DYOR. The blog can be found here: https://tbifund.wordpress.com/2024/08/19/dcc-dcc-ln-it-delivers/

[smcni1968] 11/7/2024 10:26

I think some were expecting a sale of the consumer electronics business

[djderry] 11/7/2024 10:18

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.

[prokartace] 11/7/2024 08:53

How is that a bad trading update?

[smcni1968] 06/6/2024 15:37

JP Morgan:We reinstate our rating on DCC at Overweight with a Dec-25 target price of 6,700p (17% upside). We are positive because: (1) Energy (74% of EBITA) will continue to benefit from organic growth and value-add M&A, with DCC building a leading position in European B2B solar installation (c.5% of Group EBITA) which is a fast-growing market (French/EU MW up 20% p.a.). The goal of increasing Energy profit to £830m in FY30 is achievable, in our view (JPMe c.£680m excl. future M&A). (2) Healthcare is on the cusp of a market recovery. (3) Technology profit is stabilising driven by self-help, with portfolio optimisation optionality. We forecast HSD% EPS growth in FY25-26E excl. future M&A. DCC trades on a 30%/25% discount vs. 10Y median P/E and relative P/E, respectively.

[smcni1968] 15/5/2024 23:58

Motoring along nicely

[smcni1968] 07/5/2024 10:32

Deutsche Bank £70 target price

[smcni1968] 22/1/2024 16:57

Another acquisition, £30mm for eenergy's energy management business. Strangely no press release.

[prokartace] 12/12/2023 09:15

so over £56, what next?

[smcni1968] 17/11/2023 09:17

RBC target to £55. I expect this share price to continue to rise

[smcni1968] 14/11/2023 09:21

Waking up at last.

[djderry] 14/11/2023 07:17

Adjusted operating profit up 12% in the interims.German bolt-on acquisitions of LPG distributor for €160 million.
Business as usual.

[smcni1968] 12/11/2023 15:28

Results Tuesday

[smcni1968] 21/9/2023 05:44

Pushing out the petrol car ban should help sentiment here.

[djderry] 06/9/2023 09:32

5 new acquisitions announced in the Energy division,worth 160 million,almost all aimed at reducing customers' carbon emissions.reiterating target to double profits by 2030.I look forward to the broker reports from the site visit near Paris later.