Dewhurst Share Discussion Threads

[patviera] 08/12/2015 11:53

Always deliver15m cashLove this company8pd target

[18bt] 08/12/2015 07:49

Another solid year. Small special dividend helps. They still have masses of cash to develop the business if they find the right opportunities. Conservatively managed and cheaply rated. Happy to hold here.

[patviera] 14/7/2015 15:44

Soooo cheapTipped?

[patviera] 22/6/2015 10:33

Great news dwhtShares ahouls be up 30p

[patviera] 10/6/2015 08:03

Another fantastic set of resultsSell the ords to buy the As

[18bt] 09/6/2015 08:48

Steady performer

[patviera] 09/6/2015 07:44

Wow crazy cheap13m cash

[profdoc] 27/4/2015 10:23

I can recommend Maynard Paton's analysis ( Thank you Maynard.
A very thoughtful piece based on hard work gathering the numbers.
Where I differ slightly is I'm not so pessimistic on (a) the ROE or (b) the pension deficit. I get much higher numbers for the former (which feeds into the competitive advantage discussion - more so than margin), and I'm not bothered by the later, as a rise in bond yields will sort that out (and it has cash to match).
Glen

[cwa1] 23/4/2015 19:59

Interesting(IMHO) piece of analysis on Dewhurst:-

[patviera] 23/2/2015 15:14

ThxThe As are dirt cheap as some investors are cottoning into!!U know which line id prefer to buy590p or 390p??!!

[cwa1] 18/2/2015 09:36

FWIW, from this morning's broker notes:-

18 Feb 15 Dewhurst PLC Cantor Fitzgerald Buy 565.00 - 638.00 Resumes

With 565 being the current price and 638 the target

[patviera] 15/12/2014 21:45

Cheapest stock on aimCash property divis healthy profitsA steal

[profdoc] 15/12/2014 11:44

I have written a 3,000 word analysis of Dewhurst pointing out its qualifications for being considered a Warren Buffett type of investment (I've also bought some more following my May 2014 purchase). I'm particularly interested in the return on capital employed, the dedication and skill of the senior managers, the good economic franchise, the stability and the low MCap relative to the earnings (I prefer to use Warren's 'owner earnings' rather than conventional earnings). Obviously, ADVFN do not want me to post the analysis here. It is at
I have recommended it as a 'buy' to my Newsletter followers.
Glen

[cwa1] 02/12/2014 08:22

Morning All

Pretty solid looking figures, nice turnaround, fairly positive outlook for a change. Bought a few of the A shares first thing this am-not expecting fireworks, just hoping for some steady progress. Fingers crossed.

[cockerhoop] 03/10/2013 11:05

Interesting timing of the Chairmans purchase - just after the year end. Assume to results will be released in >60 days otherwise in a Closed Period.

Can't believe how long the A v T discount situation has lasted.

[insipiens] 03/10/2013 03:20

wcb, really? A shares, of course.

[westcountryboy] 02/10/2013 22:12

We have to hope so! I bought a few more in sympathy. It was interesting he bought the As. The disparity between the two is now simply surreal (though I have to say the 'T's look rather expensive).

[coolen] 02/10/2013 20:51

Small director's purchase today.

First for sometime.

Might this mark a turning point for the "A" shares ?

[insipiens] 03/4/2013 17:06

dwha fall overdone now? 2.3% div yield

[insipiens] 28/2/2013 02:27

indeed, a return to form then - rns style wise

[18bt] 27/2/2013 07:23

Oh dear - profits warning when things had being going so well

[pjhutchy] 18/2/2013 21:10

Does anyone know what was said about dewhurst in the investors chronicle? Thanks. I have held these for a while and sold some the other day as I saw the spread tightened up a lot so took the opertunity to take some profit. Holding the rest long term. Seems a well run solid company and nice and boring. Demand for lifts is only going to increase and dewhurst seems to be leading the way. I like the way the board of directors are conservative in the updates because it leaves room for above expectations and doesn't give investors false hopes which is great for long term holders