Share Name Share Symbol Market Type Share ISIN Share Description
Dillistone Group Plc LSE:DSG London Ordinary Share GB00B13QQB40 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 17.00 15.00 19.00 17.00 17.00 17.00 0.00 08:00:23
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 8.7 -0.5 -1.3 - 3

Dillistone Share Discussion Threads

Showing 26 to 46 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
Buy/Hold recommendation from Growth Company Investor
Makes sense, cheers Jim.
Probably because they need a AGM to approve a final dividend (See articles), and paying an interim doesn't need one. If they are to pay before 6th April, saving the recipients the increase in income tax (because the payment falls in 2009-10 rather than 2010-11), then a further interim with no final is a sensible option.
I'm somewhat bemused by the trading statement and, in particular, the dividend details. The actual details are clear enough but I don't understand the logic behind them. Why would they be paying a 'further interim dividend' after the year end, rather than call it a 'final dividend'?
bought some today - (one to stick away for the long term)
money mad
That's what i'd say, should be on the way back to £3. Take a look at PPS, they listed a couple of years ago at 80p and like lots of these start ups they've struggled and even after a recent placing at 10p you can pick them up today for under 8p, . They make hydrogen fuel cells which produce power with zero emissions. After some tough times, they've finally made a breakthrough and announced on Friday the launch of the Zemship, a passenger ship powered by their fuel cells. Also a new director came on boad today. This news is not yet reflected in the share price imho. More info on PPS bb, DYOR.
Good interim results and "full year will be somewhat ahead of current market expectations." So about 18 or 19p eps for the full year?
Skyracer, this is utter tosh. The important word in the statement yesterday was VERY as in "VERY confident of a succesful outcome" because its almost a rehash of the original chairman's statement in the accounts, but with VERY added. The directors & Nomad will have thought very carefully about adding that word in this statement. Also, I hear that at a private institutional meeting after the AGM, they were talking about "stonking results" for 2008, and stopped the brokers from issuing an profits upgrade until they were sure just how good 2008 was going to be. My reading of that is that this business is absolutely flying. the last paragraph of the statement issued yesterday is "Since the year end, the Group has continued to be heavily cash generative, and our strong balance sheet and substantial cash reserves, together with the increasing value of recurring revenue contracts, means that the Group is relatively well protected against any short term slowdown in economic activity. The excellent start we have enjoyed in the first 4 months of 2008 also assists in this regard, and the Board is very confident that the Group will record another successful year." The house Broker's analysis is "Blue Oar view: The valuation continues to appear compelling in terms of our peer analysis and DCF model. On the basis of our forecasts, Dillistone shares are trading on a 2008 prospective PER of 9.9x (10% EPS growth) falling to 8.6x (16% EPS growth) for 2009. The stock trades in line with its closest listed peer, Bond International Software (BDI.L), which trades on 9.7x (flat EPS growth) in 2008, falling to 8.4x (16% EPS growth) in 2009. We believe Dillistone's should trade at a premium to Bonds given its high EPS growth and dividend yields of 5.6% and 6.1% in 2008 and 2009 respectively. " I think that this lot wouldn't dress up a profits warning. What you see is what you get here, and I reckon that they're saying "2008 is going to be a great year", plain & simple. Its a tightly run business, no debt, stonks of cash, good product, and strong prosopects, particularly in the fast growing far east. Particularly liked the phrase "Turnover and margins show significant improvement over the levels achieved in the same period in 2007" Significant in this context means more than 10%. Its a fill yer booots job, not a profits warning!!!!
This is a profits warning masquerading as a positive trading update. The key words are "which have now been fully implemented". Translated this means our forward orders have dried up.
Great results again from Dillistone. Div pushing 5% which is great for a growth stock with material cash backing - investors are being paid to wait for a re-rating which should be material given the growth rating being achieved. PEG ratio looking very attractive. The overseas exposure should help this year with Sterling looking weak. Some cautious comments in the outlook however - but even if they halve the growth rate it's still attractive. I'm hoping they won't do anything silly with the cash. I'd rather them just increase the div. P
Elssworth u thick c*nt. You're posting about DSGI on the DSG thread....wrong thread numbnuts!!!
Azalea You're welcome. I'm sure this one will do very nicely. Bond had slightly disappointing numbers out a week or so ago with only 4% eps growth, and Dillistone are due to report next wednesday (16th). Given the contract wins they announced last year, and their trends on recurring revenues, I'm expecting eps growth of around 20% or so. I'm hoding on, hoping that the market will put a proper price on what looks a soundly run business, with no borrowings, oodles of cash in the balance sheet, and a good market.
lynnex 12 of 13 Thank you for pointing out my error. I return to post the news that DSGI has issued its second profits warning; but find I am on the wrong thread, my apologies to DSG investors, I hope your investment continues to prosper.
Management has been buying at recent lows in the last few days. Adding to their already substantial shareholdings. They have already announced a planned final div of 5p - taking full div to 7.5p or 3.75% - which given the growth rate and valuation of the company appears attractive.
Azalea, you've got this company confused with Dixons, the code for which is DSGI, wheras Dillistone is DSG. Confusing, I know, but this is a sound company thats never blotted its copybook since it came to the market, and has always delivered on its forecasts. Interims were excellent, and there seems to have been a string of contract wins, which should flow through to profits this year and into the future as the support revenues assoviated with them begin. I'm watching this carefully.
I see DSG has got its just desserts - producing a 26% fall in H1 ptx profits. Perhaps one of the lessons its top management needs to learn is not to make black and white warranty promises to it customers and then totally renage on them.
This is weird, can you actually buy it, and if so, how much. Hardly any trades shown.
Good interim results today: - strong growth rate continued - with forward visibility for second half - widened margin (which is still very high) - strong cashflow (around 5.6% forward fcf yield) - greater proportion of repeat business - start of div payments - Strong growth outside of the UK Company is worth £16m, but has cash balance of £1.1m and no long term debt. Forward PE is around 16 times. Stripping out cash it's on around 15 times earnings. Reasonable given the growth. I'm expecting further gains for this stock. Thoughts? P
Greater liquidity and narrowing of the bid offer spread (as noted above probably due to a market maker caught short of stock which is now resolved) Delayed reaction to good results Recent announcement on business wins A very low valuation given the growth rate A decent div in the offering etc etc (see earlier posts)
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
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