Dx (group) Share Discussion Threads

[dlku] 16/10/2014 20:22

More pap floated on the market
Gone ex growth and i am calling it down to 70p

[ashbox] 10/10/2014 08:34

It does come up as a 3 day old story in yahoo search so thats a bit odd!!

[dlku] 10/10/2014 08:32

Sorry, posted the wrong un this is today
The spread of Ebola presents a $33 billion threat to West African economies says the World Bank. Meanwhile, the rest of the world is pouring billions into halting the deadliest Ebola outbreak in history, from airport screenings to military aid in Africa.

In a worst case scenario, in the next four months there could be 1.4 million Ebola cases, according to a September 23 report from the Centers for Disease Control and Prevention. This would be a 175-fold increase from the current 8,033 cases. So far 3,879 people have died from the outbreak, with the majority of deaths occurring in Guinea, Liberia and Sierra Leone.

[dixies] 10/10/2014 08:32

In the above link, paste the headline in search and choose relevance. You will then find the publication date which is 28th December 2002! I had guessed early 2003 before searching.

[ashbox] 10/10/2014 08:29

I think the petrol protests were 12 years ago and Chavez is dead so the story must be 12 years old.

[ashbox] 10/10/2014 08:12

How old is that story dlku?? !!!

[dlku] 10/10/2014 07:35

Motorists warned petrol prices will soar
by DARREN BEHAR and RAY MASSEY, Daily Mail
Petrol prices are set to soar by 9p a litre or 41p a gallon, motorists were warned yesterday.
That would send the cost of a litre crashing through the 80p mark which triggered the fuel protests of two years ago and brought the country to a nearstandstill.
A crippling oil strike in Venezuela and fears over war with Iraq have already sent crude oil prices to a two-year high, and analysts fear worse will follow.
They said a dramatic fall in supplies from Venezuela - where mass protests and strikes aimed at unseating President Hugo Chavez have kept the oilfields idle for three weeks - could force oil companies and supermarket chains to raise prices by up to 4p a litre.
Military action in Iraq could fuel a further rise of up to 5p a litre - 23p a gallon - particularly if it hits supplies from Saudi Arabia and Kuwait.
Such a sharp rise would add to the misery of drivers already facing rises in insurance premiums and a police crackdown on motoring offences.
It would also alarm the Government, which is desperate to avoid another fuel crisis but has spending plans which depend on the 80p in the £1 it gets from fuel tax and duty.
Paul Watters, head of road and transport policy at the AA, said: 'This would be the nightmare scenario and take us back two or three years. The Government would rake in tax, but drivers would be really concerned and must be holding their breath.'
Petrol in the UK averages around 75p a litre (£3.41 a gallon) but there are huge discrepancies, with customers in some areas paying as little as 71p (£3.23), while those in remoter parts face 79.9p (£3.63).




Not good for transport cos

[dlku] 08/10/2014 22:03

hxxp://www.thecourier.co.uk/news/health/ebola-woman-touched-face-with-glove-1.618269


wonder if you can catch this in the tube

[funkmasterp12] 08/10/2014 10:59

Still holding this but really not happy at all with the share price performance. I believe there's a good business here and I'm a fan of Bob Holt so I'll begrudgingly sit this one out.

[dlku] 07/10/2014 20:57

(Close): Shares in airlines have fallen sharply on worries that demand for travel will be hit by news of an Ebola case in Madrid.

[dlku] 07/10/2014 17:52

they're walking down to the placement price

[dlku] 06/10/2014 14:57

Placement at 100p.
So guess this is going under that before long

[dewtrader] 06/10/2014 07:38

Royal Mail cuts cost of posting Christmas gifts
Royal Mail is increasing the size and weight of packages allowed at its "small" parcel price of £2.80
Parcel
Selling your business involves a lot more than just packing up and moving out Photo: ALAMY
Dan Hyde By Dan Hyde, Consumer Affairs Editor12:01AM BST 06 Oct 2014 Comments2 Comments
Posting Christmas presents to friends and relatives will cost less this year, thanks to a price cut that will save families as much as £5 per parcel.
Royal Mail is effectively doubling the size of the packages allowed at its "small" parcel price of £2.80.
In addition, it will later this month remove the extra fees on items heavier than one kilogram. As a result, families will be able to post larger items, or cram more into a bigger container, at no extra cost.
Nick Landon, Royal Mail parcels director, said people who previously would have been forced to pay for the £8 "medium box" price might now be classed as posting a small package. They would save £5.20, or 65 per cent, he said.
The changes take effect on October 20, just in time for the Christmas post when up to 10 million parcels are delivered each day.




This is going to hurt the competition in a big way

[fillipe] 03/10/2014 14:39

A really good full page write up in today's IC.

BUY.... it's niche focus sets it apart from competition and .... it's attractions won't be going unnoticed for long...

Forecast 2015 eps - 11.1p
Forecast 2016 3es - 11.5p

Very cheap - a bargain,imo.

gl

f

[trytotakeiteasy] 07/7/2014 17:36

didn't Royal Mail flag increased competition with results...

[hydrus] 09/6/2014 18:26

Any ideas why the drift downwards

[funkmasterp12] 09/5/2014 12:23

More of this please!

[masurenguy] 06/5/2014 13:04

I've not seen anything on DX. However, for the current year ending next month, the projected P/E ratio is circa 12 with a potential yield of around 4.5% at todays shareprice. This is slightly below Royal Mail with a P/E ratio of circa 12.5, so maybe there is just a bit of catch up going on at the moment.

[funkmasterp12] 06/5/2014 12:21

Nice to see this break out today. Did it get tipped on Friday? There were a flurry of late buys and it seems to be continuing through today.

[masurenguy] 27/3/2014 08:25

One of the more interesting IPO's this year with some solid fundamentals, a good yield and some quality institutional shareholders, with 10 taking above threshold stakes, constituting just over 60% of the stock.

Henderson Global Investors: 26,014,877. 12.97
Cazenove Capital Management: 18,965,000. 9.46
FIL Investments International: 18,816,320. 9.38
Hargreave Hale: 10,700,000. 5.34
Standard Life Investment: 9,400,000. 4.69
Blackrock Investment Management (UK) Ltd: 8,000,000. 3.99
Miton Asset Management Ltd: 7,500,000. 3.74
AXA Investment Management UK Limited: 7,500,000. 3.74
Ruffer LLP: 7,500,000. 3.74
J O Hambro Capital Management Limited: 7,200,000. 3.59

I note that Paul Jourdan has also taken a position here for the Amati VCT funds.
Onto my watchlist at this early stage.

[scottishfield] 24/3/2014 17:26

yes, the debt cover of about 1.2 (I think), will increase as the debt is reduced.

[funkmasterp12] 24/3/2014 17:18

Edison's note on this was excellent:


I'm always slightly sceptical of their research but the fundamentals look tough to argue with. FY15 PE of 12 (versus a sector average of 14), a 5% yield and good EPS forecast growth.

Assuming this all stays in line (and today's guidance suggests that it is), 160p should be fair value on these numbers alone which implies a short-term upside of 25%.

All imo/dyor please.

[scottishfield] 24/3/2014 17:11

Yes looking at this one for the divi funk, not holding yet. agree with yr comments.