Empresaria Share Discussion Threads

[grindertrader] 20/7/2015 09:41

I have been in EMR since 49p and now 50% up. The valuation is still cheap at a Hist PE of 10 and Rolling PE 7 its looking good. the market average PE is now 14.5
Add in earnings and the rolling PEG is within Slater range 0.69

Overlapping these value figures with some quality ROCE 18.5% and ROE 15.4% then despite slim operating margin, and of course we have strong cash flow in excess of Earnings previous I am confident of further share price growth here.

It's breaking to and momentum on our side. It's been a pleasure to source and invest be in a stock like this.

[aishah] 20/7/2015 09:37

Stockopedia's value portfolio entry has breathed some life into EMR at last! Not before time. Lots more to come here imo.

[fillipe] 20/7/2015 09:19

I reckon the 100p will come, given a little more time. Shore and Hardman recently have 2015 average eps 8.85p for 2015 and 2016 9.6p - both years a 0.7p div.

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[melf] 20/7/2015 09:13

74p excites me as I entered at 40p. Wish the rest of my portfolio showed that sort of return. 100p would excite me even more!

[santangello] 20/7/2015 09:06

I would be happier if we were closer to the 100p mark, which clearly were we should be valued currently. I'm afraid 70p+ just doesn't excite me, 100p+ would.

[fillipe] 20/7/2015 08:49

Flying today!

f

[pj 1] 17/7/2015 21:54

No probs, managed to find the link. Enjoy lol

[santangello] 17/7/2015 21:09

Thanks PJ......and bloody good value at these ridiculously low levels too.....

[pj 1] 17/7/2015 18:41

Its come up on a Stockopedia value portfolio which returnd 25% ish over the first 6 months on the year. Maybe investors following the Portfolio

[santangello] 17/7/2015 18:12

Investors buying again here.....

[santangello] 07/7/2015 14:12

Same here das...but based on historical data p/e etc....these should trade, imho, closer to 100p.We'll see what happens next ?

[dasv] 07/7/2015 13:21

EMR is my only holding in this sector

[interceptor2] 07/7/2015 13:20

Could be a read across from RWA that has created interest here today, apart from EMR, RWA are my only other holdings in this sector.

EMR have 39.5% of revenues from Europe, and 36.5% from the UK and 24.2% ROW.

Looking at the RWA trading update the ROW is likely to see a currency benefit and of course the UK will be neutral, but the positive thing of note that even with currency pressure Europe growth was 3%, would have been 16% on a constant basis.

[fillipe] 07/7/2015 11:24

+9.62% ,today.

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[cfro] 07/7/2015 11:20

I have no position here but watching carefully given my interest in the sector.

Seems to me EMR could be trading well considering so many good statements from many others in the sector.

However, a big part of EMR's business is in Germany/Europe and we know that they will be facing currency headwinds.

I will be reading the next statement here with interest but i do think that any strong trading across the group will likely be neutralised by the adverse currency effects.

[martincc] 07/7/2015 10:47

Some buying today, looks like next leg up.
Readacross from RWA trading update?

[interceptor2] 26/6/2015 10:13

Acquisition looks like a high margin business, will look forward to the next update with interest.

[santangello] 26/6/2015 08:42

Nice news to wake up to today here.

[djbilywiz] 18/6/2015 20:01

Haha, not a complaint!

[melf] 18/6/2015 18:20

I wouldn't complain about sideways in the current market!

[djbilywiz] 18/6/2015 17:52

Not much I'd say, been going sideways for some time now.

[paulturner006] 18/6/2015 17:37

What's going on here?Few shares going through on the grey?

[eagle eye] 20/5/2015 15:54

Melf
Thanks for the information which confirms the sector appears to be trading well. Empresaria appears very cheap on the basis of current forecasts.
A bit more patience should pay off. Happy days.

[graham1ty] 20/5/2015 13:54

Very good AGM. Possitive all round. Was pointed out that despite share price rise, the rating has not changed since last year. As the share price has just followed profit performance. Is therefore just as cheap as it was a year ago. Write up to follow I hope

[graham1ty] 20/5/2015 13:54

Very good AGM. Possitive all round. Was pointed out that despite share price rise, the rating has not changed since last year. As the share price has just followed profit performance. Is therefore just as cheap as it was a year ago. Write up to follow I hope