Entu (UK) Share Discussion Threads

[jbarcroftr] 24/7/2015 22:13

If Entu achieves 13.8p earnings for the the year we could be looking at 19p for 2015/16 .
So up to 100% upside from here

[fleagle_uk] 23/7/2015 20:41

Paul scott increases his holding 5 fold!

hxxp://www.stockopedia.com/content/small-cap-value-report-21-jul-2015-entu-vp-gls-amo-esch-103322/

[paleje] 23/7/2015 12:43

ST article today tips them 165p target.

[jbarcroftr] 22/7/2015 20:42

Can't make the meeting but would be grateful for any feedback
Thanks

[davidosh] 22/7/2015 17:35

Would anyone like to join me for a results meeting with the directors tomorrow at 2pm near Bank in London ? Just email me at mellomeeting.co.uk if you are interested. David

[ben12358] 21/7/2015 18:53

Ec seems on the money to me. It was the same with another recent float, scs, promising high divs and delivering poor results.

[copestake] 21/7/2015 13:26

Someone was happy to have your shares lol

[effortless cool] 21/7/2015 13:03

These results do not reflect the story I bought into, so I sold out entirely this morning at a loss of over 20%.

A few of my reasons:
- The clear leak of these results several days before their accelerated publication suggests an unacceptable level of moral hazard.
- The glib dismissal of what were undoubtedly disappointing results as being "in line with management expectations".
- Every one of the four segments delivered revenues below my projections, so there is not even one bright spot.
- The recent Board change means shareholders of this small cap company are now paying a director £200k+ a year to work solely on acquisitions and integration.
- The company does not generate anything like enough cash to maintain dividends and pay for acquisitions, so any such acquisitions made will result in masses of new shares being issued.
- The approach of paying massive dividends whilst simultaneously spewing out shares to fund acquisitions is strategically incoherent.

Good luck to those continuing to hold.

[mctmct] 21/7/2015 11:12

Some director purchases might move the share price upward sharply ...

[tsmith2] 21/7/2015 09:00

No market forecasts to go on

[barryjoe10] 21/7/2015 08:15

Down we go again

[tsmith2] 21/7/2015 07:34

Wasn't exactly an inspiring set of figs, changes in incentives, VAT, policy provide a negative backdrop and the ship is leaky so little confidence...

[melody9999] 21/7/2015 00:06

hmmm - with the dividend on track for 8p this year, and some investors running for the hills because of the mixed results, and the share price having fallen by 30-40%, might not be a bad time to add now. downside should be limited from here.

[nehpets81] 20/7/2015 23:29

Clearly the results were released when they were because they had already been leaked in some quarters. I am sure this happens a lot but it has to be one of the most blatant instances of leaked results I can remember seeing.

Going forward, I can imagine the market will be very jittery about big, apparently random, falls in the share price in future

[sheikh al utrati] 20/7/2015 20:43

...so I was wrong - it was a leak.. bloody AIM cesspit... Nevertheless - while the PBT is dissapointing, I accept the narrative after all.. and the order book up by 200% cheers me up..

What suprised me as well is that comment about marketing personel - I didn't expect significant key man risk at that level given the staff pool size..

[fleagle_uk] 20/7/2015 19:56

This needs reporting to aim regulators. Clearly someone made information for sale.

[imranawan] 20/7/2015 17:23

Agree Phowdo, seems part of the game when investing in AIM stocks.

[barryjoe10] 20/7/2015 17:22

Could have been a lot worse than this Hold !

[phowdo] 20/7/2015 17:12

Looks like someone got a nice heads-up on those results about a week ago.

[imranawan] 20/7/2015 16:09

Agree its a mixed bag, but I did breathe a sigh of relief when reading through the interims. The energy saving division is the main reason for the decline in revenues, and operating profits. They mention two headwinds in this division, firstly lower solar sales and key departures in the sales and marketing teams. A new Marketing director has been appointed and they have invested in the marketing team and have won a recent £4.5m contract.

Other interesting bits were:

A corporate contract has been signed with a DIY retailer and anticipated revs are expected to build to £10 per annum, and they have the ability to cross sell other products and services.

Paying an interim divi - a sign of confidence in the underlying performance of the business

Overall a mixed bag, and can see why the share price has trended downwards over the past week. Again a leaky ship with insiders privy to information and acting upon it.

[value viper] 20/7/2015 15:40

going backwards from what they said in Feb - is this the same co ?
confused without delving further but I'm starting to understand why the price has just dumped off

[wjccghcc] 20/7/2015 15:34

Well, the order book is up from 10mm to 30mm and the home improvements metrics look pretty good. The rest doesn't. Tricky one.

[hpcg] 20/7/2015 15:26

Yes, I also saw that. I can't see the reason to buy back in, all metrics look pretty grim bar the cash. It isn't growing anyway. It looks like the dividend will be 8p based on a 33/66 split.