Share Name Share Symbol Market Type Share ISIN Share Description
Essentra Plc LSE:ESNT London Ordinary Share GB00B0744359 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -2.50 -0.81% 306.00 306.00 307.50 311.00 306.00 311.00 253,571 16:35:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 896.5 6.0 1.7 180.0 923

Essentra Share Discussion Threads

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Takeover is not out of the is definitely the right kind of size, is well managed and well spread internationally. A tasty morsel may be?
Surprised at the lack of posts on this thread for what is a quality company. The chart here is now looking good and the share price may well be looking to re-establish is longer term upward trend.
Listened ims conference call yesterday. CEO was evasive and wordy - he talked about big/chunky orders but said he can't disclose ... I for one was not impressed.
Trading Update tomorrow Oversold at this price and still growing - Deutsche target 950 - interview with sales director reckons they are busy expanding different product lines
I reckon its at fair value after the panmure & numis notes - up & down like a tarts knickers at the mo as not much upside or downside - 15% growth expected so i think deutsche had it right at 925 going forward.
Good shorting opportunity here. Combination of several factors: - Long and sustained share price rally up to results day - Expect a lot of profit taking, as many investors 'buy the rumour, sell the news' - Balance sheet and P&L figures look like they belong to a £200m - £500m company, rather than one valued at a whopping £2bn - Net Tangible Asset value actually fell from 15p per share to 2.5p per share. Market capitalisation is currently at a 35,000% premium to NTAV!! - All the annual profit, and more, was spent on the acquisition of intangibles and payment of dividends - EPS of 26p puts these on a high PE ratio of 32 - Net debt increased to over £200m Just a few thoughts. No opinion on how good the company is, or it's products or staff. Just a simple value calculation looking at P&L & Balance Sheet. Reckon there's a fair chance of these falling to 700p very short term, and perhaps 400p in the medium run. Still a massive overvaluation based on fundamentals.
panmure nobbled it
Figures look to be ahead of market expectations. share price a bit frothy at the moment but expect the general upward trend to continue once things settle down.
Here come the results... Should be good
Expanding Fast & Undervalued Looks like these guys are busy expanding & outsourcing which should grow the bottom line: Aquisitions to expand footprint: Mesan Kilit & Dakota Packaging Huge New Distribution Center: New factory in Bangalore: Loads of awards: Chairman buying shares Deutsche Upgrades to 925p And technically oversold going into results 20Feb My spreadsheet calcs a near term price of 932p (similar to Deutsche) and long term price of 974p so I think overall this looks undervalued by approx 100p GLA LM
24 January 2014 | 07:25am - Essentra has expanded its principal European components facility in Kidlington with the formal opening of a new purpose-built distribution centre. Entailing a total investment of over £7m, the 3,500 sq m site will not only provide the necessary space to continue the rapid expansion of the product range, but will also allow the business to make even greater improvements to its next day delivery offering throughout its global supply chain network. Chief executive Colin Day said: "The investment in this dedicated facility underscores our commitment to delivering a market-leading product range and service level to our customers, combined uniquely with the flexibility and reliability of our extensive manufacturing capabilities. "Additionally, it reinforces the commercial significance of our Kidlington site, both in terms of serving the domestic UK market as well as acting as a hub for our entire European distribution network. As such, this new centre will not only allow us better to capture future growth opportunities, but also to operate even more efficiently." - See more at:
13:52 Investment analysts at Deutsche Bank boosted their target price on shares of Essentra PLC (LON:ESNT) from GBX 845 ($13.86) to GBX 925 ($15.17) in a note issued to investors on Wednesday, Stock Ratings reports. The firm currently has a "buy" rating on the stock. Deutsche Bank's price objective would suggest a potential upside of 5.84% from the stock's previous close. A number of other firms have also recently commented on ESNT. Analysts at JPMorgan Chase & Co. raised their price target on shares of Essentra PLC from GBX 780 ($12.79) to GBX 847 ($13.89) in a research note to investors on Thursday, December 5th. They now have a "neutral" rating on the stock.
Latest acquisition announced this morning- a Turkish ironmongery company. Website: Essentra plc ("Essentra" or "the Company") today announces that it has acquired 100% of the share capital of Mesan Kilit A.S. ("Mesan") for an undisclosed cash consideration. Mesan has been acquired on a cash-free, debt-free basis, and was funded from the Company's existing facilities. Mesan is the leading Turkish manufacturer and distributor of a range of locks, hinges, latches and hardware accessories for use in a wide variety of attractive growth end-markets. These markets include electricity and power distribution, telecoms, industrial, IT and transportation. Based in Istanbul, Mesan additionally exports to more than 75 countries, including to the Middle East & Africa and Asia, from a new, state-of-the-art facility. For the year ended 31 December 2012 Mesan generated revenue of US$19.7m, with a three year compound annual revenue growth rate in excess of 20%. The transaction is expected to be immediately earnings enhancing, and will be reported under the Company's Component & Protection Solutions division. Commenting on the acquisition, Colin Day, Chief Executive, said: "The acquisition of Mesan is a compelling strategic fit for Essentra, and is consistent with the Company's Vision 2015 objective of complementing balanced profitable organic growth with value-adding transactions. With leading market positions and a proven track record of strong profitable growth, Mesan significantly enhances our offering in the growing hardware segment. In addition, the acquisition not only provides entry into the attractive Turkish market and a number of other fast-growing export markets for our Components business, but it also acts as a platform for the geographic expansion of our other activities in the region."
A £2-billion company whose share price has been trending upwards since the middle of 2009 -- up nearly 8-fold in that time - and nobody discussing it. Share price climbed 71.5% in the second half of 2009, 28.5% in 2010, 56.6% in 2011, 44.5% in 2012, 56% in 2013 -- and just before Xmas it broke out past its previous all-time high.
Very positive trading update should underpin what was beginning to look like a rather shaky period for the share price
Another good day :)
-- (reserved - data later) EDIT: Just to be going on with, here is a summary of major shareholders posted by TGOM on the previous Filtrona thread in April: The Grumpy Old Men 7 Apr'13 - 15:22 - 89 of 101 0 0 Major Shareholders Amount % Holding BlackRock Inc 42,970,833 18.44 (trimmed to 17% since post) AXA Investment Managers SA 16,913,385 8.11 Oppenheimer Funds 14,402,019 7.00 Threadneedle / Ameriprise 10,616,539 5.06 FMR LLC 10,651,023 5.05 Cazenove Capital Management Limited 10,261,528 4.99 TIAA-CREF Investment Management/Teachers Advisors Inc 10,469,124 4.96 J P Morgan Asset Management Holdings Inc 10,091,621 4.91 Invesco Limited 9,861,147 4.79 Allianz SE 9,744,959 4.79 Ignis Asset Management / Resolution Investment Services 8,062,190 3.92 BT Pension Scheme Trustees Limited 7,516,925 3.66
! FUNDAMENTALS Company website International producer of specialty plastic, fibre and foam packaging and filter products. Headquartered in the United Kingdom, Essentra’s global network extends to 29 countries and includes c.5500 employees, 42 principal manufacturing facilities, 64 sales & distribution operations and 5 research & development centres. Changed name (formerly Filtrona) in June/July 2013. Opened a new 70,000 sq.ft. production facility in India in December 2013. Listed in the FTSE-250.
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