Eurocell Share Discussion Threads

[bloomberg2] 09/10/2020 09:23

This Business looks like it's Booming ! Expecting positive update very soon?

[johnpaul1] 08/7/2020 22:08

The job losses to come will be at the end of this year once furlough finishes. Then it's see where we are next spring. If to many people loose jobs they won't be thinking about DG ing A positive today was in the budget where I think DG is part of the green package. So if you are getting new insulation / boilers / DG then government will pay 2/3 of the cost (I think)

[scepticalinvestor] 08/7/2020 18:00

Why do you say next year?

[johnpaul1] 08/7/2020 13:22

Yes happy with the info. The building trade will enter a melt up till end of this year.Next year is the worry

[scepticalinvestor] 08/7/2020 09:26

Excellent update - things back on track etcOne to hold for a few months imo

[johnpaul1] 21/1/2020 17:00

Climbing nicely. No one is following this one

[johnpaul1] 20/12/2019 10:28

Looking better. Confident in this share over next 3 yrs.

[sphere25] 05/9/2019 20:18

With Woodford being topical, I have been posting on some of his holdings and sales with the likes of NSF and REDD. I was looking through his recent disastrous holdings and wondering whether this could be the next ex-Woodford stock to warn. They cautioned last December on rising costs. Manufacturing and the economy is deteriorating materially. A few snippets from the report here: "The Construction Products Association Spring 2019 update reported on a subdued Repairs, Maintenance and Improvements ('RMI') market, with Brexit-related uncertainty intensifying" Peak season upcoming, but have the politic shenanigans already thrown a spanner in the works: "We are affected by seasonality. Demand in the second half of the year is usually higher than in the first half, with September to November typically representing our peak sales period to the RMI market." Even with Woodford out, the stock is trending down and there are sellers in size.

[danieldanj] 30/7/2018 20:40

Eurocell (ECEL) Earnings-Reaction to Keep an Eye http://crweworld.com/Earnings-Calendar

[asturius101] 08/3/2018 16:06

interesting buying action

[johnpaul1] 13/2/2018 18:25

and again i think.

[johnpaul1] 20/11/2017 09:17

Woodford has topped up it seems. Price has dropped back recently.

[alan_a_walker] 18/7/2017 11:25

Looks like it may be getting hammered by safe style (SFE) trading update today in the same business?

[texaspete2] 02/5/2017 11:54

Ex dividend and share price hasn't dropped at all, quite happy in continuing to hold

[firtashia] 30/3/2017 12:30

Nice to see the momentum here. Even at this price still decent value and dividend yield.

[barnesian] 20/3/2017 17:11

Vote of confidence from Neil Woodford. Woodford fund has taken 7% stake. EQMC has taken a 5.5% stake. Still 7.5% remaining to be announced from the 20% sale by H2.

[hpcg] 17/3/2017 09:39

Delighted by the price response but not surprised given the shares were placed at the apex of the range. Not only that but a couple of moderate director buys at 210. I'm now a bit disappointed I have such a small allocation withing my own portfolio.

[barnesian] 17/3/2017 09:34

All sold in quick order at 205p. And the CEO and CFO have each just bought £28K of the shares at 210p. Well that underpins the price at 205p so lots of upside.

[barnesian] 16/3/2017 22:33

Yes - it gets rid of the overhang in a managed way. It will be interesting to see where in the price range the shares are placed and the range of new owners. Hopefully some will be left wanting more. One can hope.

[hpcg] 16/3/2017 19:55

Maybe - well probably, but it also gets rid of the overhang and puts the shares into institutional hands. H2 Equity should now have no more insight into the business than anyone else, quite different from buying from PE off the rack. Price response may hinge on where in the range the shares are placed. It looks like the current buying has a wallet behind it so it looks like a mutual good timing. In that sense it will likely halt upward momentum.

[barnesian] 16/3/2017 16:52

Placing is of 20% of the stock at a price between 195p and 205p. I suspect this will place a damper on the share price.

[jg88721] 13/3/2017 00:58

thanks Barnesian and apologies. I started my reply to Melody (#15) and took a break (more analysis) before posting, and did not see your reply until I had posted. Good explanation. Thanks!

[jg88721] 13/3/2017 00:25

thanks Melody To be more specific, I was mostly looking at the trend of operating profits margins over the past five years. Gross margins grow strongly over 5 years - excellent. 43.9%, 45.8%, 48.3%, 51.7%, 52%. but administrative expenses have grown faster than sales. Ie, revenues are up on average 9.9% p.a. from 2012-2016. But administrative expenses have grown by 14.7% p.a. on average. I just don't get that. EXEL is doing a great job growing gross margins, but profits would be much higher if distribution expenses were being managed as well as other costs. EDITED: Admin expenses not distribution expenses