Flying Brand Share Discussion Threads

[superstardj] 08/5/2006 17:17

Subscribers to Outstanding Companies Digest were updated in the latest edition which landed on the doormat at the weekend. I quote:

"The prospective PER is undemanding and the dividend yield attractive. But the investment case turns on cash flow. The free cash yield of 13% is compelling. Taking last year's ongoing cash flow and running it out in perpetuity suggests you are being offered the existing business for 57p in the £ with growth from the forward plan in for free. Pitches don't come much fatter than this."

[cockneyrebel] 08/5/2006 17:08

yep, nice performace

CR

[ntv] 25/4/2006 23:15

nice tick up today

[speed camera] 25/4/2006 12:55

The message is getting home - here we have an internet retailing play with enormous upside potential

[cockneyrebel] 25/4/2006 10:23

seems like strong buying today, kicked off by a 25K broker buy pre-market.

CR

[clocktower] 18/4/2006 08:26

We shall see his return to some former high levels with a year or two, i.e. over £5. one just has to look at what has happened at SGI over the past three years.

[ntv] 18/4/2006 08:23

yield is certainly good and will add on any nice dips

[ntv] 18/4/2006 08:13

this looks excellent value at this price

[speed camera] 13/4/2006 11:22

Good AGM statement from this blossoming internet stock. Yield still attractive.

[didas] 16/3/2006 17:11

Well its a definite breakout and long overdue for patient holders! The marketing database represents a great asset. They just need to identify more products and project them in an appealing way, something that i think has been underdone in the past.

[clocktower] 16/3/2006 13:29

Normal service ressumed...£2.50 in sight.

[clocktower] 13/3/2006 14:25

Nice increase again today..

Didas, with Paul in the Chair things should move further forward again.

£2.50 on the cards maybe with the same long termvalue investor as SGI looking for stock with luck.

[didas] 13/3/2006 13:48

And there you have it. Encouraging news re online sales and Paul Fraser in as Chairman who is doing very well with Stanley Gibbons.

[clocktower] 10/3/2006 13:10

It should once again break out over £2. Looks very exciting once again but the only thing that might effect its profits are the increasing costs of home deliveries.

[speed camera] 10/3/2006 13:04

.... and doing well since this morning's results.

[didas] 10/2/2006 09:01

This is ticking up since Jan....

[didas] 05/10/2005 18:46

I think the new acquisition is a good fit and will contribute directly. This is promising for the company and I expect to see an upward trend particularly at next results if not before as people see value.

[reynard46] 12/8/2005 15:54

Anyone got any thoughts on the rise today?

[foolishboy2000] 07/7/2005 06:17

Can anyone tell me what a packaged unit is ? and why flying has them ?

[waldiman] 03/5/2005 11:54

Mr Bearbull in his Investors Chronicle column of Friday 29th April is looking at these to accomodate in his Growth Portfolio:

'Meanwhile, as the 2004 annual reports stream in - raw material for the Bearbull valuation factory - I have to draw attention to the merits of Flying Brands, the speciality mail-order retailer.
Few companies have, or will, come through the factory displaying such value. It's mostly to do with the huge amounts of free cash that the group generates - over 19p a share, on average, for the past five years. Couple that with sufficient capital spending, at high rates of return, which indicates that Flying Brands should be able to create significant value from future projects, and it's feasible to value the company at almost 300p a share, compared with its 180p share price. Thats worth having, in anyone's language, especially as a dividend-discount valuation backs up these figures. Maybe I'll have to rejig my Growth Portfolio to accomodate Flying Brands, too.'

So there you have it. If proved correct there is a potential upside of about 67%.

[pugugly] 22/4/2005 08:58

Not good news (imo) - Maybe he needed the cash but suggestive that there may not be much (if any) upside in the current share price. any other views?

T K Boden Director exercised otions and sold on 20th April.


12) Price per share
Exercise of Options: 19463 shares at #1.4904, 18,019 shares at #1.1796,
22,561 shares at #1.23
Sale of shares at #1.79

[clocktower] 08/4/2005 14:02

Still overvalued, market seems calm about this in view of poor trading and outlook for retail in general.

[philo124] 05/4/2005 09:36

I sold.
Philo