Future Share Discussion Threads

[spawny100] 30/11/2022 09:23

Glad I got out of these at 35 on gut instinct. Feel sorry for any that have held from those heady heights as doesn't look like it will be regaining them soon if ever based on today's results.

[johnrxx99] 30/11/2022 09:21

Of course the analysis's knew that but didn't adjust. Those in the know (not me), after a 70% peak to bottom, are probably sanguine with it but the forecasts for '23 and '24 are toast.

[johnrxx99] 30/11/2022 09:17

Average consensus:-

PBT GBP 254 as against 170
EPS 159 pence as against 100.9p

So about 50% down on forecasts.

[buffetteer] 30/11/2022 09:15

& a 9% free cash flow yield for this year !

[deadly] 30/11/2022 08:44

How is that a miss then??

[buffetteer] 30/11/2022 08:22

A good result to hit expectations in tough times . 163.5p of adjusted diluted EPS with consensus at 159p .
£265m of cash generated bringing down the debt to 1.48x .
Modest profit increases forecasted for ‘23. But that will be before any further acquisitions which we know add 10-15% to profits as per the plan .

[slogsweep] 30/11/2022 07:50

what can we make of these results again they are not directly comparable with last year. forecast eps was 159p so looks like a miss to me. However PE does seem to have been reduced but by how much its difficult to say

[charlotte2020] 13/11/2022 14:17

Too cheap. Private equity having a look I would think

[johnrxx99] 13/11/2022 08:45

Agreed. Back in!

[john09] 11/11/2022 09:42

Out of the blocks this morning

Along with many other stocks of course

[john09] 10/11/2022 17:35

Good to see this clip 1500p

[john09] 07/11/2022 10:07

Good

Regardless i think its currently valued at about 7x and given its track record of growth that’s clearly nuts. I think it was valued at 40x previously

[ochs] 07/11/2022 10:02

The charts I'm looking at are suggesting next resistance around 1,393 to 1,409.

[john09] 07/11/2022 09:38

So cheap this

[john09] 01/11/2022 12:01

Looks good for a move back to 1500p quicksmart

[wildchild] 31/10/2022 19:59

I'm tempted but just waiting to see if it forms a bit of a base. The US has rallied strongly the last few weeks but this hasn't yet. I've had a tough year so I'm not willing to to try and call a bottom until I see some sort of confirmation. We know they are trading well, but we also know Zilla is on her way out too.

[john09] 31/10/2022 12:54

Is anyone fancying a nibble at this price?

[john09] 28/10/2022 10:38

Historic PE 7.5

[john09] 28/10/2022 10:37

Must be a sitting duck this to American PE . Quality British asset

[johnrxx99] 14/10/2022 07:32

The average consensus for next year is a PE of 7.45 with a current EV/EBITDA of 7.97 and a positive Graham number.

OK it depends on results but at the moment the price is more like a miner than growth stock.

[ochs] 13/10/2022 17:38

@e-boffin US CPI missed the expected 8.1% level and came in at 8.2%. US markets tanked, but S&P and Nasdaq 100 then hit big supports and bounced.

[e-boffin] 13/10/2022 13:38

What just happened?

[saurish] 13/10/2022 08:27

Prospective P/E 2022-12, 2023-11.5, 2024-10.5 A 3year average P/E that the business has been given is 20.2. It is also forecasted to generate cash flow at a higher per share than net profits. The point being yes this can go further down from here given overall market conditions however it surely is valued very competitively at current prices.