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Share Name Share Symbol Market Type Share ISIN Share Description
Thorpe (f.w.) Plc LSE:TFW London Ordinary Share GB00BC9ZLX92 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 292.00 292.00 312.00 0.00 0.00 - 0.00 08:00:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 110.6 19.6 13.9 21.0 340

Thorpe (f.w.) Share Discussion Threads

Showing 26 to 48 of 325 messages
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
DateSubjectAuthorDiscuss
22/9/2004
07:52
Gone ex div today
langland
16/9/2004
14:18
Forecasts added to header for next full year. Note that my turnover forecast is quite conservative. If they can maintain recent growth trends, they could beat these figures materially.
mark c graham
16/9/2004
14:09
PE of 12 should give a shareprice of around £4. Convieniently, my target ;)
kael
16/9/2004
14:05
Full year performance vs. forecast Turnover : £37.8m actual vs. £35.1m expected Pre-tax profit : £5.4m actual vs. £4.4m expected Dividend : 8.6p actual vs. 7.2p expected Cash : £7.6m actual vs. £8.9m expected NAV per share : 209.7p actual vs. 206.2p expected My turnover forecast was too low, operational gearing is high, so my profit margin forecast was too low and, hence my profit was too low. My cash forecast was too high because capital expenditure was higher than I expected, and debtors/turnover rose to historically high levels.
mark c graham
16/9/2004
09:21
very nice :-))
cwa1
16/9/2004
09:01
Superb results and, as I'd hoped, a big move on dividends. I'll review against my model and update my forecasts later today. Meanwhile, I've topped up again this morning.
mark c graham
16/9/2004
08:56
Really excellent results.
langland
12/9/2004
10:18
Kael, A PE of 15 for this stock is probably ambitious, given its small scale, lack of analyst coverage, and unglamorous sector (it only makes lights, after all). As I say in the header, I'm aiming for a prospective PE of 12. What makes the stock really interesting is the cash it holds and continues to throw out. Sooner or later, they're going to have to spend it or give it back to shareholders. The latter would be best, and I'm hoping for some good news on dividends next week.
mark c graham
11/9/2004
17:26
Hi all, im intrigued by the valuation that this co. has. Why is the PE so low, given the growth that it is producing? The share price has put on an impressive performance over the last two years, but imo there is still much further to go. A historic PE of 12 is hardly demanding and is likely to drop to sub 10 at full year results. If the figures in the header are correct, then a PE of 15 would place the share price at over £4! Am I missing something?
kael
10/9/2004
09:35
Hi Mark. Don't worry there are plenty of other holders watching and purring with happiness at the moment :-) You are not alone. Pity it takes imminent results to get this one going though. I have another holding, Carrs Milling(CRM), which has been becalmed for ages as well and has taken off over the past few days. It's a strange old game this shares lark :-)
cwa1
10/9/2004
09:16
Not the only one, Mark. Good, isn't it!
westcountryboy
10/9/2004
09:00
Up again, shame I seem to be the only one at the party. MMs' squeeze seesm to have eased - buy 1,000 vs. sell 500.
mark c graham
09/9/2004
15:16
Up again. Now they'll buy 2,500 vs. 250 sell!
mark c graham
09/9/2004
13:37
This is charging up on just 7k turnover so far today. MMs will buy 1,500 but only sell 250, against an NMS of 500, so they must be short of stock.
mark c graham
08/9/2004
13:49
Moving up nicely ahead of the full year results announcement on 16 September. As a reminder, I am looking for: Turnover : £35.1m (+7%) Pre-tax profit : £4.4m (+18%) Cash : £8.9m (+32%) = 75.9p per share EPS : 27.7p (+24%) Dividend : 7.2p (+9%) NAV per share: 206.4p (+11%
mark c graham
20/7/2004
09:39
This has been holding up well whilst the markets have fallen recently. I suspect that's more due to lack of interest than any recognition of relative value. In any case, I topped up again this morning.
mark c graham
16/6/2004
11:41
Going up nicely this week. You can currently buy just 500 online, but sell 3,500, indicating brokers are short of stock.
mark c graham
07/6/2004
21:08
Mark Yes I held them a number of years ago(10?) presumably before they bought Suggs. They were a very good company but the price never seemed to make any headway; some companies are good and consistent but they never set alight - Castings is another such company; very good solid company, indeed boring, but the share price never seems to make much headway. These companies are consistent and they pay good divs but are somewhat pedestrian on the capital growth front and I think most private investors are looking for quick returns and that comes via capital growth. Anyway good luck.
bobjay
07/6/2004
20:19
Bobjay, I wouldn't class Thorpe as a first class company. Management made a bad decision in buying Suggs Lighting, and have taken far too long to sort out the problems there. I do think it is a solid company, however, and offers first class value at current levels. I think that the big difference now is the rate that Thorpe are accumulating cash. That will ultimately drive value, although it could take a couple of years yet. In the meantime, I'll keep accumulating as long as they keep meeting or beating my forecasts.
mark c graham
07/6/2004
19:26
"Topped up my holding today at 225p. Surely sooner or later the market's got to put a sensible value on this share." Yes I thought that way. I held FWT shares for years and they never made any headway and eventually I sold. First class company; pity no ones interested.
bobjay
07/6/2004
19:07
Topped up my holding today at 225p. Surely sooner or later the market's got to put a sensible value on this share.
mark c graham
18/5/2004
12:49
so its up, diddly up up and now down, diddly down down. Disclaimer: No investment advice is either intended or implied by the above.
hugepants
07/5/2004
11:55
Hex, Do you have a link to the Fool article? thanks.
hugepants
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
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