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
  +0.00p +0.00% 327.00p 316.00p 338.00p - - - 4,083 12:02:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 109.6 19.6 13.9 23.5 380

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
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
29/4/2004
16:54
It was tipped on 16/04/04 in the Motley Fool Value Newsletter.
hex
27/4/2004
12:05
Excitement over.
mark c graham
26/4/2004
16:40
Hugepants - Still no analysts' forecasts. Second half profit margin would have to be at a level of about 110% of my estimate to deliver 30p EPS. Alternatively, second half turnover would need to be 110% of my forecast. Each of these (or some combination) is possible but, I think, unlikely. Langland - It's been undervalued for some time now. I suspect somebody must have tipped it to create this little flurry of interest.
mark c graham
26/4/2004
16:12
Yep perhaps. Given H2 being considerably stronger than H1 last year and the interim statement that the businesses are on 'a growth path' could an eps of 30p could be on the cards?
hugepants
26/4/2004
16:08
Volume would be higher if it were a tipsheet. Going up because it is fundamentally undervalued as illustrated by the start of the thread and MCg's analysis.
langland
26/4/2004
15:50
This rise surely must have some news behind it. Perhaps mentioned on a tipsheet? BTW. Are there any analysts estimates around?
hugepants
26/4/2004
14:31
Up 6% on steady small buying today. Now at its highest level since 1996. 290p for its all-time high.
mark c graham
Chat Pages: 13  12  11  10  9  8  7  6  5  4  3  2  Older
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