Ienergizer Share Discussion Threads

[tizo100] 15/12/2021 16:33

Dividend payment coming on 20th December will reinvest it into more shares

[tizo100] 07/12/2021 15:40

Well undervalued

[givmesunshine] 06/12/2021 11:00

Why the rise today ? Been very quiet of late

[pauliewonder] 29/11/2021 08:50

For a half billion £ company, there's a handful of shares traded. Can't see the logic in being a publicly listed company in the case of IBPO. Great company though

[2bluelynn] 26/11/2021 16:56

Great chart candle

[dare2share] 26/11/2021 11:18

Agreed I added this morning. Happy to hold through any short term weakness

[johndoe23] 26/11/2021 11:17

Screaming buy at this level

[2bluelynn] 26/11/2021 08:44

Chart gap filled - Ex Dividend so onwards and upwards

[2bluelynn] 26/11/2021 08:40

Buy buy buy

[alotto] 26/11/2021 08:32

It seems lots of shares, at least in the AIM are being hammered

[ihuntley] 26/11/2021 08:32

New covid variant.

[johndoe23] 26/11/2021 08:17

What the hell is going on?

[johndoe23] 24/11/2021 09:12

Ex div tomorrow...

[tole] 17/11/2021 17:42

Half-year results from iEnergizer (LSE: IBPO) have put the outsourcer on my radar in recent days. The business recently soared to its most expensive since January and, on a 12-month basis, it's gained almost 30% in value.Yet, for my money, it still appears to offer excellent value. City analysts think earnings here will rocket 30% this fiscal year. Consequently, this cheap UK share trades on a forward PEG ratio of just 0.4.iEnergizer provides a broad range of services, from human resources and quality assurance support to market research and sales assistance, to businesses. Its expertise spans a broad range of industries too, such as healthcare, financial services, gaming and publishing. And last week, it said that sales had soared 35.1% year-on-year in the six months to September (to $121.9m).Critically service sales sat its core Business Process Outsource rocketed almost 52% in the period, to $83.5m. This was driven by an influx of business from both new and existing customers.What I like about iEnergizer is the wide selection of services it offers across a variety of very different industries. And it offers them across six continents too. This helps give it exceptional solidity and protection from weakness in any one industry or territory.5.9% dividend yields!I don't think iEnergizer offers great value from just an earnings perspective either. Its excellent defensive qualities give it the strength and the confidence to pay out big dividends too. This means that for this year it carries a mighty 5.9%.Fraud is a problem for companies like this, and in particular the threat of payments made to fictitious employees. It's a key issue that was picked up in iEnergizer's recent audit, in fact. Still, it's my opinion that the company's qualities could more than offset this risk, a problem that's also more than reflected in its cheap valuation.

[tole] 17/11/2021 17:36

Hi Sphere. Sorry to hear that everything isn’t gold your end. Definitely agree with you that health is the real wealth. Fingers crossed for you.

Am sure I’m not alone in saying that I regularly enjoy reading your posts on these bulletin boards. Always very insightful and well informed.

Anyway I hope the markets are treating you well. And always good to see you invested in some of the stocks I’m positioned in. I would say great minds.. but mine is definitely not one of them..

[mwaters74] 16/11/2021 17:11

https://uk.finance.yahoo.com/news/ienergizer-lon-ibpo-achieving-high-085945824.html?guccounter=1

[johndoe23] 15/11/2021 12:25

The forecasting stocko don't look right to me, very cautious!

[johndoe23] 15/11/2021 12:24

13p eps H1, say 26p FY. Current pe around 14. Let's assume 30-32p eps FY'23, 600-650p is possible imho.

[givmesunshine] 15/11/2021 12:10

Spread is a killer on this - Glad I got in @308 - This seems very below the radar - must be due a decent re rate

[alotto] 13/11/2021 09:12

Thanks for your insight. I put out this question a number of times in the past few weeks. This clarifies.

[wobblywilbur] 13/11/2021 07:56

When they first listed there was a higher free float and many more/larger institutional investors on board. The company overpaid for the American acquisition and it took far longer to bed down than envisaged. Ultimately a number of IIs lost faith and jumped with the largest holder buying up their shares. These events were several years ago and clearly the business has come good - Very good.
In my view the business will continue to be a cash cow, with all shareholders benefitting from both growth and the progressive dividend policy, until such time as it is sold at what is likely to be a multiple of the current share price

[alotto] 12/11/2021 18:38

There is no much broker coverage on this one.
It feels like trading a privately owned company. A large fraction of it is owned by the founder. How odd that is!
Why would he have listed the company? To give crumbs to "outsiders"? What's the benefit of it?

[gswredland] 12/11/2021 18:10

Thanks Wobbly. Let's hope it gets there!

[wobblywilbur] 12/11/2021 16:18

FWIW - the house broker has upped their TP to 700p....(from 600p)