Ienergizer Share Discussion Threads

[2bluelynn] 07/2/2023 14:58

Me too topped up again yesterday

[johndoe23] 07/2/2023 11:43

Don't disagree. Nice bounce today

[gswredland] 07/2/2023 08:53

Staying with IBPO long term

[johndoe23] 07/2/2023 07:27

Hopefully a trading update this month. Only have a couple of tranches left here now, risk off!I'm surprised at Mr.Aggarwal age he did not entertain a bid of 525-550p. I know on fundamentals the company may be worth more, but it would have been a nice retirement!

[alotto] 07/2/2023 05:00

Rj777 true that, however that's the behaviour I'd expect from a captain reading to abandon the sinking ship.
For me trust in the management is very important.
I'm fairly confident the company will do well though, I won't regret to have sold my shares, but I need to sleep better at night

[rj777] 06/2/2023 19:54

Fair point alotto, but by the same token his personal betterment depends on the companies healthy performance

[alotto] 06/2/2023 15:24

RJ777 the balance sheet is solid, no question about it and very likely IBPO will do fine.
The issue is the trust in the management. Seeing how they shove a pile of debt on the company for a quick turnaround tells me how much the CEO cares about his personal betterment over the health of the company.

[johndoe23] 06/2/2023 13:11

Looks like you timed it right

[johndoe23] 06/2/2023 11:21

Drop continues. Markets not good but very weak here

[bbluesky] 04/2/2023 09:16

Similar company Tata Consultancy

TCS Delivers Strong Q3; Rev Crosses $7 bn Propelled by Cloud
Demand and Market Share Gains
- Revenue Growth of +13.5% YoY in CC; 8.4% YoY in USD
- Growth led by North America & UK (+15.4% YoY in CC)
- Operating Margin at 24.5%; Net Margin at 18.6%
- IT Services Attrition trending down: LTM Attrition at 21.3%
- Board Announces Dividend of `75/share Including Special Dividend of `67/share
MUMBAI, January 9, 2023: Tata Consultancy Services (BSE: 532540, NSE: TCS) reported its consolidated
financial results according to Ind AS and IFRS, for the quarter ending December 31, 2022.
Highlights of the Quarter Ended December 31, 2022
• Revenue at 7.075 billion, +8.4% YoY, +13.5% YoY in constant currency
• Order Book at $7.8 billion | Book to Bill at 1.1
• Operating Margin at 24.5%; contraction of 0.5% YoY
• Net Income at $1.318 billion, +1.1% YoY | Net Margin at 18.6%
• Net Cash from Operations at $1.354 billion ie 102.8% of Net Income
• Net headcount addition of -2,197 |Workforce strength: 613,974
• Diverse and inclusive workplace: Women in the workforce: 35.7% | 153 Nationalities
• Building a G&T workforce: 11.4 million learning hours clocked | 1.3 million competencies acquired
• LTM IT Services attrition rate at 21.3%
• Total Dividend per share of `75 per share including `67 as special dividend
Record date 17/01/2023 | Payment date 03/02/2023
• Total Shareholder Payout of `33,297crore Year till Date
Rajesh Gopinathan, Chief Executive Officer and Managing Director, said: “We are pleased with our strong
growth in a seasonally weak quarter, driven by cloud services, market share gains through vendor
consolidation, and continued momentum in North America and UK. The sustained strength of demand for our
services is a validation of the value we provide to our clients in helping them differentiate themselves, while
enhancing their competitiveness. Looking ahead, and beyond current uncertainties, our longer-term growth outlook remains robust.

[rj777] 03/2/2023 20:37

The latest trading update was good with a positive outlook statement. The EPS are forecast to grow 18% over the next year and the company has grown EPS every year for the last 6 years. If you go back to February 2nd 2022 the EPS estimate for the year was 0.34 dollars they achieved 0.39 dollars. Company often beats estimates, and trades on a forward P/E of 10.5. Looking very cheap at current levels.
Operating margins of 34%, ROCE OF 45%, cash flow per share well in excess of capex per share with plenty free cash flow per share. High dividend yield, highly cash generative business. The negatives are the owners large holding, and the borrowing for the past dividend, but current ratio and quick ratio above 2 suggests this debt is comfortably covered.

Time will tell, but I’m a positive long term holder here, and there’s been no reason to alter that view. Shares will go up and down in price, and always will. There’s been no change to the fundamentals here though. Remains a growth company that looks cheap in my eyes.

[alotto] 03/2/2023 17:14

Daisy, I wouldn't be disappointed the way it has gone, I would be more concerned about the way this could go.

[daisylove] 03/2/2023 16:26

Disappointed the way this has gone lately. It looks like the NT is still holding. He bought at 390 a while back.

[alotto] 03/2/2023 10:43

John, I wouldn't blame you. I am sleeping better at night after I sold it. I have seen too many rip off companies, IBPO has massive red flags. Better to lose few hundreds quid than my whole investment. I held the shares long enough to get the latest dividend pay-out, so all in all the loss was modest.
I hope IBPO does well, its a terrible feeling when you realise you dodged a bullet. Too many red flags for me, I am not a gambler.

[johndoe23] 03/2/2023 09:57

Yes, seems odd

[thebeast1] 03/2/2023 09:00

Still struggling to figure out why the share price is going down. I topped up yesterday at 403p

[johndoe23] 02/2/2023 19:02

Interesting. Must admit I'm thinking of selling out too. The price action is saying negative to me

[ihuntley] 02/2/2023 16:32

I just chucked in 15k of this too. I still hold £15k however and have made a nice little profit so far. Time will tell.

[johndoe23] 01/2/2023 17:17

I did read but not replied yet! I thought it was a bit strange, not complaining at the time as received a very nice divi but taking on debt to pay a divi not the wisest move.

[alotto] 01/2/2023 16:30

what is your view about my post 594 of 599?

[johndoe23] 01/2/2023 16:22

Could be. Hopefully a trading update this month.

[alotto] 01/2/2023 16:17

for me it is related to a general sentiment in the tech industry. we have seen a number of companies making record lay offs.
BPO businesses should benefit from this but the general sentiment for tech is taking its toll on IBPO. maybe.

[johndoe23] 01/2/2023 16:14

Peak earnings achieved maybe? Would seem at odds with last statement but it happens. Those in the know dumping. Might seem a bit extreme but I can offer up nothing else.

[alotto] 01/2/2023 16:09

What's your take John?