Ig Design Share Discussion Threads

[rivaldo] 08/10/2018 10:35

T2R, in the last issue SCSW suggested the share price would go to 800p. This weekend's article concentrates mainly on the new Impact acquisition, and concludes that operating margins could rise to "well over 10% on successful execution" - which is "big bucks".

It's unfair to subscribers to paste the entire article, which is VERY long! Give it at least a couple of weeks.....

[nw99] 08/10/2018 07:21

Looks good

[valustar1] 06/10/2018 16:36

Not comfortable doing that

[time 2 retire] 06/10/2018 14:04

Thanks valustar1, any chance you could paste story please if copyright allows or highlights if not. Many thanks

[valustar1] 06/10/2018 13:55

Main write up in share watch out today. Very positive comments. They are a buyer

[gswredland] 05/10/2018 16:29

Yep looks good

[mobtheplod] 05/10/2018 14:47

Nice tick up today, especially on a down market day.

[davr0s] 03/10/2018 06:33

Normal price retrace imo. Prices rarely go up or down in a straight line

[refillmore] 03/10/2018 00:14

Does anyone know what is driving the price down? I recently sold some shares at 580. Thinking about buying some back if it goes down to 500.

[time 2 retire] 25/9/2018 17:29

Fall overdone imv, probably to let all the major shareholders snap up those 10 million new shares at a bargain price as no 'major holding'RNS yet! The first lot went for £5.05 which is the same price that Anders sold his for last week which is strange as the share price was circa £6 at the time!

[gswredland] 25/9/2018 16:54

Massive fall in the sp
Where will it turn? Guesses? Lol

[rivaldo] 19/9/2018 16:12

Good to see from today's RNS that the placing was "significantly oversubscribed", and that the over subscription has been satisfied with a Trust disposal of 500,000 shares, getting a potentially large seller out of the way:

[ihatemms] 17/9/2018 14:45

anyone - Any snippets from TMI . I subscribe to SCSW but not TMI. I'd imagine similar comments?

[time 2 retire] 17/9/2018 14:36

I thought we'd have a bit of interest today after the weekends write up in "the momentum investor" but obvious now that RNS been released the mm's will drop the price again to allow the big shareholders to top up on the cheap, should soon recover and move to new highs IMO

[time 2 retire] 14/9/2018 08:10

I can't see a reason why we have this drop first thing! Not warranted...

May have been an error, moving back up now.

[rivaldo] 13/9/2018 09:07

SCSW updated on IGR last weekend. Amongst other comments:

- Impact is a "superb looking acquisition"
- With Walmart as a "key customer", this creates "the world's largest consumer gift packaging business"
- "significantly earnings enhancing"

It concludes "I think the shares are going way higher. I think £8. Keep buying."

Enough said.....

[yertiz] 10/9/2018 10:58

Unfortunately, the wrong way!

[middlesboroughfc] 10/9/2018 08:19

Next wave to take it to 700 startung

[rivaldo] 07/9/2018 09:15

Stocks like IGR make this investing from home lark extremely easy and pleasurable :o))

Make the most of your retirement time2retire.

[time 2 retire] 06/9/2018 13:56

I was lucky enough to retire in August 2012 sicknote :-)

[s34icknote] 06/9/2018 10:37

Time to retire You must be able to retire now surely :-)Sicknote

[davr0s] 04/9/2018 19:02

Just a bit of consolidation IMO - it has risen 20% in short order so needs to digest the move

[rivaldo] 04/9/2018 10:19

Today's fall is due to Questor in the Telegraph saying bank profits given the share price rise and risks attached to the new American acquisition.

I have to say I disagree :o))

Firstly, like most journalists' info the forward P/E they state of 24 is completely meaningless since it excludes the benefits of the acquisition. At 571p now, the current year P/E is 22, and this falls to only 18 for next year starting 1/4/19 given 31.5p forecast EPS.

And this forecast is "conservative" since it includes no cross-selling benefits and procurement synergies.

The risk of taking on American acquisitions is nullified by IGR's excellent prior record, and frankly there are many, many more acquisitions which work well than there are disasters.

I agree that the additional seasonality brought in by Impact's acquisition is unwelcome. However, the addition of Walmart as a significant customer has to be a good thing.

Above all, you just have to read the new research notes to appreciate the scale of the additional potential cross-selling and synergies now available to IGR in the USA....

[davebowler] 03/9/2018 09:35

Only just spotted this -bit out of date though-