International Consolidat... Share Discussion Threads

[multiplural] 23/3/2007 15:25

I believe the company have good reason to expect a great H2. At this time of year they would have a pretty precise view on the order uptake, as most of the autum sales are booked imo.

[cockneyrebel] 23/3/2007 12:30

400k sells today and only off 1p, must be a buyer out there too imo

CR

[cockneyrebel] 23/3/2007 11:58

Yep, weaker H1 is the bummer but not a disaster.

But great assets here so it isn't that bad imo.

What we need now is a bit more director buying and newsflow hopefully.

I'm happy to hold.


CR

[fft] 23/3/2007 09:47

But, they have announced a weak H1, and realistically, no management can see further than that in terms of orders etc,

So you are relying on there expectation that H2 will out perform. Why should H2 outperform H1 ? Serious Question.

[shanklin] 23/3/2007 08:48

Can't help thinking this is not the place to be selling. share price massively underpinned by TBV and a management team that has been successfully addressing the business issues faced by IAG.

Cheers, Martin

[mesquida] 23/3/2007 08:40

And the share price has been running ahead recently, so all things considered I would not be surprised to see it fall back a bit now. Longer term though we still have the speculative possibility of corporate action given that such a large tranche of the share capital is vested in just two parties.

[wjccghcc] 23/3/2007 07:58

Weaker H1 though is a bit of a bummer.

[matt9991] 23/3/2007 07:26

600K share buyback.
Pensions no longer a major issue.
60% increase in branded sales
8p cash per share
really good stuff

[multiplural] 23/3/2007 07:23

And expectation for a better 2007, topped with a sharebuyback scheme. Not bad at all.

[hybrasil] 23/3/2007 07:16

Well that is some turn around for the books. Net assets of 17p a share. That is a fantastic achievment.

[kalmar] 22/3/2007 16:36

well...thats it...not as much a pullback as I thought on this run up...now is it "sell the news" tomorrow regardless??...see you in the morn...or about 10.30ish for me ;-).

Good luck

K

[arthur_lame_stocks] 21/3/2007 10:45

Just a snippet from Ted Bakers results today.

"Licence income

Ted Baker operates two types of licences: territorial licences covering North
America, the Middle East, Asia, Australia and New Zealand; and product licences
covering lingerie, eyewear, perfume & fragrance, watches and footwear.


Licence income for the year was up 14.3% to £4.0m (2006: £3.5m) and we were
particularly pleased with the performances of our perfume and fragrance
licensees and of our footwear licencee who both delivered above average growth.


Our other product and territorial licensees continue to perform in line with our expectations."

Nothing in there to get excited about either way.

[jamesw2000] 21/3/2007 09:47

only 4 to go now :)

[hybrasil] 20/3/2007 17:51

cr
I see you have this as one of your doublers for 2007. I think 38p may be a tad optimistic but I am hopeful that we will see 25p

[hybrasil] 20/3/2007 08:27

no stock around again today

[hybrasil] 19/3/2007 16:00

mesquida
the last thing I want mesquida is a special dividend. I pay income tax on it. If they want to buy back some shares then thats all right with me.

[kalmar] 19/3/2007 14:31

the move continues...just a few days away now ;-)

[mesquida] 15/3/2007 21:54

I take it that nobody is that interested in a special dividend then!!!!

[cockneyrebel] 14/3/2007 19:45

quite a nice few buys today on a weak day - very pleasing.

Nice breakout confirmation too.

CR

[mesquida] 14/3/2007 19:40

One further thought subsequent to my posting numbered 228 when I speculated that buyers might be looking for a resumption of dividend payments ( David Norgrove permitting ) and that is the possibility that we could still see a special dividend given that the pension deficit is now no longer a bone of contention. After all, since David Norgrove first started ( rightly or wrongly ) to flex his muscles we have had a combination of a. special top up payment into the fund b. large scale transfer of members out of the fund c. general increase in gilt yields - all of which has resulted in a fund which now has a deficit of only 1 million or so. Hey presto, if the Company now wants to give us back some of our money ( and in company law it is in fact our money ) then there is sod all that David Norgrove can do about it! Me thinks that this one is headed higher with or without a bid!

[hybrasil] 14/3/2007 09:09

the 25k marked by advfn as a sell is in fact my buy!!

[jakleeds] 14/3/2007 08:29

Well, it's moving on up...

[mesquida] 14/3/2007 07:50

This is the day to try it, hybrasil. Market makers will not be expecting any buyers this morning. Could be an interesting test. If it ends higher today then I am going to start thinking that there is more to this move than simple sniffy buying in front of the results. Shame, because I do think that if a bid comes in at at 25p then we will be shortchanged, but that is what it is beginning to look like to me!

[hybrasil] 13/3/2007 20:42

I eventually got some stock but not without a great deal of difficulty. Am going to try and buy again tomorrow