International Consolidat... Share Discussion Threads

[cockneyrebel] 18/12/2006 14:37

150k buy just gone through - I reckon that's some stock shifted and hence the tick up today jackleeds. 150K's a keen buy as year end approaches.

CR

[cockneyrebel] 18/12/2006 14:20

some resistance jackleeds, not sure it's a lot. a long plateau there for nearly 3 months - the longer they take to break the stronger the break. It's the year end Dec 31, won't be surprised if there's a nice trading statement not that far off.

CR

[matt9991] 18/12/2006 14:05

the 1st 2 trades of the day were mine. Thought it was appropriate to stick these in my Mrs' top draw so to speak. Hopefully I can take a chunk out of her cgt allowance with these

[jakleeds] 18/12/2006 13:56

Needs to get through this price though, there seems to be a lot of resistance here.

[cockneyrebel] 18/12/2006 13:49

I hop you have all noticed the breakout just starting to take place.

All that cash and all that profit in H2 when they break even for the year. CEO buying wadgeloads.

Id say there's a alot in these on a breakout.

CR

[cockneyrebel] 12/12/2006 10:59

Trading below NAV now aren't they?

All that cash being used wisely. And the CEO sayin this:

"LONDON (AFX) - Intimas Group is seeking to break even at operating level over the current full year and woo institutional investors to broaden a shareholder base currently dominated by three people who hold more than half the group's shares, chief executive Carol Duncumb said. Speaking to AFX News after the lingerie designer and supplier narrowed its first half operating losses to 390,000 stg from 636,000, Duncumb also said the company will pursue targeted acquisitions in the branded products sector. "We are on the road to improvement so we will be disappointed if we don't break even for the year."

Read that last line imo. They made a £390K operating loss in H1. If they are going to do better than breakeven they need a circa £800K operating profit or more in H2.


She bought 200K shares just after saying that too :-)

CR

[jakleeds] 12/12/2006 09:03

Some resistance at the current price though, we really need to get through it somehow

[shanklin] 12/12/2006 08:21

Yep, only just trading above the NAV.

Cheers, Martin

[cambium] 12/12/2006 08:20

Can we push through that resistance today

[cockneyrebel] 12/12/2006 08:00

Excellent news on the pension this am, these just look cheaper and cheaper.

CR

[cockneyrebel] 05/12/2006 15:32

Punters really like a good kip don't they. All this cash - watch them race after it when there's results or news out.

CR

[cockneyrebel] 01/12/2006 13:52

Breakout coming imo

CR

[cockneyrebel] 30/11/2006 17:11

I think we should kepp this our little secret :-)

All that cash obviously doesn't excite people @ 17p. Wait for the results, breakeven after nearly £800k profit in H2, potentially a very low PE and an absolute ton of cash - that's when they will all be rushing to buy.

An cheap ugly duckling today, a big expensive swan after the results in March.

CR

[cockneyrebel] 30/11/2006 16:20

Yep, this looks a very interesting investor.

Moving up a bit, grabbed myself a few more too.

JQV on the up too - the clothing industry is reborn! :-)

CR

[multiplural] 30/11/2006 15:50

Very interesting new shareholder. Try to Google Friheden Invest, up pops some very exiting industry relations.

[cockneyrebel] 30/11/2006 15:49

Well when I posted that yesterday I didn't know Friheden were reading this and would take me literally to that extent :-)

Seems they have just bought 8.5%.

A Danish Investment Co - interesting to read:



"Multibrand strategy - The objective of IC Companys' multibrand strategy is to maximise the return on a portfolio of independent fashion brands."

A lot of business coming IAG's way via these?

CR

[cockneyrebel] 29/11/2006 14:33

Time to buy from the bored I suspect.

Year end in just a month so wouldn't be surprised to see a trading statement soon.

£11m cash, £16m market cap.

Worth a read below. After losing £390K at an operating level in H1 the CEO says they will be disappointed not to break even for the full year. They need to make £800K in H2 to do that. Annualised that would be over £1.6m profit.

Not bad for a company with no cash but strip out the cash and these are screaming cheap imo.


Directors were buying shares after the interims. 200K, 200K, 26K @ 14p.

Have a read:

LONDON (AFX) - Intimas Group is seeking to break even at operating level over the current full year and woo institutional investors to broaden a shareholder base currently dominated by three people who hold more than half the group's shares, chief executive Carol Duncumb said. Speaking to AFX News after the lingerie designer and supplier narrowed its first half operating losses to 390,000 stg from 636,000, Duncumb also said the company will pursue targeted acquisitions in the branded products sector. "We are on the road to improvement so we will be disappointed if we don't break even for the year."

The first half operating loss was offset by a 3.8 mln stg property sale and Intimas posted pretax profits of 1.6 mln stg in the first half compared with 0.9 mln stg the same period last year.

Greater interest from the City will dilute the influence of Danish investor Ib Sonderby, who currently holds 28.4 pct, a second investor - Peter Gyllenhammer - with a 13.4 pct stake, and Dublin Solicitor Peter O'Reilly with 8.4 pct.

"This situation is unusual. Ideally we would like to see a number of institutional investors and expect this to change over the next six months," Duncumb said.

Intimas is also seeking to broaden its portfolio of brands which include Charnos and By Caprice, both added during the first half following a strategic realignment towards branded sales rather than private label sales to retailers. "We are looking for branded acquisitions and if the right opportunity comes up we will look at it with a certain amount of seriousness," Duncumb said. Sales were down 16 pct to 8.4 mln stg from 10 mln, reflecting the change in strategic focus towards branded products. Branded sales now account for 68 pct of total turnover compared with 33 pct at the end of 2005, the company said. The group has recruited a new senior retail executive to facilitate a planned move into retailing over the coming two years, starting with the opening of two factory outlets in October.

The strategy is limited to the factory outlet format, however, with no plans as yet to turn the company into a high street retailer. "If the first stage is encouraging then we will look to roll out the retailing further but it would be premature to say we'll take retailing onto the high street" Duncumb said.

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CR

[cockneyrebel] 10/11/2006 12:27

Moving up on level II.

3 trades in a few seconds - not been tipped has it?

CR

[hybrasil] 02/11/2006 08:46

I suggest that we stick to the one thread.
I appreciate your concern that it is difficult to buy these. EG as I write there are only 55k available electronically. However I have found that if you keep taking these up that while it might take a few days you will get your order filled. I am thinking of buying a few more.

[arthur_lame_stocks] 17/10/2006 20:39

I wouldn´t worry too much about it myself. Zoar have been major shareholders for as long as i´ve followed the stock, a couple of years I reckon. I think they´re probably supportive of the current management and unlikely to upset things as long as the regeneration of the company appears to be going well.

Anyway the shares haven´t been this high for over 5 years, if they want to offer 20p a share, a small premium to the current price then I think most small investors would be happy enough.

[diogenesj] 17/10/2006 20:29

Yes, that's right, Arthur. About 43% between them. That's a pretty commanding position.

[arthur_lame_stocks] 17/10/2006 20:26

I thought Gyllenhammar only had about 13% so between the two of them they don´t yet have enought to take control.