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[cockneyrebel] 23/3/2010 12:08

H1 sales are currently up 17.5%.

H1 last year had £47.4m sales.
H2 last year had £55.9m sales.

H1 this year is on course for 55.5m at the current rate (ie 17.5% higher) and as margins have improved throughout H2 then margins in H1 should be higer than H2 the year gone.

On that basis the 11.2p eps done in H2 should be bettered in H1 this year imo.

Look well on course to do 25p eps this year imo, without any acquisition.

CR

[cockneyrebel] 23/3/2010 12:01

Yep, my broker is looking out for broker notes for me.

Saw this on Dow Jones:

LONDON (Dow Jones)--U.K. home shopping channel retailer Ideal Shopping Direct PLC (IDS.LN) Tuesday said a move in to pet products is among possibilities for its acquisition strategy this year.
The firm is on the look out for deals that will take it in to new markets, and Chief Executive Mike Hancox said the firm's television channel was ideal for demonstrating pet products.
"We're looking at additional strands to our crafts business, such as cake decorating and jewelry, but pets could be a strand," he told Dow Jones Newswires Tuesday.
"Our customers, who are older, tend to have pets and we will be testing in that area. A lot of pet products need explaining. When they're in a box on the shelf you don't always know what they are and we can bring them to life on TV," he said.
Ideal Shopping Direct's main channel is Ideal World, which is broadcast on Sky, Virgin Media and Freeview.
"TV would be a great way of demonstrating to people how to use some sort of pet feeding system or brush for dogs," Hancox added.

Company Web site: www.idealshoppingdirect.tv

If they buy profitabe businesses with cash they will be immediately earnings enhancing - uping the eps even further.

CR

[4bidnforest] 23/3/2010 10:44

Indeed CR

No doubt you will keep an eye out for these notes when they are out?

EPS of about 25p you think?


Also, I particularly like this from todays statement :-

The scale of the business turnaround since 2008 has been "SIGNIFICANT" and the
management team are "EXCITED" about the growth prospects for the Company.

4BF

[cockneyrebel] 23/3/2010 10:01

Fantastic 4bid :-)

Just waiting for the broker upgrades now.

CR

[4bidnforest] 23/3/2010 09:21

Nice results, CR.

[cockneyrebel] 23/3/2010 08:09

If you really want a divi look at PMP today Frauddy!!!!! lol

CR

[cockneyrebel] 23/3/2010 08:08

4p loss in H1 - work it out - 7p+ eps for the year means over 11p eps in H2.

What's the PE? I bet it's 6 or less and highly geared earnings growth of 200% this year.

CR

[cockneyrebel] 23/3/2010 08:05

You know darn well how well these have done Frauddy - and you've been a kolder in the past. The divi will be reinstated this year.

These have just done 11p+ eps in the second half - they are on course to do 25p+ eps this year and you know it.

I've been buying even if the rest of market is still asleep.

25% of the mkt cap in cash too!

Go swivel Frauddy!

CR

[bigbigdave] 23/3/2010 07:23

You must be reading the wrong results Freddy!

[ydderf] 23/3/2010 07:20

another crookney crook-up, and with the divi ditched, another share where the shareholders are expected to live in zilch, unlike the directors - how long would your Coypu last if you only fed them promises ?

[ydderf] 21/3/2010 08:42

Last four puffs are yours crookers, but it's still flatlining.......your stocks are looking like the legion of the lost - reminds me of pictures of all those mothballed airliners in the desert....look there's A JSG, and over there, a rather rusty THT, and look, there's a non- Flying Brand?

let me know when any get cleared for take-off won't you, you owe me a favour or two by now my friend

[cockneyrebel] 17/3/2010 10:51

FIL been selling a small few - they'll be cleared out on or before the results on Tues imo.

CR

[cockneyrebel] 12/3/2010 10:46

results in less than 2 weeks - buyers going to be in here soon imo.

CR

[cockneyrebel] 03/3/2010 11:03

15K and 10K sells and it moves up - big buy being filled imo.

CR

[cockneyrebel] 25/2/2010 11:06

Cheers - not for me tho :-)

Surely heating the bowl doesn't triple the cost? I suspect these have the largest margins. Interesting to know IDS sell more of these than anyone else.

Results date published today - March 23 - bring it on! :-)

CR

[mdj8] 24/2/2010 17:21

CR, the expensive version has a heater for the bowl. If you really want one save yourself £150- and get free next day delivery here:

[cockneyrebel] 16/2/2010 10:36

No stock about at all - anyone that want's 3K+ is going to pay through the nose for it and it's only going to take small buys to move it up.

CR

[bigbigdave] 16/2/2010 10:04

Nice move, delayed reaction to SCSW tip methinks.

[cockneyrebel] 15/2/2010 16:39

145p is the highest price paid in a year.

CR

[cockneyrebel] 15/2/2010 16:35

MM's playing games with that little tick down imo.

They've just charged someone 145p for 12K :-)

There isn't the stock about that they want you to believe imo.

Hoping you don't see that trade imo.

CR

[cockneyrebel] 14/2/2010 14:21

Good write up in SCSW this weekend :-)

CR

[bigbigdave] 12/2/2010 15:41

Another 3k 4 me too it would seem 8-)

[cockneyrebel] 12/2/2010 15:37

reckon so - just 1 mm left on 141p.

Stcreaming cheap - got another 3k this am.

Results in a month.

CR