Cropper (james) Share Discussion Threads

[garth] 09/7/2007 10:55

... and we're off again :0)

[cockneyrebel] 02/7/2007 11:29

50K sell at a premium and the price doesn't flinch

CR

[igoe104] 27/6/2007 09:47

YEP GARTH, yep i like the look of the business model of this one, i,ll be looking to buy a big chunk in the medium term.

ps ebt have put out another positive rns, its a company worth putting in your watchlist.

[igoe104] 27/6/2007 09:47

YEP GARTH, yep i like the look of the business model of this one, i,ll be looking to buy a big chunk in the medium term.

ps ebt have put out another positive rns, its a company worth putting in your watchlist.

[garth] 26/6/2007 17:36

I think so igoe. I added a few more today via BSB but they aren't showing on the trades list. I guess they've just moved them around their nominee accounts.

G.

[igoe104] 26/6/2007 11:57

LOOKS an interesting stock garth, i,ll put it in watch-list.

[garth] 22/6/2007 12:01

Dropping it on negligible volumes this morning....

[cockneyrebel] 22/6/2007 10:44

reduced costs on AIM - CRPR market cap £21m, the cost of a full listing and all the rubbish they have to comply with is a much greater burden on a micro cap than a large cap. Most small caps that ar efully listed going this way.



CR

[garth] 22/6/2007 10:05

RTS made the same move and swiftly span out their nuclear business.

If CRPR were to do the same with TFP they could make a mint. Profit just announced for TFP was £2.1m The nature and growth of the business is such that it could easily command a 20x rating which equates to £40 million. That is twice the current market cap for the whole group - which has cash and considerable fixed assets.

G.

[commando29] 21/6/2007 15:48

its the switch ti AIM that bothers me, why such a move for a strong company?

[garth] 20/6/2007 09:10

Up today and expect to see it continue up from here.

G.

[cockneyrebel] 19/6/2007 10:35

just picked up another 5K in the pension - gets to a point where any ISA sellers are more than met by buyers imo.


CR

[cockneyrebel] 19/6/2007 08:18

glad I have him filtered now.


A load of property assets and nearly £4m in cash. I can't see that broker forecasts have been upped to todays results yet - the 13p forecast for next year has to go to 20p+ imo

10p yield this year? After 7p the year gone you have to think so imo.

CR

[garth] 19/6/2007 08:06

Quotes. Total rot, IMO. Look a little deeper. TFP turned out £2.1m of profit on its own. That business itself would command a 20X rating with its exposure to new energy etc. TFP worth £40m ??????

Totally gutted that another core stock from my ISA going Aim though......

RTS, HYD, now CRPR.

G.

[quotes_4_u] 19/6/2007 07:57

PER of 15 after those results, cant see any value in these after
such a good run.

[hybrasil] 19/6/2007 07:57

The significant thing here is this is almost a tech company.It has net assets of 22million. These include a site that has not been revalued for about 20 years. In other words the accounts substantially understate the assets.

So you have the whole business here for free. I dont think the market will allow things to stay that way much longer.

[thecurrymonster] 19/6/2007 07:54

I like the numbers - I sold my holding a little while back, but I've been keeping an eye on the company still.
I don't think I would have invested in this in the first place if I couldn't hold it in my ISA - there are plenty more AIM stocks that I would invest in rather than CRPR.

The move to AIM might be an interesting time to pick up stock on the cheap though, as presumeably there will be a lot of forced sellers holding this in ISAs.

[cockneyrebel] 19/6/2007 07:53

Very good results imo - and the outlook upbeat especially with the divi hike.

"The extent and varied nature of our current commercial product portfolio and product development programme gives us increased confidence that TFP will continue to grow profitably, although as shareholders should appreciate, it may be unrealistic to expect growth to be sustainable at the rate achieved in the past year".


the word 'may' there suggests they aren't ruling out similar growth this year, which would be stunning.

Will get a few ISA sellers I guess - most will just switch across I'd have thought and those selling will easily find buyers I suspect.

CR

[capercaillie] 19/6/2007 07:46

Good numbers - not sure of ramifications of going onto AIM? Paper Mill Shop sounds like a turnaround plan needed.

[finbarr] 19/6/2007 07:35

hmm,

Excellent results but on fwd looking issues they are characteristically cautious.

[finbarr] 19/6/2007 06:48

Morning Hi-b,
just sittin' waitin' wishin!

[finbarr] 18/6/2007 12:58

CR,
glad to have you on board. Hybrasil is here too.

[cockneyrebel] 18/6/2007 11:27

I'm in today - been using James Cropper large format papers on our Epson 7800 and they are very good papers - seem to have their act together nicely.

With all the assets and cash that they have as a bonus to what looks like a cheap ISAable stock imo.

CR

[garth] 18/6/2007 11:21

Nice surge :0)