John Laing Share Chat (JLG)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
John Laing	LSE:JLG	London	Ordinary Share	GB00BVC3CB83	ORD 10P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-0.20p	-0.07%	273.20p	274.00p	274.80p	279.80p	271.60p	279.80p	172,280	16:35:03

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Industrial Engineering	196.7	126.0	34.7	7.9	1,340.80

John Laing Share Discussion Threads

Showing 126 to 147 of 475 messages

Chat Pages: Latest 7 6 5 4 3 2 1

Date	Subject	Author	Discuss
21/9/2015 17:35	Didn't expect these to fall below their recently stated increased NAV of 210p, so bought a little tranche in my spreadbet a/c today @ 206p.	wirralowl	Read Full Thread Reply
21/9/2015 09:36	Estover Energy's forthcoming biomass plant has attracted the backing from the UK Green Investment Bank and John Laing Group. http://tinyurl.com/p7dkhpu	igoe104	Read Full Thread Reply
02/9/2015 06:40	IC comment on H1 results: The group has a good pipeline of PPP investment opportunities and management said the group is on track towards the lower end of its target £150-£200m investment range. The shares are trading on 9 times forward earnings. With EPS growth of a third expected in 2016, we think this warrants a long-term buy recommendation. Buy. Last IC view: Buy, 206p, 25 March 2015	jonwig	Read Full Thread Reply
27/8/2015 08:50	Good results but share price down!	peter a	Read Full Thread Reply
27/8/2015 08:07	Solid results, this looks a good long-term safe investment to hold in any ones portfolio.	igoe104	Read Full Thread Reply
27/8/2015 07:47	GF - yes - it sadly looks to be in it's final death throes. RESULTS FOR THE SIX MONTHS ENDED 30 JUNE 2015 John Laing Group plc (John Laing or the Company or the Group) announces its unaudited results for the six months ended 30 June 2015. Financial highlights · Net asset value (NAV) £821.7 million, up 6.6% from £771.1 million1 at 31 December 2014 · NAV per share at 30 June 2015 of 224p (31 December 2014 pro forma - 210p2) · £72.1 million committed to new infrastructure projects (six months ended 30 June 2014 - £84.7 million) · Realisations of £54.1 million from the sale of investments in project companies · Investment portfolio valuation of £712.8 million (£772.0 million at 31 December 2014), giving underlying growth of 6.7% · 8% increase in external Assets under Management to £1,103 million3 since 31 December 2014 · Interim dividend of 1.6p per share payable in October 2015, in line with commitment in IPO prospectus Operational highlights · Further investment commitment in Australia · Two European onshore wind farm investments · Both phases of the Manchester Waste investment now operational · Satisfactory resolution of the East West Link project in Melbourne, Australia · Cash yield from investments in line with expectations	skinny	Read Full Thread Reply
27/8/2015 07:32	Yes, they already announced the essential points in the earlier IMS. I hope people don't get fixated on eps and PE ratios here: NAV is the key metric. Just for the record - it's near the bottom of the announcement: dividend 1.6p, xd 1 oct, pay 30 Oct.	jonwig	Read Full Thread Reply
27/8/2015 07:22	All seems fine with the results. I Hope this consolidates the share price	silverfern	Read Full Thread Reply
26/8/2015 11:03	Not my own idea, Mike ... Skinny I think.	jonwig	Read Full Thread Reply
26/8/2015 10:00	ha ha, brilliant idea cheers. Yep Jon its a pretty good site and is right up to date with the latest news.	mike740	Read Full Thread Reply
26/8/2015 09:43	Thanks for the link -a new site for me! BTW, type h t t p and you get h x x p thanks to the new way of bashing black users! But type H t t p and you'll fool them: Http://www.4-traders.com/JOHN-LAING-GROUP-PLC-20798723/financials/	jonwig	Read Full Thread Reply
26/8/2015 09:19	ohhhh best just type it in in your browser. Hi skinny, looked like you were blowing a gasket this morning on MAM talking to Ian. Cant blame you tend to think Harry C is right especially with Mike B approaching 65. Hope your doing well . cheers.	mike740	Read Full Thread Reply
26/8/2015 09:16	jon try this............. hxxp://www.4-traders.com/JOHN-LAING-GROUP-PLC-20798723/financials/	mike740	Read Full Thread Reply
18/8/2015 15:20	Lack of news is making these drift, investors get far to bored easily.	igoe104	Read Full Thread Reply
04/8/2015 13:09	igoe104 - you should post the above on the JLEN thread	skinny	Read Full Thread Reply
04/8/2015 12:52	John Laing Environmental Assets Group seals £20 million solar park purchase. Asset management firm John Laing Environmental Assets Group (JLEA) has continued to grow its solar portfolio by purchasing stakes in two solar farms for £20.37 million. JLEA has acquired the remaining 36% stake in the Branden Solar project in Bodmin, Cornwall, which comprises two separate solar farms with a total generation capacity of 14.7MW. The company acquired a 64% stake in the project earlier this year and has exercised its first offer agreement to own the asset outright. John Laing has also purchased the entirety of ‘B’ shares in the 10.7MW Monksham Solar farm in Frome, Somerset, as well as other interests from the park’s developer Green Nation. Holders of ‘A’ shares are to remain invested in the project, but JLEA will take over operational management of the farm and provide a loan to repay finance used in its construction. While JLEA confirmed that both assets are unaffected by recent announcements by the Department for Energy and Climate Change to Renewables Obligation support, it did note that acquisition prices had been amended to reflect the removal of the Climate Change Levy exemption for renewable energy. After the exemption was removed as part of Chancellor George Osborne’s summer budget, a host of asset management firms said it would dent revenues by around 3-4%. The acquisitions were financed using proceeds from JLEA’s recent fundraising and Richard Morse, chairman at JLEA, said it was “pleasing” to secure the deals shortly after financing. “They [the acquisitions] demonstrate the company’s ability to acquire assets from parties other than John Laing in parallel with the continuing successful operation of our first offer agreement with John Laing,” Morse added. The deals take JLEA’s renewable energy asset portfolio past the 100MW barrier, representing a “significant milestone” for the company according to Morse. Finlay Colville, head of market intelligence at Solar Intelligence, said: “John Laing’s current portfolio of UK solar farms accounts for approximately 1.5% of completed solar assets built in the UK since 2011. According to the Solar Intelligence Report 4 – Completed Assets, John Laing is ranked at position number 21 for completed MW portfolios of UK solar farm assets http://tinyurl.com/qx8ln3g	igoe104	Read Full Thread Reply
09/7/2015 18:10	Peer John Laing Group fared a lot better, however, up 1% after it responded to the Budget change, saying the net impact on the company’s net asset value as at 31 March 2015 is estimated to be a reduction of around 0.6 pence per share with any loss of revenue from LECs being broadly offset by a reduction in the corporation tax rate. The dividend target remains unchanged at 6.054p per share for the year to 31 March 2016, and increasing with inflation thereafter, although the loss of revenues from LECs is likely to have a minor impact on dividend cover in the near term. “The limited impact on JLEN from the Budget reflects the benefits of diversification in the Company's portfolio with a number of assets being net beneficiaries of the changes announced in the Budget," the company said. http://tinyurl.com/qhlbqtv	igoe104	Read Full Thread Reply
08/7/2015 08:40	Thanks for that - here's the link: ............... dated 19 June Skinny's Link, rather! (He's sharp with this hrefs!)	jonwig	Read Full Thread Reply
08/7/2015 08:19	Good summary here. John Laing John Laing (JLG), which floated in early 2015, invests in 40 projects across transport, renewable energy and social infrastructure sectors, all valued at £772 million. Barclays expects impressive net asset value (NAV) growth of 14% between 2015 and 2017, up from £650 million last December. The investment group also has an attractive £1.3 billion pipeline in public private partnership and renewable energy, for which it has been able to generate returns of 23% and 25% respectively in the past. For those income hungry investors, John Laing wants to return £20 million, with special dividends paying 5-10% of realisations, implying a 4.5% yield at a 230p share price. Management have found expansion opportunities in international public–private partnership (PPP) growth to protect itself from a slowdown in the UK. But Barclays' analysts warn that the group is highly sensitive to discount rates, so when interest rates inevitably go up, NAV will be hit. We rate John Laing Overweight due to its attractive portfolio valuation and NAV growth. This should be delivered on the back of deployment of an existing outsized PPP pipeline as well as a falling discount rate applied to assets in construction as they are de-risked. The share is currently trading at a 2016E P/BV of 0.8x and P/E of 6.3x.	igoe104	Read Full Thread Reply
08/7/2015 08:06	I`ve joined the party yesterday, this looks like a solid stock to add to my portfolio.	igoe104	Read Full Thread Reply
29/6/2015 09:00	Good support at around £2. Buy order placed.	investorneil1	Read Full Thread Reply
25/6/2015 15:49	Sold out. Had to protect some of the profit. Good luck to everyone holding	dual313	Read Full Thread Reply

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