John Laing Share Discussion Threads

[silverfern] 08/10/2015 15:17

parted company with this and bought Tesco- never thought I'd write that but already up whilst this looks set to fall Good luck

[jonwig] 07/10/2015 19:04

Henderson stake has been taken, to date, by three pension funds. Holdings updated in header.

[igoe104] 02/10/2015 07:35

John Laing Group Plc (LON:JLG) Rating Kept

Barclays Capital have a GBX 240.00 TP on the stock. The TP suggests a potential upside of 22.36% from John Laing Group Plc (LON:JLG)’s current stock price. This rating was disclosed to clients in a research report on Wednesday, 30 September.

LON:JLG is right now trading 1.03% higher at GBX 195.50 as of 14:31 London time. John Laing Group Plc’s stock is up 0.27% over the past 200 days. It has outperformed the S&P500, which has dropped -7.43% over the same time period


Read more: hxxp://www.octafinance.com/22-36-to-target-barclays-capital-reiterates-overweight-rating-for-john-laing-group-plc-lonjlg-stock/210912/#ixzz3nOE5nqKG

[silverfern] 01/10/2015 10:58

More quids in the bank then!

[jonwig] 01/10/2015 09:15

It's xd today, but only for 1.6p.

[silverfern] 01/10/2015 08:49

I was wondering if there was anything specific pushing the price down. Seems we don't think anything nasty in there, and it was interesting that the RNS actually helped push the price up for the first time in weeks. Worst quarter for stocks in four years apparently, so here's hoping for a winter revival.

Been on these BBs since ESI (became ADVFN). Egos get in the way all the time. Who knows, maybe I have turned millions into hundred of thousands- you don't know me.

[grahamburn] 29/9/2015 09:42

igoe104. Seems like you protest too much.

Good corporate PR has its uses, but it's the underlying business and financial fundamentals that really matter - and serious investors look to the latter rather than unnecessary PR froth, especially in a business that isn't reliant on the "social media instant news cycle".

[igoe104] 29/9/2015 08:20

Jonwig,

I don`t need you to dictate to me about owning shares, I own few hundred thousand quid worth over shares over 13 companies. I know my stuff and I know when a company should be doing more to support its investors.


We need to see Directors/Management be far more proactive ?

What city presentations are they doing to drum up investor`s ?

[jonwig] 29/9/2015 07:20

igoe - should you be investing in company shares? You seem very skitty.

The company has suffered two bouts of share price weakness (June and now) neither of which has any fundamental basis.

In fact, this morning's RNS might provide a clue. The end of the Henderson lock-in may mean some excess supply of stock into the market, and this may have provoked some selling ahead of the date. I knew about this from the prospectus but had quite forgotten it.

If there is further short-term weakness on the back of this, I'd be quite grateful, as it means I could add at lower prices!

Incidentally, if JLG got involved with HS2 in any meaningful way, I might be a bit concerned.

[igoe104] 28/9/2015 15:52

The companies P/R is very poor, holders need to start getting on there backs.

This company needs to learn how to be more share-holder friendly.

What`s the P/R team doing apart from drinking coffee, all day.

[wirralowl] 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.

[igoe104] 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.

[jonwig] 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

[peter a] 27/8/2015 08:50

Good results but share price down!

[igoe104] 27/8/2015 08:07

Solid results, this looks a good long-term safe investment to hold in any ones portfolio.

[skinny] 27/8/2015 07:47

GF - yes - it sadly looks to be in it's final death throes.



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

[jonwig] 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.

[silverfern] 27/8/2015 07:22

All seems fine with the results. I Hope this consolidates the share price

[jonwig] 26/8/2015 11:03

Not my own idea, Mike ... Skinny I think.

[mike740] 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.

[jonwig] 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:

[mike740] 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] 26/8/2015 09:16

jon try this.............

hxxp://www.4-traders.com/JOHN-LAING-GROUP-PLC-20798723/financials/