Johnson Service Share Discussion Threads

[mesquida] 20/1/2011 19:07

Interesting trades going through today. Just possible that we have now seen the end of a seller who has been feeding them out for a week or two now. If so then we are ready for a run!

[themoocha] 18/1/2011 09:30

Mesq - Thanks for the info

TM

[mesquida] 17/1/2011 22:07

DAVIS SERVICE GROUP ticker was DVSG, but last week the group changed its name to BERENDSEN. The new ticker is BRSN. Their PER rating is significantly higher than that for JSG - admittedly the recent record at JSG has not been that good and some discount is deserved, but I do think that the current PER for JSG is far too low given that its finances have now been put back on a safe footing, and also given that the earnings are now increasingly coming from long term management contracts. Frankly if we do not see the market put this stock back on a proper rating then the group is vulnerable to a cheeky bid at say 45p, and that is something that current equity holders might have difficulty in rejecting although I suspect that within a year or two they would come to regret their impatience!

[themoocha] 17/1/2011 18:27

Mesquida - Must be looking at the wrong Davis Service Group as it shows 6p. Have you a code for them.

TIA

TM

[bogotatrader] 17/1/2011 16:45

nice tick up at the close

[bogotatrader] 17/1/2011 15:50

mesquida...agree...next leg up seems soon as mini pennant has already formed ...should shoot past previous level of 32.5p and hear to around 38p / 40p level in quick time....

[mesquida] 17/1/2011 15:20

Definitely primed for the next leg-up - looks far too cheap when compared with DAVIS SERVICE GROUP.

[bogotatrader] 13/1/2011 14:22

Seems like a mini-pennant being formed before next ove upwards....

[graham142] 13/1/2011 11:48

Just heard a rather large investment being undertaken at Uttoxeter factory to accomodate increased workload.

[mesquida] 10/1/2011 09:39

Now that the retail punters have moved on I would not be at all surprised to see some institutional buying lift this into the upper 30s.

[grahamg8] 08/1/2011 10:56

The Directors share hand out is based on the share price plus any dividends paid. So to reach the 40p threshold looks like childs play. So I agree with graham142 to get 1/3 of this massive hand out for doing virtually nothing but keeping the ship afloat is greedy indeed.

On the other hand to get the combined value up to 60p by 31/12/2013 will take a bit of effort. So the principle looks correct but the lower trigger point seems to be far too generous. All we now need to do is vote against the proposal at the next AGM. No doubt there will still be far too many sheep nodding it through but a sizable NO vote will perhaps make them realise we are not all stupid.

[topdoc] 07/1/2011 16:45

they can have their options if they get the share price upto 40 to 60p !!!

[bogotatrader] 05/1/2011 11:35

Tick up ahead of trding statement.

[idomeneo] 05/1/2011 09:48

The Chief Exec needs the share price to be at least 45p and well over 60p by the summer for his substantial share options to be worth anything or they will lapse. He joined the company to collect the big money - this will double by July.

[mesquida] 04/1/2011 20:52

Trading update coming on Thursday apparently.

[graham142] 30/12/2010 15:07

The traffic to and from the uttoxeter factory is continuous.
I know 1st hand they are extremely busy.

[topdoc] 30/12/2010 14:29

this co seems to attract very little interest from the usual rampers/derampers but as long as the share price keeps going the right way who cares

[cockneyrebel] 30/12/2010 13:04

Trading update on Jan 8th last year.

CR

[cockneyrebel] 30/12/2010 12:57

I'm long today - trading statement not far off and the chart has gone very positive recently imo.

Seem to be doing rather well from all I can glean. especially considering the valuation.

CR

[envirovision] 29/12/2010 12:49

4.6p eps for 2012 however thats on revenue thats not really growing fast. To reach it they are going to need to keep costs under serouse control. With energy costs set to sky rocket coupled with downside pressure to customer footfall as the public sector gets sqeezed, I dont fancy it at these level myself, however will be interested in any trading satement (which will clearly be tempered in DEC due to the weather).

[mesquida] 29/12/2010 12:20

Collins Stewart have a BUY recommendation out today - their figures make the PER look very cheap when compared against the peer group. On their figures I suspect that there is another 50% upside here.

[mesquida] 26/12/2010 11:54

After a 10% pullback this stock looks set to resume its upward trend. Last year there was a trading statement in early January - anybody know for sure if the timetable is likely to be the same this year?

[bogotatrader] 08/12/2010 18:12

Good project based contract wins and high operational gearing to economic upturn and eps forecasts being beaten.....this stock should be ove 40p and maybe upto 60p at some point in the new year