Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Leeds Group Plc LSE:LDSG London Ordinary Share GB0005100606 ORD 12P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 27.50 25.00 30.00 27.50 27.50 27.50 1,786 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Financial 35.1 -2.0 -8.6 - 8

Leeds Share Discussion Threads

Showing 1326 to 1349 of 1650 messages
Chat Pages: Latest  54  53  52  51  50  49  48  47  46  45  44  43  Older
DateSubjectAuthorDiscuss
22/11/2010
14:34
Arthur Re buybacks there is the "not at more than 105% of mid-price" rule. I don't see why this is in place but EW is sticking to it. Remember that in the long run we're all dead and nobody is getting any younger including PG and JC. I don't know much about JC beyond his interests in Scribona and LDSG but obviously PG has many disparate interests and continues to add others judging by his recent move into RNSM. If I were him I'd be seeking a rationalisation of the portfolio before too long (5 years say), but then if I were as comfortable as him I'd have given this game up long before now so what do I know :o) My total guess is that PG will eventually offer to buy out LDSG, and perhaps some clearout dealings at Scribona in the other direction might faciliate a lower acceptance price from JC. I hope and trust that whatever is agreed between the two is also reasonably fair to the other LDSG shareholders, and whereas I don't believe we'll ever see the full price for our LDSG shares I would hope that it is somewhat north of the current share price I've yet to see PG actually do the dirty on the small guys in one of his investments and I've always found him friendly and open in our conversations so I continue to give him the benefit of the doubt. Des
deswalker
22/11/2010
14:11
Results should be out in a few weeks. Let's hope they finally manage to put in a good full year and we might see some appreciation in price. Personally i'd like to see the company get a bit more aggressive with the share buybacks and bid the price up a bit, they're obviously not going to get a lot more stock at the current price. With Leeds I just get the feeling that PG and JC are sitting the rest of us out.
arthur_lame_stocks
22/11/2010
11:10
HP - the website's been like that for 12mths at least, maybe double.
deswalker
21/11/2010
19:32
Do Hemmers have a new website? http://www.textilhemmers.de/content.php?item=3& Heres the freehold property (book value 6p per share) http://www.textilhemmers.de/content.php?item=7
hugepants
26/10/2010
13:08
Thanks Des. If there was a deficit/equity swap I think Leeds would end up with a very small stake albeit profits should greatly increase since there would be no pension to fund.
hugepants
26/10/2010
11:30
HP, Sorry if my post was unclear. I was saying "steady on" in relation to the share price tick-up not in relation to anything you said. A tick-up here always has to be greeted with a sarky comment. It's tradition :o) The situation with DWSN is complicated. Clearly some sophisticated investors (Pontek etc) see real value in it but the pension is proving an issue. At the last LDSG AGM I asked PG about the DWSN acquisition. At the time there was a lot of stock changing hands at 1.5p and Pontek were buying. Seeing as that is the price LDSG bought in at I asked why they weren't buying up all these blocks instead and then making a mandatory offer at 2p say. The reason given was the pension. Even if they had done as I asked and the bid had failed, any resultant holding of more than 35% would have seen the Pension Regulator get heavy with LDSG in the event of a DWSN failure. Less than 35% is much safer. So then I asked about the circumstances surrounding LDSG's acquisition of the 29% of DWSN and why LDSG had demanded that the existing Chairman should leave. The answer given was that this Chairman had given assurances about the DWSN pension situation prior to LDSG buying in that subsequently proved to be incorrect. Something to do with agreements between various parties being set in stone that then proved to be set in sand. Blame clearly needs apportioning on both sides if due-diligence wasn't carried out appropriately and inaccurate statements were made. Finally, PG stressed that they still see considerable value in DWSN, that they were now very happy with the DWSN team in place and that this team were working "flat out" to solve the various issues. Clearly the share price and results are not showing this at the moment :-/ HTH, Des
deswalker
26/10/2010
10:04
DesWalker - 21 Oct'10 - 13:35 - 1179 of 1180 steady on ... Well OK but is there any other viable solution to the DWSN pension deficit? Its over £19M and its like a noose round their neck. Also have Leeds been unlucky because it looks like the pension deficit jumped dramatically, due to new life expectancy assumptions etc, just after Leeds bought their stake.
hugepants
25/10/2010
22:44
Say Leeds do full year earnings of 2p+ per share. H1 was approx 1.7p (after exceptionals). But cash is 9p per share and net working capital 31p per share. DWSN stake worth another 4p per share. This is obviously stonking value but I guess would-be shareholders are unimpressed with how the 2 swedish lads have invested the cash so far. By investing in EET and DWSN they didnt exactly take full advantage of the bombed out valuations 12-18 months ago!
hugepants
21/10/2010
13:35
steady on ...
deswalker
20/10/2010
09:49
It looks like UNIQ is going to give the Pension Trustees 90% of the company to write off the pension deficit. Will DWSN come up with something similar but giving away less equity.
hugepants
11/10/2010
15:45
I guess we're just going to have to wait until December Des. If Hemmers can't achieve sustained profitability then surely LDSG have to think about a way of releasing some value from the business, given the amount of money tied up in it.
arthur_lame_stocks
11/10/2010
11:45
A word of caution. I was a bit disappointed with last week's Related Party RNS. Annual sales to that small chain fell from €382k to €328k. Ofcourse any read-through to sales as a whole would be a mistake but I would have been happier to see a 14% rise than a 14% fall.
deswalker
11/10/2010
11:29
I've got no idea tbh HP. I would hope for better than breakeven though. I wish they'd given us a trading update, they didn't even bother to reply to me.
arthur_lame_stocks
11/10/2010
10:58
Ive been buying some lately. I hope you're right regarding 3p eps Arthur but Im guessing H2 around break-even given less favourable currency exchange rates.
hugepants
06/10/2010
11:34
Well done Arthur - keep up the good work LOL. I'm hoping for very good things from Hemmers. Issues remain at DWSN. The Land is now worthless. The cash continues to sit there. DSN has worked out well for you. As you may recall it was Evervision that put me off and that has now gone. But unfortunately for me the share price has more than doubled too :-/ Any thoughts on the fair value of INL ? I'm a recent buyer of 45k at 16.4p average but am clueless as to the uplift to expect from the portfolio. No idea what West Drayton is worth. Des
deswalker
06/10/2010
11:10
I emailed the company the other day to ask if they were going to issue a trading update as the FY is now ended, but haven't had a reply yet and they haven't issued one so I guess the answer is no!
arthur_lame_stocks
02/9/2010
19:47
Nothing much ever happens at Leeds. I reckon it's just punters realising how cheap this is.
arthur_lame_stocks
02/9/2010
19:01
There seems to have been a bit of buying of late especially in blocks of 10K. Anything going on or just punters realising how cheap this company is ?
liarspoker
23/8/2010
12:14
HP I think it will have a negative effect since I presume they buy in dollars and sell in Euros.
arthur_lame_stocks
23/8/2010
09:44
morning How does the euro dollar exchange rate affect hemmer's profits. Current euro/dollar is 1.27049. It averaged about 1.4 for the interim result period when profits were strong. Are 2nd half profits going to be hit because of lower euro/dollar rate?
hugepants
12/5/2010
17:05
ansc - thread updated. Liars - replied on IMAC thread. Did you buy ?
deswalker
12/5/2010
14:43
Des - IMAC news out. 35p return of capital.
liarspoker
12/5/2010
14:25
Good grief, my head's risen above the water line for the first time since sticking my toe in the water! What with FUL recently receiving a takeover offer, 2010 is turning out to be quite an enjoyable year in spite of the economic gloom and doom .... so far! Btw Des, my holding is now up to 30k (when you next update the other thread).
ansc
10/5/2010
08:54
Disappointing news about the land (and hopefully they'll now put this issue to bed) but great news at Hemmers. Gross margin is looking much better and the Chinese subsidiary is developing nicely. The lack of stock to buy back and the debt reduction at Hemmers ought to lead to a return of much of the £2mill capital held centrally but obviously that is not going to happen :/ There's been lots of DWSN stock available these last few months and I suspect in due course we'll regret not making an offer for that company. DWSN + Hemmers would have made a nice textiles group instead of the bits & bobs situation we have now.
deswalker
Chat Pages: Latest  54  53  52  51  50  49  48  47  46  45  44  43  Older
ADVFN Advertorial
Your Recent History
LSE
LDSG
Leeds
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210420 14:02:22