Litho Supplies Share Discussion Threads

[chris25566] 14/7/2001 18:50

I'm the new boy here, is it a buy?

[pugugly] 14/7/2001 14:20

Revisited 14/7/01. Just noted profit warning and fall to 32 bid 37 offer. Looks as though my gut feel back in November was right. Saved myself a lot of cash - "The Investors Chronicle curse strikes again!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Added the LTS web site if anyone is still interested in the Company.

[andy46] 14/7/2001 07:25

I think Mark Watson Mitchell tipped it just before the last results ........... Need I say any more ?

[t1pster007] 14/7/2001 03:16

WHAT HAPPENED HERE---DOWN 22P IN ONE BLOODY AFTERNOON AND MOST OF MY CASH IS WIPED OUT.........
FLAMING USELESS LTS

[t1pster007] 14/7/2001 03:16

WHAT HAPPENED HERE---DOWN 22P IN ONE BLOODY AFTERNOON AND MOST OF MY CASH IS WIPED OUT.........
FLAMING USELESS LTS

[chrisg] 13/7/2001 16:56

Yes indeed, but perhaps the profit warning itself is fairly tame as they go. Firstly, the company hinted strongly, months ago, in the Chairman's statement with the finals for last year, that the dividend would be reduced. So the confirmation today should not be a surprise. Secondly, the company is still profitable, and will still be paying a dividend. Thirdly, it made an acquisition only yesterday. Fourthly, every single trade since the issue of the statement today has been a buy!

[alftupper] 13/7/2001 16:44

Disgraceful - look at the share price slide in the run up to this announcement

[pottsy-baby] 10/7/2001 16:47

Don't printers largely rely on Advertising companies for about 50% of their business?

...and aren't advertising comapnies just taking a hammering 'cos everyone's slashed their advertising budgets?

That dividend cover is looking frighteningly thin!

With turnover dropping through the floor, high fixed overheads, and a wafer thin margin I reckon the old man did a bunk at just the right moment ...

...but on the up side, I know where you can get some party invitations printed up at a very reasonable price!

[energyi] 18/6/2001 15:05

A 2P tick down back to historic lows.
If it holds there for a few days, LTS could
be an excellent buy.
(See similar trades on BTSM, THT, CAR, HYWD)

[energyi] 08/6/2001 11:18

Nice boring sideways movement...
I like this sort of chart after a big move down.
Waiting for news which can push it back up...

[andy46] 15/4/2001 17:24

No offence but the one and only Mr Mark Watson Mitchell, tipped this share before the results ........ so considering the strength of his tips, is it really such a shock that this company's share price plummeted. He's now saying that a little birdie tells him the shares will be at £1 soon.

I assume that little birdie are the voices in his head which are the sources of many of his tips.

Sorry, for my little piece of humour there, on the upside this co has also been tipped by IC and Shares magazine so maybe its not so bad after all.

One thing I'm a little worried about is the increase in gearing over the year, so I'm just trying to decide weather its worth the risk for the 15% dividend which won't be sustainable if the company carries on like this for another couple of years. Anyone have any commments ........ Maybe I'll just punt a small amount on Tuesday for now and see what happens.

[spectoacc] 15/3/2001 21:10

I also hold LTS, in ISA, purely for a covered divi of around 13%, & a very strong balance sheet. But disappointed the divi wasn't increased this time, & also the fall in profits.

[maximillion] 15/3/2001 16:55

Colinmcr. I did start by writing
"You have missed quite a good run since the beginning of the year, but the yield and NAV are still good, and the company should be emerging from a bit of a bad trading time. This can sometimes take longer than anticipated, however.
If the euro continues to strengthen, or the pound falls then trading at Litho should improve. The main driver for this is likely to be dollar weakness, which brings the associated disadvantage that it will probably occur in tandem with the dow falling like a lemming with concrete underpants, as foreign investors decide to repatriate the funds from USA.
Personally, (I still hold Litho, and it's done well this year), I'm getting ready fro bottom-fishing growth stocks. Some minor culling of value/income stocksis a by-product of this.
Share price stregth with sterling weakness is shared by many stocks, particularly engineering. Basically, margins improve, sales can rise, and import competition is reduced. Coral (suffering from a profit warning) IMHO is a very good bet, as it blends income, value and (nearly...) growth."

However, I've just noticed that the price has just plunged from about 100 to 73, giving up all the gains of this year. I suspect the results have just come out, and look a bit grim. DYOR.
Max the Pauper
I am overweight in Coral, by the way! But I like the co.

[colinmcr] 15/3/2001 07:28

Good yield low p/e ratio, is this a time to buy?

[maximillion] 30/11/2000 21:24

Hold Litho, and have suffered accordingly. Noted IC tip, and know yield, value, etc makes co. look solid. Stodgy but solid.
I'm not sure how much of the present rise has to do with a retreat into value/income (away from growth), as the rest of my screen makes very grim reading.
Other point is that Litho has some gearing to the Euro; if Dow Jones or the Anerican economy falls over, deficit financing will no longer work, and everyone will head for the exit whilst they're still in the money. Therefore the dollar is likely to fall in this 'party's over' scenario, which will (at least in part) bring the pound down relative to the Euro.
Unfortunately, this scenario will totally stuff the equity markets...
Not nice.
Max the pauper

[hopperagain] 30/11/2000 16:51

I checked the charts and with my basic new found knowledge, everything looks positive

[hopperagain] 30/11/2000 16:30

Tipped on Bloomberg yesterday as a high yielding small cap to get in to.

[peter shone] 28/11/2000 12:36

Tipped by IC on Friday

[wc1] 27/11/2000 21:29

ADVFN. Now do you see you bloody stupid it is to keep
these ancient thread headlines on the board. THis one was
posted back in March, but at a quick glance it appears to be fresh news.

[alcide] 27/11/2000 14:34

Has anyone seen the 100% buys at higher volume than normal today? Normally has 6-10 trades a day - today over 100. Bull points:High yield 15%, 30% institutional holding, great cash flows, bid prone (160p at least)
Bear points: NMS 2000, low growth industry,
Any views?

[pugugly] 26/11/2000 10:03

Investors Chronicle Tip on Friday. Lots of small buys but a small number of large sales . Total sales 300,000 Total buy 201,000 if ? counted as buys. Analysis of prices of transactions look like buys. Price should be up again on Monday, then may fall back. Intrinsically I do not like the sector - too many bad debts but could just be a stock for trading if it falls back again. Any of you Bristolians know the company?

[chrisg] 08/11/2000 00:06

net-trader

Noted, but with, so far as I can see, every trade for the last two days being buys, there will not be much scope for a fall, as sooner or later the MM's will start running low on stock.

As at the time of writing, the last 58 trades have all, yes all, been buys! The great majority of these have been at over NMS, and in a small cap stock like this, after 58 straight buys, even if the MM's were well stocked before, surely the greater likelihood is that the price won't drift back. There is a chance that it will rise!

Regards

[wc1] 08/11/2000 00:01

I agree about the cautious approach; but it can backfire.
Both Whatman and Redbus zoomed away while I waited for a
fallback. Redbus did come back, of course, but has
since recovered a little.

I hope I have not been too enthusiastic this time.

[net-trader] 07/11/2000 11:12

Lts was recently tipped in Shares Magazine, hence the recent mark-up. I'm waiting for a drift back down.