Low & Bonar Share Discussion Threads

[hvs] 24/3/2016 14:58

Thank you exel.

I think this will come good . In next 6-12 months.

[exel] 24/3/2016 14:54

thanks hvs, I was also in fiberweb, seems so long ago - and had forgotten 'that one'. however I recalled 'you' from those days, when 'hvs' popped up on here, but couldt remember from where. am overweight here, but certainly not expecting any quick returns. However this group of 'diverse yet related' businesses makes a lot of appeal - if they can sort out the Middle East and China. best of luck ex

[hvs] 24/3/2016 14:38

Best u stick to your CHARTs

Whichever side they is.

[droid] 24/3/2016 12:38

Upside down head and shoulders= oh, never mind !!

[droid] 24/3/2016 12:04

Does this chart pattern qualify as an inverted H & S ??

[hvs] 25/2/2016 17:09

Thank you exel.

I was Fiberweb where Sterling had a large stake.

Doubled in a year.

To me it seems these people know what they doing and how to OUT VALUE.

[exel] 25/2/2016 17:06

Thanks hvs, gotta be good news. Hats off to Sterling re their timing! Was thinking about making the AGM on 31/3/16. This may tip me into going along. ex

[hvs] 25/2/2016 16:01

About Sterling

Sterling was founded in 1999 under the guidance of Dr. Tito Tettamanti, a Swiss investor and entrepreneur. It invests in the listed equity of small and mid-cap companies quoted on the major European exchanges. Sterling seeks to enhance the value of companies through, where appropriate, an engaged and supportive approach that aligns shareholder and management interests.

Sterling's rigorous investment criteria and ownership approach means that it holds only a small number of disclosed strategic investments at any one time. It adopts a cautious stance and is willing to remain highly liquid in the absence of genuine value opportunities. In addition, Sterling avoids currency risk and operates without leverage.

[hvs] 23/2/2016 14:24

Something brewing.

Nice volume today

[hvs] 17/2/2016 09:08

Nice start today and more to come.

[exel] 16/2/2016 17:13

If/when all the divisions tick back up, here, this would re-rate - possibly to a quite significant extent. If not, the group will become a target at present pricing. Right now, there are several obvious concerns, e.g.
Saudi JV 'not going exactly to plan',
China manufacturing 'still early days',
Europe (say no more),
Civils 'recovering from setbacks' etc.
I'm a long holder of LWB and still believe that the quality and diversity of products in this unusual group will eventually prevail. It just may take some time...ex

[hvs] 16/2/2016 16:40

Very good analysis.

U make a lot of sense.

Hang in there. I has been watching these for yonks and finally bought a shed load.

No worries here.

[ed 123] 16/2/2016 16:36

AGM to start at 10:00am on 31 March, at Pullman Hotel (near Euston Station).

The recent share price performance was unexpected (by me!). You've got your under 62p entry point, if you want it, Puffintickler.

I find that my interpretation of share price falls is conditional. If it's a share I'm holding, any fall must be due to a short selling conspiracy. When it's a falling share I don't hold, it's just the market giving its opinion.

Seeking a rational explanation, I've opened my mind and revisited the results. It still looks ok to me. Notably, the outlook was for further growth this year, despite some market weakness. From the Chairman (2 February 2016),

As we look to 2016, ......... Despite these continuing economic headwinds, the Board is confident of achieving further progress.

For anyone who is holding, a bit of incentive to hang on - there's a 1.8p dividend going ex on 17 March. It's on a full year 5% yield at 55p.

All just my own opinion; no advice intended.

[puffintickler] 02/2/2016 13:09

Nothing new in the result, looks OK.

I have a small holding here I have been looking to increase. I think there will be a lower price to enter at than the current 62p but that's true of most shares at the moment.

[ed 123] 02/2/2016 09:41

Agree, met expectations.

Wonder what they'll do with Bonar Natpet? Unlucky timing, with that start-up.

Peel Hunt retains 'buy', target 85p.

Cantor Fitzgerald retains 'hold', target 70p.

Slow start this morning but now up about 4p at about 64p in the market.

AGM 31 March 2016. No venue or time yet.

[suetballs] 02/2/2016 07:53

Results - nothing unexpected for me.
Suet

[nigelmoat] 29/1/2016 14:26

Tick up on no volume. Full year results to be announced next week must be looking good!!!

[exel] 27/1/2016 22:40

all eyes on next week.... we have been warned to expect 'in line' results. no longer sure I know what that means?

[ed 123] 29/10/2015 08:03

Trading statement out today.

...remains on track to meet expectations for the full year.

Regarding the negatives, I think the depressed Middle East is the new norm for that region - low oil price and conflicts. Exporting product out of that region might be a solution?

Also, "muted" European markets was expected, and must surely improve ...... eventually.

Market just opened. No immediate trades. Some might have hoped for better, but "on track" is ok and the 4.2% yield should give support.

[coolen] 02/10/2015 16:14

Bear in mind that quarterly trading updates are no longer required for listed shares.

[ed 123] 02/10/2015 13:49

The chart's at an interesting point, at the top of a descending wedge. Break upwards or next leg down?

I've emailed the company to ask about a date for a trading update.

[ed 123] 30/9/2015 09:56

Last year's trading update was 15 October.

I'm not expecting much change since the half year report of 2 July.

Interiors and Transport should be growing. Coated Technical Textiles should be sound. Civil Engineering will still be in the doldrums - needs eastern Europe to pick up.

Will be watching for comment on Bonar Natpet. It's been reported that they are producing high quality product at competitive cost but not selling enough. If they have the right sales staff, surely this will improve?

Also, news that the new factory in China remains on track, would be comforting.

[mattboxy] 14/9/2015 22:20

No trading update this year??

[metier9] 02/7/2015 17:34

Yep. Just need to wait until 2016 for production.