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LWB Low & Bonar Plc

15.45
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Low & Bonar Plc LSE:LWB London Ordinary Share GB0005363014 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 15.45 15.40 15.45 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Low & Bonar Share Discussion Threads

Showing 1426 to 1448 of 2275 messages
Chat Pages: Latest  67  66  65  64  63  62  61  60  59  58  57  56  Older
DateSubjectAuthorDiscuss
16/4/2018
15:20
probably (imo) 1st part of an II swapsi - Need to wait for an rns.
pugugly
16/4/2018
15:15
16-Apr-1815:55:3354.254,000,000Buy* 53.6054.802.170MO

£2.2M buy - someone's confident

justiceforthemany
16/4/2018
14:59
4 Million share trade has just printed. That's over 1% of the issued equity.

Sterling Strategic perhaps?

ed 123
16/4/2018
14:51
U doesnt have to as u has sold out
hvs
16/4/2018
14:24
I'm afraid I have seen the "weak first half but full year expectations unchanged" story too many times. Too many times H2 does not come to the rescue as expected (or wished for). In addition, the trading update is bad news, and we know the H1 results will be bad news too; but even though we know, there is a good chance the market will punish the share again when results are released (even though it may only be repeating the news and filling in some detail); one of Mr. Market's foibles, you might say.

For now, I am out. I think if management turns this around there will be time to get back in and get a good upside (even if I miss the first leg up). So this one returns to my watch list...

Edit: I cannot read what hvs is saying, but I can guess. One best put on the permanent filter list imo...

edmundshaw
14/4/2018
14:23
Potentially a decent business but beset by weak management.
meijiman
14/4/2018
11:33
I just had a quick look at these and I don't think there's much upside in them in a sale or breakup so I don't reckon the activists will push for this personally
arthur_lame_stocks
13/4/2018
16:28
lol !!!!

Lol !!!!!

U buys a dud u gets a dud

Trolls come and go.

FREE SPEECH they calls it

hvs
13/4/2018
16:12
HVS has been on my filter list for years. Briefly unfiltered to see if he's changed ... Nope!
time_traveller
13/4/2018
16:10
cc what do you make of this?
12-Apr-18 16:29:49 56.7724 414,825Buy* 53.6054.80 235.51kO

Just been reported now - £235K trade from yesterday listed as a buy

justiceforthemany
13/4/2018
16:00
hvs is clearly shorting this otherwise why are you here? Not the most well known or fashionable company. I would rather back the judgement of Sterling and the hedge funds who have buying in heavily here these past few months. As for 'plenty plenty debt' the short term/current liabilities are relatively flat over the past 5 years [£88M 2013; £95M 2017] and only up £5M year on year.

Fundamentals show a P/E of just 8 and a yield approaching 6% twice covered by earnings.

AGM resolutions all passed today. As always DYOR.

justiceforthemany
13/4/2018
15:55
Sterling Strategic Value Fund - have they had any notable past successes? The 10Y return of that fund is 0% and 5Y is 57.5%. I would not be proud of those figures but maybe they get a few right. They've been around a while (which is good) but seem a bit soft for activists, the management here need a good well what's the word !
sirrux
13/4/2018
15:20
With plenty plenty debt
hvs
13/4/2018
11:53
They have been buying in bulk and clearly see value here with huge upside.
justiceforthemany
13/4/2018
11:51
Y/E Nov Revenue (£m) EBITDA (£m) PBT (£m) EPS (fd) (p) P/E (x) P/CF (x)
2016A 400.0 52.8 29.2 6.0 9.4 5.5
2017A 446.5 55.8 30.7 6.3 8.9 5.8
2018E 417.0 55.1 30.1 6.4 8.8 3.1
2019E 429.5 58.4 32.4 6.9 8.2 3.4

justiceforthemany
13/4/2018
11:49
Sterling was founded in 1999 under the guidance of Dr. Tito Tettamanti, a Swiss investor and entrepreneur

SWISS wizards and MONEY goes hand in hand.

Its all hush hush

hvs
13/4/2018
11:47
Surprised at all the posters who have suddenly cropped up here.

Sterling Strategic Fund holding 15%
Luxunion hold 8.1%

Sterling is one of the oldest activist investors in Europe, founded in 1999 by Dr. Tito Tettamanti a Swiss entrepreneur and investor. Sterling invests in European small and mid- cap companies acquiring substantial minority equity stakes (> 3%) in a high conviction and focused portfolio of up to ten companies.

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.

justiceforthemany
13/4/2018
11:03
Market expectations

New CFO appointed. lol !!!!! Another money wizard.

All mumbo jumbo the outlook is NOT good Its dire.

For those that cannot read the BOARD said vely vely clealy that DEBT is going to SOAR in 1st half.

Where is the earnings ????

hvs
13/4/2018
10:31
New CFO appointed.
justiceforthemany
13/4/2018
10:27
Low & Bonar PLC LWB Peel Hunt Buy 52.40 56.30 - 80.00 Reiterates
justiceforthemany
13/4/2018
09:13
At least the Luxembourgois might be spurred into action by the currently rather sickly looking investment.
time_traveller
13/4/2018
08:21
Thank you for your concerns Hvs.

Market expectations include a reduction in debt of £15m this year. The trading update would no doubt have included something if this was going to be missed.

Imho if you examine the EBITDA and take a reasonable view of capex, the debt issue goes away over a period of time through translation of profits to cash. The inventory unwind will contribute too.

The concern would be that set against the debt reduction, global interest rates are going up so the reduction in debt may not flow to profits as higher interest will be paid on lower debt. It will all take care of itself over time unless you believe the global economy is going to melt down.

cc2014
13/4/2018
08:20
The only answer can be really bad management, wonder how the management will put it there's always room for a different perspective. DEBT is a real real problem here.

A BUNCH OF IDIOTS in Charge

They will soon get a BONUS no doubt.

hvs
Chat Pages: Latest  67  66  65  64  63  62  61  60  59  58  57  56  Older

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