Share Name Share Symbol Market Type Share ISIN Share Description
Macfarlane Group LSE:MACF London Ordinary Share GB0005518872 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 76.75p 76.00p 77.50p - - - 0 06:33:37
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 179.8 7.8 4.7 16.4 120.92

Macfarlane Share Discussion Threads

Showing 1801 to 1825 of 1825 messages
Chat Pages: 73  72  71  70  69  68  67  66  65  64  63  62  Older
DateSubjectAuthorDiscuss
17/11/2017
20:28
Header updated to reflect this week's trading statement. I have added some more key figures and tried to clarify the relationship between my figures and broker consensus. Valuation up, but this drops to a HOLD for me, due to the recent strength in the share price.
effortless cool
17/11/2017
06:40
large pension deficit. High Debt but the likely lad's group of tipsters has moved in of late and has the lemmings chasing this up. DYOR Rather naked in my opinion.
insideryou
16/11/2017
15:49
i hear paul scott is on to it. not surprised it's way undervalued imv woody
woodcutter
04/11/2017
17:43
I bought back in here last week, the company continues to execute a coherent strategy v well and the Greenwood’s acquisition looks a great fit and the associated capital raise was at a minimal discount with major shareholders happy to participate. There’s a useful Arden note available on Research Tree that covers the business well and unsurprisingly rates them highly, key point for me was over 100m m/cap puts them on a lot more institutional potential buy lists. Rising interest rates are also a modest plus as they’ll be reflected in a reduced pension scheme actuarial deficit. I generally hate buy & build stories but this is an exception I’m happy to make.
rhomboid
02/11/2017
11:10
lol !!!! lol !!!!!!! They is coming out of the woods and they does their math
hvs
01/11/2017
12:53
Added a load more today.Feels like its breaking out on volume.
miti 1000
31/10/2017
11:25
been buying heavy today four trades. five years of continuous eps growth debt under control and falling. revenue growing at 10% admin growing at 4% at H1. acquisition looks decent. it would be nice to see the pension deficit come down. given that there's only 157m shares as the debt reduces the finacial costs of supporting that will go to the bottom line with a decent improvement in eps woody
woodcutter
18/9/2017
14:04
There will b e synergies . Nice one MACF
hvs
18/9/2017
06:33
Very significant acquisition here providing further opportunities for the business going forward.
hastings
18/9/2017
06:16
As I said last month, I wanted MACF to make an acquisition and they have announced that today. Enhancing in 1st year is very good.
miti 1000
06/9/2017
13:20
Thank you for that.
hvs
30/8/2017
12:52
Header updated with revised forecasts and brief feedback on the interims.
effortless cool
24/8/2017
12:49
Would be nice to see them kick on with a bigger acquistion to move up the value chain to supply more internet based companies .Seems like a big opportunity.
miti 1000
24/8/2017
08:11
Very nice results and close to my H1 forecasts. I'll update my model over the weekend, but don't expect my target price to move far from the 84.7p in the header. MACF remains great value, in my opinion.
effortless cool
24/8/2017
06:21
Beautiful results! Macfarlane represents 25% of my SIPP, it's one lf those 'less attractive' sectors that will just keep ticking over nicely and adding value. By all accounts it is a very well run company with healthy growth plans. Thankfully due to it being under the radar it doesn't suffer from 'pump and dumpers' so share price generally is a good representation of the company's worth. It is nice to see the pension defecit reducing.
nakedsteve
24/8/2017
06:15
Cracking set of results. Looking very positive for the future.
hvs
23/8/2017
11:58
Its looking very good here.
hvs
14/8/2017
10:03
i really think this one is under the radar and will hopefully do very nicely! lot's of aquisitions and healthy order book, once the new parts of the business are all contributing this could be a very nice long term share to hold in a SIPP like i do....
nakedsteve
14/8/2017
08:31
Come on my SON
hvs
09/5/2017
14:19
surprised today's AGM/trading statement hasn't brought out some buyers..
bollers
04/4/2017
11:34
Mysterious price action, without any news. Perhaps a placing in the offing to fund an acquisition? nakedsteve, apologies for not relying to your post, but illiswilgig had already made such a good job of it that I didn't feel I could add much.
effortless cool
24/3/2017
11:49
thanks very much for explaining that :o)
nakedsteve
24/3/2017
09:00
Hello Nakedsteve. Your message prompted me to look again at the pension liability as I had not made a note when reviewing the final results. It's a complicated area. A lot of pensions are looking similar to MACF at the moment. At MACF the defined benefit schemes were closed to new entrants in 2002. Active members had their salaries frozen in 2010 (an interesting route to go down rather than closing the scheme to new payments) so the scheme is effectively frozen and new funding is limited and may well be exceeded by the rate at which older pensions in payments are ceasing already. But that doesn't make a lot of difference to the current year figures the big changes are caused by the accounting standard IAS19 which attempts to update the liabilities at the year end in between triennial actuaries valuations - the next of which is due in May 17 - so its the results of that which I shall be most interested in. Unfortunately IAS19 doesn't live in the real world (apparently) and was never designed to be realistic in such prolonged almost zero interest rates. Supposedly it models the ability of the funds to generate cash to pay future liabilities through changes in the discount rate based upon all of the assets being 100% in gilts. Which would be a really silly thing for any pension fund to do right now with gilts being so overvalued? MACF trustees have moved their assets and are 0% in gilts now - so there must be quite a mismatch between the funds ability to pay its cash demands and the IAS19 modelled ability based upon the wrong allocation of funds and the bond interest rate at the point of measurement? The ballooning deficits caused by the IAS19 discount rate assumptions can disappear as quickly as they arrived - though I am not saying they should be ignored - and at current interest rates are not a reliable guide to the mismatch between a pension fund assets ability to pay and the future liabilities in my view. that makes me a ilttle more relaxed where a company has taken firm action to limit future growth in pension fund liabilities, closed the fund to new entrants and preferably fresh accruals(not the case here- though they have frozen the salaries at which pensions are accruing) and the company is otherwise growing strongly. cheers...
illiswilgig
24/3/2017
08:14
hi effortless, what are your thoughts on the pension deficit? i really like this company but sold last year as i really worry about the pension issue. there is a lot to like, especially as the rise of internet shopping really helps packaging companies etc....
nakedsteve
23/3/2017
12:56
Took my own advice in the header and added another £20k worth just now.
effortless cool
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