Macfarlane Share Discussion Threads

[mechanical trader] 16/11/2012 17:26

Off topic... shauney did you enjoy
your caribean holiday you and that
bit of ruff?.

[mechanical trader] 16/11/2012 17:22

Wouldnt touch these with a bargepole.

Have you seen the pension deficit?.

[battlebus2] 16/11/2012 15:25

Following me again C.R. lol.

[cockneyrebel] 16/11/2012 15:24

Been buying these the past couple of days.

CR

[shauney2] 16/11/2012 13:59

Another director buy today.
A non exec like the other guy but he is also CFO at Forth Ports.

[s34icknote] 15/11/2012 17:06

Director buy 100 k
Looking good !

[shauney2] 15/11/2012 11:28

Good to see a director buy after the trading update.Bodes well.
Also noticed 2 x 500k purchased yesterday.

[aleman] 14/11/2012 11:19

Very good IMS. They expect forecasts to be hit even if difficult conditions and weak sales don't improve.

[shauney2] 14/11/2012 07:43

A solid statement with this the highlight

Manufacturing Operations' sales are 2% below 2011 for the year to date and mainly reflect previous actions taken to address lower margin business. The improved customer mix and focus on the higher added value areas of each business - resealable labels within Labels and design-led work within Packaging Manufacturing - have contributed to the recovery in gross margins. In overall terms, profit before exceptional items from our Manufacturing Operations is well ahead of that achieved in 2011.
Net interest costs are similar to those seen last year. The net effect of these factors is that the Group's profit before exceptional items for 2012 to date remains well ahead of 2011.

[battlebus2] 14/11/2012 07:30

IMS out this morning.
"Macfarlane Group continues to make solid progress, despite demand conditions remaining subdued. Whilst we do not expect general economic conditions to improve in the short term, the Board remains confident that Group results for 2012 will be in line with its expectations."

[battlebus2] 09/11/2012 09:13

Great to see you sicknote , these have been on a roll since july but with the continual volume i'm expecting 30p soon :))

[s34icknote] 09/11/2012 09:11

I picked up around 56000 shares yesterday . Good ratios and div.

[shauney2] 07/11/2012 15:23

Any clues for the large volume today?Good to see though.

[battlebus2] 05/11/2012 08:33

Still trying to continue the upward trajectory, got the feeling when we break 25p we should trade up to 30p.

[battlebus2] 10/10/2012 16:30

Yes , we will see soon i suspect.

[aleman] 10/10/2012 16:21

THat's an unusual run of straight buys, today. Somthing afoot?

[battlebus2] 10/10/2012 16:13

Yes it's looking rather tasty again today :))

[aleman] 10/10/2012 15:57

Looks like the chance to get a few more is getting away from me. UK small caps are having a strong run at the moment. I hope it's indicative of improvement in the UK economy.

[woodcutter] 18/9/2012 11:16

b2

picked up your post on fif, notice aleman is here too. looks to have risen quite a bit recently, will thrash through the accounts and let you know if i come on board. Looks an interesting proposition but will need to get a good handle on the pension deficit etc.

Don't have a great knowledge of bond yeild performance but from alemans chart the 10 year seem to have been pretty volatile over the last year, does this make them unreliable on pension deficit calcs, is a 1% swing sigificant?

Woody

post note

Aleman another cup and handle from april? lol

[battlebus2] 17/9/2012 10:37

Could there be news here?

[aleman] 17/9/2012 10:28

Shares of companies with pensions deficits seem to be doing well at the moment. TNI are up 30% in few weeks as bond yields have risen.

[aleman] 17/9/2012 09:03

Went ex-dividend last Wednesday.

[nhb] 17/9/2012 08:54

Thanks. Can you confirm when the ex-div date is?

[aleman] 14/9/2012 16:35

Read through them again and topped up. Seem to be doing a bit better overall and the pension deficit should have done better since the end of June with stockmarkets and gilt yields both up. The forecasted 3.5p earnings look achievable and cashflows look pretty good so long as we don't need to divert more than existing agreed payments to the pension. I could see them paying a slightly higher dividend but don't think they will this year after the pensions exercise. If business remains roughly as expected, I think next year's dividend might be a bit higher.