Mpac Share Discussion Threads

[tongostl] 03/1/2020 20:28

Anyone know what the full year EPS is likely to be?

[castleford tiger] 03/1/2020 09:04

nice steady climb continues.

long way to go and I too expect an update next week
tiger

[arregius] 02/1/2020 10:08

In companies house i read that lamberts revenue were to grow more than 30% over the next 3 years

[jay083] 02/1/2020 09:51

Should get a trading update in the next week or so.

[castleford tiger] 01/1/2020 20:26

5.5 t/0 quoted for first 2 months
Simply x 6
Bit crude and a bit high I guess
Tiger

[arregius] 01/1/2020 18:46

Where did you dee that figure?

[castleford tiger] 31/12/2019 19:45

5.5 m turnover from lamberts in 2 months.
This is 33 m a year if it continued
That’s a big jump
Tiger

[castleford tiger] 24/12/2019 15:21

Arregius

I try never to exceed 10% but sometimes things run away with you.

My position in DART is such a case.
My daughter has 10,000 shares that cost £16k in an ISA.
Today that's 170k and over 50% of the fund value.

However selling winners is not the way........better cut the chaf.

I can see at least 300p short term here.

I originally bought at under 30p about 10 years ago.

I have sold and bought during that time.

Best
Tiger

[arregius] 24/12/2019 14:36

You gotta be outweighted here. Whats your % of portfolio?

[castleford tiger] 24/12/2019 10:16

paid 198 for another 5000 shares this morning

tiger

[sohbat08] 19/12/2019 17:25

The shares are up around 400% since Tony Steels took over as CEO around three years ago. Mpac should do well under his leadership in the foreseeable future imo.

[sohbat08] 18/12/2019 16:35

There may be a Year-end trading update in early January. There was one on Jan.7th last year.

[sohbat08] 18/12/2019 16:29

IC comment


analyst Sanjay Jha at brokerage Panmure Gordon lifted his 2019 pre-tax profit estimate by 28 per cent to £6.8m and his earnings per share (EPS) forecast by a third to 31.2p, while analyst Paul Hill at Equity Development is even more bullish, pencilling in a five-fold rise in annual pre-tax profits to £7m on revenue up by half to £87m.

Mr Hill and Mr Jha have target prices of 275p (upgraded from 260p) and 300p, respectively.

[mfhmfh] 18/12/2019 15:30

ST in IC quoted those target prices

[arregius] 18/12/2019 12:34

where have you seen those?

[bwm2] 18/12/2019 05:49

CT
Ditto, have been buying over the last three months

[mfhmfh] 17/12/2019 19:18

Panmure Gordon target price 300p.

Equity Development target price 275p.

[castleford tiger] 16/12/2019 19:19

finally secured what I wanted started at 173 but had to finish today at 186

[sohbat08] 16/12/2019 16:43

hxxps://mpac-group.com/wp-content/uploads/2019/10/Equity-Development-Sept-19.pdf

[sohbat08] 16/12/2019 15:05

Tony Steels seems to be doing just as good a job as Stephen Heapy at Dart. He's transformed the company since arriving in 2016.

[jay083] 16/12/2019 14:48

anyone think recent strength is anything to do with NOMAD / broker change? Looks like momentum has carried it through now anyway.

[castleford tiger] 16/12/2019 11:28

Agree 50% upside still

[mfhmfh] 16/12/2019 11:18

still so cheap IMHO.

[arregius] 13/12/2019 11:50

After asking about trade wars and laws to a worker, he said: "That's a great question. So far I have not seen the trade laws impact the sales. Clients with experience with Langen understand that we're not cheap. New prospects need to be nurtured, and this sales cycle can be so long."I dont know how to read that

[castleford tiger] 12/12/2019 18:23

or due to my continual buying ( struggled today).

Tiger