Ncc Share Discussion Threads

[sphere25] 17/6/2020 13:35

Testing key resistance at 160 here. Usually bangs its head here and fails, but one to keep an eye on to see if it can break higher.

Update due on the 23rd June.

[paulof2] 16/6/2020 21:38

This does look like a good play to me, surprised it’s share price has fallen so much sounds like the business isn’t operating far off normal

[micha14] 16/6/2020 16:16

I took a lage stake in NCC. Asset light biz in an industry whose growth will accelerate even further post Covid19. Its a 100 bagger potentially. Priced at 15 times earnings, roughly. Also a candidate for takeover by someone larger. Brand new management board from 2018 who is yet to make its mark. A global biz with clean balance sheet. Buy and hold.

[cerrito] 24/3/2020 13:14

I see that Canaccord have put out a note after yesterday#s update reducing the tp from 225 to 190.
Even though we have nearly finished the current FY ending May, they have reduced their EBITDA forecast for this FY from £48m to £34m and for next year from £57M to £33M recognizing as they do that these are using simplistic assumptions.
Those who bought first thing this morning did the right thing.

[cerrito] 14/3/2020 17:13

A25847283
That is what I thought but I seem ti be wrong.
Anyone else surprised at the fall?

[a2584728] 03/3/2020 13:23

Safe haven for your cash IMHO

[ilovefrogs] 17/2/2020 13:46

Re post on 4 Feb - 9.18 : I wish it bloody had tested 330P!!! I'd have been long gone..;-)

[tudes100] 14/2/2020 04:17

gone from 0.85% short Jan 28th to 0.43% on Feb 11th, coincided perfecty with share price run up during Feb to date

[tudes100] 05/2/2020 05:27

Coltrane asset management closing short position, reducing over last week

[a2584728] 04/2/2020 14:50

Ready to pop again I think

[a2584728] 04/2/2020 09:18

Tested 330p and not a lot of sellers so sustained rise for a few days I think

[a2584728] 04/2/2020 08:11

Fair price 360p

[a2584728] 27/1/2020 11:41

Is there another RNS today? It says there is one but I can't find it

[a2584728] 27/1/2020 09:43

Added a few more

[richjp] 23/1/2020 16:23

I bought in just over three years ago after the first big price drop but sadly there was a further big price drop. I am now ten per cent ahead overall so it has paid its way after inflation and I think that there is every chance it will get back to the previous highs although it might take a while. A bit of positive press comment might help.

[a2584728] 23/1/2020 11:22

All good for the future. Should see a sustained rise from here

[mr dexy] 23/1/2020 09:54

Hi All,

Not a company I've followed for a while, but took the opportunity to view the webcast live this morning..... and I have to say it was a very assured performance.. in my humble opinion..

Will have a dig back through my old notes and the more recent RNS' to bring myself up to speed on the turnaround.

Regards to all


Mr D

[cerrito] 23/1/2020 08:46

I agree that all sounds good and may I say it rather boring.
One thing I like about them is their presentations to analysts which are webcast and stored for later watching and I wish other companies their size would do this.
While of course I do not hold this for income, the decision to maintain the dividend given the ongoing capex programme seems right.
Good that they had the figure of voluntary staff turnover which I cannot remember seeing before.
I have no idea what caused the share price peak at the turn of the year. I do not see myself buying or selling in the immediate future.

[a2584728] 23/1/2020 08:03

All sounds positive for the future. Growth in sales and margins.

[lizard370] 14/1/2020 17:28

Yes same here Jerseyman, it seemed like there was expectation of great results, so why the fall is strange. I'm a long term investor here and have lived the highs and lows!
Lets hope the business transformation is working and we have a great set of interim results next Thursday....

[jerseyman1] 14/1/2020 15:10

I didn't understand the rise to 236p and don't understand this fallback. Any clues? I can't see why apart from speculation about less than brilliant trading statement next week......I have no info, just wondering

[tudes100] 14/1/2020 02:22

HY results next Thursday so trading update post xmas pointless

[richjp] 13/1/2020 18:36

I think the dip may be because there was no TU. If there is good news companies are often quick to get it out although it's not long to wait for the full results.