Norcon Share Discussion Threads

[diku] 24/5/2015 22:55

I can assure you it was non drip!..

[russman] 24/5/2015 19:44

Maybe but is it only a drip or maybe a drop.

[diku] 24/5/2015 09:52

The paint must have dried off!...it finally moved...to the downside!....

[diku] 14/5/2015 22:06

Even couple of pots of non drip gloss already dried!...has it moved yet?...

[russman] 14/5/2015 09:22

Please "give" them a couple of pots of quick dry gloss.

[diku] 14/5/2015 08:33

Hope soooooo....has the paint dried yet?...

[keevo] 13/5/2015 16:26

@diku boring is good :) reap the rewards in the future

[diku] 13/5/2015 10:28

This is like watching paint dry!...

[diku] 28/4/2015 15:39

And it is a people business!...

[chrisdgb] 28/4/2015 09:26

Yes, unloved, is certainly the word, shame we didn't spark more interest/volume on the results...the company needs to become more proactive on the communication front/director purchases..

[cjohn] 23/4/2015 10:21

Overall, a favourable set of results. In spite of the welcome collection of the long-term receivable, mentioned by Sladdjo, they do still remain over-reliant on that one mega-client.

[russman] 22/4/2015 16:33

It may be W.I.P. There is no spark. Improve the communication / P.R ; it appears to be unloved.

[norbert colon] 22/4/2015 14:03

sladdjo - good to see you here - I recall we met at the C21 AGM last year (or was it in fact REDT)? Hope all is well.

[diku] 22/4/2015 13:41

Consolidation need to happen within consultation/people businesses....any possible names?...

[sladdjo] 22/4/2015 12:36

Huge +ve that they managed to get that long over-due $10m trade receivable in, and Chair sounds more +ve on '15. Should do well this year

[norbert colon] 22/4/2015 09:47

Guys - agreed. NCAV of GBP 12.6m against mcap of GBP 7.9m. Still need time to read the details. I hold.

[gingerplant] 22/4/2015 09:44

Agreed chrisdgb - this one is totally overlooked IMO and worth roughly twice where it is now. To an extent, this is understandable given the >50% holding by Jorn Longem, and Cyprus base - but it's overdone IMO.

No divi, as we would expect, but if they ever get back to historical operating profit levels, the historic yield is around 33% - which would be nice!

[chrisdgb] 22/4/2015 09:22

Results out, 2015 will be better and 50% of the market cap is in cash...........pretty strong buy to me..

[diku] 20/4/2015 10:04

That sell column of 21k this morning looks like a buy to me...tried a dummy buy trade on Friday and same price was offered...

[chrisdgb] 20/4/2015 08:31

Let us hope the imminent final results bring us a clear vision of the future here.............

[russman] 07/4/2015 22:43

www.ch-investments.co.uk/sites/default/files/downloads/ch-deep-value-investments-factsheet-march-2015.pdf

[chrisdgb] 17/3/2015 08:47

From the last trading update:

The Group continues to make steady progress with diversification in to new markets and services and the Board is confident of future progress.

Come on Church House, top up your holding..!!

[chrisdgb] 11/3/2015 10:11

Results next month, let us hope the increasing confidence in the business continues.......

[diku] 25/2/2015 21:06

What are the other 7 holdings?....

[chrisdgb] 24/2/2015 08:34

Still the 8th biggest holding in the Church House Deep Value fund, would be nice for them to top up..!!