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Share Name Share Symbol Market Type Share ISIN Share Description
Northamber Plc LSE:NAR London Ordinary Share GB00B2Q99X01 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 72.50 70.00 75.00 72.50 71.00 72.50 89,618 08:00:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 52.8 9.9 31.2 2.3 20

Northamber Share Discussion Threads

Showing 826 to 849 of 1000 messages
Chat Pages: 40  39  38  37  36  35  34  33  32  31  30  29  Older
DateSubjectAuthorDiscuss
27/10/2015
13:35
http://www.theregister.co.uk/2015/10/23/northamber_fy2015_results/ Some of the comments are also interesting - click comment button on right at bottom of article to see them
sleepy
26/10/2015
10:08
Thank you, Battlebus2
profdoc
23/10/2015
17:32
hTTp://www.pcr-online.biz/news/read/northamber-s-new-strategy-pays-off-as-firm-reports-increase-in-turnover/037080
battlebus2
23/10/2015
08:26
Thanks profdoc, we are making progress but not on the scale i would have liked. The decline in NCAV could be explained several ways but worth keeping an eye on it .
battlebus2
23/10/2015
08:16
Are they throwing money are the phoenix-like attempt? Some food for thought (quick calculations - forgive mistakes): Sales up 4.1% - good. Gross profit up 7.7% - good Distribution and administration costs, same as last year - good, given the sales rise Loss for the year £888,000. Bad because it is not yet in profit, good because it is less than last year. Inventory down by 8.6% - good (not evidence of throwing money around) Receivables down 12.9% - good (not evidence of throwing money around) Cash up 7.2% to around one-half of MCap - good (not evidence of throwing money around) NCAV down to £12,338. Good, because MCap is less than this and the property (not in NCAV calc) is worth more than MCap. But worrying because the rate of annual decline is 6.5% or £852,000. I'll write a proper report for my subscribers next week sometime - linking the latest results to my previous analyses, but I hope this helps the debate here. Glen
profdoc
23/10/2015
07:19
Totally contradicts the interview i posted by Alex Philips only a few weeks ago, maybe the bosses retirement will speed up a sale or other. NAV still 72p so the value is there.
battlebus2
23/10/2015
07:15
Not exactly the brightest buy by me!!
hybrasil
23/10/2015
06:49
No , a complete reversal of what was promoted earlier in the year....very disappointing, 0.3p dividend has been held and cash balances are slightly ahead.
battlebus2
23/10/2015
06:42
http://uk.advfn.com/news/UKREG/2015/article/68991654 Not exactly full of Chrismas cheer.
cwa1
19/10/2015
11:38
Good to see another buyer here, patience is the key as we make progress on returning to a profit again.
battlebus2
19/10/2015
08:18
looking back to 2005 I bought quite a few of these in the 80's. Bought 10000 this am in the 40's. I always believe value will out but its taking its time here.
hybrasil
16/10/2015
06:09
Change of advisor to Cantor Fitz Europe...... That's another client lost for Charles Stanley after being taken over by Panmure Gordon..
battlebus2
13/10/2015
09:40
Results last year were on the 30th so not long to wait, not expecting fireworks but any improvement towards profitability should be well received. Lots of new tie ups announced recently so lets hope they lead to sales. Very quiet thread and company so i suspect very few holders. An increased dividend would also be very welcome.
battlebus2
03/10/2015
08:38
Reads well Battlebus2 but will be meaningless unless they turn a profit. Results this month may shed light on that.
stonethecrow
02/10/2015
19:21
Northamber EXPO proving its worth. hTTp://www.pcr-online.biz/news/read/northamber-signs-flurry-of-new-vendors-at-expo-15/036986
battlebus2
08/9/2015
10:14
A few trades around this morning and a tick up :))
battlebus2
27/8/2015
16:52
Good to see you here STC, lets hope it works out for us. Backed by assets it's a sound investment imv but as ever dyor.
battlebus2
27/8/2015
14:15
Taken some of these as I said.
stonethecrow
22/8/2015
12:22
Hi STC you've highlighted both sides of the investment case, as I've said its not for everyone but worth having as part of your portfolio. As ever dyor etc.
battlebus2
22/8/2015
10:12
I'm looking at this one BBUS, my initial thoughts are its a company in material decline and loss making, also in a sector that has died a slow death due to in house sales by the multinationals. The yield is nothing to write home about either. Very illiquid stock and only one market maker who will if he so wishes hold you to ransom if your trying to sell. On deeper analysis there is hope they may return to profit this year, there is a healthy cash balance so the dividend is safe and the NAV is 75p. Perhaps a share to tuck away in these testing times. May join you with a small purchase.
stonethecrow
21/8/2015
19:48
A very positive interview with new buy Northambers Alex Philips... 'We've got some aggressive targets for next year and we're pretty confident' - Northamber Northamber made a smaller loss during 2014 as it transitions from a traditional broadliner to ‘value-add narrowlining’ – working with fewer brands. The distie says it’s now more flexible and is signing new deals with the likes of Samsung. Dominic Sacco catches up with the firm’s director of strategy Alex Phillips (pictured left) to find out more… It’s been a year and a half since you joined Northamber as director of strategy. How do you feel it’s gone since then? It’s been really good. Northamber has a strong brand in the market – it’s been great doing a lot more events and working more closely with people like PCR than we have done historically. Doing PCR Boot Camp North last year and Boot Camp this year, it’s been good to go out and see customers, and talk to people we know from before about what we’re doing differently. We have a great team with some great partners. What changes have you made and are continuing to make? We’re more flexible and we like being flexible. By and large we have to be flexible to move with the times. There’s a lot of really positive things happening at Northamber and have happened in the last year and a half that we’re really proud to shout about. We’ve won several industry awards so it’s great to get some recognition. We’ve also had some pretty huge signings in terms of vendors like Samsung, which is great, but we’re still growing with partners like 3M, so it’s a good balance of working with our long-term partners and newer ones. Last year you told us you wanted to turn things around at Northamber. It’s encouraging to see an overall 18.1 per cent sales increase to £35.7 million during the second half of 2014, as well as a pre-tax loss of £292,000 during the period – less than half of the £690,000 loss Northamber made during the same period last year. So there are signs of progress – are you on track? I can’t comment on the most recent six months yet, but for the six months you mentioned, the reasons why we’ve seen strong growth is we’ve got a clear message in terms of what we’re offering to the market, we’re engaging more with partners, both channel and media partners like yourselves. We’re doing things like our own Tech Expo trade show and we’re doing that again this year. We’ve recruited more BDMs (business development managers) and field sales people. We’re building on our relationships to make sure we have a single vision and drive forwards. How has your ‘narrow-line’ approach been received, which has seen you partner with fewer vendors than before, but across a variety of categories? It’s been really strong. I think resellers like the fact they can call us and know we understand the products. If we’re listing the brand, then they can call us and have the same quality of discussion they would expect to have with the manufacturer – something other disties with a diluted focus can’t offer. But because we still have the multiple categories, we can offer a joined up solution to resellers, and help them avoid multiple delivery and admin charges. It takes time for a reseller to deal with multiple distibutors because they’ve got to go across and set up credit lines, figure out payables and figure out where their goods are. With us they can come to us and have the in-depth knowledge of a specialist but the breadth and one place to go, with real-time order tracking. What other changes are you making to the business compared to how it was two years ago? It’s been around building on our strengths, so looking at the categories we’re strong in, and making sure we’re putting the right people and the right brands in them. So things like TFT monitors, we’ve been strong in that for the past couple of decades, but now we’re looking at what’s the right product. So, yes there is the commodity low end product which still moves boxes in terms of volume, but if you look at it, the TFT market is growing because more people are paying for added features. We’re looking at how we can work with more brands to fill out the portfolio; in TFT we have a great range from Acer, Viewsonic and Samsung that allows us to offer a complete solution for all price points with all the features. Are there any other new product categories you’re looking at? We’ve seen a lot of success with AV products over the last couple of months. At PCR Boot Camp we were the only distie who were showing curved monitors, but also we’re the only IT distie with Yamaha. So we’re looking at how we can build other AV decisions around that. We’ve also signed with InFocus over the past 12 months, which is a leading projector brand. As we look to work very closely with schools, we’re constantly making sure our AV portfolio is in line with that. Talking of schools, the back to school period is upon us, followed by Black Friday in November and then peak. How important are these sales periods to you? I think there are certain traditional sales cycles, so things like public sector budget burn, which didn’t happen as much this year as it previously has, and has broken some of the cyclicality. But Black Friday is definitely a huge event now that we see across our retail partners. In the education space, I think there’s still that seasonality to a degree, but it needs to be when the kids are out of school to go and do the installs. There will always be that element of seasonality for the bigger deals, but things that are easy to install can be more flexible. Some reports suggest wearables are going to be big in the B2B space. What do you think? We like to focus on the end user experience and really understand that. Buzzwords are great but what does it mean in terms of the end user? Why would they want to use it? I think wearables are great and have done well, but it comes down to what’s the end user experience. If we could find the product that has the right end user experience, add value and in B2B make their job easier to do or make their life easier, then by all means we’ll jump on that, but we don’t want to just jump on it without understanding where the market is. Desktop and tablet sales are down, with the market turning to all-in-ones and laptops. What are your thoughts on the state of the hardware market? There is a little uncertainty with Windows 10 coming out. With that and the refresh cycle, I think there probably is an impact. Saying that, there are still certain verticals that will always take a desktop and laptop, so it’s been a blend. Some distributors have been frustrated about the lack of an opportunity to sell a Windows 10 licence, as it’s a free upgrade for many users. Have you? Well, in the industry we always want to make sure everyone has a chance to capitalise on sales opportunities and help support the channel in doing it. But it is what it is. Former Northamber director Henry Matthews recently criticised traditional tech distribution, saying that broadliners aren’t nimble enough in today’s market. What’s your reaction to this? I think if you look at where we’ve gone with our narrow-line approach, we agree with that sentiment [that broadline distribution may not be as nimble]. I wouldn’t phrase it quite the way he did, but we agree that with the more value-add categories, you need people in place to focus on them. And that’s where we’ve seen so much recent success – having the right people focusing on where you can add value. But I think the distribution market is evolving. If you look at a lot of the distributors, there’s a move towards value-add. I think we’re uniquely placed as we’re offering a breadth of reseller, but are able to have the right size so we can focus on growing. What’s next for Northamber? We’ve got some aggressive targets for next year and we’re pretty confident. We’re looking at other categories we can go in and we can use our strength in terms of customer base, logistics and availability of sales people. Things like AV and security are all areas we’re looking at and are excited about, whereas with traditional things there are always opportunities to add value.
battlebus2
18/8/2015
12:23
Pretty safe stock given the net assets and property.
battlebus2
18/8/2015
11:39
Could be i started a new thread and have been buying :)) very undervalued imv. Your welcome to post on the new thread if you so wish, thought this was dated a little.
battlebus2
18/8/2015
11:38
Anyone any idea why share price has been rising?
sleepy
Chat Pages: 40  39  38  37  36  35  34  33  32  31  30  29  Older
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