Northern Bear Share Discussion Threads

[its the oxman] 18/7/2017 13:22

Attacked 90p twice today which suggests a close above 90p can't be that far away.

[royaloak] 18/7/2017 11:57

Left an order on at 83 so got a few more filled, a few more now on lower still, you never know!

[fillipe] 18/7/2017 09:28

An excellent result and a great steady recovery here from the dark days of 2012 and thereabouts.

I often wish for sight of a broker forecast - although there again the company and the share price are doing pretty good without suchlike. In the end good value will always rise to the top..... keep it coming!

Incidentally, there's never any mention of Radmat and their unusual 11.81%...?


f

[exv] 18/7/2017 08:51

Strong outlook statement and order book should underpin this coming year nicely and these (exceptional) FCF figures still put it on a 20%+ FCF yield. I don't expect the FCF to stay at this high a level, but a 7.5x P/E is hardly demanding given the growth and consistency they've shown over the last few years.

Net cash has a nice way of drawing the curtain on the post-2009 years of debt management and difficult discussions with banks.

Things looking rosy.

[tiswas] 18/7/2017 08:24

I wonder if Jon Pither is looking to unload a few more after his sale in June and that is holding the share price back?

[its the oxman] 18/7/2017 08:15

Profit takers moving in on the 90p open but strong value here makes 100p plus just a matter of time.

[its the oxman] 18/7/2017 07:59

Very positive, all reads well, debt sorted, special div is a bonus, strong order book suggesting a further meaningful improvement in earnings can be expected. Small earnings enhancing acquisition/s could add to the upside. Still very cheap.

[shanklin] 18/7/2017 07:52

And very clean presentation in terms of the discontinued/sold business.

[this_is_me] 18/7/2017 07:51

Yes, record everything; turnover, profit, cash, eps and dividend. That is over 30% yield on my original investment,the sun is shining and patio beckons! (Unfortunately I don't get them all right!)

[royaloak] 18/7/2017 07:38

Excellent results!

[this_is_me] 17/7/2017 22:36

77p paid near the close.

[battlebus2] 17/7/2017 11:11

It's moving higher so a big 👍 From me

[interceptor2] 17/7/2017 10:50

That was my first thought Daz.

[daz] 17/7/2017 10:39

It certainly looks so, dare I say a touch of insider dealing? I don't believe it has been tipped.

[interceptor2] 17/7/2017 10:17

Last year they released full year results 11th July on a Monday and the previous year it was 13th July on a Monday, should see results here soon?

Buyers about today in anticipation of imminent results?

[its the oxman] 17/7/2017 09:53

Yes pressure is building, should be nearer 100p if all is good and a strong outlook for next year is reiterated.

[fillipe] 17/7/2017 09:29

73.5p paid on a delayed trade this morning....20k shrs.

Likely that's a new high since the mid-June spike.

f

[its the oxman] 14/7/2017 07:32

Anyone got a results date ?

[its the oxman] 14/6/2017 18:53

Results are not far away now and we should see another lurch up.

[fillipe] 13/6/2017 15:45

A great performance and with hardly anyone knowing much if anything of the company, and how much of a recovery has been accomplished there.

It's only a matter of time before that changes...

f

[interceptor2] 12/6/2017 09:43

Very nice update this morning and they sound upbeat about new financial year "particularly strong order book"

A strong positive change in their cash/debt position, I actually hold IGR Shanklin, so understand your point well.

[shanklin] 12/6/2017 08:58

Reminds me a little of IGR where they took years to progressively deal with their debt and then moved forward strongly.

[its the oxman] 12/6/2017 08:33

Surely a move through 70p is on the cards now. Scope for a meaningful rerating.

[fillipe] 12/6/2017 08:26

P.S - don't forget NTBR shares were over 160p in the early halcyon 2007 days of their listing and we're still only in the stages of the move back up brom the sub-10p lows of 2012.

f