Share Name Share Symbol Market Type Share ISIN Share Description
Northern Bear Plc LSE:NTBR London Ordinary Share GB00B19FLM15 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% 69.00 68.00 70.00 69.00 69.00 69.00 2,000 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 56.6 3.1 14.0 4.9 13

Northern Bear Share Discussion Threads

Showing 926 to 950 of 1500 messages
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DateSubjectAuthorDiscuss
02/2/2018
08:12
Just confirms how ridiculously cheap these are, should be 90p or 100p come next results.
its the oxman
02/2/2018
08:12
Thank you tiswas. Much appreciated.
shanklin
02/2/2018
08:10
Shanklin No. Everyone was the "we are aware of our responsibilities, take them seriously, and will advise anything via rns" type of reply, which I think everyone was receiving so I did not publish on here. My last email was lightly stronger in tone, emphasised that we are stakeholders in the business but not insiders in the business like them, so we needed the clarification that they had themselves. Maybe it was the share price decline or maybe shareholders nagging, probably some of the larger ones, but we got there in the end! PS My final top up was at 66p yesterday so quite pleased, although I did open the rns this morning with some trepidation!
tiswas
02/2/2018
08:07
Bingo! I topped up, but not enough!
royaloak
02/2/2018
07:56
Bazzer, we do not know Management Expectations, and there are no formal Forecasts in the Market. I posted a couple of days ago why I thought 14-15p was on the cards, and am even more confident that's the case after this Announcement. P/e of less than 5 as I type, but that may not be the case once the Market Opens!
simso
02/2/2018
07:33
tiswas "exchanged half a dozen emails" suggests you received more than one reply. Were any of them informative in any way? Cheers, Martin
shanklin
02/2/2018
07:31
At last. This now looks very good value.Better than last year and better than management expectations.But do we know what 'management expectations' are? Any help greatly appreciated. Baz
bazzer1000
02/2/2018
07:28
Well, having exchanged half a dozen emails with ntbr and having topped up three times in the last few weeks, I am hoping that I will be happy once the market opens. Great update and clarification. Not a bull market for small caps at the moment so not sure what the response will be but well done ntbr directors!
tiswas
02/2/2018
07:18
Are we all happy little bunnies now?!
this_is_me
02/2/2018
07:12
Onwards and upwards At least it let me top up at a lower price.
curlly
02/2/2018
07:08
Better late than never, but earlier would have been a lot better.... ...and certainly more in line with best practice.
shanklin
01/2/2018
10:17
I am not saying Carillion, I am just curious as to why the 30% pullback from recent highs and why now below where we were prior to the last very positive trading update.
tiswas
01/2/2018
10:01
If you are a large shareholder here you have access to the board so would find out what you needed on the exposure. Clearly there is non -so it is a not an issue.
meijiman
01/2/2018
09:38
If it was a cleaner operation I would be worried about an opportunistic takeover but I feel the mix of businesses make this unlikely.
tiswas
01/2/2018
09:20
This is really starting to baffle me this one. I am surprised that larger shareholders with a little more sway with the board than me have not requested a trading statement to alleviate any concerns.
tiswas
31/1/2018
12:07
mathewawood, I completely agree with your post 891. I am actually slightly more optimistic on the Underlying EPS, which was 6.8p in H1 if you strip out "one off" acquisition costs. Given that H2 has traditionally been the more profitable, and will have a Full Half contribution from Peel...I could certainly see 14p - 15p. Given that Earnings properly covert to cash here, then buying at 70p is giving a cash yield of c20%. Where else can you get that in this day and age? Perhaps the odd year of Bad Weather might mean 10-12p, but so what? The long term earning trajectory is still up. One to tuck away in the SIPP for the long term, and let the miracle of compounding that fabulous yield take effect, and not worry about day to day share price. I feel increasingly sure Carillion is a non issue, given that they definitely understood the requirement to Update the Market if anything material was wrong...and almost thre weeks have now passed.
simso
31/1/2018
11:30
tiswas: Pretty sure i remember in my research they bought a few businesses back in 2007-08. Yes just checked, was about 2.5M shares all together. As I said, these ex-owners might well still be drip selling on to open mkt (like as a pension draw down). Also Mr Pither, the old ex-chairman, has been selling constantly for a few years now.
mathewawood
30/1/2018
14:32
I wonder if Jon Pither is still selling down his holding although volume not great.
tiswas
30/1/2018
14:10
mathewawood Agree, we never know what is lurking around the corner, but that can happen with any share and for a variety of reasons, I will continue to drip feed my buys the next month or so.
royaloak
30/1/2018
13:52
Stockopedia has this for number of shares in issue for 2012-2018 (m). 18.4 17.8 17.8 17.9 17.9 17.7 18.0 Not checked it against accounts other than they said 18.4m in issue in December 2017 but doesn't look like they have been issuing shares in any great numbers in recent years. Some are for directors share options.
tiswas
30/1/2018
12:47
I completely sympathise with you Matthew. I see large numbers of stocks these days where the MM's imho have a far larger spread than they did 3 years ago. I would be guessing that they perceive this as great as they can make a large profit. However, it seems to me that part of the outcome is that retail volumes are falling as everyone is put off by the spread. As for the share price of NTBR, I see literally dozens of stocks like this where there seems to be a disconnect between the fundamentals, dividend yield, free cash flow etc. and what the share price actually is. I know as I have a far few and my only resolution is to wait for the market to stop being irrational or collect my dividends along the way, accept a decent dividend yield, shrug my shoulders and trust that eventually the fundamentals become so irrational that capital growth will follow. I've seen it all before. Eventually the market will correct and we will all be wondering why we didn't buy more when it was staring us in the face. Trouble is in the meantime we have to wait for an unspecified period of time before things sort themselves out. History shows me this tests my patience to the extreme as it can be years. I rather hope it won't be years this time, although I feel like we are already at least 2 years into this irrational phase. It feels like it's turning. Watch for the £400m market cap stocks which are floundering at crazy prices to move first.
cc2014
30/1/2018
12:07
MM having a laugh. Done some dummy trades 65.6p sell 70.4p buy with decent volume. Owned shares in this one for over 3 years and have seen constant selling all that time only to see the company report excellent figures year after year. Don't think it will be any different this time. My theory is that millions of shares have been issued, as part of the sales, to the owners of building companies they've bought out over the years. These are not financially sophisticated blokes and they have been drip selling probably using PI type broker accounts as and when they need some extra cash in their retirement. Coupled with some skittish PI's getting there nickers in a twist over Carrilion and here we are at 65p. Bet you the next update will be solid, with eps of 12p+ and cash positive 2012 2013 2014 2015 2016 2017 TTM Rev 36.4 35.1 36.8 41.7 34.7 45.6 52.6 eps 4.69 5.96 7.52 10.7 7.82 11.3 12.1 NO debt. NO pension. Excellent cash conversion. 4p divi(6%)last year. P/E 5.4 BONKERS
mathewawood
30/1/2018
10:17
Here's what the chairman said at the end of November; maybe the directors have their hands too full integrating H Peel to worry about the share price: Steve Roberts, Executive Chairman of Northern Bear, commented: "I am pleased to report that the Group has had another six months of strong operational performance. We also completed the acquisition of H Peel, our first acquisition for over nine years. With a strong order book, we are looking forward to the rest of our financial year with optimism and are confident that we will be able to maintain our progressive dividend policy."
investopia
26/1/2018
12:59
I agree with the comments above, that its more likely that nothing is wrong, but still not certain. It remains possible that they have found the losses difficult to quantify, and perhaps also some dialogue with Credit Insurers to fully establish the cover. If nothing is wrong, I feel pretty chastened by their whole approach, and their IR is clearly non-existent. They must know were are concerned from all the messages we have tried to give, and it would have cost them so little time and effort to put out an RNS. It more smacks of a private company who wants the benefits of a PLC listing yet sees shareholders as a necessary evil who they can treat with scant regard. I would ask longer term holders...is this typical of them? I propose that we collectively keep chasing the company (The FD's email TomHayes@northernbearplc.com) and the NOMAD StrandHanson (James Harris, James Spinney, James Bellman +44 (0) 20 7409 3494. Hopefully they will eventually get fed up with us and do something. We are part owners of the company, and I think its important we do not allow them to keep us in the dark on such a potentially important issue.
simso
26/1/2018
11:54
StrandHanson is broker/nomad-no PR company listed.
meijiman
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