Northern Bear Share Discussion Threads

[fredfishcake] 16/7/2018 09:05

Weird - not able to buy shares online, and attempting a limit order had it automatically cancelled....????

[shanklin] 16/7/2018 08:17

zoolook

NTBR clearly take a minimalist approach to communicating with the market whilst just about meeting their regulatory obligations.

Personally I would much rather there was coverage by at least one broker so that, in the absence of company updates, we would know what level of performance could be conservatively expected.

IMHO NTBR are definitely harming their share price by not doing this.

Cheers, Martin

[zoolook] 16/7/2018 08:09

“From time to time we receive shareholder enquiries with regard to the impact of industry events and severe weather on the Group's results. I would like to assure our shareholders that, if the Group's results are likely to be materially affected by any such events, we will make an appropriate announcement immediately as is required by the AIM Rules for Companies. Our policy continues to be to avoid issuing unnecessary market updates, or creating an expectation of providing ongoing commentary, on wider market events when the Board does not expect the Group's performance to be materially affected”

An odd, unnecessary and chastening statement to make. Is it me or does that come across as somewhat irritable? Is it because they were genuinely inundated (doubtful) or because they felt that the share price was marked down because of uncertainty which IMO they shouldn’t care about unless they are raising money. As a listed company dealing with shareholder enquiries is part of the deal

[this_is_me] 16/7/2018 08:09

Everything going well. They are still on the lookout for more good acquisitions.

[shanklin] 16/7/2018 08:07

MMs making it difficult to buy shares whilst the price moves down. No online quote to buy 10k shares yet.

[daz] 16/7/2018 08:05

A full year's contribution from H Peel and a hopefully milder winter should ensure results are ahead this year.

[its the oxman] 16/7/2018 07:50

Yes and importantly the outlook is also positive with current year / orders having started well.

[shanklin] 16/7/2018 07:22

Very decent results today IMHO given that they must have been significantly affected by the severe winter weather.

[danieldanj] 16/7/2018 03:05

Northern Bear (NTBR) Earnings-Reaction to Keep an Eye

[cc2014] 10/7/2018 17:36

Construction output number really good today

[exbroker] 10/7/2018 17:11

So the volume was a seller who has either finished or has moved the price or the Market Makers are long of stock and trying to give them a run up.

[its the oxman] 10/7/2018 14:17

Getting ready for the big push. I see 100p

[leona306a] 10/7/2018 13:22

No , but it will be a lovely surprise.

[eggbaconandbubble] 10/7/2018 13:01

Do these guys announce in advance when results will be released/

[leona306a] 09/7/2018 13:48

Some big trades today.......and no movement.

[leona306a] 07/7/2018 18:08

I am sure the figures will come good. Northern Bear tend to under state their position. I expect the share price To go north on the follow up to the final results. I expect a dividend of 3p and a possible special divi. Don't be surprised if there is another acquisition shortly after the results. Happy days to come .

[briggs1209] 22/6/2018 16:47

No rush, as long as the actual figures come in good they will pop upwards at some point. Get rich slow here.

[graham1ty] 21/6/2018 07:30

NTBR is really struggling to break into new ground. After hitting 90p last June, we have had Nov 2017:
“The Boar d is delighted to announce that, as a result of improved trading, profit before tax from continuing operations for H1 FY18, prior to the impact of exceptional items and amortisation costs, is expected to exceed both management expectations and excellent prior period results”

Then in Feb 2018:
“The Board is delighted to announce that the Group's turnover and adjusted profit before income tax from continuing operations (stated prior to the impact of transaction costs and the amortisation of acquired intangibles, both associated with the acquisition of H Peel & Sons (Holdings) Limited announced in July 2017) are currently ahead of both management expectations and excellent prior year results.”

Then in June 2018:
“The Group's continuing operations have continued to trade strongly and ahead of management expectations over the second half of the financial year, despite the severe winter weather, particularly during the first three months of 2018. There has also been a positive contribution to results from H Peel & Sons Limited ("H Peel") following its acquisition on 25 July 2017.”

So, three positive statements, all indicating results above management expectations. And the share price still struggles to break through 80p

[its the oxman] 18/6/2018 08:46

I'm hoping this will consolidate in mid/upper 80s before spiking higher through 100p come results. So near term 25-30% upside. We will see. Dyor but that's my hope.

[fillipe] 13/6/2018 20:49

I have every faith in NTBR to progress the business very much onwards and upwards.

It's already a 6 bagger for me and a div of 3p is a rewarding 23% yield.

I well recollect the nay-sayers of those many years ago but I'm more than happy to stick with what is turning into an exceptionally good and well-run company.


f

[its the oxman] 13/6/2018 12:17

Good chance of this getting tipped as well now.

[royaloak] 13/6/2018 08:28

Very pleasing and not surprising, I am happy, if punters want to sell down that's the market, I will be happy to pick more up.

[its the oxman] 13/6/2018 08:20

Struggle to understand why anyone would want to sell in the 70s though.

[its the oxman] 13/6/2018 08:18

Yes, hopefully weak holders are getting the chance to exit and we will see further significant gains and dividend increases from here , all bodes well.

[daz] 13/6/2018 08:15

If they can continue to make the occasional acquisition of the like of H Peel from cash resources, they will do very well over the next few years.