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
  +0.00p +0.00% 65.50p 63.00p 68.00p 65.50p 65.50p 65.50p 78,313 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 56.6 3.1 14.0 4.7 12

Northern Bear Share Discussion Threads

Showing 1026 to 1050 of 1300 messages
Chat Pages: 52  51  50  49  48  47  46  45  44  43  42  41  Older
DateSubjectAuthorDiscuss
16/7/2018
10:43
AGM....I am not suggesting Newcastle is the wrong place merely the early start time ! It is a fact that 9am is ridiculously early and 99% of companies go for late morning meetings or even afternoon meetings so that shareholders can travel to the event. Why force them to stay overnight ? I attend at least 30 Agms a year. With NTBR this is the only meeting for shareholders....NO results meetings, NO presentations, NO broker research, NO engagement and NO phone contact so..... If you want to meet them get a hotel room.....I am nearly 300 miles away btw and would still attend but it is in August which is also likely to rule out many investors due to childrens holidays
davidosh
16/7/2018
10:42
taylor20 I also did not find the paragraph tetchy. However, in the absence of a broker forecast, such reassurance is of far less value... ...as we have no idea whatsoever of the threshold that needs to be met for an update to be issued. For example, had the EPS forecast been 13p and there was no update... ...and we trust management to keep us updated of variances from this... ...we know EPS is going to be 11.7p or better (10% less than 13p). In the absence of a broker forecast, we really have no idea whatsoever what is going on albeit management do not see it as a disaster area. HTH. Cheers, Martin
shanklin
16/7/2018
10:36
FWIW, I did not find the paragraph tetchy / irritable, chastening, etc. I also did not take from it that shareholders should not contact them. To me it came across as trying to reassure shareholders that if there had been anything to report, they would have done so. Just my opinion. They have in the past published trading statements if there has been an impact (positive or negative) to expectations, there is no evidence that they have failed to issue a statement when they should have done. So I don't have any complaints on that front. Certainly not a company well loved by the city, so perhaps not surprising the AGM is not in London (9am is taking the p though). Slightly frustrated by the market reaction to the results.
taylor20
16/7/2018
10:34
I agree with you T_I_M the directors should run the company and if done well the share price will look after its self. Given the number of shares the directors own they have every incentive.
exbroker
16/7/2018
10:34
walbrock82> Thanks
tanelorn
16/7/2018
10:31
owenski16 Jul '18 - 09:48 - 998 of 1003 Always the choice available to sell Davidosh, or better still, just don't buy in the first place. Selling a stock is not the act of a responsible owner. I work hard to engage with management and also to level the playing field for ALL investors so that information about listed companies is available whether we are small investors or large institutional investors. If a company is listed then the directors have duties that include engaging with shareholders. If I do not think they are doing this how will selling my shares improve that ?
davidosh
16/7/2018
10:22
I am delighted that the directors spend their time concentrating on running the company rather than trailing around the city and otherwise wasting time. If you want directors that spend their time talking up the value of their share options then invest elsewhere. I am also delighted that the top brass of the company doesn't trail off to London for an AGM jolly wasting time and money. It is also much handier and cheaper to get to Newcastle and stay overnight than it is to get to London, not to mention that the major shareholders, who set up the company live around the Newcastle area. The dividend is currently almost 25% of my purchase price and the share price over 5 times what I paid less than 6 years ago. What is not to like?
this_is_me
16/7/2018
10:20
I don't think it came across as irritable or tetchy - I think they are put in a difficult position by shareholders calling and asking how the weather is affecting them. They can't disclose anything meaningful, obviously, and they can't reassure that things are fine, which is of course also disclosing something. One could argue they should put out a statement reassuring shareholders that trading is going OK. I actually agree with the company that this is a bad idea. Reactive trading updates to the market getting twitching because of a competitor, or bad construction numbers, or bad weather, is a slippery slope. Instead I think they should do three things: - Issue more frequent trading updates. From the interim results in November 2017 to the trading update in June 2018 shareholders knew nothing. If there was an update in the middle of that period scheduled and released, we wouldn't be having this conversation. This allows the company to be proactive rather than reactive. - Get some research out on the company. I think it's good form for companies to use this approach to help inform small shareholders and give some more insight into the business. A big note gives comfort and helps people understand what's going on behind the scenes. It also gives some rigour if there are some financial projections out there. - Present the story somehow, somewhere. They are very quiet. They have a good story to tell. Companies are getting better at presenting to PIs, partly thanks to events like Mello. This is a great avenue. Re: results - I tweeted (@expectingvalue): "£NTBR: bang in line on earnings. Cash slightly weaker but I forgive them some reversal after exceptional last couple of years. Given v. bad winter weather, and with a full year of H Peel and strong order book, things look pretty good. P/E 6.5 historic."
exv
16/7/2018
10:14
Here is my quick analysis http://bit.ly/2utgdUo
walbrock82
16/7/2018
10:13
Perhaps reflecting David's concerns, in all other respects the shares seem remarkably cheap.
shanklin
16/7/2018
09:59
rmillaree, The tone of the paragraph was irritable / tetchy. It was a high handed comment and as David says disrespectful towards shareholders and is evidently symptomatic a wider cultural and communication issue at the company. Just to be clear I have never rung them up or emailed them with questions but I take umbrage that they don't think its my place to do so.
zoolook
16/7/2018
09:48
Always the choice available to sell Davidosh, or better still, just don't buy in the first place.
owenski
16/7/2018
09:22
I find that comment in the results to be totally disrespectful of shareholders. They as a board do the absolute least they can to communicate and wonder why a handful of owners then need to contact them to understand what is happening at their own company.....shocking indeed ! They refuse to do presentations and are probably not even going round the City now the final results have been released. There are no broker notes to my knowledge and they have a lack of broker activity to increase liquidity in the stock. They do not have a PR company or do any private investor presentations when clearly we are the only investors taking any interest in them so are 'the market' for the shares. No institutions are taking any interest in the company. They have just announced the AGM will be in Newcastle at 9am in the morning so unless you want an overnighht stay or live within 30 miles of Newcastle then forget it. In the whole of 2017 and 2018 when have they actually met any shareholders in person ? Do they spend any time at all with the owners of the company or do we just provide the capital and vanity of a listing ? On top of that they put a comment in the RNS that basically says ' Do not call us as we will announce what we want you to know....the rest is for our board and employees only' I think shareholders need to get together and seek some changes or this will become a lifestyle company. I note administration costs have increased significantly....certainly not being spent on anything shareholder communiation related ! I shall be looking carefully at remuneration in the AR as BODs that do not communicate tend to quietly extract the P.
davidosh
16/7/2018
09:21
Hello zoolook Ref being irritated. Why be irritated?, it may come across as as chastening, but if they are fully aware of their obligations and have had an abnormal amount of questions asking "do you know your personal/company obligations" inferring they don't then there is no harm in spelling things out to everyone - i doubt they though that some bod may be irritated by the clarification itself. To be honest ringing/emailing up and asking if there is anything you should have said but didn't as a shareholder seems a bit off. For a small company there is many moving parts and trying to put the company on the spot when they probably only quantify the actual results infrequently means it's an impossible question to answer most of the time. It may make them look silly if they say no comment one day before their monthly meeting quantifying poor results - but what else are they meant to do.
rmillaree
16/7/2018
09:08
...can now buy online for 85 (sell quote 82) even though all other quotes show price has gone down from today's start of 82.
fredfishcake
16/7/2018
09:05
Weird - not able to buy shares online, and attempting a limit order had it automatically cancelled....????
fredfishcake
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
shanklin
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
zoolook
16/7/2018
08:09
Everything going well. They are still on the lookout for more good acquisitions.
this_is_me
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.
shanklin
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.
daz
16/7/2018
07:50
Yes and importantly the outlook is also positive with current year / orders having started well.
its the oxman
16/7/2018
07:22
Very decent results today IMHO given that they must have been significantly affected by the severe winter weather.
shanklin
16/7/2018
03:05
Northern Bear (NTBR) Earnings-Reaction to Keep an Eye http://crweworld.com/Earnings-Calendar
danieldanj
10/7/2018
17:36
Construction output number really good today
cc2014
Chat Pages: 52  51  50  49  48  47  46  45  44  43  42  41  Older
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