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% 70.50p 68.00p 73.00p 70.50p 70.50p 70.50p 0 08:00:06
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 56.6 3.1 14.0 5.0 13

Northern Bear Share Discussion Threads

Showing 1026 to 1049 of 1425 messages
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DateSubjectAuthorDiscuss
16/7/2018
14:18
davidosh so you are not interested in attending AGMs anyway. tiswas I tend to get direct answers from the chairmen of companies where I am on the share register. However I don't send sill communications e.g. 'How's it going mate?'
this_is_me
16/7/2018
14:16
Quite happy here, a few profit takers today of course but overall the chart looks intact , rating is low and outlook positive, scope exists for another earnings enhancing acquisition, and there's a sizeable dividend to take shortly. Hopefully management will continue to carefully grow the business and 100p is not that far away.
its the oxman
16/7/2018
14:15
Simso "It was a legitimate concern at the time, and I felt they were initially insensitive to our concerns." If they said the following should that not have put your mind at rest ? - I.e the lack of an update meant that it was business as usual? until such time as they said otherwise. What else where you expecting them to say? "We are aware of our communication obligations, and the correct way to breif the market is via RNS, not answer individual queries" It really does seem to me to be too much to ask the directors to comment on specifics if they have confirmed that they are aware of your questions/issues and will release an RNS if appropriate covering anything that is material enough that needs to be commented on. A comment to say there is nothing to comment on (I.e no bad debt problem) does not seem a worthy comment to me generally speaking - even though although i understand the rationale for releasing something post Carillion as a bit of a quiet reassuring Horlicks type of event.
rmillaree
16/7/2018
14:00
Here is my usual charted reflection of the results in a historical context. Http://www.david-wilmshurst.co.uk/ntbr/ntbr_data.htm Historic p/e of 6.45 at 80p on adjusted diluted eps Historic dividend yield of 5.0% (including 'special dividends') - no increase. Dividend covered 3.1 times. Net debt, including loans, is £1.1m as opposed to the £0.8 net bank debt quoted. Solid results on paper at least. It will be interesting to see how this pans out in light of concerns expressed by Davidosh and others.
wilmdav
16/7/2018
13:50
The FD always responds courteously to my emails although you do get the impression it is often drafted by the NOMAD!
tiswas
16/7/2018
13:10
Good spot David ..out of interest do they respond to telephone calls or emails at all?
rhomboid
16/7/2018
13:05
Last year the Agm was at a much more sensible time.....So why the change to 9.00am ??? It is intended that the Annual General Meeting will take place at the Company's registered office, A1 Grainger, Prestwick Park, Prestwick, Newcastle upon Tyne, NE20 9SJ, at 11:30am on 24 August 2017. Did anyone here attend ? What was said that turned them against shareholders and encouraging them to come this year ?
davidosh
16/7/2018
11:57
I think that slightly "chastising" statement of "If something is wrong we will tell you" has its roots in the Carillion affair, where I know several of us (myself included) did seek clarification on whether we had an exposure. Inititially the company's response to individual queries was opaque, and I remember the long conversation on here trying to interpret what they had said to our individual questions. They initially said something along the lines of "We are aware of our communication obligations, and the correct way to breif the market is via RNS, not answer individual queries" Eventually they issued an RNS which covered it and put our minds at rest, after quite an effort on our part to get then to clarify. It was a legitimate concern at the time, and I felt they were initially insensitive to our concerns.
simso
16/7/2018
11:46
First step would be to get a proper broker, no research and not one institution on the shareholders list.
exbroker
16/7/2018
11:31
Ref: the statement around updates and contacting the company. Agree more regular updates and some coverage would be a step in the right direction. It basically means we move forward on a basis of "no news is good news" in relation to any worries, with assurance that we would have heard otherwise if there was anything to be concerned about. Not great, but at least we know where things stand.
texas_caddy
16/7/2018
11:08
Thanks Walbrook. One small point. Should I interpret your use of "cylindrical" to mean what others might call "cyclical"?
mctmct
16/7/2018
10:54
Exbroker Nobody is suggesting one should trust broker forecasts. That would be ridiculous!!!! They do however provide a stake in the ground against which companies can decide whether or not they need to update the market as to whether they are doing significantly better or worse than said forecast(s). The absence of a forecast is the biggest negative issue for me re NTBR.
shanklin
16/7/2018
10:44
Please dont tell me you trust brokers forecasts!!
exbroker
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
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