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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
  -1.00p -1.63% 60.50p 59.00p 62.00p 61.50p 60.50p 61.50p 26,441 08:37:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 53.6 2.6 10.8 5.6 11.00

Northern Bear Share Discussion Threads

Showing 1126 to 1150 of 1275 messages
Chat Pages: 51  50  49  48  47  46  45  44  43  42  41  40  Older
DateSubjectAuthorDiscuss
15/1/2019
07:58
Interesting to put our new 3%+ shareholder's name into a search engine.
this_is_me
13/11/2018
18:10
PS. Good post Daz
eggbaconandbubble
13/11/2018
18:09
A lot of the big house builders are on a 'programme' of special divis - both now and going forward over the next two to three years; market conditions allowing. I see it as a very logical thing to do, since the construction/building industry can have a complete about turn "Just like that" - T. Cooper!
eggbaconandbubble
12/11/2018
13:58
The management have significant stakes in the company and you can see from its approach to acquisitions, that it's conservatively run, almost like a family business (in the good sense). This might not mean sensational growth but it reduces the risk and as Simso highlights means they are less cyclical than you may think (though they did make a loss in 2007), which makes the shares a relatively safer hold - although still subject to weather events and a full blown recession. Being a small construction company and having a small free float, which makes the shares illiquid, definitely holds the rating back but hopefully the track record will eventually be recognised with a higher rating in time. Re the comments on the special dividend, I don't think anything untoward should be read into this. They just want to distribute profits to shareholders in a sustainable way. So in the good years you have extra special dividends, which might not be paid when times get harder Providing the weather holds up, I'm looking for a final dividend of 3.5p with another special of 1p (4.5p together), with an outside chance of a 1.5p special if things go very well and the outlook post Brexit holds up.
daz
12/11/2018
13:32
Guess it's a case of taking advantage while you can as can't see much downside from here. Could easily be tipped now as well.
its the oxman
12/11/2018
13:16
I have not checked recently but they do not have much in the way of insti following so on days like todays it is just us retail punters topping up or selling. No great demand for the share and Pither could still be selling down on news.
tiswas
12/11/2018
12:02
Having achieved 6.9p in H1, and with Outlook for second half described as "Very Good", I hope for c 14p earnings this year. With an unleveraged Balance Sheet, the P/E is only c 5.5 times. Looking back over the history, going back to 2007, they have been profitable in every single year...a period which includes the worst Recession in our living memory. Cash generation is excellent, and over the last 5 years we have generated an average £1.8m pa of Free Cashflow (after deducting Capex), which is a FCF yield of c 13%. Profitability is improving rather than reducing over that period. Unreasonably cheap imho.
simso
12/11/2018
09:50
Yes I would have thought it was a three figure share price. Maybe its too off the radar?
meijiman
12/11/2018
09:38
Very positive results and outlook. Must be on for at least c.13p eps and a break of 100p come full year results. Thought we might be up more today.
its the oxman
12/11/2018
08:41
Excellent, I will maintain my policy of adding when the MM's shake the tree.
royaloak
12/11/2018
08:31
Gary196612 Nov '18 - 08:16 - 1108 of 1108 0 0 0 "I think you are all forgetting that they pay a special as well as the regular dividend. 4p paid for last two years but split has changed to put more emphasis on the regular dividend." I confess I had overlooked that Gary. But I'm not sure if it is prudent to anticipate a special dividend every year, especially as "We continue to seek acquisitions of established specialist building services businesses, either in the same or complementary sectors to our current operations."
impvesta
12/11/2018
08:26
yes, but the point of calling it a special dividend is that it's not regular and can't be relied on. It's a bit smoke and mirrors for my taste tbh, but the impression it gives is that they do care about their reputation for rewarding shareholders.
zangdook
12/11/2018
08:16
I think you are all forgetting that they pay a special as well as the regular dividend. 4p paid for last two years but split has changed to put more emphasis on the regular dividend.
gary1966
12/11/2018
08:11
Given that they are still actively seeking out acquisitions I would expect that they would see retaining cash rather than bumping up the dividend as more of a priority so I wouldn't think that the dividend would be more than 3.5p
this_is_me
12/11/2018
07:48
5p I think is rather optimistic. They don't strike me as a company that are willing to give it away (good in a way!). Unfortunately I didn't bother to leg it up to Toon for the AGM to get a better idea of the management. Still it would be a pleasant surprise!
eggbaconandbubble
12/11/2018
07:43
Agree a cracking set of results. I would be surprised if the final dividend is as much as 5p though. Last year was 3p and it has increased by 0.5p in each of the last 3 years so my expectation is for 3.5p which would give a very healthy 4.4% yield on the current share price Tiddlers like this don't seem to re-rate very quickly but I hope today's excellent interims will give us at least a small nudge in the right direction.
impvesta
12/11/2018
07:19
Yes another set of very strong results with a good outlook subject to weather. Trading on a P/E of 11 based on just 6 months profit. Crazy. Confirmation that company has a progressive dividend policy and so possibly 5p this year for yield of over 6%, covered over two times.
gary1966
12/11/2018
07:10
RNS.Short and very sweet!
eggbaconandbubble
07/11/2018
20:34
It has been as high as 90p so I am not getting too excited by a spike.
this_is_me
07/11/2018
16:28
Leaking results :-0 Surely not Maybe some taking a delayed punt following news a while ago ... i guess no news is good news sometimes? At least we know nothing is going wrong - otherwise we’d have been told !! 77p mid as i type 🙏
ed_derby
07/11/2018
15:24
hopefully news leaking out that the results are pleasing!!!!
jaf111
07/11/2018
13:48
Plenty to go for if results please. Pretty oversold still.
its the oxman
07/11/2018
13:47
Yes, interim's should be out next week, although they said in the trading update operating profit was ahead of last year, some of that is due to the inclusion of H Peel for the full 6 months but nonetheless still a good outcome as the comparison was against a strong H1 last year. If the weather holds up, they should easily beat H2 and so be ahead of last years adjusted EPS of 12.5p, so the shares look great value on a forward p/e of under 6.
daz
07/11/2018
13:35
on the move?????? Very overdue....interim results out shortly...
jaf111
21/9/2018
08:01
Personally I am happy that they concentrate on running the business rather than be distracted by bothering about over paid analysts. The company is too small for institutional investment. The eps for the current year is likely to be around what I paid for my shares and the dividend around a third of what I paid so, in my opinion, they should just keep doing what they are doing.
this_is_me
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