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 - - - 0 01:00:00
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 1151 to 1172 of 1425 messages
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
DateSubjectAuthorDiscuss
22/1/2019
17:53
236000 traded todayThat's a big day !!!
ed_derby
21/1/2019
19:50
To my mind NTBR are well off without him, apart from the fact he's almost certainly dragging the share price down!
eggbaconandbubble
21/1/2019
19:25
He is, of course, a former chairman. Jon Peter Pither Age : 84 Public asset : 1,767,783 USD Linked companies : Summary Jon Peter Pither is a businessperson who has been at the helm of 10 different companies and currently occupies the position of Non-Executive Chairman for St Helen's Private Equity Ltd. Mr. Pither is also on the board of Alumasc Group Plc, Jourdan Plc, Management Services Cambridge Ltd. and Alumasc Exterior Building Products Ltd. In his past career Mr. Pither held the position of Non-Executive Chairman of The Tanfield Group Plc, Non-Executive Director at AorTech International Plc, Non-Executive Chairman for Myhome International Plc, President for Aluminium Federation Ltd., Chairman for Active Capital Trust Plc, Non-Executive Director at Southern Bear Plc, Chairman of Chaco Resources Plc, Chairman for Environ Group (Investments) Plc, Managing Director at Amari Plc and Council Member at Confederation of British Industry. Mr. Pither received an undergraduate degree from the University of Cambridge. Current positions of Jon Peter Pither Name Title Since Alumasc Group plc (Construction & Engineering) Deputy Chairman 1992 St Helen's Private Equity Ltd. Non-Executive Chairman - Jourdan Plc Non-Executive Director 1997 Management Services Cambridge Ltd. Director - Alumasc Exterior Building Products Ltd. Deputy Chairman - Holdings of Jon Peter Pither Name Equities % Valuation Northern Bear Plc 1,393,956 7.53% 1,260,499 USD Alumasc Group plc 298,986 0.83% 409,348 USD Tanfield Group Plc 1,542,553 0.97% 97,937 USD
this_is_me
21/1/2019
15:38
I have had a look back at the trades for the last 6 months and I can’t see any big size trades. It’s difficult to tell who sold what when to whom as I don’t know who had what holding when. The good news is it looks like Pither is a seller so there may be some around to buy, the bad news it may hold the price down until he has finished.
aimwinner
21/1/2019
15:18
Good to know ... Are those extra 500,000 shares in general circulation? If so ... might they make the buy/sell gap slightly tighter?Or have they now gone to the shareholder who has just gone over the 3% level ...
ed_derby
21/1/2019
14:28
RNS just out confirming that John Pither has sold 505k shares, and remains interested in 889k shares. I believe JP is 83 years old, and has been a long term periodic seller...so his stake is a permanant overhang, which will not have helped the share price. Good to see more of his stake sold.
simso
21/1/2019
11:25
They have geared up the balance sheet somewhat with the acquisition of H Peel in summer 2017 and are paying the deferred consideration of £0.4m in installments every 6 months, which ends in summer of this year. There is also up to £1.4m of contingent cash consideration due but the RNS doesn't mention the terms under which this is payable but they paid deferred and earn out consideration on H Peel of £0.3 million in H1, so £0.2m of that must have been the earn-out Cash generation in the interim's was strong, despite these 'extra' payments, so once these fall away, it will hopefully be even stronger. Good point about the debtors figure. Neither the interim's or the last annual report reference any bad debtors, so it does look like that is not an issue and presumably because of the spread of customers, which must change very year for the roofing businesses.
daz
21/1/2019
11:19
Most construction businesses have an extended break over Christmas due to the short daylight times. The weather has been OK so far this winter. They have been very circumspect regarding acquisitions so I do not expect any activity on this front unless the opportunities are compelling. It is a well run company which has paid down a large debt pile over the 5 years or so that I have held the shares. They have also been decisive is disposing of non performing businesses.
this_is_me
21/1/2019
10:09
eggbaconandbubble Yes "pretty pants" = poor. The balance sheet could be a concern if they did ever hit big problems within their business. I am hoping their customer base is diverse enough that they shouldn't suddenly swing into a loss or have a huge bad debt issue. But you just have to look at the recent mega cap failures and chain reaction that can be caused - means its always a risk their biggest customer might not pay for some random reason beyond their control. If there cashflow crunch - i tend to look at it being a hit to the "debtors figure" thats most likely. debtors 10.6 mill and cash of 1.7 mill and they owe out 15 mill total. In theory property / plant / prepayments / inventories should cover the difference but thats not realisable cash. 2.7 mill of liabilites is "non current" too - but that does still need to be paid at some stage. I do hold shares here despite the "pants" balance sheet , as i think the company has proved itself profits wise and the p/e is cheap as chips with decent outlook. A reasonably consistent run of organic profits growth for 3 years and the balance sheet should be slightly less worse. But is probably part of the reason why this share never seems to get out of the bargain bucket type price - hopefully that may change soon :)
rmillaree
20/1/2019
17:10
'Pretty pants' is not an accounting term I have come across before but then I'm not an accountant. Please can you explain briefly in outline terms what you mean?
eggbaconandbubble
20/1/2019
15:13
It must be possible to build a decent holding if you want to as the recent RNS shows, but it might take time. I am only a small shareholder so I have no trouble buying and selling. With regard to the balance sheet, hopefully they'll strike a sensible balance between dividends and the odd acquisition without going on a debt fuelled spree. So far they seem to be managing it.
arthur_lame_stocks
20/1/2019
14:54
ref the balance sheet Not unlike similar building services companies the balance sheet here is pretty pants, however if you go back to 2014 it was similar then. So ideally i would like them to say pay down payables 500k a year over the next 10 years to recession proof the balance sheet. i am guessing though they would probably rather use surplus cash to add on some small acquisitions to further drive revenue growth. I guess though if EPS is 11p and dividend half that there should at least be something good going into the kitty to drive earnings up or beef up the balance sheet.
rmillaree
20/1/2019
14:12
Thaks to both of you for your comments. How do you buy these it looks very thin?
aimwinner
20/1/2019
13:49
Your guess is as good as mine. The company is only modestly geared, although i'd like to see them strengthen the balance sheet a bit more. As far as we know they are expecting another good year so 4p could be easily covered by earnings. Whether they choose to pay this sort of dividend or not remains to be seen.
arthur_lame_stocks
20/1/2019
13:48
Trading in the final 3 months (as always) is bound to be very weather dependent. So an accurate Trading Statement would be impossible. But so far so good, unless it is already bad 'oop north'! Still why worry, The 'cover' is good enough for them to maintain the divi, with maybe a slightly lower special divi if weather does turn bad. I can't see any real reason for them to be affected (effected? - I can never work that one out!) by any outcome of Brexit other than if the general market shifts as a result. Surely a good and solid long term bet with a handsome divi. Sell, sell, sell! (So I can buy some more!)
eggbaconandbubble
20/1/2019
13:44
Thanks Arthur. Given what they said that was my thoughts but was not certain. What are your thoughts on the dividend 4p again or will it be less as it was part special and part ordinary?
aimwinner
20/1/2019
12:50
I wouldn't have thought so. They only reported in November, when the outlook seemed good. Presumably they're not planning on updating the market for a while unless there is a significant change in performance.
arthur_lame_stocks
20/1/2019
12:44
Given the comments and various differing opinions I am not sure if asking the question do you think we will get a trading statement soon is wise but "Do you think there will be a trading statement so"
aimwinner
18/1/2019
21:57
Just seen the news :-0
ed_derby
18/1/2019
17:45
Thanks for all the above info. I now need to look at or rather for the balance sheet, looks asset light but that may be a good thing!
aimwinner
18/1/2019
13:41
Are Strand Hanson any good? I did not realise how small this company is. I just looked to see how easy it is to buy or sell, now I am beginning to understand why it looks so cheap!
aimwinner
18/1/2019
13:25
This thing looks cheap, what wrong with it? Who are the brokers? Is there any research or profit forecast out there? Cash flow and a yield?
aimwinner
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
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