Northern Bear Share Discussion Threads

[ed_derby] 11/6/2019 22:20

Never heard of them ...

[tiswas] 11/6/2019 21:57

As you know I am one of the most active investors around in trying to get companies to do presentations.

I know and I think that is why I was so surprised by a post that on first reading seemed to say, so what there are a lot of companies like this - but I get you now.

Aside from Directors Radmat Building Products hold 11.7%. Anyone know them? Do they look in here?

[davidosh] 11/6/2019 21:50

I am 100% with you on the need for engagement and another shareholder told me he had given up on them too. It is rather shocking and why be listed? As you know I am one of the most active investors around in trying to get companies to do presentations.

[tiswas] 11/6/2019 17:53

Ok David, I read your first post as que sera sera rather than supporting my engagement (I say engagement I have not had a reply yet!) with Directors.

I am trying to be active and engage but if they wont reply to you............

[davidosh] 11/6/2019 17:43

When did I say I still held NTBR?....I am telling it as I see it. Am I wrong in my assessment of the situation? However at the current price I may be a buyer again but I do think shareholders need to be active here and demand certain levels of engagement or this situation is exactly what happens.

[davidosh] 11/6/2019 16:29

There are a lot of companies that sit on low p/e levels and the directors rarely do updates, no broker research, no forecasts and most certainly never do presentations or roadshows around the City so the shares just ebb and flow on the AIM tide....sometimes going up but more often than not investors get bored and sell.

[tiswas] 11/6/2019 13:59

ed

He is executive chairman since 2014. Owns a fair few shares. I wondered if he is happy with the share price at a pe of around 5 and, if not, is there anything they can do about it.

ie brokers note, share buybacks, better relations with shareholders, getting insti on board, more acquisitions etc

[its the oxman] 11/6/2019 13:53

Chart might be starting to turn.

[its the oxman] 11/6/2019 13:52

Still looks super cheap, and hoping for a spike back through 70p. Could do with a bit of newsflow or attractive bolt on acquisition.

[tiswas] 11/6/2019 12:15

A bit of buying activity this morning.

I did email Steve Roberts with a list of questions last week but yet to receive a reply. I don't know if anyone else here has had dealings with him?

[tiswas] 06/6/2019 15:55

Anyone else want to buy more but put off by that nasty chart?

[3800] 30/5/2019 17:21

With company announcements are never due

[ed_derby] 30/5/2019 16:45

Got to keep thinking no news is good news ... otherwise we'd have to be told different.Anyone know when is the next announcement is due ?

[tiswas] 30/5/2019 13:24

Jeez, called this wrong. Down 1/3 from Aug 17 highs when I thought is was value.

[eggbaconandbubble] 23/5/2019 19:25

I can feel the 'G' forces pushing me back into the seat!

[its the oxman] 23/5/2019 13:49

Someone realised this is super cheap, we're up 1.6% !

[sharw] 16/5/2019 19:46

Yes, I haven't forgotten that it took two weeks of badgering by PI's in Jan. 18 as the share price sank before they put out a statement saying no material consequences from Carillion liquidation. See posts 845-924.

The problem is that there are no institutional investors to nudge them and no forecasts, significant deviations from which (up or down) would have to be reported to the market as soon as they were aware of them.

[zoolook] 16/5/2019 15:04

You can rely on them to do the absolute minimum in updating shareholders

[eggbaconandbubble] 16/5/2019 13:43

Graham, I agree. The only two things I can imagine making the final results bad would be a big debtor knocking them as I've said before or some 'accounting issue' at a subsidiary like the bossman has effed off with the funds (and his secretary!).

Either way, under such circumstances do they have to inform the market as soon as anything like this comes to light. After all it would be information that would affect the share price

[graham1ty] 16/5/2019 12:37

Last year there was another trading update in June, so we might get something else before the results. However, with a March 31 year end we are already well into close period.

That does raise a separate issue: why does it take three and half months to produce the figures. I know there are lots of subsidiaries, however if their accounts department is worth its salt, it really should not take that long......

[tiswas] 16/5/2019 12:09

Jeez, do we have to suffer this malaise until results in July?

[zoolook] 16/4/2019 03:32

10000 @ 65p FWIW. Sold a similar amount at 80.5p last summer not that should matter either. Quite frankly the pig ignorant arrogance of the management here sickens me but I can’t ignore value.

[ed_derby] 15/4/2019 22:24

Zoolook ... how many ? What did you get at ?