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
  +2.50p +3.68% 70.50p 68.00p 73.00p 70.50p 70.50p 70.50p 3,250 08:00:10
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 1251 to 1275 of 1425 messages
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
DateSubjectAuthorDiscuss
08/7/2019
09:40
A little bit of buying in the run up to results next week. IMO massively undervalued on fundamentals but company doesn't help with poor / non-existent communication..... One lives in hope that this may change.................
jaf111
17/6/2019
23:00
Well kier are alive and kicking for now so there won’t be any releases unless kier does goes pop . I am not saying that will happen, it’s just some idle speculation that it could in theory be an issue. Kier owe out 1.5 billion in total so someone must be on the hook for material amounts if they do go pop.
rmillaree
17/6/2019
21:37
Are you aware of any other companies that have announced exposure to Keir ?Can you name them ?Not sure how timing works ... but if others have announced ... and NTBR hasn't ... then i'm hoping they have no exposureIf no one else has announced ... is they actually any exposure to be worried about ?As i recall ... no exposure to Carillion ... but until NTBR said there wasn't any ... there was still speculation there was exposureI continue to take reassurance that no news is good news ... as it has been for the last 3-4 years ...
ed_derby
17/6/2019
19:36
I wander if NTBR may have a material exposure to Kier - this could perhaps explain some of the shareprice weakness without the company really being obliged to say owt. The kier financials are starting to make them look like they may go the way of Carillion if they don't get their act together - they have gone as far as saying their suppliers are finding it hard to get credit cover now - and it doesn't look like they are decent payers ( they only split payables between under 1 year and over 1 year on their annual report !!!). Thankfully my local council (North tyneside) have just ditched Kier and taken the work back in house so hopefully if NTBR are reasonably on the ball any such exposure can be managed to be minimised within reason now its flagged up that offering credit to Kier is probably only sensible for a madman or where the exposure is so small as to be worth the risk factoring in the profits their business will bring in.
rmillaree
17/6/2019
16:58
Lol, there is obviously no change from their last TS.
shanklin
17/6/2019
16:13
Ok trying my best ed! ;-)
eggbaconandbubble
17/6/2019
13:54
Try and be positive .... I amAs you say ... if it was bad news - shareholders would have to be told
ed_derby
17/6/2019
12:47
Somit up ere! Default by a big creditor? But if that is so don't they have to inform the market by Stock Exchange rules?
eggbaconandbubble
17/6/2019
08:06
No trading update, straight to results around the same time as last year.
this_is_me
14/6/2019
16:28
So long as they engage with shareholders, do an AGM at a reasonable time of day and ideally not always in Newcastle and provide presentations at results for those interested then there will be little to complain about. The dividend should help put a valuation on the company as investors will seek a good income.
davidosh
14/6/2019
15:31
Ed Bearing in mind my last para I probably have enough for now!
tiswas
14/6/2019
15:04
Thanks tiswas, it was good to hear management showed "openness and willingness to engage" the minimal cost of piworld suggested by sharw may appeal to them as a means of communication.I am just glad they are careful with the shareholders money.
3800
14/6/2019
14:18
Have you bought any more ...
ed_derby
14/6/2019
13:35
Thanks for reporting back.
sharw
14/6/2019
13:24
Brilliant stuff ... well done
ed_derby
14/6/2019
12:50
I had a decent chat with Steve Roberts non-exec chairman. He and fellow directors are not happy with the current share price and think that it does not reflect the turnaround from the high debt days and the current levels of dividend and profitability. Acquisitions are difficult because many sellers are led to believe that their businesses are worth a lot more than they really are because of the input of business brokers. They remain under the Institutions radar because of their size. Brokers notes are not only expensive relative to their size but forecasting is difficult because of the number and mix of businesses and the cyclical nature of many of them. I mentioned piworld and they will have a look at that as a possible way of getting their story out there. They understand that the last trading statement was perhaps not worded as clearly as it could have been and will endeavour to explain the businesses in greater detail at the time of the full year results. I got the impression that they are fully aware of the importance of the dividend to shareholders but that the levels of growth in the business are not easy to forecast over the medium and longer term and I have some sympathy with that. I think that they are genuinely interested in what shareholders have to say but the nature of their business and where they are positioned is such that they can not possibly have all the answers. I came away encouraged by Steve's openness and willingness to engage but have reminded myself that is a microcap, regional and cyclical business that will never be on a racey rating but should continue to pay a decent dividend and be in a far better position to cope with any downturn than it has been in the past.
tiswas
13/6/2019
17:43
Thanks davidosh So how much at the main London event would it cost them to have a stand and present on one day?
aimwinner
13/6/2019
16:08
davidosh We know that you promote small companies via your Mello events, but how much is the cost to exhibit and speak for a company? Answer....It depends on the event and how much it costs me to run it. At Beckenham where it all started there is no cost to companies and investors just pay for their dinner. I have never needed to charge so make a small loss each time but remain independent. Even at our most expensive event in London the cost to present is peanuts when you think of the number of investors they engage with and that it can be filmed and extended to a thousand more investors.
davidosh
13/6/2019
15:54
Better volume today .... 71k so far
ed_derby
13/6/2019
14:39
Great news tiswas ... your persistency has paid offNot sure what questions you have lined up ... Keeping it general ...How does he see the share price ... and how does he feel when it drifts down?Is there any opportunity to do a more frequent trading update ... even just to reaffirm everything is on track?Can you ask if you can share your conversation on this thread
ed_derby
13/6/2019
13:08
davidosh We know that you promote small companies via your Mello events, but how much is the cost to exhibit and speak for a company?
aimwinner
12/6/2019
16:29
shraw Given the reaction and confusion created by the last trading statement I am not sure I would release one maybe better to wait to the figures?
aimwinner
12/6/2019
14:02
Good point sharw. Would also explain the recent share uptick. Would not expect him to discuss anything price sensitive anyway but you could well be right. piworld is also a good suggestion. I will mention it.
tiswas
12/6/2019
13:55
Trading statement 12/6/17 13/6/18. Directors avoid talking to shareholders just before announcements so the fact that he will discuss with you in the morning suggests a 7 a.m. trading update. Perhaps you could suggest an interview with Tamzin at piworld.co.uk as a less expensive way of profile-raising than paying for a broker forecast.
sharw
12/6/2019
13:02
tiswas Good news that he has contacted you. I think they may have got the message about communication with shareholders. I agree it would be good if they raised their profile in the city, but there is only a small turnover in the shares so buying a meaningful stake for an institution would be hard. Brokers notes cost money and I am not sure that in the sectors they operate in a profit forecast would be easy to make.
aimwinner
Chat Pages: 57  56  55  54  53  52  51  50  49  48  47  46  Older
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