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% 65.50p 63.00p 68.00p 65.50p 65.50p 65.50p 37,722 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 56.6 3.1 14.0 4.7 12

Northern Bear Share Discussion Threads

Showing 1251 to 1274 of 1300 messages
Chat Pages: 52  51  50  49  48  47  46  45  44  43  42  41  Older
DateSubjectAuthorDiscuss
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
12/6/2019
12:43
Good news, a brief phone call from Mr Roberts and an apology that my emails had been going in to his spam box. Full discussion is scheduled for tomorrow morning. Do fellow shareholders have any questions that they might like me to ask on their behalf? let me know either here or via private messaging as the company does monitor this board.
tiswas
12/6/2019
11:45
So, what do you do when the chairman ignores an email that I sent a week ago and also ignores the follow up? Anyone have his mobile number that they would like to share? As David says we are part owners of the company. Thoughts from any other frustrated shareholders welcome. We are 1/3 down from the 2017 highs and on the lowest pe of all my shareholdings so clearly something is not right. Even if the company has gone ex growth I would not expect it to be rated this lowly unless it carried significant debt, which it does not. Cheers.
tiswas
11/6/2019
22:20
Never heard of them ...
ed_derby
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?
tiswas
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.
davidosh
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............
tiswas
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.
davidosh
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
tiswas
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.
its the oxman
Chat Pages: 52  51  50  49  48  47  46  45  44  43  42  41  Older
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