Northern Bear Share Discussion Threads

[chrisis33] 27/11/2013 18:14

Filipe ... do you know much about radmat? Presumably this is the John Pither who's built a big stake too? hxxp://www.tanfieldgroup.com/companyprofile_executiveprofiles.asp

[battlebus2] 27/11/2013 17:38

Great to see a positive day , hopefully will add in the morning if the mm's play ball.

[fillipe] 27/11/2013 11:30

mm's paying over for stock here.

f

[chrisis33] 27/11/2013 08:18

I thought it might be of interest battlebus2. All the best.

[battlebus2] 27/11/2013 08:04

Joined you here chrisis33 with an initial purchase, had a good luck last night and set a medium term target of 40p so plenty of upside. Bring on the latest results.

[chrisis33] 26/11/2013 21:32

Hi Knigel ... the long term chart is a peach of a bowl in the making.

House builders have done very well recently and NTBR's roofing divisions may be performing well too. We'll hear soon enough.

I'm bullish UK construction and have built up a holding both here and in STY recently.

Very high turnover, and decent operating profit, relative to market cap in both cases, and seemingly (to my mind) manageable debt profiles. Not without risk, but major possible upside with even pretty small topline and particularly margin improvement.

With NTBR I like the spread of risk that comes with the 12 companies in the group. hxxp://www.northernbearplc.com/building-services/our-family/

Worth looking at the individual company websites.
I.e.

hxxp://www.wensleyroofing.co.uk/about/

[knigel] 26/11/2013 20:49

Thanks, I just recall a number of holding RNS earlier this year with one holding well over 10% of the share issue - just surprised nothing ever came of it... might join you back in here soon gl (and STY)

[chrisis33] 26/11/2013 20:47

Mostly by me recently as far as I can see. Thinly traded of late.

[knigel] 26/11/2013 20:43

Been a while since I looked in here (sold at 19p but got in at 12p)... on my radar again.. Has there been further stake building recently? Thanks

[fillipe] 26/11/2013 20:40

27th Aug 2013

"Order books continue to be healthy and we remain cautiously optimistic with regard to maintaining current levels of trading, although market conditions remain volatile."

Int's due around Dec 2nd, so that should be an interesting time. Meanwhile, no broker forecasts or tp's for NTBR - they don't half play the cards close to their chests up there in the North East!

f

[this_is_me] 26/11/2013 19:42

On the up again after a pause.

[chrisis33] 26/11/2013 15:32

Added again today ... building a tidy little stake here.

[chrisis33] 30/10/2013 22:41

These made over £3m pretax before the crash. Very low market cap.

[fillipe] 30/10/2013 20:42

26p paid for a 50k lot. Good to see us on the road to 30p.

Still only 17.7m shrs here and dirs have 2.70m of those.

f

[fillipe] 30/10/2013 20:42

26p paid for a 50k lot. Good to see us on the road to 30p.

Still only 17.7m shrs here and dirs have 2.70m of those.

f

[chrisis33] 22/10/2013 07:57

Opening higher ...

NTBR and STY my key picks in this sector. Making cash at the operating level, high turnover, recovery plays in a recovering market.

[this_is_me] 21/10/2013 23:25

Yes, it is a survivor and on a P/E of around 5 and making enough cash to see the debt falling fast.

[wywcu1] 21/10/2013 18:56

Got into NTBR just over a year ago at 11.25p. Was tipped by a blogger on Tan, who got totally rubbished for ramping. I did a little research and to me it was a no-brainer. If you are reading this - thank you. We should still double from here.

[fillipe] 21/10/2013 16:57

Folks struggling to get any quantity of stock today.Very little on offer, but worth persevering with a few small buys in order to get a worthwhile amount now....ahead of a proper rerating....or takeover.

f

[this_is_me] 30/9/2013 11:11

Well in profit now. The construction market has improved and the company remained profitable during the worst of the slowdown. Despite this the shares were sold off.

[chrisis33] 30/9/2013 09:37

Bought a first tranche this morning. My type of share.

[sbs] 30/9/2013 09:09

Some nice rises following the AGM.