Office2office Share Discussion Threads

[bogotatrader] 25/3/2011 07:41

14stuart - agree solid numbers yesterday and looks very cheap on both forward earnings and yield grounds...there is potential to add a lot to the bottom line and this will make this one look even cheaper....should be a lot, lot higher...and with a mouthwatering 8% yield with xd date soon and payout...

[14stuart] 24/3/2011 10:28

May not be the most exciting industry in the world.But on a prospective p/e(dec2011) of 4.5 and yield of 9.5% it is cheap.Earnings are now set to grow at 5-10% this year with private sector business now being over 6o% of revenue and growing.There is always the possibility of a takeover of this co.as a useful entrance to the UK market by an overseas player(esp.if it languishes at this price)

[ignoble] 24/3/2011 08:31

Encouraging statement from the Board ...IMHO

[ignoble] 26/10/2010 08:35

Nice to see the stock come back to life ...

[jeff h] 04/8/2010 09:17

Good management tend to come up with good results despite the underlying economic conditions.

[yoyoy] 04/8/2010 07:19

from todays announcement

"Our trading volumes are expected to increase as further departments have indicated they will also join the Framework. The Board is confident that, following implementation, the volume increases associated with this Framework will, in time, compensate for the overall softening in underlying public sector sales and the consequential margin erosion reported in our recent trading update.
"

[jeffian] 22/7/2010 09:58

In this market, ian, the very phrase is the kiss of death. "below management expectations" IS a profit warning!

[ianguerin] 22/7/2010 06:09

Q1 IMS said "in line with management expectations", not "ahead of", so I don't see why slippage to "marginally below management expectations" considerably increases the odds of a profit warning.

[wjccghcc] 21/7/2010 08:43

Because they went from being ahead of expectations in Q1 to being below in Q2. Implies the public sector sales may have deteriorated significantly in June.

Hope I'm wrong.

[ianguerin] 21/7/2010 06:31

Why should "marginally below management expectations" considerably increase the odds of a profit warning? Do you happen to know what management expectations are in relation to previous year's results & broker forecasts?

[wjccghcc] 06/7/2010 13:07

Was still here but had lightened up post the election and sold the remainder on yesterday's warning. The public sector represents 33% of sales and to go from performing ahead of expectations in Q1 to falling behind by the end of H1 means things must have fallen off considerably in June. While I expect private sector growth to compensate somewhat, the odds on another profit warning are considerable IMHO.

[oliq3] 06/7/2010 12:12

where has everyone gone? Are you all using an alternative message board???
If you are let me know the link. Much appreciated!

[oliq3] 06/7/2010 12:12

where has everyone gone? Are you all using an alternative message board???
If you are let me know the link. Much appreciated!

[cwa1] 22/4/2010 08:46

No probs billy5. Just wanted to make sure that no one was caught out by mistake. The XD day is always two working days before the "on the register day" and, as has been pointed out, is ALMOST always a Wednesday.

[billy5] 22/4/2010 08:16

CWA1

My mistake.
I read the report and it said divi will be paid to shareholders who are "on the register" at close of business 23rd April 2010.

I for one have missed the divi because of that.

Sorry if anybody else was left out.

[blueliner] 21/4/2010 10:21

All XD dates fall on a Wed even though the closing of the official co register day is always the ensuing Fri. But more than an XD drop today. [ Div 7.8pence per share]

[cwa1] 21/4/2010 10:03

Sorry Billy, XD day is today, so the company is CURRENTLY trading EX the dividend, just in case anyone else is confused by your comment.

[billy5] 21/4/2010 09:59

Ex divi is Friday 23rd, pay day 21st May.

You still have time!

[blueliner] 21/4/2010 08:29

From recent prelims
' The Board recommends a final dividend of 7.8p per share (2008: 7.5p), which, if approved at the annual general meeting (AGM), will be paid on 21 May 2010 to shareholders on the register at the close of business on 23 April 2010.'

Must be ex div today : 8p drop so far.

[blueliner] 12/4/2010 14:24

No profit takers today so far, unusual for journo tips to carry upward momentum into the afternoon.
Good value here being recognised, SCSW write up some months ago brought this stock to my attention.
Like the bit about HMR&C recycling contract, nice touch.

[trt] 12/4/2010 08:07

Proft taking bound to set in shortly - investors usually sell on the back of any share tips.
MMs will bring the price down late morning after the fluury of buys, as a result of the DM article, have dried up.

[ignoble] 11/4/2010 18:12

True ..think that you & I also watch ASY ...can't be too far away from some figures

[jeff h] 11/4/2010 13:23

your welcome ignoble....xd in 10 days as pointed out above so looks as though you've got the hat trick!

[ignoble] 11/4/2010 12:20

Tks again
2 bits of positive news ..made my day (ish)