Quarto Share Discussion Threads

[drw1] 20/11/2002 16:58

I see no reason not to buy now.However I am inclined to let the price settle before rushing in just in case something comes to light to justify the recent fall.I shall not be selling my existing holding.

[drw1] 20/11/2002 11:47

Can only think must be a large seller in the background,as i can find no obvious reason for this fall on such tiny volume.

[drw1] 20/11/2002 08:56

Unless the recent trading statement was nonsense this downward move seems ridiculous!The company highlighted the threats to its business but stated that it was on target to meet forcasts ,hence a P.E. OF ABOUT FIVE.Surely too cheap given the rising divedend too.

[santangello] 20/11/2002 08:33

I am confused as well.
May top up at these levels.
MMs look like they don't want the stock and mark down sharply on small sells.
Funamentally the Company seems sound.
People will still buy books during a recession.

Comments ?

[kanani] 20/11/2002 08:31

So why is it going down?

Has the world gone crazy or is it just us as the price went down today.

[drw1] 10/11/2002 17:21

Brokers have a 1.50 target on this one.Considered extremely undervalued!

[drw1] 28/10/2002 13:08

I expect an upbeat trading statement tomorrow.Noises from the recent book fair in Germany were very positive for the trade in general,also recent institutional interest bodes well.I think the poor share price at present merely reflects the overall weak market for smaller cos.Value will out in the end.Good luck all!

[jeff h] 28/10/2002 00:37

notforc I sold my last 3k @ 98.5p on Friday.

In this market, any bad news and the share price gets slaughtered
... on balance I decided to play it cautious and take a 35% profit
plus good divs, rather than risk all the gain evaporating on Tues.

Hard to say what the trading update will say. I note in the Interims
the chairman mentions Amazon.com... the point being if I interpret it
correctly, is that they are helping to force margins down but volumes
up. Amazon reported a 60% increase in UK sales last week.

Books are reportedly only slightly affeceted by recession, and Quarto
have the eventual benefit of the Marshalls acquisition.

Perhaps Tomrob who works in the industry can share his views if he is
reading this.

Good luck to all who decide to hold... I may well get back in at an
opportune time in the future.

Jeff

[notforc] 24/10/2002 06:02

Is there anybody out there? This stock declined by 2 points on a trade of 25000which looked more like a buy than a sell to me. The customary quarterly report is due out on the 29th. Could this be a buying opportunity?

[drw1] 19/8/2002 16:44

Interesting to note Invesco English + International trust made three consecutive purchases back in JULY,to aquire a 5% stake,another vote of confidence.I for one will be amazed if this does not rise substatially from here.As it currently stands at a massive discount to the market on a P.E. BASIS AND HAS A WELL COVERED RISING DIVEDEND YIELD.Not worth waiting for the investment press to point this out!

[cwa1] 19/8/2002 11:56

....and not to be outdone another 44k by Mr Morley!

[cwa1] 19/8/2002 11:21

Nice vote of faith by Mr Orbach announced today.He picked up 44,000 shares at 108p,after results,to lift his stake to 15.84%

[chuckie egg] 17/8/2002 13:36

Above article confirms company confident of meeting £5M forecast.

See below of latest forecast.

Quarto Group (The) Inc
Detailed Broker Forecasts


2002 2003
Broker Date Rec

Pre-tax EPS DPS Pre-tax EPS DPS
Collins Stewart 01-03-02 BUY 5.00 20.40 5.00 5.80 22.80 5.30

Consensus 5.00 20.40 5.00 5.80 22.80 5.30
1 Month Change 0.00 0.00 0.00 0.00 0.00 0.00
3 Month Change 0.00 0.00 0.00 0.00 0.00 0.00

Growth (%) 0.00 0.00
Standard Deviation ()
PE Prospective (x)


This puts QRT on a p/e of 5.2. Exceeding cheap for a publisher

[santangello] 16/8/2002 11:47

i'M TUCKING SOME AWAY !!!!
Luckily I bought yesterday

[drw1] 16/8/2002 08:17

They do not come much cheaper than this,and a rising divedend yield too!See todays results...

[cb7] 20/4/2001 14:13

anyone interested in QRT (before it gets tipped as no doubt it will) should read todays AFXF at 1236, highlighting research by SQC

[cb7] 19/3/2001 15:32

quite a few traded today and mostly buys, I wonder why? I think last year they looked into a MBO (13/11/00 rns talked of enhancing shareholder value), but I suspect they were told to lower the net debt first, this they intend to do by improving margins to 10% and concentrating on core--hence ditching internet strategy--....lets hope they succeed...QRT still on p/e of 5 for last years earnings which seems, nay is very cheap

[humbugg] 26/2/2001 16:06

hilary,

Hope you have a good time.

QRT moving up today on small buying, and yes i do believe the MMs are short of stock. This stock could move north in a big way on smallish vol.

As for the footie, what can i say, only that it does'nt worry me a great deal. I was more concerned for poor Birmingham, fancy having a definate Pen turned down in extra time and then having to go through the Pens at the scoucers end, not to mention Roma's Pen debacle.
Just like old times for Liverpool.

H.

[hilary] 25/2/2001 20:48

Good evening H.

Nice weekend? Probably not! 6-1! WOW!

Any thoughts on those large trades around mid-price earlier on last week? MM's low on stock? I'll be away till Wednesday - catch you then. IBI might look interesting Monday - did you notice Friday's closing trades?

Hil.

[humbugg] 23/2/2001 16:33

Nice buy of 20k at 2p over the offer.;-))
H.

[cb7] 16/2/2001 11:48

check out todays fins for qrt....price just started to edge up....originally shareprice hit when co did not expect to beat last yrs results....but in fact they did albeit only slightly.....any chartists have a view on this one please?