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Share Name Share Symbol Market Type Share ISIN Share Description
Quarto Group Incorporated LSE:QRT London Ordinary Share COM STK USD0.10
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 63.00p 62.00p 64.00p 63.00p 63.00p 63.00p 0 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 117.1 -0.0 -2.1 - 13.00

Quarto Share Discussion Threads

Showing 176 to 200 of 475 messages
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
DateSubjectAuthorDiscuss
11/8/2007
16:20
Interims out soon,expecting sales to be slightly lower and maybe news of aquisitions.
battlebus
08/5/2007
09:05
many thanks for posting, JL normally gets it right, patience required. Still not bought, just need a take over to redirect funds to Quatro, but it may be QTR first.
drectly
08/5/2007
08:47
http://www.ft.com/cms/s/5738c468-fa2f-11db-8bd0-000b5df10621.html John Lee: Everything is processing nicely By John Lee Published: May 4 2007 14:24 | Last updated: May 4 2007 14:24 I find that my portfolio is developing into an interesting mix of both "personal" and "process". In a way the "personal" has always been there – discovering a hidden jewel, researching, and over the years developing a close relationship with the chairman or chief executive – they almost become part of one's extended family. For me all this represents the fun and fascination of the stock market – pleasure, interest and satisfaction – plus, hopefully, financial gain! A classic example of this would be Air Partner, the world's leading air charter broker, which I first "discovered" in 1999, initially buying at £2 per share. I met chairman and major shareholder Tony Mack and chief executive David Savile, visited the company's Gatwick headquarters and attended the AGMs. Over the years the company has grown – with 10 per cent dividend increases annually, 21 offices worldwide, a £12.50 share price, loads of favourable publicity and a heady price/earnings (p/e) multiple of 27. I confess to actually selling a few from my Pep at £11.40, hoping to buy them back on a bad day – but from experience this rarely works! The "process" part of my investment life essentially involves building a portfolio of quality established small cap stocks, staying aboard, and allowing corporate developments to take their course – with approximately 45 holdings something is usually happening. Thus I have just received the cash proceeds of two recent takeouts – insurance broker Windsor and the minerals specialist UCM – and consumer finance group Hitachi, only bought a few months ago, has just agreed a cash takeover by its controlling parent, the Hitachi Corporation of Japan; while housebuilder Ben Bailey and soft drinks group Nichols are in takeover talks. This "process" – almost a production line – brings a steady cash flow and shows no signs of abating. To this liquidity must be added two recent short-term successes somewhat outside my favourite small cap sector – aerospace/engineering group GKN bought at an overlooked 282p last December and sold fully valued in April at 390p; and Alfred McAlpine, bought on what I considered an excessive fall after disclosure of its slate quarry fraud at 444p and 465p, and sold very recently at 490p after full-year figures. My not unpleasant dilemma is what to do with this rising liquidity given that I am not seeing new "value" opportunities. I resolved to add to two existing holdings, Delcam and Quarto, but retain higher liquidity until new situations arise, perhaps via a fall in the market. I first wrote about Aim-quoted Delcam in February following a visit to its Birmingham home. I drew attention to the quality and international nature of its clients and business – supplying software for manufacturing processes, particularly of complex shapes – its massive research and development expenditure relative to turnover, its eight times dividend cover, and a p/e ratio of around 10. Though the shares are a tight market, given the size of directors'/employees' shareholdings, I bought more after my visit, then more still at 420p after Renishaw agreed to subscribe £6m for 20 per cent of Delcam's equity at 400p, and then more still at 415p. This followed a buoyant trading statement at the end of April pointing to sales increases with particularly strong growth of maintenance income. Overlooked international book publisher Quarto has been a disappointment – its share price never reflecting the value of its titles from which it generates significant annual licensing income. I have been buying its shares since mid-2005, averaging around 195p. The unexpected default of a US customer knocked the shares but I regarded this as an unfortunate "one-off" and took the opportunity to pick up more at 163p. I recently had a very enjoyable lunch with conservative founder Laurence Orbach, 30 years at the helm, at the HQ close to Moorfields Eye Hospital. We shared the table with piles of new quality publications – 500 each years and hopefully of an enduring nature – including Biblica, a magnificent coloured atlas of the Bible which will retail at approximately £75 and a range of practical books with imprimaturs: The Art of Flower and Garden Photography, RHS; Outdoor Fix It, Black & Decker; Landscaping and Lawn Care, John Deere; and Sewing Guide, Singer. Quarto is capitalised at only £36m, with a yield of nearly 4 per cent and a single figure p/e ratio – well below its peers: I confidently expect my "process" to ultimately deliver.
cwa1
08/5/2007
08:25
can someone post the John Lee article, cannot see it in the FT US version or give the jist of it thanks drectly
drectly
08/5/2007
08:21
John Lee adding a little to the price this morning.
battlebus
06/5/2007
12:09
Hybrasil, Having a look at this one,having read John Lee yesterday. I see CWA1 is here as well!!
finbarr
04/5/2007
21:48
Welcome CWA1 hope your purchase proves profitable.The way i see it this co is greatly undervalued but the possibility of a major aquistion could change all that.There is potential for the market value to double overnight and imho this will happen before july and we will have a major rerating so nice timing.Oh and the divi's a bonus if your a long term holder like me.
battlebus
04/5/2007
15:38
Afteroon Everyone Just grabbed a few this afternoon. Best of luck to all holders :-)
cwa1
01/5/2007
08:48
The debts in dollars drectly but fixed at 4.4%...so from July they'll be paying at least 2% more on the equivalent of £30m...so that's more than an extra £1/2m annual interest to pay.
jeff h
01/5/2007
08:06
Been adding again since last results and i'm now hoping to hear important news of aquistions at the agm.
battlebus
01/5/2007
00:41
still do not hold any, although looks like small sells being taken by someone the last few weeks, a lot of price movement on small volume. In a selfish way I hope you are right Jeff If the debt is in sterling that is an issue, if it is in dollars, that is plus and minus and I guess US rates will come down soon We will get a better indication on Weds regards drectly
drectly
01/5/2007
00:15
I've sold out, maybe a good decision maybe not but too many recent negatives - change to a smaller firm of auditors - changes in accounting policy (related to the above?) - US$ depreciating against £ sterling - end of fixed rate loan looming Looks to me as though 2006 included one off £459k of profit from the release of the hedging reserve (Note 26 - 'hedging reserve recycled through the income statement') though I maybe wrong on that. AGM Wed so no doubt get a trading update.
jeff h
13/4/2007
21:55
Steady rise since results, maybe just maybe we've managed to strike a deal! Anyway up we go.
battlebus
08/3/2007
08:40
agree, I thought with a quick glance at the headlines they looked OK, needs a bit of time to check through adjustments. I am not familiar with this sector so not sure what typical EBITDA is for t/o but it does look exceptionally low, which someone with the ability to buy a lot more than me might notice. regards drectly FINANCIAL HIGHLIGHTS Year to December 31 2006 2005 Increase Revenue (#m) 93.6 95.0 -1% Adjusted EBITDA (#m) 18.0 17.5 +3% Operating profit: adjusted (#m) 9.6 8.9 +7% reported (#m) 6.9 6.8 +2% Pre-tax profit: adjusted (#m) 7.3 6.7 +9% reported (#m) 4.64 4.57 +2% Diluted earnings per share: adjusted (p) 22.5 21.3 +6% reported (p) 13.9 13.5 +3% Dividends per share (p) 6.75 6.5 +4% Net debt (#m) 31.0 35.1 -12%
drectly
08/3/2007
08:29
Fair results today which should steady price though short term growth is over.
battlebus
09/1/2007
19:30
From This is Money market report:- "Publisher Quarto shed 10p at 168½p on news that AMS, one of its US clients, has filed for Chapter 11 bankruptcy. But broker Collins Stewart said that AMS represented less than 3% of group sales and the impact on the group should not be that significant."
jeff h
09/1/2007
09:06
Still like these medium long term, but fuly agree, sit on hands time regards this one at the moment. This sort of drop normally hapens just after I buy. regards drectly
drectly
08/1/2007
19:03
Not surprising given the books market is going through an extremely difficult patch - in the UK Bloomsbury and HMV (owners of Waterstones) have announced profit warnings recently. The weakness of the US consumer market and crashing $ make this one an even riskier play. I was going to follow John Lee into Quarto late last year but now will wait to see if it is possible to get in at a lower price. The heavy gearing and concentration of shares in the hands of the CEO make it an unlikely bid target in my opinion - and a single digit PER is therefore warranted.
jlabrey
08/1/2007
17:34
yes taking total profits
battlebus
08/1/2007
11:42
AMS Chapter 13 blows rather a hole in the results :-( The drop today looks fairly mild. mct
mctmct
18/12/2006
08:39
Nice deal annouced this am surely a major co purchase now in the offing
battlebus
17/12/2006
10:04
jim many thanks, looks a reasonable site, should be in their business. I am a great fan of JL in the FT, I use him as a source for reducing shares (companies) down to a reasonable number to look at. He has been very keen on this, I am watching, trying to learn a bit more before rather than after purchase. Lack of volume ust make buying and selling a bit of an issue. regards drectly
drectly
16/12/2006
20:10
http://www.quarto.com/#
jimgt
16/12/2006
19:33
Does anyone have a link or address for the Quatro home page, I did not find through Google, which seems strange thanks drectly
drectly
10/12/2006
20:19
In the last statement L.O. said he hoped to tie up a new deal or two by christmas would this account for one do you think.Was hoping that he would buy an existing co with a solid track record of profits etc anyhow ta for the info.
battlebus
Chat Pages: 19  18  17  16  15  14  13  12  11  10  9  8  Older
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