Robinson Share Discussion Threads

[charo] 31/12/2018 09:19

Another 2 appointments with no ,certainly recent,plc experience.Titantic deck shuffling,unless replacing existing directors.Again expect the worst in the finals.

[charo] 07/12/2018 10:40

Companies house has no record of board appointment in aurelia very small loss making private company. Not suggesting any suggestion in notice that was.

[charo] 07/12/2018 09:14

This appointment suggests problems within polish operations,though no suggestion previously.

[charo] 07/12/2018 08:52

Strange appointments.Similar types to fomela.Brand and marketing types.Robinson is a subcontract supplier to branded brands.Any move into that space destroys the rationale for their use.

[charo] 05/12/2018 09:37

Without a doubt dividend needs go.
Unfortunately properties unsaleable.

[arthur_lame_stocks] 05/12/2018 08:02

If things don't improve or unless there is a sale of the Chesterfield sites (which doesn't look likely in the short term) then the dividend surely has to go.

[charo] 05/12/2018 07:56

Expect very poor finals were the final nail in coffin.

[overmars] 03/12/2018 16:51

CEO is gone.
Finally some accountability.
Terribly managed company

[charo] 22/8/2018 10:40

Another shocking set of results,again uncovered dividend.With big second half spending announced banks must be concerned.

[charo] 14/6/2018 10:08

The real problem is the ceo

[knowing] 11/6/2018 07:52

OK 80p then

[knowing] 11/6/2018 07:29

Looks like next offer will be 83p

[knowing] 08/6/2018 11:48

SO online prices are 74/78. MMs will be happy for your stock as they seem to have none. Currently can only buy 100 shares.

[knowing] 08/6/2018 10:44

Full offer being paid. Would be good to see this trading back towards a pound. Happy to be in a more defensive play with the market volatility and with the Finance Director recently buying more stock in the market hopefully a good sign of things to come.

[knowing] 07/6/2018 10:57

Some people may be put off by the spread posted but actually online it is better at 73/78. There are very few shares in free float which is why there is a large spread. The financial Director and his Wife recently purchased stock which is a good sign and should underpin the current price which is very close to an all time low. The company is profitable and has a large NAV as well as pays a Dividend.

They currently have property to sell which when it is sold may mean a special dividend and of course more cash in the Bank. They did previously pay a special dividend so this would not be something which they are unaccustomed to.

When it does move it does so usually rapidly and in big steps. It's an interesting stock and in times where the market is volatile may prove to be a nice earner in both dividend growth and share price growth.

[knowing] 05/6/2018 23:03

Certainly seems to have bottomed. Spread is better than can be seen at 73.5/78. We have the possibility of news anytime if they can sell the properties which they have which will certainly support the cash balance and with the potential of a special dividend to boot. The stock is very illiquid and can move in big jumps as was seen with the recent Director Buys (CFO bought).

[knowing] 05/6/2018 12:57

Lots of small buys at full offer. Lots of upside to be had

[knowing] 04/6/2018 09:27

Moved back to full offer now and paying over on the bid.

[knowing] 01/6/2018 13:57

Online again better than what is seen in terms of spread.

[knowing] 23/5/2018 15:01

It's only started it's journey north but that spread is putting people off.

[knowing] 23/5/2018 09:39

Only 2500 available online

[knowing] 23/5/2018 08:54

CT I expect a serious re rating when they do sell. It will also underpin the dividend and we may even see another special divi paid out which would be a nice surprise.

[costax1654x] 22/5/2018 18:55

Guys have a look at Aeg as well.Last RNS was amazing.Potential multibag in 2018.Take care

[castleford tiger] 22/5/2018 17:04

no
However there seems to be a problem selling the sites.

My main concern is the business as the dividend is not covered and borrowings are high enough.
A good shake up is needed.

Tiger

[knowing] 22/5/2018 16:32

CT have you seen any update on this?

Broker to the company, finnCap, considers that the planning permission on a substantial portion of the company’s surplus property lifts the value of the land from £5 million to, on a conservative basis, £10 million (60p per share). It then values the packaging business at 6.5x forecast 2017 EBITDA – noting this a 20% discount to the peer group in a rapidly consolidating market – and has a target share price of 180p.