Robinson Share Discussion Threads

[castleford tiger] 11/11/2020 16:09

THINK WE ARE CLOSING AT A NEW HIGH? in the current era

tiger

[bwm2] 01/11/2020 10:16

Tiger, Ive not seen any newsflow, have you? Nothing updated in local press about the Walton mill development site either. My understanding is as follows: The chesterfield development portal states that planning was granted in 2017. The planning portal has a planning and listed building application in parallel marked awaiting approval and also comments that variations only apply to the listed building. I have visited the site and the listed building only forms a small part of it with the rest cleared. Whilst those in corduroy jackets may think that this building has merit, It needs dropping as far as I am concerned and a cost benefit analysis approach should be adopted (as with Covid etc). The more important question is whether the mixed use application is viable with the retail and public house elements as well as the 30% social housing and 1% "art levy" - ffs this is Chezvegas!

[castleford tiger] 30/10/2020 18:15

ready to test the old high.

tiger

[castleford tiger] 05/10/2020 22:14

News leaking!??

[castleford tiger] 17/9/2020 16:48

I started buying again today and bought up to 116p.

Need to replace the 15k and made a nice start

tiger

[castleford tiger] 16/9/2020 17:16

jaf111

Yes typical small stock over/under reaction.

Market took my 15000 sell and never reported it at 144.

I have a good position here and will be looking to buy more stock .
I expect 12p eps this year and up to 16/18p next.

So anything under 200p going into 2021 is going to be cheap.

For now let the MM shake the sellers.

Tiger

[jaf111] 16/9/2020 15:34

Price drifting back to £1 on small scale selling???

[castleford tiger] 25/8/2020 22:30

So my 15 k sell not reported!!
How weird

[castleford tiger] 25/8/2020 15:56

just helped a pal out by letting him have 15000 at 1.44

tiger

[castleford tiger] 19/8/2020 11:22

If 135 goes it’s 145 next

[castleford tiger] 19/8/2020 10:55

Some strong buying
Not one is mine!

[castleford tiger] 18/8/2020 18:41

16.6 million shares.
Approx 9% with Directors



Charles William Guy Robinson 1,212,601 - 1,212,601 7.3%
Susan Janice Robinson 708,385 - 708,385 4.0%
Rebecca Bradbury Hartley 654,191 - 654,191 3.9%
Ruth Alison Shemwell 598,791 - 598,791 3.6%
Stephen Charles Shemwell 534,091 - 534,091 3.2%
Sarah Elizabeth Ann Hardy 525,191 - 525,191 3.2%
Heather Gillian Shaw 515,191 - 515,191 3.1%
Jane Crawford Mansell 500,000 - 500,000 3.0%


Directors’ Shareholdings

Held Personally

Held by Associates

Total

%


Charles William Guy Robinson 1,212,601 - 1,212,601 7.3%
Charles Compton Anthony Glossop 35,000 161,922 196,922 1.2%
Alan McLean Raleigh 36,154 - 36,154 0.2%
Sara Frances Halton 12,049 - 12,049 0.1%
Mike Cusick 5,438 - 5,438 0.0%
Helene Roberts 3,455 - 3,455 0.0%


tiger

[greatfryup] 18/8/2020 18:18

Am I misreading this?
The board expects to pay a total dividend for the year ending December 2020 of 8.5p
I presume that this total includes the first interim dividend of 3.5p which was, in effect, a delayed final dividend from last year. Therefore the real total dividend for 2020 is 5p
I ain't complaining, just seeking clarification.

On a different tack, when I first became a shareholder many years ago, one of the things which attracted me was the fact that a lot of shares were held by members of the Robinson and the Shemwell families who liked to receive a regular and reliable dividend.
It also meant that there was little chance of it being taken over. Now I see that in every press release they describe themselves as "formerly a family business." Is this significant?

[castleford tiger] 18/8/2020 16:50

GOT NO MORE just the 5k at 1.29.

MM played games today with very few for sale.
I expect this to be 140 to buy this week

tiger

[castleford tiger] 18/8/2020 11:00

My 5000 showing as a sell
It was a buy at 129

[castleford tiger] 18/8/2020 10:10

MM playing games here.
Who sold at 120??
Got a buy order in for 50 k at below 130

Let’s see what they fill

Just been told 5000 bought only to date
Not reported yet.

Huge investment this year will eat into profits but boy will we get some growth next year.
Huge dividend and at least 10 m to come from property sales.
Fair value 175 on what we know

Tiger

[davemac3] 18/8/2020 08:40

that divi is worth at least 10% if you got in over the last year below 80p, 20% if you got in in the mid 40s ;-)

[18bt] 18/8/2020 07:35

These results will repay a bit of looking at later. The increase in the dividend for the full year (8.5p is a yield of 6.4%) is a lot more than I expected and the increase in turnover is a bit more, but I was expecting the earnings to increase more. The key statements which will need looking at are:

"...we expect to report mid to high single digit revenue growth in the full year, whilst continuing to drive further efficiencies across all aspects of our operations in order to compete and win in the market.

We are committed to investing in new production equipment and additional capabilities to grow the business in the second half of 2020, including developing our go-to-market approach and reinforcing our sustainability proposition. As a result, operating costs will be significantly higher than the same period in 2019. Notwithstanding this increase and subject to any disruption to trading that may arise from the ongoing pandemic, we expect full year earnings to be slightly higher than last year and remain committed to ongoing delivery of our target of 6-8% return on sales".

At first sight, the reason must be the repaying of furlough/bonus payments plus the additional investment - but the additional investment must be a lot given that H1 earnings are £0.853m compared to £0.223m for H1 and £1.21m for the whole of 2019. But I think this is one where analysing the H1/H2 split will explain more. The overall picture is very positive and there is still the big gain on the surplus property to come (with dates put back slightly). They have a strong product, a strong customer base and a pretty strong balance sheet to go forward.

[castleford tiger] 17/8/2020 08:16

Results tomorrow 18 th

[castleford tiger] 14/8/2020 16:22

might get results next week?

[castleford tiger] 14/8/2020 16:01

I bought them 1000 and pushed the price up to 139 to buy!

tiger

[castleford tiger] 14/8/2020 15:06

127.5 MID
VERY LITTLE AVAILABLE AT 130

[castleford tiger] 13/8/2020 16:49

125p mid now

[red army] 13/7/2020 12:31

Bought in this morning for first time as chart suggesting 160p and fundies look good.