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14/10/2020
08:36 | robow: Scapa is a value recovery play, says Jefferies
Chemicals group Scapa (SCPA), which specialises in chemicals for healthcare such as wound sealant, is a ‘value recovery play’, according to Jefferies.
Analyst Kit Lee retained his retained his ‘buy’ recommendation and target price of 150p on the shares, which rose 8.4% to 133.8p yesterday after the company said half-year revenues would top expectations.
‘While second-half 2021 will likely still see impact from Covid-19, end-market demand is recovering in various segments and should normalise in full-year 2021/22,’ Lee said.
‘Longer term, we believe healthcare is well positioned to drive upside with the development pipeline and asset acquisitions. With shares trading at 11 times current year 2022 price-earnings, we view Scapa as a value recovery play.’
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20/8/2020
15:14 | babycheeky: Never ceases to amaze me that you still try to deny you were discodave4 before starting your new handle discodave45 and posts on many of the same boards.
Well dave
seems to be a pattern !
DiscoDave4 - 31 May 2020 - 10:22:52 - 1711 of 1876 Scapa onwards and upwards - SCPA
No problem.
Apologies if link doesn’t work for everyone, for some reason they don’t always work, perhaps down to using the ADVFN app via an IPad.
He doesn’t say a lot really but he has his followers.
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20/8/2020
14:17 | babycheeky: seems to be a pattern !
DiscoDave4 - 31 May 2020 - 10:22:52 - 1711 of 1876 Scapa onwards and upwards - SCPA
No problem.
Apologies if link doesn’t work for everyone, for some reason they don’t always work, perhaps down to using the ADVFN app via an IPad.
He doesn’t say a lot really but he has his followers.
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20/8/2020
14:16 | babycheeky: DiscoDave4 - 01 Jun 2020 - 09:09:49 - 1714 of 1875 Scapa onwards and upwards - SCPA
He admits he is erratic with some of his trades but he generally is a very successful stock picker.
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20/8/2020
14:15 | babycheeky: odd that discodave4 likes this one and discodave45 does
DiscoDave4 - 02 Jun 2020 - 10:44:37 - 1721 of 1874 Scapa onwards and upwards - SCPA
Pmsl
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07/8/2020
09:58 | woodhawk: SCPA does it again for me - a nice 30% profit so far this month.
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24/6/2020
09:55 | cyberian: Sphere25...I agree with your overview. Looks like SCPA is simply a stock to try and trade over the near term. However, I believe that if the virus can be held at more controllable levels then the demand for some of SCAPA's products will see greater demand. It looks as though the virus can be better managed with huge efforts to use current and new drugs to combat the worse effects, and then maybe an effective vaccine later this year or early 2021. The doom and gloom merchants are in full cry at the moment but the resources available globally to find solutions will prevail as in the past. As I mentioned yesterday the new Chairman looks a real coup for the future and pleased that he is already being integrated into the company's strategic planning and business model before his formal joining at the AGM. The company has timely raised funds and despite the relative near term issue appears to be achieving reasonable levels of demand for its products...that's how I read the statement yesterday. Costs have been addressed and margins should improve later in the year and better still in the next financial year...the decks have been cleared with some responsible write-downs. Anyway, the basics look OK and key near term matters well addressed by the Board...so maybe ahead of the game compared to some other companies...we shall see.
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24/6/2020
09:40 | sphere25: SCPA key support of £1 under serious threat with the stock currently at 95p. In the prior three months it has consistently been bought up and held that support. It looks abit more shaky on the back of the clouded report yesterday and the wider market looking shakier of late and having a sell off day today.
You'd think the US and wider markets would have given back alot more of the recent rally, not only in light of the risks mentioned above, but also the US-China tensions as well as the election risk of an overall less business friendly candidate gaining traction.
Here we are then with every bit of weakness continuing to get bought up. I think it's going to take a very significant leap in infections (not just first wave states or brief local lockdowns in Germany and most probably in the UK) to really cause a material sell off under 23000 on the DOW.
Liquidity is trumping the fundamentals and the market knows the FED has its back so any move under (if it even gets there in the first instance) there will like just end up being a buying opportunity imo.
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23/6/2020
07:25 | fizzypop: Good summary:
Steve Markus
@smarkus
·
2m
Scapa #SCPA finals, definitely a work in progress, lots of exceptionals due to Convatec contract loss. However, profitable, plus debt a lot lower due to fund raise post yr-end. CEO a stabilising influence as Chair steps down. Healthcare looks strong. tinyurl.com/y7xmqe7k
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23/6/2020
07:22 | nw99: Scapa #SCPA finals, definitely a work in progress, lots of exceptionals due to Convatec contract loss. However, profitable, plus debt a lot lower due to fund raise post yr-end. CEO a stabilising influence as Chair steps down. Healthcare looks strong
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PLUS1
