Scapa Share Discussion Threads

[mallorca 9] 03/6/2019 08:37

I've added as I think the fall is far too much.
The Company has just posted very good results - increasing Dividends by 20%.

[bulltradept] 03/6/2019 08:37

But profit loss....?

[mallorca 9] 03/6/2019 08:36

Yes that's what I said above.
Market Cap has dropped around £150m !!
Surely way overdone.

[bearfoot] 03/6/2019 08:29

Mallorca, the revenue loss is £30m per annum!

[pottsypotts] 03/6/2019 08:28

I agree sums don't add up, tried to buy online from Aj bell and no quote?

[mallorca 9] 03/6/2019 08:22

£140m wiped off Market Cap for loss of £30m revenue !

[mallorca 9] 03/6/2019 08:20

Yes I agree.
Revenue last year was over $300m.
This order accounts for circa $30m.

[mad foetus] 03/6/2019 08:18

I've bought in, absurd mark down for potential loss of 1 client.

[woodhawk] 29/5/2019 09:42

I would have joined you, Fizzy, but I am fully committed elsewhere at the moment. Expecting some sizeable divis imminently, so if this remains low may well be irresistably tempted over next few days.

[nimbo1] 29/5/2019 09:28

last time i was stopped out at 290 then it recovered 20%. this time my stop is set at 470!

[nimbo1] 28/5/2019 12:56

bought some this am anyway fwiw

[bulltradept] 28/5/2019 10:34

IC View
It is tempting to think otherwise, but Mr Chae is unlikely to be flattered by investors’ reaction to his imminent departure, which implies a lack of trust in the team he has built. Scapa’s position in dependable markets is worth more than one man, and a dip in the enterprise value to less than two times annual sales looks like a rare value opportunity to us. Buy.

Last IC View: Hold, 311p, 21 Feb 2019

[tratante] 24/5/2019 11:14

For what it's worth IC reckons the drop is an over reaction to the CEO news.

[fizzypop] 23/5/2019 15:27

Back in Woody at 304p having made 20% last visit.

[johnnylig] 21/5/2019 10:11

I hope you guys a right I have taken a chance and added a few

[tratante] 21/5/2019 09:32

...But rather an over reaction I feel.

[tratante] 21/5/2019 09:17

Sludge: agree, that doesn't help.

[sludgesurfer] 21/5/2019 09:11

I think the market just didn't expect the CEO to walk.

[tratante] 21/5/2019 08:59

Strong results, but looks like the market expected more.

[sludgesurfer] 17/5/2019 13:16

Hsduk,Can u please post the link you refer to in the post below?

[hsduk101] 13/5/2019 12:19

Yep looking forward to this. Ill look out for any inside news closer to the date. See if any inside information is affecting the share price.

[tratante] 13/5/2019 10:41

Full year results due 21 May. Be nice if there was a cherry on top of the positive update last month.

[tratante] 07/5/2019 07:33

Hsduk 1079Suspect there is no news, just that its reached a bit of resistance after a decent rise. A few selling and moving on. To others the drop will be an opportunity to get in.