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Share Name Share Symbol Market Type Share ISIN Share Description
Scapa Group Plc LSE:SCPA London Ordinary Share GB0007281198 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 214.50 214.50 215.00 - 0.00 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 311.8 14.9 5.3 40.5 403

Scapa Share Discussion Threads

Showing 2076 to 2098 of 2225 messages
Chat Pages: 89  88  87  86  85  84  83  82  81  80  79  78  Older
DateSubjectAuthorDiscuss
13/7/2020
13:20
Perhaps it is the ConvaTec claim/counter claims that is holding this back but this issue has been ongoing for over a year now (from memory) so do think there's something else. Being slightly pragmatic, based on the original claim by ConvaTec being dismissed I'd have thought the odds if anything are in favour of Scapa coming out with something of the £65m rather than the opposite and paying out, who knows I guess. Corporate litigation is the norm in the US.
discodave45
13/7/2020
11:58
Scapa has not been clear (of recent at least) what we might be waiting for in this regard ...... I think most assume it's a zero ..... anything favourable would of course help the price !I had been wondering about this ....
value viper
13/7/2020
10:55
What needs to be remembered here is the Convatec dispute is still pending in the American courts. That dispute was the main cause of Scapa's falling price in recent times and until the court rules as to whether Convatec have to pay Scapa money I do not see there being a big recovery. We have waited a year for a decision let's hope we soon get result but looking at the court lists it seems to be a never ending case.
johnnylig
12/7/2020
12:07
The majority (c 55%) of their revenue comes from North America, so perhaps the recent increases in Corona cases is playing a stronger part, that said its lower now than when the pandemic was at its strongest so still think there is something else holding this back.
discodave45
10/7/2020
23:36
I think maybe some short term trading plays as we hit around 90p not long ago before a quick bounce up to 105p again. Numis and Berenberg were credible book runners at the placement to raise over £31 million, with the CEO and other directors plua some senior management taking up shares in the placement...all just 2 months back. They also arranged a new £15 million short term credit line, plus their £80 million revolving credit facility had some covenants changed and more favourable to the company. Revenues should pick-up in key areas as attention is now being re-focused to other non virus health remedies/needs which had been put on back burner. Stay cool if possible, as we should see more bonding and confidence over the coming months with this company. Volatility is bound to continue in the very near term, but apart from the obvious set-backs in some countries a more balanced optimistic experience is starting to happen...a vaccine or maybe several developments (treatments as well) may be getting closer. There is a huge effort globally with some really credible parties and initial results are looking quite positive imho.
cyberian
10/7/2020
22:00
I'm baffled too!.
discodave45
10/7/2020
21:17
And why ? Does someone simply not believe business is gonna improve for them ? I'm somewhat perplexed personally
value viper
10/7/2020
18:31
Shorttracker has no shorts open (greater than 0.5%) since 25th June.It hit 52 week low today and hasn't really followed market trend since the crash in March.
discodave45
10/7/2020
16:01
Short selling or just trading trends up and down.
cyberian
10/7/2020
15:29
What is going on here?
discodave45
06/7/2020
14:39
AGM August 7th at 10.00 at their HQ.
cyberian
27/6/2020
14:35
acquisitions total 160 mil so company val looks a bit silly . all share buys are in very low values -algo purchases keeping it down
smckenna
27/6/2020
09:47
Agree, at these levels wouldn't be surprised to see an offer come in.
discodave4
25/6/2020
14:34
Looks fairly valued and again there is the possibility of a bid approach from possibly Bunzl as I have mentioned before. I had known the latter years ago when working in the US and UK, and have always found the management to be very astute and ahead of rivals...they operate in a number of fields but their medical distribution business has been going great guns according to a recent statement. So, maybe a reasonable fit, but a long shot, perhaps. Again can't wait for the new non.ex. Chairman to get his feet under the table...sure he will add much value from his vast experience. Finally, I like the recent vaccine announcements from Imperial (unique approach)and has shown good basic results so far with mice..also the Oxford more conventional strategy with recruits for trial like Imperial well under way. I am more optimistic that provided we can sustain a controlled approach to contain the virus over the coming months in the UK and Europe we will beat the virus problem. The Americas need to wake-up, and start following the lead taken in Europe and parts of the Far East...they have a need to help their own vaccine developments.
cyberian
25/6/2020
10:50
Hopefully CFO and others will follow.
discodave4
25/6/2020
10:41
Ceo has bought some - good start
value viper
24/6/2020
17:44
Not many measure value based on net tangible assets, so long as it's not negative then suits me. Based on tangible asset value it's trading at only 1.3x and a PE less than 8 when it's long term average rating is 21.Sit and hold and wait for the offer to come in IMO.
discodave4
24/6/2020
14:36
Ok CJ.Bit of a dogs dinner the shares atmWould be pleased to see them close over 100p
value viper
24/6/2020
13:57
Value Viper "I don’t agree with your 11x book value - I have 97p book value per share for 2021 so we are at book value now (on a forward basis) depending on what info one wishes to focus on." Hi Value Viper, I didn't say 11 times book value. I said 11 times TANGIBLE book value. If you add the very large amounts of INTANGIBLES on the balance sheet, then you get a much less depressing figure. But it's likely that there will be further write-downs of intangibles. The basic point is that on the asset side SCPA's balance sheet is a large pile of intangibles.
cjohn
24/6/2020
12:28
Good posts chaps - looks very fair your commentsWill directors buy more ?Would be the right sign
value viper
24/6/2020
09:55
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.
cyberian
24/6/2020
09:40
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.
sphere25
23/6/2020
19:11
Think as is the case with numerous companies FY 2020/21 will be a write off. House brokers Berenberg and Numis are forecasting earnings of 11.6p and 12p respectively for the year ending March 2022. The BOD do need to put their hands in their pockets now after that wishy washy outlook statement.
discodave4
Chat Pages: 89  88  87  86  85  84  83  82  81  80  79  78  Older
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