Senior Share Discussion Threads

[philanderer] 23/9/2013 16:58

270p well and truly broken ... another rubbish day.

Only 185k traded

[spudders] 23/9/2013 15:45

Leeson, looks like you may get your entry point in the next couple of days. Might top up myself in the isa. Best of luck & keep an eye on PTR as news on funding due soon will get it going once more.

[leeson31] 21/9/2013 11:21

Hi Spudders, no i left ptr a long time ago mate....i trade snr mainly, its been kind to me, and i like the uptrend.... Looking to get back in at mo.....ill be happy in the 260's....then wait... Cheers

[spudders] 21/9/2013 08:50

Morning leeson, good to see you are invested here. Do you still have a holding in PTR

[leeson31] 21/9/2013 06:40

50m,da hopefully for support Phil

[philanderer] 20/9/2013 21:08

And still just hanging on to that 270p, but only just :-O

[philanderer] 18/9/2013 16:40

Funny old times, SNR my only blue share today ;-)


edit: 18th sept Investec add tp 285p

reiterates

[philanderer] 17/9/2013 13:17

Right back on support yet again :-(

[philanderer] 12/9/2013 20:48

Thanks Leeson , patience required , IMS not until 21st october , bit of a quiet period .

[leeson31] 12/9/2013 16:13

~265p should be an area for support i think Phil..

[philanderer] 12/9/2013 16:07

Needs a bit of support around here a bit sharpish.

[philanderer] 12/9/2013 11:58

Morning Leeson..... just not getting any sort of volume with this fella recently.

[leeson31] 11/9/2013 22:08

Buying opp. Coming up me thinks, trend is up but should be able to catch a dip and run back up to top.... :)

[philanderer] 10/9/2013 16:09

Not much interest in this fella again today..... barely 100k traded.

[broadwood] 05/9/2013 07:48

Boeing: China needs 5,580 new aircraft over next 20 years

[philanderer] 28/8/2013 17:12

imastu , I think you may be right.

In any case, may be as well to cash up and spend it before all hell breaks loose in the middle east :-(

[imastu pidgitaswell] 28/8/2013 16:37

Not intended negatively, I promise, but reading post 2386, and as a purchaser of quite a lot of these at 25p (believe it or not I sold for prices between 35-40p...) back in 2009, I have to ask what the upside in these at this point?

It has peformed phenomenally, up well over 1,000% in 4 years, and yet I compare the releative financial performances then and now and see:


.................2009.................2008

REVENUE | GBP540.1m | | GBP562.4m | | -4% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| OPERATING PROFIT | GBP61.0m | | GBP59.8m | | +2% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| ADJUSTED OPERATING PROFIT (1) | GBP59.4m | | GBP64.5m | | -8% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| ADJUSTED OPERATING MARGIN (1) | 11.0% | | 11.5% | | - | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| PROFIT BEFORE TAX | GBP49.6m | | GBP51.3m | | -3% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| ADJUSTED PROFIT BEFORE TAX (1) | GBP48.0m | | GBP56.0m | | -14% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| BASIC EARNINGS PER SHARE | 9.79p | | 9.92p | | -1% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| ADJUSTED EARNINGS PER SHARE (1) | 8.91p | | 10.63p | | -16% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| TOTAL DIVIDENDS (PAID AND | 2.60p | | 2.60p | | Unchanged | |
| PROPOSED) PER SHARE | | | | | | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| FREE CASH FLOW (2) | GBP60.1m | | GBP52.4m | | +15% | |
+------------------------------------+-----------+--+-----------+--+-----------+-+
| NET DEBT (2) | GBP102.3m | | GBP174.5m | | GBP72m | |
| | | | | | better | |





and most recently:




FINANCIAL HIGHLIGHTS Year ended 31 December
2012 2011
------------------------------------- ------------ ----------- ---------
REVENUE GBP729.8m GBP640.7m +14%
------------------------------------- ------------ ----------- ---------
OPERATING PROFIT GBP94.5m GBP83.0m +14%
ADJUSTED OPERATING PROFIT (1) GBP101.4m GBP88.3m +15%
ADJUSTED OPERATING MARGIN (1) 13.9% 13.8% +0.1ppts
------------------------------------- ------------ ----------- ---------
PROFIT BEFORE TAX GBP86.7m GBP72.7m +19%
ADJUSTED PROFIT BEFORE TAX (1) GBP91.1m GBP78.0m +17%
------------------------------------- ------------ ----------- ---------
BASIC EARNINGS PER SHARE 17.11p 13.68p +25%
ADJUSTED EARNINGS PER SHARE (1) 17.75p 14.55p +22%
------------------------------------- ------------ ----------- ---------
TOTAL DIVIDENDS (PAID AND PROPOSED)
PER SHARE 4.65p 3.80p +22%
------------------------------------- ------------ ----------- ---------
FREE CASH FLOW (2) GBP57.6m GBP55.6m +4%




Better, some measures up 100% (although note the free cash flow then and now...) - but given the 1,000% share price increase, albeit from a distressed high net debt position, I just don't see much from here?

[philanderer] 28/8/2013 16:28

And another one today :-(

[philanderer] 23/8/2013 13:12

Looking good though :-)

[leeson31] 23/8/2013 11:49

low vols today though..

[broadwood] 23/8/2013 11:07

Its been breaking out for 5 years.

All time high.

[leeson31] 23/8/2013 08:30

getting close to a breakout

[leeson31] 22/8/2013 11:08

woohoo :-)