Senior Share Discussion Threads

[cfb2] 21/9/2012 14:13

imastu: Are you stalking me on these BBs or are you just here by coincidence? If you're the stalking type then may I suggest Penycae's monkey might be a better target.

[imastu pidgitaswell] 21/9/2012 13:29

Never ceases to amaze me how companies become takeover targets at a peak. If anyone wants it (and that may be true) why not buy it 3-4 years ago when it trading at 25p, now over times higher?

[honiton] 21/9/2012 11:35

t/over rumour???

[mechanical trader] 14/9/2012 15:16

What The Brokers Say

Strong Buy 6
Buy 0
Neutral 2
Sell 0
Strong Sell 0

Total 8
Digital Look

Ig Index proxy for shorting......

Client Sentiment
100% of IG clients with open positions in this market expect the price to rise

0% of IG clients with open positions in this market expect the price to fall

11 – 50 IG clients have open positions in this market

[mechanical trader] 14/9/2012 14:30

Senior PLC

Forward P/E of just 11.5 to 2013
very cheap giving it away.

FORECASTS 2012 2013
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Arden Partners
13-09-12 BUY 89.50 16.76 4.56 100.00 18.42 5.00
Peel Hunt
11-09-12 BUY 90.48 16.45 4.30 101.52 18.33 4.70
N+1 Brewin
10-09-12 BUY 88.50 16.10 4.30 100.30 18.30 4.90
Shore Capital
07-09-12 HOLD 88.90 16.20 3.80 97.20 17.70 4.50
Westhouse Securities
06-09-12 BUY
Investec Securities
17-08-12 BUY 89.10 16.10 4.30 100.50 18.10 4.70
Fairfax IS
24-07-12 HOLD 88.80 16.10 4.40 95.40 17.30 4.90

2012 2013
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 89.31 16.33 4.28 99.16 18.03 4.78
1 Month Change 0.03 0.02 0.00 0.05 0.02 0.00
3 Month Change -1.24 -0.22 -0.08 -1.68 -0.38 -0.07


GROWTH
2011 (A) 2012 (E) 2013 (E)

Norm. EPS 22.39% 22.05% 10.44%
DPS 21.11% 30.83% 11.66%

INVESTMENT RATIOS
2011 (A) 2012 (E) 2013 (E)

EBITDA £107.20m £120.91m £131.40m
EBIT £84.20m £99.04m £106.31m
Dividend Yield 1.57% 2.06% 2.30%
Dividend Cover 4.09x 3.82x 3.78x
PER 15.55x 12.74x 11.53x
PEG 0.69f 0.58f 1.10f
Net Asset Value PS 11.82p p p

[cfb2] 07/9/2012 15:58

Oh, sorry guys, this thread isn't on my favorites list and I didn't see your question. Sorry about that.

The rumour was that Boeing were in discussion with Senior to buy them. However, as I stated here, the director dealings at the time would have made that illegal. Very likely to have been started by a fund manager trying to create a market for selling stock.

CFB

[jaws6] 07/9/2012 15:56

last SNR was here in this report without names

[smarm] 07/9/2012 15:53

Quiet bunch!

S

[bradjeff] 28/8/2012 14:29

Friendly bunch!

[bradjeff] 22/8/2012 11:58

Yes, me too pls - what's the rumour?

[smarm] 21/8/2012 19:14

What's the boeing rumour please?

[cfb2] 21/8/2012 12:37

Yes I heard the Boeing rumour but it must be false as there were director dealings on 7th August that would be illegal.

CFB

[honiton] 21/8/2012 11:52

Boeing rumour. We'll see.

[jaws6] 20/8/2012 16:09

new high today too

[broadwood] 20/8/2012 16:08

Nice bump up.

[broadwood] 17/8/2012 22:44

Ehiopian Airlines received Africa's first Boeing (NYSE: BA - news) 787 Dreamliner on Friday, making Ethiopia the only country aside from Japan (EUREX: FMJP.EX - news) to operate the innovative aircraft.

"As a continent this shows how much we are making progress as Africans... competing on the global stage and changing our image," Ethiopian Airline CEO Tewolde Gebremariam told reporters at Addis Ababa's Bole International Airport.

The plane arrived from Dulles airport in Washington, DC, home to the largest Ethiopian diaspora population globally.

State-owned Ethiopian Airlines -- Africa's fastest growing carrier -- has purchased ten 787 Dreamliners from Boeing. Each has an official list price of some $207 million, although airlines rarely pay such figures, especially for bulk orders.

It is expected to operate the aircraft on routes throughout Africa and Europe (Chicago Options: ^REURUSD - news) , including Accra, Lagos, Rome and London.

Tewolde said the delivery of the Dreamliner, dubbed "Africa First," is an achievement for all of the continent.

The aircraft is constructed with lightweight carbon, as opposed to heavy aluminium found on other planes, consuming 20 percent less fuel.

Transport Minister Deriba Kuma said the delivery of the 787 was especially notable given the financially strained climate.

"This achievement of Ethiopian Airlines is all the more remarkable given the very bad global context for the airline industry," he said.

Despite the fanfare at the landing ceremony, Deputy Prime Minister Hailemariam Desalegn said the country expects greater achievements from the airline in the future.

"My people and my government are expecting to see Ethiopian Airlines as one of the best airlines in the world, not only in Africa," said Hailemariam, who is also Foreign Minister

[mazarin] 07/8/2012 10:07

Extract of upbeat outlook at Meggitt (MGGT) as expressed today in their Company statement concerning near future of world's aerospace industry:

".....Suppliers to the civil aerospace sector have been boosted by order book growth at Airbus and Boeing, who expect combined deliveries for 2012 to be well ahead of last year.

The world's top two planemakers are ramping up output and are targeting more than 1,100 deliveries this year, in response to growing demand from airlines for new fuel-efficient planes......."

[broadwood] 30/7/2012 08:43

Jefferies International Senior PLC 30/07/12 07:40 Retains Buy Buy 0 222.00 223.00

[sawadee3] 27/7/2012 09:38

broadwood, i'm just following your principle of good quality stock picking. Best of luck :-)

[broadwood] 25/7/2012 15:29

Saw - Doing nicely today aren't we. Well timed.

[sawadee3] 25/7/2012 14:58

Happy days for thee and me Mr broadwood :-)

[sawadee3] 25/7/2012 09:28

Not the day the shorters had hoped for, even banks are blue :-)

[sawadee3] 24/7/2012 10:14

Took the opportunity to buy a few while on special offer. Happy to be onboard with you Mr broadwood :-)

[ferries5] 23/7/2012 14:11

Three buy recommendations.