Severn Trent Share Discussion Threads

[whum] 07/1/2014 09:44

takeover time???

[ashbox] 07/1/2014 09:35

07 Jan 14 Severn Trent PLC JP Morgan Cazenove Underweight 1,664 1,680.00 1,535.00 Downgrades

[arja] 03/1/2014 10:18

interesting looking chart and more upside I think !

[tradermichael] 04/12/2013 08:07

Yes ...... ;o)

[miata] 03/12/2013 20:18

XD 32.16p.

[miata] 03/12/2013 13:25

SVT
Year End Revenue(£m) Pre-tax(£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-14 1,875.54 262.73 84.87p 20.5 n/a -14% 80.38p 4.6%
31-Mar-15 1,919.48 272.28 89.01p 19.6 4.0 +5% 84.98p 4.8%

PNN
Year End Revenue(£m) Pre-tax(£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-14 1,250.47 199.35 39.27p 16.3 n/a -8% 30.36p 4.7%
31-Mar-15 1,354.90 214.93 42.51p 15.0 1.8 +8% 32.46p 5.0%

SVT
Date Broker name New Price Old price target New price target
03-Dec-13 Deutsche Hold 1,714.00p 1,550.00p 1,550.00p
27-Nov-13 Goldman Sachs Buy 1,746.00p 2,113.00p 2,110.00p
25-Nov-13 Credit Suisse Neutral 1,785.00p 1,580.00p 1,580.00p
22-Nov-13 Citigroup Neutral 1,812.00p 1,750.00p 1,750.00p
20-Nov-13 Deutsche Hold 1,830.00p 1,550.00p 1,550.00p
11-Nov-13 Citigroup Neutral 1,798.00p 1,750.00p 1,750.00p
07-Nov-13 Deutsche Hold 1,750.00p 1,550.00p 1,550.00p

PNN
Date Broker name New Price Old price target New price target
02-Dec-13 Goldman Sachs Neutral 639.50p 726.00p 719.00p
29-Nov-13 Deutsche Hold 645.00p 650.00p 650.00p
26-Nov-13 JP Morgan Cazenove Overweight 632.50p 745.00p 745.00p
25-Nov-13 Credit Suisse Underperform 636.50p 610.00p 610.00p
22-Nov-13 Citigroup Buy 638.00p 780.00p 780.00p
20-Nov-13 Deutsche Hold 648.50p 650.00p 650.00p
11-Nov-13 Citigroup Buy 649.00p 780.00p 780.00p
08-Nov-13 HSBC Overweight 649.00p 760.00p 740.00p
07-Nov-13 Deutsche Hold 645.00p 650.00p 650.00p

PNN thread

[essentialinvestor] 03/12/2013 12:31

We agree on the valuation of this one careful, PNN would be my choice.

[careful] 03/12/2013 12:15

that offer was one of these leveraged buyout scams.
they load the company wtih debt to reduce profit.
take cash out and destroy compnies.
financial alchemi.
should be illegal.

svt is fully valued.

[whum] 03/12/2013 12:02

given they rejected an offer of £22/share
surely another offer must come sometime soon

[tradermichael] 28/11/2013 12:39

Yes, but the price could look weak when SVT loses 32p next week (xd)

[miata] 27/11/2013 08:52

United Utilities added 10p at 667p on reporting that H1 pretax profit rose to £335m, from £139.4m. Revenue was £853.3m, from £822.9m. It proposed an interim dividend of 12.01p a share, up from 11.44p. Peer Severn Trent gained 7p at 1,768p on the read across.

[miata] 26/11/2013 16:08

Turnover edged up from £918m to £922m while underlying operating profit at Severn Trent, which has 14.2m customers, rose slightly to £267m. Profits were hit by slightly higher finance charges that rose from £155m to £164m as the company ended the period with net debt of £4.3bn.
Underlying profits before tax and exceptional times fell from £150m to £141m. However, the value of financial instruments held by the company swung from a loss of £38m to a profit of £61m, pushing up pre-tax profits from £113m to £191m for the six months.

SVT confirmed a 6 per cent rise in its interim dividend to 32.16p, in line with its policy of increasing its payout by 3 per cent above of the rate of inflation.

Severn Trent raised prices by 2 per cent – below the rate of inflation – during the six-month interim period to September 30. It is also due to impose average price increases below the retail price index, as measured in November, from next April under the terms of its current five-year settlement with Ofwat.

26 Nov 2013 Severn Trent PLC SVT RBC Capital Markets Underperform 1,758.00 1,785.00 1,580.00 1,580.00

26 Nov 2013 Pennon Group PLC PNN RBC Capital Markets Sector Performer 633.25 636.50 650.00 650.00

[tradermichael] 26/11/2013 09:16

Yeah, and the market doesn't seem that impressed by the results, either .....

[careful] 26/11/2013 09:01

a quiet thread.
results day and not a word.


614 postings.
some threads have 100,000 +.

[arja] 22/11/2013 08:21

sarcastic sod- crawl back in your hole ! ( smile ).

[careful] 21/11/2013 16:29

You seem to have the ability to lose money on several continents.
i am impressed.

[boadicea] 20/11/2013 18:22

Thanks for replying, Arja. I will explore for other possibilities via one of the UK brokers.

[arja] 20/11/2013 14:29

hi Boadicea ,
that is a tricky one and caused by the narrow minded and parochial attitude of Brokers in OZ and in UK. Unfortunately I do not think there is any way out of that dilemna and you might have to use a UK broker with an aussie associate broker to sell the shares meaning a double commission or higher commission anyway. I have still kept my Comsec trading account in OZ even though I have been in Uk for some years and return to OZ next year . So sorry I could not help and good luck with it .

[boadicea] 20/11/2013 00:05

Arja -
Apologies for o/t but I am hoping you may have a suggestion for a problem I currently have as it concerns an ASX listed stock I would like to sell.
I was left with a Computershare ISHS (Issuer Sponsored Holding Statement) when a company delisted from AIM a couple of years ago. It is now being taken over by a Malaysian outfit and will presumably end up quoted in KL. Hence I want to sell before it goes through. What is the best route to follow as I have no ASX trading arrangements in place?
Rather than reply here, if you can be of help, other holders would also be interested in your comments on this (EPY) thread -

[careful] 19/11/2013 09:40

Just saw a picture of young liv aged 38.
always a bit nervous about the mistress of the universe cult.
enron, 2007, nick leeson , the whale..the list is long.
they never know what they do not know.

lets us hope that this young high flyer and sewage mix well.
it is hard to believe that a dull utility like svt can be scewed up.
it must run itself.

[arja] 19/11/2013 05:26

did nothing for the share price Miata but SVT is still a very good trading stock, especially intra-day with Cfds of course to avoid SD .

[miata] 18/11/2013 10:06

Liv Garfield, head of BT's Openreach division, to become chief executive of SVT.

[careful] 15/11/2013 15:17

but the historic pe is high right now, about 20.
results shortly.
agreed about the need for job creating infrastructure spending, but if the regulator just shaves off of 1% on the allowed return on assets would leave the divi uncovered.

large profits and price increases would be politically unacceptable..