Sivota Share Discussion Threads

[redips2] 21/8/2014 11:32

Another cynical thinker here .

[lord gnome] 21/8/2014 08:32

Call me cynical, but It's just the market moving up the share price to take advantage of the share buyback programme. Once the cash is exhausted the market will move the price back down. Share buybacks are a waste f company shareholders' cash. Any surplus should be returned to shareholders by way of a special dividend and not spent lining the pockets of the market makers.

[pcourt] 21/8/2014 07:54

Hi all, any thoughts on why shares up strongly for last 2 days? No volume spike - quite strange. ....thanks p

[diablo1967] 01/8/2014 07:27

Looks to me that the forthcoming news update will be very positive ...buy backs announce prior to results inevitably indicate solid results

[2breakout] 20/6/2014 16:43

Big up day yesterday. Big down day today. Lse and sets a del boy system.

[redips2] 19/6/2014 16:11

Oh-err! Nice uppy day :)

[gswredland] 18/6/2014 10:04

Yep hopefully onwards and upwards!

[fargonorthdakota] 18/6/2014 07:11

Nice update

[redips2] 02/6/2014 11:47

There we go---upski .

[redips2] 27/5/2014 14:23

Welcome tom----let's hope so .

[tom9999] 27/5/2014 13:07

Just bought in looks like a breakout

[lord gnome] 27/5/2014 12:39

Next leg up?

[redips2] 27/5/2014 12:07

How nice :) .

[puku] 14/5/2014 11:17

yes expensive at first sight. but strong growth - 2012 Rev £5.9 EBITDA £1.1 up to 2013 Rev £9.1 EBITDA £2.9. Good value for first tranche of money, depends on terms for further cost up to £50m. Bought at 77P so very happy, but considering a top-slice.

[edmundshaw] 02/5/2014 08:26

At the least, SIV have acquired some very good salesmen & women! At best, it is a masterstroke, of course :-].

TBH, it is impossible from the RNS to know what the potential is for this company. And of course the consideration is £21m initially - I would expect conitional consideration to be based on some good growth over the next 3 years. But on the face of it, this seems quite a deviation from the core business.

Odd that they only give gross assets. So who knows what the enterprise value is?

[markie7] 02/5/2014 01:54

£50m? For that? Genuine madness here.

[davr0s] 01/5/2014 08:56

Looks like a good earnings enhancing addition and was hopefully the reason for the recent pullback as it seemed to have broken north of 200p - now a doubler for me and happy to keep holding this one

[edmundshaw] 24/4/2014 09:43

Bertrams books has had a tough start - see Connect Group (CNCT) results - but much of it is down to the mix of book sales - which may impact SIV less.

FWIW Bertrams is part of Connect Group (which was Smiths News till yesterday). I have started a new thread for CNCT.

[waveneygnome] 24/4/2014 08:11

Hearing in the trade that book sales have had a tough start to the year.

hxxp://www.edp24.co.uk/business/bertram_books_owner_hit_by_slow_investment_return_1_3570763

This is bound to impact on St Ives Clays. Question is by how much? - after all this is where most of the profit has historically come from.

[wjccghcc] 11/4/2014 10:45

Last year the Q3 IMS was in June.

[luckymouse] 11/4/2014 08:06

Fair value for july 14 yr end is 230-244p so could be worth a punt as a value play

[lord gnome] 10/4/2014 20:15

Ex-div was yesterday, DavR0s. All stocks go ex-div on a Wednesday. Today we seem to have had a large seller.

[davr0s] 10/4/2014 19:53

Don't know but who exdiv today which explains some of the drop - think it was 2-3p?