Sivota Share Discussion Threads

[davr0s] 18/11/2015 10:39

No longer hoping - building on yesterday's gains...

[davr0s] 17/11/2015 19:21

52 week breakout - looking good (hopefully)

[edmundshaw] 17/11/2015 13:00

diablo, I am with you on that estimate of fair value.

[diablo1967] 16/11/2015 20:54

Still short of where it should be around £2.25 IMO

[dulciemo] 13/11/2015 17:31

Patience will be rewarded with this share. Bought in 3 years ago @£1.00 and it pays a decent dividend. Wont set the world alight but it's reliable.

[davr0s] 22/10/2015 19:13

190 proving a tough nut to crack.... More patience required!

[redips2] 11/10/2015 20:30

Also flagged in the weekend FT .

[lord gnome] 06/10/2015 19:24

A positive write-up and a strong 'Buy' recommendation in today's IC online. Will also appear in this week's printed edition on Friday.

[henrywt55] 06/10/2015 16:25

Lots of buying activity today on the back of results. Hopefully will hit 200 tomorrow and then stabilise around 210ish next week.

[davr0s] 06/10/2015 16:01

Nice reversal from earlier start - hope we can hold this break now....

[henrywt55] 06/10/2015 13:49

Pleased with results, should continue the upward trajectory over the coming months.

[redips2] 06/10/2015 13:05

FWIW....Numis....buy....Target....£;2.60 .

[imranawan] 06/10/2015 10:51

Lord Gnome - I agree the accounts aren't the easiest to analyse. Note 3 in the results provides a summary of non-underlying items which have been excluded from the adjusted profits and adjusted EPS. Some of these adjustments look questionable in my opinion eg. redundancy costs, increase in deferred consideration.

For what its worth I tend to focus on Cashflow for SIV, as comparisons with previous years is difficult due to acquisitions they've made. From the current cashflow statement you can see that FCF per share is around 15.5p, which means the divi is well covered and if they stop making acquisitions the debt should also start to come down.

[edmundshaw] 06/10/2015 10:10

Of course, building looks good. As long as the need for change is not so rapid that a never-ending need for acquisitions starts to hit the balance sheet too hard.

As St Ives has become a kind of conglomeration of businesses, there is some strength, too, in diversity.

At the moment things look OK imo. But management cannot rest...

[lord gnome] 06/10/2015 09:59

I got my increased divi, but I must admit to being a bit concerned at the difference between the statutory figures and the 'adjusted' figures. I'm still looking at the results to try to find an explanation. Can anyone on here give me a clue, please? Debt figures up, but as expected. Management are clearly continuing to build a good business here, but it will be some time before it shows on the bottom line.

[diablo1967] 06/10/2015 07:18

Strong set of results again happy with progress good to see penguin contract and profits associated with book division and growth internationally .....

[redips2] 05/10/2015 19:21

Bit dim me.....only just spotted the rise.....all will be revealed tomorrow .

[diablo1967] 05/10/2015 16:22

In line with expectations !! As previously stated in interim probably still think this is £2.25 to £2.50 share at least

[lord gnome] 05/10/2015 12:56

Good to see a bit of buying ahead of tomorrow's numbers. I think any break above 190 will depend upon what we learn tomorrow.

[davr0s] 05/10/2015 12:35

Trying to break 190 - will it manage to do this and hold this time?

[davr0s] 22/9/2015 14:39

So whys this share so buoyant today whilst most others are tanking today?

[diablo1967] 22/9/2015 08:14

I wouldn't concern yourself it's just manipulated to accommodate the institutions minnows like us go with the flow

[spooky] 18/9/2015 11:36

No idea on fundamentals but it has broken support on the chart, that may be the explanation.

[fargonorthdakota] 18/9/2015 11:25

Anyone know why this is dropping?