Stanley Gibbons Share Discussion Threads

[njp] 05/5/2006 10:31

Certainly a remarkable turnround in the last couple of days. People selling out at 148p must be feeling a bit sick!

[cockneyrebel] 05/5/2006 10:26

Breakout :-)

these are going up bigtime imo.

Checkout the real likely earnings, not out of date foirecasts - SP's £2 looks way too cheap imo

CR

[cockneyrebel] 05/5/2006 08:13

Market Maker buy :-)

CR

[cockneyrebel] 05/5/2006 08:11

Moving well this am, not far off a breakout and when they go through the old high expect 15-20p to be added imo

CR

[gregory0106] 04/5/2006 14:09

Just got my top-up in time. Got 154 just as it went up to 157! (make a change - shares normaly go down as soon as I buy)

[its the oxman] 04/5/2006 13:45

still holding from c.80p and topped up today - can't see this coming back much more and upside remains very attractive, looks certain to move over 200p this year.

[chester] 04/5/2006 13:06

Yes, i agree. I topped up this morning at 154p.

[cockneyrebel] 04/5/2006 12:12

Next leg up starting imo - nice little double bottom on the chart too.

CR

[cockneyrebel] 04/5/2006 08:15

Shares Mag highlights Seymour Pierce's £2 price target today - reckon that will be raised further after the results

CR

[gregory0106] 02/5/2006 16:19

Morgan stanley off-loaded some of their holding. A sign of profit taking or could they have sold on to a client? either way they still hold over 7% of the Co so still a major stake.

[livinginhope] 02/5/2006 13:32

I liken this share to a coiled spring - when the selling dries up the rebound will be fast and furious. I agree with CR view and am well loaded up already.

[cockneyrebel] 02/5/2006 12:01

read my post 340 above - that's the numbers I estimate

CR

[cockneyrebel] 02/5/2006 11:49

MM's taking every sell with glee - must have a large buyer soaking them up.

A PE of 10? Staggering earnings growth.

CR

[sja123] 28/4/2006 22:08

Sorry CR, ...didn't want to make it too easy for ya! Cheers anyway....

[sja123] 28/4/2006 21:04

O/T CR....would appreciate your thoughts on EPY if you have the time....on the face of it looks very interesting......sorry guys for off topic ;0)

[cockneyrebel] 28/4/2006 21:00

H1 2004 = £4.6m sales
H2 2005 = £2.1m sales
H1 2005 = £5.2m sales
H2 2005 = £4.8m sales
H1 2006 = £7.7m sales (estimate based on 48% up recent statement)

To only meet this year's forecast of £12m sales with H1 up 48% they would need to do £4.3m sales in H2. That would be a 10% fall! They must be miles ahead of this years forecasts imo.

Assuming 48% growth on H2 as seems to be the current case with H1 then they would achieve £7.1m in H2.

That would be £14.8m sales for 'this year'.
They are actually forecast to do £14m sales 'next year' and return 14.6p eps so on the current rate of growth they are set to do 15.5p eps this year imo, if this growth is maintained through the year.

That would make them on a PE of 10 for this year and with something like 20p likely next year, after this performance the forward PE would be 7.5.

This sort of constant high growth will definitely command a forward PE of 15 or more as they re-rate imo, that's what happens when stocks deliver constant high growth. I expect decent divi hikes and perhaps a special divi too.

If this growth is maintained as it seems these are a doubler by the year end results next March imo.

August 1st interim results - will be bought up big time on or before results imo.

CR

[cockneyrebel] 28/4/2006 15:17

3V1 on level II - can't be long till this takes off imo.

CR

[ygor705] 26/4/2006 18:48

Another million plus trading day. Looks interesting.

[cockneyrebel] 26/4/2006 09:57

Scumdog - yep - only person to buy SMC at 42p is my claim to fame!

I actually think SGI looks cheaper now tho.

Moving up bang on time, bang on trend today :-) Just added moere this am.

CR

[ygor705] 25/4/2006 16:44

Volume pretty high again today even though there has only been a small tick up in the price. Bounce could well be in the offing.

[scumdog] 25/4/2006 15:37

CR - reckon you'll always rank SMC as your favourite above SGI - due to the original share price you bought in at - lowest anyone got I seem to recall.