Stanley Gibbons Share Discussion Threads

[liarspoker] 18/11/2007 09:54

Harry - I think that everything is fine at the company although as a PI one can't be 100% sure. But, having said that, I am putting the consolidation period down to general market sentiment. The P/E is not to low to attract punters ( ie it's not single digits ) but the PEG is about .34 but even without the tax break it would still be around .5

A cursory look at the chart reveals that the share price went through a similar period of consolidation last year and started rising around November/December. With SGI breaking into the US/Asian markets I am sure that there's a lot of market share left to take. Patience is all that is required imo. :O)

[4qm8] 16/11/2007 15:21

Cheers Liar, good luck, hope Stan's the man 4U.

[harrykewell] 16/11/2007 12:14

Just checked volume of sales on ebay and it is about 400 sales a month. Seems a fair turnover from just one source of their trade.

[harrykewell] 16/11/2007 12:10

Is the recent drift just as a result of the general market movement or is something awry.

The reason I ask is that SGI tend not to move with the market.

HK

[liarspoker] 15/11/2007 12:14

Lol 4QM8 - I tried to sell some of my coins through an American dealer a little while back. They charge high prices but their stuff flies off the shelves probably due to reputation imo. Punters prefer to pay a little extra when they have knowledge or security of a reliable seller when ordering items online.

I sold the coins myself but am sure that they ( the US coin people ) are raking it in. Actually one coin I offered was rejected because they were asking too low a price. Earlier this month a similar coin appeared on their website for nearly twice what they offered me and it sold within about 3 or 4 days !!

Therefore I understand exactly what you are saying and I am happy to remain a holder of SGI shares. :O)

[liarspoker] 06/11/2007 15:49

Perhaps we should all start a new thread if that's what it does to the share price. :O)

[hywel] 06/11/2007 13:21

A tick up in honour of the new thread! :-)

[banj] 06/11/2007 11:59

cheers LS :-)

[liarspoker] 06/11/2007 11:55

I'm not surprised to see this tick up. SGI's been looking strong all morning at 2 v 1.

3 v 1 currently so another tick up wouldn't surprise me either.

[liarspoker] 05/11/2007 17:53

NEW THREAD

[liarspoker] 05/11/2007 17:52

Good point DJ. :O)

[diogenesj] 05/11/2007 17:10

I think you should remove that email address pretty smartly, Spoker, or he will be bombarded with all kinds of emails, not all of them related to Stanley Gibbons. :-)

[liarspoker] 05/11/2007 16:34

The forecast:

SGI is scheduled to do 18.8p EPS in 2008 therefore it currently trades on a forward multiple of 12.2 and a PEG of .34 on growth of 36%.

SGI usually does around 20 - 25% growth per year but we are in for an extra treat now due to the tax advantage of the new office.

Net profit margins are super at around 16%. That means for every 100p it earns, the company keeps 16p after tax !! The return on equity is a lovely 24% - think of it this way, when you buy part of a business you are buying into the equity of that company. The higher the return on this equity the better of shareholders will be. Return on assets is also very strong.

There are several competitive advantages including:

* Brand name
* Stock ( if it doesn't sell the company can hold on to it and it should increase in value to be sold later )
* Collectors use SGI's reference numbers in their catalogues

There is much more but this is all I have time for now. :O)

[wilmdav] 05/11/2007 16:33

No motor bikes - although I did manage to plant a nice New Zealand river in a backpost for a few seconds. I agree with WCB that it can be irritating to have to do a lot of scrolling to reach recent posts. The intended chart might have been acceptable on its own in reduced size but whilst Excel charts can be converted to images, the quality is rubbish.

Thread title is cribbed from an earlier comment by JTCod who kindly provided data for SG30/S&P500 chart.

Hope this is acceptable by the residents. Suggestions welcome.

[wilmdav] 05/11/2007 16:22

Company web site


Powerpoint presentations


For an independent accumulation of SGI history, news and data go to DukeofYork's web site. 5-year historic financial results are shown in bar-chart form.



Of particular note is a chart comparing S&P 500 with the SG 30 index from 1954 to 1st Jan 2007. The S&P 500 was chosen because equivalent FTSE indices do not go back that far. Note the strength of the index of 30 rarest stamps during severe bear markets of 1973-75 and 2000-03 and the geared appreciation during 1975-1980 when inflation rose by 85% in the UK.

To see a larger version of the chart click on the link below:



Interesting Telegraph article on SGI dated 04/11/07:



Excellent ariticle in Investors Chronicle on stamp collecting dated 15/08/08:

[liarspoker] 05/11/2007 07:37

I'd say ask Mr Richard Purkis that question OXMAN.

His Email is on the website under the Investor Relations section.

I have found Richard to be a real nice person to deal with but please remember that he has a job to do everyone so please don't bombard him with Emails.

[its the oxman] 05/11/2007 00:01

not been too much to say here for a while and still sometime until the next official newsflow, but i reckon the chart looks more than ready for a break toward 300p - anyone know whether we can expect a trading update end of Dec as as happened before or not?

[westcountryboy] 04/11/2007 23:18

Yes, no motorbikes please - they are a pain on the HRN thread :-)

[jtcod] 04/11/2007 22:48

I have to say that this is one of the best threads on ADVFN. All helpful and knowledgeable poster's and a real pleasure to be part of it. Well done all.

[liarspoker] 04/11/2007 22:22

Here you go. :O)



Look at the bit in orange.

[wilmdav] 04/11/2007 22:13

LS

Might be a problem that the chart is an Excel sheet saved as web page and not an image. I'll have another look at this tomorrow. Wont be the end of the world if I have to just post a link to the chart.

[wilmdav] 04/11/2007 22:03

Thanks LS.

Not yet quite clear. Experimenting.

[liarspoker] 04/11/2007 21:33

Highlight the link to the chart.

Then in the white box when you are setting up the SGI thread type the following:

< immediately followed by the following

img src=

then following the = sign continue with "pastelinkhere">

make sure that your = sign is immediately followed by the " sign.

[wilmdav] 04/11/2007 21:25

Sorry guys, I've been bottled up with Celsis (CEL).

OK I now see the basics but how do I insert additional graphics? Take a look at HRN. It's got motor bikes and steam engines all over the place.

I'd like to insert the long term SG Index vs S&P 500 chart if possible.