Stanley Gibbons Share Discussion Threads

[paxton208] 02/12/2007 22:01

Shares in Stanley Gibbons, the philatelic specialist retailer, up 5p to 221p, have underperformed the market by 10 per cent in the past three months and are on a p/e of 12.5 for 2008. Seymour Pierce forecasts profits will grow this year by 26 per cent. Turbulent equity and property markets should help the collectors market.

[mitzis] 01/12/2007 09:08

Tiddler to watch says times.

[orange1] 30/11/2007 18:48

Seymour Pierce reiterated their Buy advice today.

[wirralowl] 29/11/2007 12:44

Further positive mentions in Shares Mag on consequtive pages. Mentioned Chairman's purchases and perspective 2009 PE of 9.1, based on Seymour Pierce's forecasts.

Also, a seperate full page ad today for their Guaranteed Minimum Return Investment contracts. On a similar note, does anyone know if SGI have any plans to launch a tracker-style fund for their SG100 Index? Now its recognised on Bloomberg, think it would certainly generate interest and be a great source of additional revenue.

[liarspoker] 29/11/2007 09:43

Showing a nice bit of strength today. :O)

[capimus] 27/11/2007 21:10

Was a stamp collector in the '60s when the Post Office debauched the currency with their 'commemerative issues' - I was only a kid but could see that we were being had - like the Queen Mum Sovereigns containing threepence worth of gold. No, love the fact the City Boys are waking up to stamps, but they are a fickle bunch....

PS Li The catalogue is almost erotic in its appeal..

[liarspoker] 26/11/2007 18:30

Obviously all shares will fall if the FTSE and DOW etc tanks. Best to stay in cash if you are that worried.

Regarding SGI there's Chinese, Indian and US expansion to look forward too. Remember also that 'stocks' ( ie high quality stamps, autographs etc ) are an investment in themselves so hopefully if demand does slow ( which at some stage it will ) then the stock items will increase in value over time.

Also think brand name ( Stanley Gibbons refernce numbers are used in catalogues ). Fundamentally look at the ROA, ROE ,ROCE, Net Profit Margin, cash position etc etc.

[capimus] 26/11/2007 18:10

I love this company - well we all love people/things that make us money, don't we? - but don't have a position at present. The market seems to believe - and only the market matters- that this stock should only be well regarded if the general market is rising, ie the bonuses that follow sucess will head to the land of philately and autographia.

So someone convince me that this little honey will be loved if Dow, S and P and FTSE et al bomb.

[liarspoker] 26/11/2007 13:46

Possibly potem but that would be one 'ell of a roll over if it is.

Level II is looking very nice though:

3 v 1

12,500 - 2,500

202 - 205

SCAP is on 205 with every one else on 209

Could be due a strong move upwards I suspect.

[potem] 26/11/2007 13:37

A roll-over?

[liarspoker] 26/11/2007 13:36

Looks like someone is moving 1% of the stock around - two trades of 246,771 a few seconds apart at the same price.

[liarspoker] 26/11/2007 11:08

Sounds good to me too chester although in all honesty I don't really understand what all that means. I guess in lay terms it means a good place for a bounce ? :O)

[chester] 26/11/2007 09:54

377 ma touched on the 20th Nov at 187p, 38% fib retrace was at 189p from 2005 lows to the recent high. Looks good to me.

[liarspoker] 25/11/2007 18:27

Hi Tom - I was about to say the same thing - SGI mentioned in the FT as well as Shares mag.

Obviously the FT calculated the forward P/E on the price before the sell off as now SGI trades on about 10.5 times 2008 earnings and has a PEG of around .28 - waaaayyyy to cheap for a company with no debt, substantial returns and net profit margins of around 16 - 17%.

[tom.muir] 24/11/2007 11:25

Write up in FT today

[culchi] 23/11/2007 16:25

looks like i got my timing right yesterday liars at 189 pence,for a change. In the long run it should not make a lot of difference, as its a long term hold

[liarspoker] 23/11/2007 14:18

Same limits but prices are now 194 - 197p.

[liarspoker] 23/11/2007 10:24

1 v 1

2.5K v 5K

193 - 195

All MM's are Blue

:O)

[liarspoker] 22/11/2007 17:01

From Digital Look:

New Stanley Gibbons chairman opens account
The new non-executive chairman of Stanley Gibbons Martin Bralsford has made his maiden purchase in the rare stamps and collectibles firm.

Bralsford spent more than £93,000 on 50,000 shares in the AIM listed company at an average price of 186.3p each.

The 59-year old, appointed to his new role at the start of this month, was the former boss of AIM-quoted C.I. Traders until it was taken over in August.

[liarspoker] 21/11/2007 14:11

Each to their own chap1889 - best of luck with your money.

Looks like a few punters are starting to see the value here imo - P/E of 10, PEG of .27 - ROE of around 24% on 0 debt. Now that's lovely. :O)

[chap1889] 21/11/2007 10:03

I already sold a few days ago. Agree it's a cracking share on fundamentals, but I'm not going to fight the market.

[liarspoker] 21/11/2007 09:36

chap1889 - look at the longer term picture imo. No use trading this share really although it has both classic Slater/Buffett principles. Best to buy and hold this one imo and ignore the short term market fluctuations. Just my 2p.

[chap1889] 21/11/2007 09:23

but does he have a better view of where the market is going that we all do? ;o)

[harrykewell] 21/11/2007 09:19

I bet Martin Bralsford is having a good laugh at the price he bagged his shares.

Hoovered up all the tiddlers fleeing the ship.

Obviously, I am making the assumption that he has a better idea of where the company is going than we all do!

HK