Stanley Gibbons Share Discussion Threads

[battlebus2] 17/1/2011 16:26

YES THAT 9.5 PER IS RIDICULOUSLY CHEAP

[don carter] 17/1/2011 16:23

Agree with Hoodless Brennan, if a tad conservative. Recovery, and development, well underway here!

[battlebus2] 17/1/2011 16:11

HOODLESS BRENNAN NOTES

Stanley Gibbons (SGI, 174p, £43.81m) Trading update for the year ending December 2010 highlights revenue ahead of expectations while PBT is in-line. The outlook is encouraging with a strong order book benefitting Q1. The group is looking forward to the Royal Wedding with the acquisition of Benhams increasing the group's exposure to first day covers. Investors will now focus on Yr2 estimates of £5.3m PBT with 18.4p EPS - putting the group on a 9.5x PER leaving potentially 20% upside. Moved from a hold to a BUY with a 210p price target

[saucepan] 17/1/2011 15:01

Don, I have tracked SGI for about the same period, though been out of the stock more often than I have been in. I agree fully with your observations.

From my own perspective, above all, I felt that the Company's website let it down and missed so many market opportunities. I communicated to the Company to this effect a couple of years ago. The site was tweaked a little in response. However, I am glad that they are now on the point of something much more transformational - it could make a huge difference, and I suspect it will.

Rather exciting times, I think. I re-entered a couple of weeks ago and am planning a one-year hold before reviewing the situation, barring unforeseen setbacks.

[don carter] 17/1/2011 13:39

It's a solid company and that's positive enough an update for me. I've held for 6-7 years now, occasionally trading in and out, and find them to be very reliable. So this is quite exciting for SGI:

"Overall, the Group's businesses are developing in line with strategy and are in a stronger position to deliver continued growth to Shareholders in the future than at any time in recent years."

[curlly] 17/1/2011 07:52

Looks good to me

[battlebus2] 17/1/2011 07:50

What to make of that update.

[battlebus2] 15/1/2011 18:10

NBL racing further ahead of SGI again so plenty to catch up.

[stevenlondon3] 15/1/2011 17:42

Usually produce updates on fridays.

[jeanesy] 15/1/2011 17:08

I have a feeling about getting trading update on monday.

[jeanesy] 12/1/2011 19:23

Should be getting an update any day now.

[battlebus2] 11/1/2011 16:47

Looking very strong atm.

[moneybags] 11/1/2011 16:06

Screen saying they are £1.68 to sell but I see sell trades going through at 3p above that at £1.71 so they must be wanting the stock.

Regards , Moneybags

[jeanesy] 29/12/2010 15:43

I hope so but it is news on sales in the far east that is what could re-rate these imo.Onwards and upwards in 2011 please.

[bookworm1] 29/12/2010 13:08

It was issued on the 12th January last year. Think the market is factoring in that everything appears to be on track.

[jeanesy] 29/12/2010 10:25

When is the next trading update due,normally sometime in Jan ?

[ygor705] 23/12/2010 11:50

Sell on my system............interesting to see whether this prompts an RNS.

[jeanesy] 22/12/2010 17:02

Was that 100k announced today a buy or a sell ?

[jeanesy] 22/12/2010 08:59

Buy at full ask of 168

[ygor705] 21/12/2010 16:54

Its been a while coming but feel sure that the uptick is as a result of that big buy around 10 days ago. We could be in for a bit of a run here.

[jeanesy] 21/12/2010 16:03

Read previous posts bookbroker. price starting to reflect prospects imo.

[bookbroker] 21/12/2010 16:01

Why buy this stock, they seem to have a bad habit of putting out negative trading statements around the end of January.

[moneybags] 21/12/2010 15:58

This is an excellent read



The Blue Mauritius. I helped Helen out with some research into forgery detection of the mauritius Post Office Stamp.

S.G. share price just starting to pick up in the last week.

Regards , Moneybags

[bookworm1] 19/12/2010 23:52

Ministers fight to keep Queen's head on...stamps after sell-off

The minister said he had raised the question with Buckingham palace and was discussing how the terms of the sale could be tightened. "I'm extremely confident that the Queen's head will remain...on our stamps."

[jeanesy] 12/12/2010 11:40

I agree 150k of shares is a huge buy , must be an institution. Someone is confident. If the sales from China take off ( see earlier article i posted re penny black sales) then things should progress nicely imo.I only wish i had more funds to buy some more !