Stanley Gibbons Share Discussion Threads

[gateside] 05/2/2004 21:11

Mo123

If you click on the link below it explains how to post a chart. Good luck :-)

If your still unsure, just ask and I'll try to help.

[mo123] 05/2/2004 21:06

Nice one nurdin, wish I knew how to do that.

The PRVD shares that SGI hold are worth getting on for 12p per share now.
That means that the market is putting a value of only 46-47p on the Stanley Gibbons business.
Yet in the year to come (Dec 04) earnings will be around 5.7p and there is the possibility of a special dividend if these shares are sold or earning enhancing acquisitions.
Still mucho cheapo IMO.

[nurdin] 05/2/2004 07:30

PRVD chart...

[nurdin] 04/2/2004 17:04

PRVD up 4% on nasadq...$20.75.Looking good!

[mo123] 04/2/2004 15:00

This is just an update on PRVD.

After only 1 week and the webcast yesterday Roth Capital has reiterated its buy stance on PRVD and sees growth next year at around the 35% level. Although the Nasdaq has been treading lower this week, PRVD has held up quite well.

Mo.

[nurdin] 04/2/2004 08:04

Believe it was last night...after the US markets closed.Should see a positive share price move today..

[daza70] 04/2/2004 07:59

what time was this released?

[mo123] 03/2/2004 22:55

Quite good news from PRVD folks. Tuesday 02/03/2004

Commenting on the second quarter, Bill Strauss, Chief Executive Officer of Provide Commerce, stated, "Our core floral offerings drove second quarter revenues up 42% over the prior year and led to a profit for the first time in any Christmas-quarter. Both repeat and new customers accounted for our gains and we credit our online and offline marketing programs for encouraging customer response. As we head into the two traditionally strongest quarters of our fiscal year, we remain confident that we are merchandising effectively and delivering the freshest, longest lasting product in the industry."

During the second quarter, Provide Commerce experienced a 40% year-over-year increase in new customers. As of December 31, 2003, there were 2.4 million customers in Provide Commerce's database, up from 1.6 million customers in the second quarter of fiscal 2003. Additionally, returning customers generated 58% of total revenues during the quarter, compared to 59% in the year-ago period, reflecting continued strength in repeat orders along with strong absolute growth. Average order value also increased in the second quarter of fiscal 2004 to $44.70 from $44.57 in the second quarter of fiscal 2003.

[moneybags] 03/2/2004 13:28

Well, There is one thing to be said for this share from what I see.
Every time it moves up it's because people are buying but they don't seem to sell them again.
Just carry on holding them, so I suppose the price has to rise as shares go into portfolio's.

Regards , Moneybags

[cockneyrebel] 03/2/2004 12:41

Well, ticking up and I can only see more buying throught the month as the results approach at the beginning of March - 4 weeks away

CR

[daza65] 03/2/2004 12:41

first tick up. L2 changed from 1v1 to 2v1

[smow1] 03/2/2004 12:08

Do appear to have great potential so have dipped my toe in the water for 10K this morning. Maybe I should look for my ancient stamp collection in the loft somewhere from when I was a kid and try selling them - must be worth something now by the sound of it.

[nurdin] 03/2/2004 10:56

I agree..pays to spot good ones at early stage...dont talk to me about Hornby CR :o)

[mo123] 03/2/2004 10:55

Well done CR.

As an ADVFN competitor quoted "The primary target is to put Gibbons firmly back on top of the stamp market, worth $10 billion a year globally, after it lost its way a few years ago. By becoming the Google of the stamp world, chairman Paul Fraser expects lots of other benefits to flow through to the bottom line".


What is required of SGI's management is to use its recognised brand name in order to capture around 1% of the stamp market.
Instead of turnover of around £11M, it would grow to around the £100M mark. What a difference that would make to the bottom line. It's only one reason why I think SGI have another 5 years of growth ahead of them and perhaps a 5 bagger.

[cockneyrebel] 03/2/2004 10:40

Been a near 8 baggers for those of us that spotted it earlier still at 154p and not counting the big divis :-)

CR

[mo123] 03/2/2004 10:31

Here's another short one in a similar vein, but must admit don't like his style. Mo


Stamps Are The New Shares By Maynard Paton

British stamps have out-performed, growing in value by nearly 11% per annum. No surprise therefore to discover Stanley Gibbons claiming: "The opportunities for careful and informed investment in scarce or rare stamps... has never been better than it is today".

Stamps, and other 'collectibles' (such as autographs, up 19% a year since 1997), are best left to the experienced specialist. However, Stanley Gibbons' shares should appeal to the canny stock picker. In fact, the company could very well be the next Hornby (LSE: HRN) -- a famous old name recovering from a ropey past by cashing in on the collectable nature of its products. Hornby, by the way, has been a five-bagger for those who spotted the early potential two years ago.

[nurdin] 03/2/2004 09:34

nice one Daza lol

[daza70] 02/2/2004 22:38

lOOKING GOOD. LOTS OF BULLISH INDICATORS. ALSO AGREE WITH YOU NURDIN 70P WILL BE ACHIEVED WITHIN THE NEXT MONTH OR TWO.

[nurdin] 02/2/2004 16:44

8.6% does me nicely for today...firmly believe we will see 70p soon...

[kael] 02/2/2004 16:23

that spread is awful :/

[cockneyrebel] 02/2/2004 16:22

B*ggar L2 - wait till the results are approacing at the end of the month and then you'll see some buying imo :-)

CR

[daza65] 02/2/2004 14:26

L2 STILL LOOKING STRONG. 3v2

[nurdin] 02/2/2004 13:27

Mo well put.Theres is of course a possibilty that SGI will make an earning enhancing acquisition this or the next year.Now that they have earnings momentum behind them and they have seen the light with regards to the power of the internet,this is a distinct possibilty.I also think brokers will uupgrade estimates once this years results are out