Stanley Gibbons Share Discussion Threads

[bramble hill] 22/9/2015 15:22

Language please. These posts need moderating. Still the nonsense written is great fun ... But little to do with investment

[superiorshares] 22/9/2015 13:40

just had a quick trawl on the web site. was only looking at the stamps, but can see nothing wrong with it. markbloxhamstamps ltd should be, the next to be added to the stanley nest imo.... just a quick thought maybe they are going to do a runner ? spending the rest of their lives masturbating, over one of the greatest stamp collections on the planet :-) regards.

[qs99] 22/9/2015 11:39

looks smelly IMO, this has lost a massive chunk of value over last few months, so either a very very big seller IMO and MMs taking it as low as they can, OR something is "up"....DYOR and IMO let's see..

[superiorshares] 22/9/2015 11:31

except- in a stock market crash of course.
graham- this company needs to remain hands off in their tax exile ? It stops the EU filth, the lib/newlab/con party and the fsa getting their dirty mits on it !
A little classic for you today is the EU colonial epicentre- GERMANY. VW highly regulated corrupt skulldugery in action.
sgi is about to put out a profit warning ? get over it folk`s and then praise my analysis :-). spelling grammer and all.
regards.

[superiorshares] 22/9/2015 11:17

This type of business will always move independent of the stock markets folks,
hence- alternatives .

[graham1ty] 22/9/2015 10:31

Bingaxu the market is not down 40% which is the SGI fall since June. They might not find any buyers today, but it has fallen far more than the market generally. If the FTSE looked like their chart I really would be panicking

[bingaxu] 22/9/2015 10:21

They should give out a trading update on sept 30th. The whole market is down which drag the share price down.

[chrisdgb] 22/9/2015 09:08

Cannot believe the company has not made a statement...........

[brownie69] 22/9/2015 08:56

Something is clearly up.

The Chinese connection may be a small part of the reason but the run on the share price is far greater than that IMO.

The website is very poor, amateur in fact and not at all user friendly. But they did not have a transactional website before so that cant be the sole reason, maybe another small factor.

This smells of problems in the core business, maybe integration difficulties with acquisitions another factor. Overall though it does feel like a profit warning is coming. Regardless I hope they get on and update the market before the closed period.

[hywel] 22/9/2015 08:53

Wtf is going on here? Someone knows something, gotta be a profit warning on the way. Was thinking about selling last week but didn't pull the trigger. The silence from the company is deafening.

[graham1ty] 22/9/2015 08:42

Well, down it continues. This cannot be blamed on the general market.....this is much more stock specific. I do not believe their online marketplace is working; I do not believe their endless claim that stamps can only ever increase in price; I do not believe in their dash for growth into every type of collectible; I suspect current trading is pretty tough; I am not convinced this is the right management ( too hands off in their tax exile).

But, SG is a fabulous brand which should be worth a significant amount. I do not think current forecasts wil stick, but this is not valued much above its stock now. Even if eps come down to 10-12p this is now on only 12-15x. SG has always been cash generative ( and could be massively so if they unwind some of the stock).

Very soon, I will be picking up a few. Maybe wait until the announcement tells me what is actually wrong

[superiorshares] 21/9/2015 21:07

njb67- I like your post some of which I agree with.
I think they have diversified into all areas of collectibles, to complement the market place strategy. if they do put out another profit warning ? the market will possibly view this as just a mish mash of collectible`s business`s. I think its a fair way forward, if they were to become a global selling house for all things collectible, then these bolt on`s would serve the cause well. The problem is this market place wont happen overnight, and the share price has a good chance of becoming a screaming good gamble, as I said between 50p and a pound. I had a quick look at the web site today, pretty good in my eyes. will spend a couple of days this week to trawl through it .The other bits.
FAILED STAMP FUND- think this was solely because the regulators can`t get their grubby mits on the business, they cant control it so they don't like it .
2.promotional activities-wether you like them or not ? they must work or they wouldn`t do them. I think they got into trouble in the past, because the regulators said if Stanley went bust, thay couldn't guarantee the returns. which Stanley replied they had been a successful business for hundreds of years and expected to continue that way for hundreds of years to come .
3 a lot of people will say they are too expensive. I disagree- you are paying for the very best quality ! The brunei stamp we discussed on here with graham I think ? has sold I believe. quality will always pay in the long run. stanleys customers know that . regards.

[graham1ty] 21/9/2015 14:38

This fall is remarkable. They must say something soon ?

[superiorshares] 18/9/2015 18:50

njb6- they took the share price from 29p to £3.80. I call that extracting value from the brand. how much were you looking for ?

[h1a3] 18/9/2015 15:15

Could sales have dropped significantly because of the Chinese market issues and some insider knows the detail?

[njb67] 18/9/2015 11:37

Superior

I think the management is the problem: they do not know how to extract value from the brand, they are not creating value for the shareholders, and the market is not convinced they know what they are doing. The longer this goes on the more the value of the brand is eroded.

Encylopaedia Brittanica and Woolworths both used to be strong brands.


Edit: added last two sentences.

[superiorshares] 18/9/2015 11:29

graham lets strike a deal :-) lets announce are chosen entry points-see who gets closest to the bottom ? a pound to the victor . regards

[graham1ty] 18/9/2015 10:28

Superior, have watched this for years. Was going to be interested again at 200p but looks like a falling knife now, so no interest from me until we get an explanation for the fall

[superiorshares] 18/9/2015 09:17

never seen a small stock drop so much without a nasty surprise ? I will be buying when I think the value is there, for me its not there yet. the problem is you see , it wouldn't have dropped as much, just on the market deciding, to give it a more conservative valuation. beware graham wasn`t it on your buy radar over the 2 pound mark ? for those looking for something more steady have a look at north west farmers n.w.f . good luck to all .

[graham1ty] 18/9/2015 07:06

It is now on a forecast 10x and a yield of 3.4% ( if there is no profit warning coming). So, on P/e it is almost there superior

[superiorshares] 17/9/2015 23:00

this type of stock is good value when it has a pe ratio of about 9 and is paying a dividend yield of between 5 and 8 % which is covered by x2 minimum !
regards to you all.

[superiorshares] 17/9/2015 21:44

QS99- I posted some time ago that I thought that in due course, this company would be the buy of the decade and it will be, as long as it is not taken private for a song, if it hits rock bottom. everyone here seems to slag of the management team. whats wrong with them ? it can`t be about management team`s can it ? I would prefer expertise in their particular area`s and im sure Stanley has some of the very best ! For those of you who have got your timing wrong, on this particular stock, accept it without whinging. The stock market is the posh boys gambling pit. anyone who thinks otherwise is either a novice or deluding themselves. its a financial vehicle that is bent and as corrupt as any spiv at the dog track has ever been !

[qs99] 17/9/2015 21:07

I was a supporter, but continued delays and jam tomorrow has made me weary of this stock.....acquisitions seem to have muddied the water....let's see what happens as there should IMO be value somewhere here! maybe with a different management team?