Stanley Gibbons Share Discussion Threads

[popgun] 19/12/2003 07:24

Divi for 2004 announced at 7am this morning.

[daza66] 05/12/2003 12:40

Or a share buy back which i believe is in the pipeline!!

[clocktower] 05/12/2003 10:08

I think they need to sort out a divi.to push price up to 70p. I could be wrong.

[daza65] 04/12/2003 12:29

SEEMS TO GO UP ABOUT 5% AFTER A 7-10 DAYS OF NO MOVEMENT. 40P NEXT NEAR TERM TARGET. ON TO 70P LONGER TERM.

[clocktower] 03/12/2003 17:30

What price do you suggest then Daza65.

[daza65] 03/12/2003 16:36

Looking good for its next leg up!

[cottoner] 18/11/2003 22:36

Nice rise today on much larger volume.

[don carter] 18/11/2003 13:46

Using Sharescope's data-mining facility, came up with these....look ready for sustained growth to me...nice hedge in today's market...charts look very promising. Bought in today as LTH.
Don

[cottoner] 13/11/2003 19:52

Further buying today.

Poised to rise.

[daza70] 09/11/2003 21:09

Medium Term Target 70p


Stanley Gibbons recruited over 4000 new customers in the first 6 months of 2003. Keeping pace with changing times, today's new stamp collectors are likely to be looking for an alternative investment opportunity as well as a hobby.

As any collector will tell you, the prices being asked and paid for specialist stamps and covers provides plenty of evidence that the financial future for stamps is very good indeed

With over 30 million stamp collectors worldwide the hobby has a very solid collector base and a liquidity of market that no other alternative investment can offer. Consider this point, as people use this market and therefore Stanley Gibbons for investments.

Simple laws of supply and demand dictate the value of stamps.
All this said it comes down to collectors and what they are willing to pay but an interesting quide of value would be the index produced.

[daza70] 02/11/2003 14:32

How much additional revenue does this bring in, especially in the Strand???


OFFICES AND WAREHOUSE PREMISES TO LET

Stanley Gibbons has the following premises to let:



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3rd and 4th Floors, 399 Strand, London WC2

From 1184 to 3315 sq ft of offices arranged on two floors · Fully refurbished · Central heating, lift and 24 hour access · Economic rent and service charge plus flexible terms.


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Unit 5, Parkside, Ringwood, Hampshire

9753 sq ft of warehouse storage and ancillary offices · Purpose built, self contained warehouse with internal eaves height of approx 5.5 metres · Good forecourt and car parking · Excellent road communications with motorway network.

Please note - to avoid any misunderstanding, we continue to trade as normal from Ground and First floors at 399 Strand and Unit 7, Parkside, Ringwood.


If anyone is interested (i know i am)

Substantial holders:

Directors Number %
PI Fraser 7,301,719 29.95
T Dunningham 2,904,500 11.92

Others
Merseyside Pension Fund 747,394 3.07


All looking good for next year!! take a look at investor details at
www.stanleygibbons.com !

[daza65] 31/10/2003 11:39

15K PURCHASE GONE THROUGH!

[daza70] 30/10/2003 08:15

cottoner: its just me and you here mate!! im getting my third lot today!! Very positive comment about the stamp market in general and prices for rare exhibits are still increasing all the time.

[cottoner] 30/10/2003 07:24

Positive RNS issued today.

[cottoner] 22/10/2003 12:47

Further buying today.

[cottoner] 21/10/2003 17:26

Number of buys and tick-up today.

[stebe] 10/9/2003 01:18

daza66:
I certainly am - chart looks very promising

[daza66] 09/9/2003 19:43

stebe:

u still holding??

[stebe] 08/9/2003 16:43

Chart looks very good for a rebound now - buy

[37dolphin] 05/9/2003 13:26

This has dropped to a bargain price today, bought this morning, price target of 45p.

[cavman2] 10/8/2003 12:29

Hi people,
I'm thinking of buying a share monday, do you think this should be the one.
Your help would be much appreciated, it looks OK to me.

[barnetpeter] 08/8/2003 20:13

Stanley Gibbons (AIM:SGI) 7 August 2003

by: Timon Day

Eagle-eyed readers might have collected the shares at 19p when we said they looked attractive in a profile on 27 March 2003.

The shares looked very cheap then and they remain cheap, backed by a bullish looking chart. Interim results last month showed the recovery was firmly on track with profits up over half at £317,000.

House broker Seymour Pierce is confident its forecast of £1 million in pre-tax profits this year and £2 million next year is eminently achievable despite the challenging market for collectables.

Gibbons' stamp catalogue has long been the philatalist's bible, but the company has had a chequered history as a listed entity with two abortive mergers and a demerger last year from Flying Brands.

With its growing cash pile expected to double to £3.5 million in 2004, the company is rapidly gaining credibility as it meets profit forecasts and management continues to cut costs and enhance the brand.

The new websites are going great guns, providing the planned-for rise in customers and providing trading forums. Almost 4,000 new customers were acquired in the first half, helped by a resurgence of interest in the stamp market.

Gibbons is cleverly maximising returns from this renewed interest, much of which comes from disillusioned stock market investors.

The launch of the SG 100 stamp index has played a major part in boosting sales. The index, consisting of the 100 most traded stamps, has risen 31% over the past five years.

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.

Buyers and sellers will automatically check information and prices of stamps in the Gibbons catalogue, either online or in book form, and then deal with other collectors. Gibbons will increasingly become an online stamp bible with buying and selling becoming less important in terms of profit.

The net sites now receive eight million hits a month compared with four million a year ago. Income from sponsorships, partnerships and advertising is growing fast. Online subscription income is also rising.

Acquisitions to expand stamp publishing activities are likely and the Jersey tax structure is being reviewed in order to start paying dividends maybe next year.

Shares Summary

Few highly cash generative companies with valuable brands trade on single-figure current-year price\earnings ratios. Investors are waking up to the attractions of Stanley Gibbons, the biggest name in stamps, and you should get on board before its tiddly market capitalisation becomes big enough to attract institutional buying.

Business: Stamps

Vital stats:Market capitalisation:
£8.5 million
Historic PE for 2002: 18.4
Prospective PE for 2003: 9
Prospective PE for 2004: 5.3
No dividend

[barnetpeter] 08/8/2003 17:52

Tipped up in both IC and Shares. Think more buying on Monday as readers of both look to get in.

[simonevans] 07/8/2003 22:14

Another big price rise today. May get some pull back on profit taking i guess?