Stanley Gibbons Share Discussion Threads

[kael] 30/7/2004 11:17

it is found here:



there is also the rarities index - definitely worth checking out:

[shuisky] 30/7/2004 11:13

CALLING KAEL (or anyone else who can answer this)- where on their website is the SG100 Index found?

[kael] 30/7/2004 11:09

Think they'll be more volume on Monday xdavid ;) Take it to over a quid I expect. The divi is just too good to miss out on. Fair enough if this was a slow growth company then you wouldn't necessarily trade the dividend, but here you get a stonking dividend AND a company growing its profits at 86%!

[xdavid] 30/7/2004 11:06

This volume is a lot more than I was expecting. I thought maybe the last 2 weeks had soaked a lot of it up; that and the rise from 70p. Excellent for consolidation - there's nothing worse than big drops after big rises to depress the spirit. This volume suggests that will not be happening.

[shirishg] 30/7/2004 11:02

Post removed by ADVFN

[xdavid] 30/7/2004 11:01

Well timed Nurdin, LOL.
MMs spread & NMS have been all over the place through the morning. They were even operating symetrical for 30 mins or so - I thought they had released a good supply from somewhere but they are currently back to the 'old' pattern.

[kael] 30/7/2004 10:51

Depends how they'll play the weekend ukhawk, still 6 hours left too. If I were an mm Id short into the buying and carry the price up to get a decent average - even with the possible press coverage. Short it on the way up then use the special divi as a way of making a profit on the stock you sold to the dividend traders who will want to exit.

That's what I'd do anyway, what they will really do is anyones guess.

Edit: in fact I believe that is exactly what KBC are doing.

[nurdin] 30/7/2004 10:50

Expect a tick up soon imo

[ukhawk] 30/7/2004 10:47

MM's getting a bit short of stock soon ???

[kael] 30/7/2004 10:36

Yeah, got to be more later though surely? Edit- bit more than 8K ukhawk. Make it about roughly 20K

[ukhawk] 30/7/2004 10:36

By my ready-reckoner it's only 8k sells so far.

[kael] 30/7/2004 10:33

Think we're gonna have quite a bit of volume today (human nature to state the obvious you know ;))

[xdavid] 30/7/2004 10:22

ROFL! I think someone was in a bit of a rush and couldn't type slow enough for his keyboard:
09:57 price:95.50 quantity: 1

followed couple of minutes later by quantity: 1000...

[popgunn] 30/7/2004 09:51

Thanks gents - knew it was simple, but couldn't quite see it.

[xdavid] 30/7/2004 09:47

LOL !
No, not quite - just slept in and going over very reassuring figures. Plus, I don't like posting myself on first look because I usually make a mistake somewhere in my rush :-) Got to have 4 or 5 coffees first! There's lots of good stuff in there though...

I've also been passing the time watching the MMs movements - all the better to understand them, "know thine enemy", LOL.

[ukhawk] 30/7/2004 09:37

Where's Xdavid ? I'm worried he's seen the results, passed out, and banged his head on the monitor !

[kael] 30/7/2004 09:34

May I add that this is probably the best growth industry at the moment (alternative investments) mainly due to poorly performing and unreliable markets. SGI are the centre of the stamp industry, with changes to pensions in 2006 allowing stamps as a part of them, it's no wonder IFAs are keen to get involved. Factor in an ageing population.

Who better to advise them than SGI? The stamp industry depends critically on SGI and it will do for decades to come. Growing industry, stock that appreciates in value, couldn't ask for more.

[2magpies] 30/7/2004 09:32

popgun

Going 'XD' is just that. You'll be buying the stock ex-dividend.

[nurdin] 30/7/2004 09:28

No chance.You have to be on the register before 11th to get the divi.
But as I said strip out the divi and you are buying a superb growth stock on a PE of 12.5.Not much point in buying for divi alone imo...look at their prospects.A strong brand name operating in a £5bn market.10m hits per month on their internet sites and and new products being launced.Need I say more?

[ukhawk] 30/7/2004 09:28

Small piece on CityWire.

[tom.muir] 30/7/2004 09:26

popgun - your holding would not be registered in time to qualify -. sorry , nice idea tho Tom :>)

[popgunn] 30/7/2004 09:20

A very basic question: if SGI goes xd on the 11th and holders as of the 13th get the divi, and assuming the price drops on going xd, what's to stop you buying on the 12th at the low price and getting the divi? I know that's basic but I've never looked up the answer :)

[cambium] 30/7/2004 08:57

well done chaps,

[shanklin] 30/7/2004 08:44

Thank you Kael