Stanley Gibbons Share Discussion Threads

[gregory0106] 19/1/2005 11:18

Price taken a big dip today. Spread now 88-93.

The MM's trying to make ££'s for themselves again & trying to shake more spare shares out or are they getting whispers that the figures won't be as good as we all think they will??

Anyone a view/news?

[addas99] 14/1/2005 17:21

xdavid...many thanks for reply, wasn't aware of SP's 05 estimated eps being the figure you quote. I think this will need raising once last years results announced. I'd be surprised if we see less than 6p

[mad4it] 14/1/2005 16:39

xdavid - 12 Jan'05 - 15:28 - 2063 of 2076


Thanks for the reply.

[xdavid] 14/1/2005 16:38

No prob, addas99,
Seymour Pierce 2005 estimate eps: 6.8p
The quote of PE 13 was on 11th Jan when price was 88.5p
Current PE for this year (2005) has since risen to 14.

[addas99] 14/1/2005 15:45

xdavid...I'm missing something, so I'll apologise in advance for appearing dim but, must ask, how are you arriving at a 2005 P/E of 13?

[hectorp] 14/1/2005 09:37

Picked them up in the low 80's- just at the right time.
( smarm, preen).

[hectorp] 14/1/2005 09:34

Belfastlass - get off my case. Thats a scurrilous lie.
Now you are also filtered. Back to Belfast you go!
H.

[xdavid] 13/1/2005 17:26

I was quite impressed by it not stalling further. Just that one 11k sell and a couple of small ones. Just demonstrates how much consolidation has taken place in the last few months - the MMs have done a good job in shaking out weak holders.

A six month volume-by-price chart shows a good broad distribution around the 85p level. A 3 month chart: more 85-90p distribution. Good signs for upcoming year.

[cambium] 13/1/2005 15:13

The FT loves this one

[biscuit2] 13/1/2005 15:12

I think probably between 110p-120p on it's own although it will be interesting to see how much press coverage it gets prior to result which should help to boost the price further. Just my opinion of course.

[gregory0106] 13/1/2005 14:37

Stalled today - offer down a penny at 97. Will it get over £1? & if it does where is the next resistance price. We saw 106p last time. I predict 115p and that it will stay above £1 even after the div this time - what does everyone else think????

[barnetpeter] 12/1/2005 19:54

Its a bid!



Oh all right, I got that one wrong before ....

[addas99] 12/1/2005 19:01

xdavid..many thanks.

[xdavid] 12/1/2005 18:56

Framlington are under the 3% threshold...

[addas99] 12/1/2005 15:38

I would be grateful if someone could advise me of those parties with a discloseable interest. Institutionally, I believe Forum holds 2.5M, MSS 1.53M and Framlington ?Qty?...any other institutions holding?
Of the directors I believe Paul Fraser holds 3.23M, have you figures for any other others? Thanks in advance.

[xdavid] 12/1/2005 15:28

mad4IT, apart from the existing coins & autographs, your guess is as good as mine. I would think they would get the coins etc set up the way they want and get them expanded before taking on something else, though. Unless a private company came their way with a nice price that they reckoned would slot in well. They are also spending quite a bit of time/money on their back room internet stuff so will be wanting to use that for anything else too...

[daza75] 12/1/2005 15:19

keep your language off the board

[mad4it] 12/1/2005 13:34

xdavid - 11 Jan'05 - 16:18 - 2038 of 2059

Any ideas what areas of the collectables market SGI are likely to expand into ?

(I used to be in the collectables business myself. I still have some stock as part of my pension fund.)

[xdavid] 12/1/2005 13:26

The stock which would be revalued is purely that set aside as their "reference collection", not the general stock (which they appeared to have sold out off going by their recent advert proclaiming "million pound available"). The Ref Collection valuation is specifically itemised in the accounts. There was no mention of the reval in the interims so presumably being left to the end of year.

[kael] 12/1/2005 12:53

Don't know how many of you will remember this other LT holders might.

SGI are due to revalue their stock, I think xdavid spoke to Richard Purkis about this, I assumed they hadnt carried it out in time for interims and a quick glance suggests they havent. The revaluation is likely to impact upon NAV (surely it must?). As stamp prices have risen and we know SGI were increasing the amounts of stock they had, then we should see a bigger increase in NAV in the full year report?

[hectorp] 12/1/2005 12:48

So what is the prospective target price for February- the T traders have not appeared yet either.
When is the Dividend racord date for those holding stock?

[kael] 12/1/2005 12:26

Like I said SGI in full flight is a thing of beauty! We'll be over £1 in no time.

[hectorp] 12/1/2005 12:13

Virtuous circle is SGI
- price 93 -97 p spread now.