Share Name Share Symbol Market Type Share ISIN Share Description
Stobart Group LSE:STOB London Ordinary Share GB00B03HDJ73 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.50p +0.21% 236.00p 235.50p 236.00p 236.00p 234.50p 235.00p 94,917 11:24:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Transportation 129.4 -8.0 -2.7 - 836.22

Stobart Share Discussion Threads

Showing 1326 to 1350 of 1350 messages
Chat Pages: 54  53  52  51  50  49  48  47  46  45  44  43  Older
DateSubjectAuthorDiscuss
08/3/2018
12:21
Stobart declares "opening position" of Nil but a director holds shares in Flybe ?
fenners66
08/3/2018
09:57
What happens if they invest in Flybe? We get an interesting ride! Should know by 22nd March.
bluemango
08/3/2018
09:51
blue agreed as they deliver operating profits then you get a buffer/recovery - at the moment this is a loss making operating company that is selling off legacy investments. I said previously that I absolutely hate the current trend for every company to report "underlying " profitability no one ever wants to take responsibility for mistakes so they produce headlines that everything is cool , then you look at actual statutory profits and find they are losing money .... But here it is actually the opposite. They reported the profit on sale of the stake in Eddie Stobart as ordinary - I note the language in the trading statement refers to Infrastructure / Investments As if they have a iii style arm ! The ES was presumably inherited from the divestment of the business. For me the profit from sale in the last accounts was absolutely a one off and that should have been specifically separated out as an exceptional - but they chose to leave it in "normal earnings" - auditors not strong enough ! So that left them with an underlying loss making business and my calcs said it was a long way from there to 18p a year in dividends. What happens to the dividend if they do invest in Flybe?
fenners66
08/3/2018
09:24
Theoretically there should be an in-built limit to any share price fall that you're suggesting, as that would make the yield too high. Arguably also the share price should at least be sustained throughout if they can demonstrate with more certainty as time goes by, that they can sustain the dividend from operating profits at (at least) the same level beyond 2022. Reducing uncertainty generally being good for market valuation. So reducing cash reserves short term should be more than offset throughout that period by increasing certainty for supporting the dividend from operating profits. Assuming the dividend stays at the same level (which they state they have every intention of doing), the end result would be a higher share price than now, as the yield gradually reduces with less risk. Yes, there's a few "ifs" in there, but then that's what investing entails.
bluemango
08/3/2018
09:17
I had a look at these for the dividend a couple of months ago, have not bought and they have declined since then. The dividend not supported by earnings until perhaps 2022 means they are just giving away cash off the balance sheet until then. My interpretation of that is as it is paid out - expect the share price to fall and not recover. Once earnings support the dividend then the yield may be sustainable - until then it is just returning surplus cash to shareholders. So I can see why they would look to add something to the business such as Flybe - there may be synergies -but equally the vertical integration means they also take on the risk of not being able to pass on cost increases to the airline. Effectively Stobart is a bet that in 4 years time they will come up with a profitable business but there are a lot of things that can go wrong/not happen in 4 years.
fenners66
08/3/2018
09:12
Trading update just out, confirmation of dividend. Ends with: Warwick Brady, Chief Executive of Stobart Group, said: "Stobart Group has made good progress during the last year. We continue to see growth in our aviation division, with a 25% increase in passengers at London Southend Airport, 10% increase in passenger numbers flying via Stobart Air, and we are excited to be welcoming passengers at Carlisle Lake District Airport from Summer of this year. "Stobart Energy has proven its model and is on track to deliver at a run rate of 2m tonnes of renewable energy fuel per year by the end of 2018 and Stobart Rail continues to add value across the Group. We continue to realise value from our infrastructure and investment divisions and these disposals are expected to support the dividend up until 2022, when we expect our operating divisions to meet their targets for EBITDA contribution."
bluemango
08/3/2018
08:32
Welcome Gary, seems we like similar good income shares. Next div is 13th April (from their Financial Calendar) but they don't give ex-div date, must be around mid March and announced in next few days. Q4 payment is 6th July, Q1 is 5th Oct. 4.5p each time.
bluemango
08/3/2018
01:13
Hmmm....xd last year was on the 16th as I'm sure you saw so the 15th this year seems a pretty good guess but I can't find the actual date anywhere. Who knows maybe it's today ?? Re sustainability: From RNS dated 07/12/17: The Group has non-operating asset resources available to support the dividend until 2022, and thereafter dividends are expected to be funded out of operating profits.
cardiffian
08/3/2018
00:31
When does STOB go XD,must be next week around 15/03 ? Also looking to buy here.Can anyone give me guidance here now eg Minerve.I owned STOB in 2014,gave around a £1,and sold them for around 160p.Big mistake.The yield looks good,Currently yielding 7.9% at 228p,but is it substainable ? Also see STOB made a loss last year.Was that one off write offs ?
garycook
02/3/2018
14:59
That's exactly why I bought in as well, Minerve. It looked a good risk / reward to me with a decent yield thrown in for good measure. I do try to adhere to a fairly strict stop-loss limit on all of my investments and try to remove any trace of emotion from my trading. It is a policy that has usually stood the test for me. When STOB was starting to fall, I should have cut it straight away, but I held on in the hope that it would turn around - it hasn't thus far. An element of that has to be the current state of the markets, but what do I know? Looking at the chart, I reckon 225 is a buy level. Only 10p to go and I can get them back. Problem is that there are so many other stocks looking cheap(er) right now. I could be spoiled for choice.
lord gnome
02/3/2018
13:56
You don't, I am just teasing! :) You may eventually be right. Stobart is an odd-ball company, but it integrates well with the rest of my portfolio, so I invest for the dividend and hope the underlying fundamentals eventually catch-up with the rating!
minerve
02/3/2018
13:53
LOL - I deserve that Minerve. I didn't check the chart before I sold out at support. In this market I'll sit on the sidelines for a bit before deciding what to do next. I may yet get an opportunity to buy back cheaper.
lord gnome
02/3/2018
13:23
Buy-back started again! LOL Lord Gnome = garden gnome?
minerve
01/3/2018
08:43
What a great investment this is turning out to be. Share price in free fall now that buy backs have halted and I dare say we could be in for a fundraising rights issue if we buy Flybe. Edit: I'm out. Cut losers, take the hit and move on.
lord gnome
22/2/2018
18:59
Fancy releasing that rns, if they buy FLYBE now it’s just cost them 30% more lol
john09
22/2/2018
16:22
Https://investegate.co.uk/flybe-group-plc--flyb-/rns/statement-regarding-possible-offer/201802221617507045F/
bigbigdave
14/2/2018
21:27
at 252 this may be choppy for a few sessions but overall looking good.
corlis
08/2/2018
12:15
Hmm. He was supposed to be offloading his stake to be able to part fund Stobart Investments. .....bit weird but no really bothered 👍
neilyb675
08/2/2018
10:12
Andrew Tinkler spends a further quarter of a million quid, on 100k shares to add to those bought on Monday.
bluemango
05/2/2018
16:26
The Group has the financial resources in place to support the dividend to 2022 at which point the dividend will be supported through operating income. Suits me fine. .....lovely income guaranteed 👍
neilyb675
05/2/2018
13:18
Yield looks a lot better at about 7.6% than when I looked at these in November, but with no coverage of the dividend surely they will just be paying back your investment in the shares ?
fenners66
05/2/2018
09:38
Stobart executive director and former CEO Andrew Tinkler takes advantage of recent stock market volatility to buy quarter of a million shares, purchase cost £619,450. Not sure how this leaves his plans for the Trading plan alluded to in a post above, he was going to be disposing of them, not buying back those sold in September. Presumably he sees this price as short term weakness and therefore an opportunity.
bluemango
01/2/2018
07:48
Invesco getting rid of 1%, that answers that then.
revoman
31/1/2018
21:24
Could it be to do with the trading plan being worked on behalf of Andrew Tinkler? I think the plan was to sell upto 10,000,000 shares.
stur7672
31/1/2018
16:52
Can anyone explain the relentless misery here over the last week or two?
revoman
Chat Pages: 54  53  52  51  50  49  48  47  46  45  44  43  Older
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