Stobart Group Ld Share Discussion Threads

[lord gnome] 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.

[minerve] 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!

[lord gnome] 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.

[minerve] 02/3/2018 13:23

Buy-back started again! LOL

Lord Gnome = garden gnome?

[lord gnome] 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.

[john09] 22/2/2018 18:59

Fancy releasing that rns, if they buy FLYBE now it’s just cost them 30% more lol

[corlis] 14/2/2018 21:27

at 252 this may be choppy for a few sessions but overall looking good.

[neilyb675] 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 👍

[bluemango] 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.

[neilyb675] 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 👍

[fenners66] 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 ?

[bluemango] 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.

[revoman] 01/2/2018 07:48

Invesco getting rid of 1%, that answers that then.

[stur7672] 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.

[revoman] 31/1/2018 16:52

Can anyone explain the relentless misery here over the last week or two?

[satherton1] 27/1/2018 18:38

why the fall of stobart/

[gregsc] 23/1/2018 14:07

Carlisle airport to open for passenger traffic in the summer.

[bluemango] 21/12/2017 09:18

Q2 ex-div today.

[rogue trader3] 19/12/2017 10:45

Southend airport has got planning permission to expand the terminal by 30%

hxxp://www.echo-news.co.uk/news/15780928.Airport_gets_green_light_for_terminal_extension/

[fenners66] 02/11/2017 17:08

I read the snippet of the results in Chronic Investor and came over this afternoon to take my first look.
The dividend yield is the attraction and it is through to 2022 based upon cash made from the sale of ES.

However reading through the results one thing struck me that in a world of adjusted / underlying results

( they say aimed at giving a better understanding of a company without all the one offs)

this is one company that really needed to properly show the adjusted figures - that is without the profit on disposal !

I look at the accounts and think it is BS to declare the (was it) £123m of exceptional profit as anything but exceptional - after all they cannot repeat it !

So they are really a loss making business.
Growth in passengers based on plans looks like it will add another £4m to revenue next year.

Biomass contracts increase - not done the figures

After that where is the profit ?
Wait until 2022 and hope?

[walbrock82] 19/10/2017 14:45

The shares have performed well with the companying disposing assets and doing sales and leaseback on their aircrafts. This helps reduce debt, but lifts operating expenses.
I think the Stobart Group is fairly valued. For more on Stobart and other companies, click

[tomps2] 19/10/2017 08:23

Warwick Brady, new CEO at Stobart Group (STOB)

Talks through H1, and discusses future growth plans, and dividend. (c.3mins)



Results highlights – 0:24
Growth in all divisions – 0:50
Outlook & Summary – 2:33

[johnv] 18/10/2017 22:12

Results tomorrow

[andrewbaker] 27/9/2017 10:11

I agree with Minerve as regards director sells: they are not very often significant as regards a company's prospects. Also, I tend not to follow newspaper exhortations to buy or sell at the time that they are made. The recommendation itself often affects the price in the days afterwards, but once that effect has gone, one can see more clearly; and decide on the pertinent facts, rather than follow a crowd who may well be magnifying a view through numbers.

Stobart is an interesting business, seemingly an old style conglomerate, but if it works, it works. I'm holding, and have stops in place. For now, I'm content. (Hanson did very well for a long time, and there's nothing in such a type of business that precludes it from doing so now, if it is well run.)