Stobart Group Ld Share Discussion Threads

[woodhawk] 24/10/2018 22:56

Fenners666,

I have read the accounts, though I have no expertise in the discipline; I don't need to, I'm a trader and I'm very good at it. I have other criteria. So far, I have made excellent profits trading Stobart and will probably continue to do so. So while you spend 18 months pondering an investment, I'll get on with what I do.

In any event your insubstantial and flawed comments on the accounts are hardly impartial - or perhaps it is your judgement that is lacking?

[eeza] 24/10/2018 21:47

lpavlou

Sorry but not registered with DT so can't access full article.
Put the link up so that others may access it by registering, if they wish to so do.

[lpavlou] 24/10/2018 21:03

I have to save the recovery in the share price took me by surprise today. Assume something must have come out of the analysts presentation.I found the following statement in the accounts peculiarDuring the period, the Group purchased 1.5m of its own shares for GBP3.4m. In addition, 7.0m shares were transferred from treasury to the Group's Employee Benefit Trust for nil consideration. These shares will be used to satisfy awards granted by the Group under its long-term incentive plans. 4.1m shares were used to satisfy awards in the period. At the period end, there were no shares held in treasury. Following the AGM, the Group has the mandate to make further market acquisitions within certain limits. The Board will consider this on an opportunistic basis.4.1m shares seems well OTT given their performance. Have they started buying back shares today as they were happy to pay up to 2.50 previously, so why not 2.10?

[bernie37] 24/10/2018 20:47

These shares will go under the £2 the div is undeliverable

[lpavlou] 24/10/2018 20:47

Eeza, any chance of a cut and paste please. I recall that the Telegrapgh were reporting regularly on the summer bust-up. Is this related to the court case next month?

[fenners66] 24/10/2018 20:27

woodhawk have you read the accounts ?
You read some posts from someone you think is trolling.
and repeated someone elses positive view from Motley fool - but have you analysed the accounts and come up with some rationale of your own ?

jonwig - thanks I have had them on my watchlist for about 18m and was looking forward to the update to see if they were going to be nearer making a profit.

yes there is a strong dividend yield but it is uncovered and if it never gets covered then at that rate its just selling off the silver.

Noted the increase in borrowings which I guess is likely to rise after the next dividend payment - but that equates with borrowing money to pay dividends - again something I am not a fan of.

So again its wait and see how the ryanair traffic pans out...

[jonwig] 24/10/2018 20:14

@ Woodhawk - on the contrary, serious exchange of views by a non-holder is always to be welcomed. For every share I buy, I look at a dozen or more and want to know as much as possible about them; especially the accounts!

[woodhawk] 24/10/2018 19:56

So, you don't like the accounts fenners666? Big deal. Sell your shares, short them, or move along. Plenty of other shares out there.

[woodhawk] 24/10/2018 14:48

"Why I’d buy this 8%-yielding, dividend-growing stock right now"....

Motley Fool article on today's results concludes:

"City analysts following the firm are expecting robust growth in revenue of more than 25% per year for the next two years, and a bounce-back in profits next year. Chief executive Warwick Brady is optimistic and said that after investing in infrastructure, the firm is “well placed to accelerate our commercial growth plans and demonstrate the value of the Group’s excellent operating businesses.”

I reckon the firm is out of favour with investors but, for me, the dividend is worth collecting while I wait for the waters to clear and for earnings to pick up their pace."

[woodhawk] 24/10/2018 10:56

Just scanned your last dozen posts, Porsche1945 - all pointless posts disparanging various companies. Get a life.

[porsche1945] 24/10/2018 10:00

More Woodford cxxp tanking as per. I think the investment case just has to be if he is in it, avoid. Flybe wont be in business in a years time, this company has poor management like most of the stuff in Woodford portfolio plus the UK has a brexit recession heading for it like a bullet.

[zangdook] 24/10/2018 09:54

journalists generally know nothing and write rubbish.

[cardiffian] 24/10/2018 09:03

That's so misleading. The way I see it is if you deduct the profit from sale last year you also end up with a loss, and if you deduct the 18m exceptionals this year the loss works out about .5m which is an improvement on last year. IMO

[bernie37] 24/10/2018 08:56

Stobart shares fall as it swings to a loss
Shares in Stobart nosedived after the troubled infrastructure group swung to a half-year loss as a bitter boardroom row rumbles on in the courts.

The firm, which owns Southend Airport, posted a £17.5 million loss in the first six months of the year, compared with a profit of £111.9 million in 2017.

Stobart said the poor figures were due to investment in Southend Airport route development and marketing.

Shares tumbled more than 7 per cent to 199p in morning trade.

[garycook] 24/10/2018 08:53

bernie37.Time to buy on the cheap.In at 199.992.Now 204.50p to buy

[bernie37] 24/10/2018 08:44

Below £2 we go

[this_is_me] 24/10/2018 08:34

Ryanair's poor reputation has taken another serious hit. That will not help.

[fenners66] 24/10/2018 07:50

UKFFO (UK Flybe franchise operations), through the Flybe franchise operation on a risk share basis. This operation, for which tickets went on sale in December 2016 and which commenced flights in May 2017, is being withdrawn following the agreements with easyJet and Ryanair to expand their operations at LSA. The jet operation will cease by the end of the current financial year and the ATR turboprop operation by the end of the following financial year.

Income received includes ticket and ancillary revenue in relation to the flights. This revenue amounts to GBP15.7m (2017: GBP6.6m). The passenger numbers were 318,000 (2017: 128,000).


So of the aviation growth touted for the year and the increase in routes planned for Easyjet and new Ryanair routes due , you have to remove the 318,000 passengers for the UKFFO - what planning !!

[tomps2] 24/10/2018 07:25

STOB: H1 results overview by Warwick Brady, CEO



Commercial highlights – 00:21
Stobart Aviation – 00:46
Stobart Energy – 02:17
Stobart Rail & Civils – 02:28
Outlook & Summary – 03:22

[lpavlou] 23/10/2018 20:28

Tinkler sold a small proportion of his holding a few weeks back but still owns 7% of the company. Results due tomorrow and a court case within the fortnight may have made some investors nervous. We will find out tomorrow.

[woodhawk] 23/10/2018 15:06

We can see a rise above £2.50

[bernie37] 23/10/2018 14:54

We can see a drop below £2

[lyceeuk] 23/10/2018 14:38

is this price drop down to EX directors selling out ??