Stobart Group Ld Share Discussion Threads

[ken tennis] 26/10/2018 15:36

BERNIE37 next time you see a good entry point can you let me know as I also have been watching STOB for a long time so don't want to make a mistake and lose money.

You seem to be pretty sure of the right way to go on this one and well familiar with its operation's therefore your advice would be very much appreciated.

I look forward to your reply.

Regards Ken.

[bernie37] 26/10/2018 15:33

Garycook, I also will be buying into the sp,will let the market settle and the volatile share price looking good for a 9% yield good luck

[garycook] 26/10/2018 15:06

Bernie,Topped up mate.Thats my Pill.

[bernie37] 26/10/2018 13:43

Garycook, oh you are touchy, take a pill.

[bernie37] 26/10/2018 11:22

Garycook, so sorry you find my post Boring, must have touched a nerve, Just my opinion I’ve been in and out of stobart many times over the years,just saying.

[garycook] 26/10/2018 09:21

Boring Bernie,It looks like £2 is a good buying oppo. atm because everytime we do go below £2 the share price recovers nicely.Tells me a good buying oppo at this level. DYOR.

[thefartingcommie] 26/10/2018 09:12

ps

12 Sep '17 - 22:11 - 908 of 1189 Edit
0 0 0
hmmm..clearly you are too young....or just plain stupid and have no wish to expand your obviously limited knowledge....stet

you might do some of your own research and check out the sad story of TEG plc...if you hadnt been just so (fill in the blanks)...you might hve saved yourself some cash!

[thefartingcommie] 26/10/2018 09:09

to be filed under

'Where are they now?'


thefartingcommie
12 Sep '17 - 14:28 - 906 of 1189 Edit
0 0 0
hi guys....

interesting company this...I like.
Only thing that concerns me is the biomass bit.Ok..we know there are delays etc..do we know for sure the potential revenue hit on this...a worst case scenario....I'm loathe to mention this...but
anyone remember a company called TEG...they were exclusively into the bldg and running of biomass fueled power stations.It was a great idea..but ended sadly for everyone.Do we know who is bldg etc the stns Stob are going to be supplying...and the current state of play here.

....gonna be windy tonight.......
petewy
12 Sep '17 - 14:50 - 907 of 1189
0 1 0
Always a funny man who isn't funny.
thefartingcommie
12 Sep '17 - 22:11 - 908 of 1189 Edit
0 0 0
hmmm..clearly you are too young....or just plain stupid and have no wish to expand your obviously limited knowledge.

hxxp://resource.co/article/teg-group-placed-administration-9711
petersinthemarket
13 Sep '17 - 11:05 - 909 of 1189
0 2 0
thefartingcommie - first registered 12sept, filtered 13 sept.
petewy
13 Sep '17 - 12:59 - 910 of 1189
0 0 0
Me too.


note the date...

all boxes ticked....I rest my case;)

[bernie37] 26/10/2018 08:41

Yes this share is going under the £2 level

[lpavlou] 26/10/2018 08:02

What do we think of the supposedly 18m bonus for Brady? Is this cash or free shares to the equivalent value? I saw the free 4m shares for the staff pension scheme but nothing on exec incentives. Is this linked to share price performance or other measures? Would be good to know. I also can't work out why Tinkler thinks the Ryan Air deal is so bad for the company. Are Stobart letting them use Southend for free or worse paying them and trying to get it back through customer spend? Uncertainty is not good in the current climate and might partly explain the last 2 days of wild share price movement.

[fenners66] 26/10/2018 01:29

Woodhawk - you said "the accounts, though I have no expertise in the discipline; I don't need to"

hence the non patronising reply "If you want to trade without understanding accounts and it works for you so be it."

if it works for you so be it .

How many trades do you have to do to get 17000 % ?

Does that seem unbelievable to you - then perhaps a buy and hold strategy would be beneficial for you.

[garycook] 26/10/2018 01:11

MM,s playing there games.I notice there were 120,000 shares of buy orders recorded after hours.

[lpavlou] 25/10/2018 23:20

Another mad day for the share price a near 10% swing from the high to the low with no real volume. Not sure what's really going on here.

[bernie37] 25/10/2018 17:01

The share price really wants to go under £2

[bluemango] 25/10/2018 13:08

#1181 One would certainly hope you won't be deciding on the basis of what you read here, otherwise you encourage those with an obvious agenda either way!

A good rule of thumb is to generally ignore those who post the most, as they are probably keener to influence others. You then have to ask yourself why they're doing it, the conclusion of which is it's usually better to do the opposite, otherwise why the need to persuade others, doesn't the case stand on its merits?

Nothing wrong with expressing a reasoned view, even an unpopular one, but more easily ignored are the repetitive 'this is going below xx' etc.

[garycook] 25/10/2018 12:17

Pete,That,s your decision to make.Do you want me to buy them for you with my money !!!

[petewy] 25/10/2018 12:14

Read all the post, does one buy or not. Y/N

[bernie37] 25/10/2018 11:34

Stobart desperately trying to get below £2

[jonwig] 25/10/2018 08:52

@ Woodhawk - there should really be no argument between the two of you.

For myself I'm closer to, "Buy good companies, don't overpay, then do nothing" than your own approach, which no doubt requires quicker thinking and, I guess, quick reaction to events.

Also, I can understand fenners' arguments because I can cross-check the same numbers. But I can't get inside your head in the same way. Peaceful coexistence is called for, no?

[zangdook] 25/10/2018 08:27

"The market is telling you about a new profit."

Unlike the STOB results.

[woodhawk] 25/10/2018 05:15

fenners66,

1) "Shares are worth buying if they can stand the test of time." - shares are worth buying if you make a profit on them.
2) "Over the last 12m these have not." But pick a different period and you get a different result - longer OR shorter. Are you really that dense?
3)"If you want to trade without understanding accounts..." You patronising poltroon.
4) "17,000 %". Of course you have!

[garycook] 25/10/2018 01:43

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

Kevin Godbold | Wednesday, 24th October, 2018 | More on: STOB
Image source: Getty Images.

In September, my Foolish colleague Royston Wild wrote about Stobart Group (LSE: STOB), the aviation, energy, civil engineering and Infrastructure business, and said he was “expecting another robust set of numbers when interim results are released on October 24.”

Well, the day has arrived, and the figures are pretty good, as he expected. Revenue moved 21% higher than the equivalent period last year, and pro-forma earnings before interest, tax, depreciation and amortisation (EBITDA) rose more than 10% to £17m. The directors pushed up the total interim dividend for the period by 20%, suggesting their confidence in the outlook.
An evolving story

Stobart cast off its famous lorry business as a standalone operation in 2014 and retained a passive investment in the new firm from that point. Since then, with the company focused on aviation, energy and infrastructure, progress has been impressive. Revenue has grown around 140% since 2014, the dividend has shot up 200%, and the share price has risen more than 50%.

The company is using a pro-forma figure to show the underlying progress of the business.That’s because last year’s headline figures were flattered by a profit of almost £124m, received from the partial disposal of Eddie Stobart Logistics. When the lorry business floated on the FTSE AIM market last year, Stobart Group reduced its holding, but still retains some shares in the operation.

Today, Stobart Group has identified its two “major growth divisions” as Aviation and Energy, where pro-forma underlying EBITDA grew almost 15% and 90%, respectively, during the period. The energy division is a biomass fuel provider, sourcing, processing, and transporting waste wood and other waste-derived fuels for third-party biomass plants across the UK. And the aviation division owns and operates London Southend Airport, operating flights under franchise agreements for other airlines, and ground handling operations at airports. There’s also a rail division that undertakes rail and non-rail civil engineering projects.
Positive outlook

Looking forward, Stobart said in the report it has made “strong commercial progress” in its core operating businesses during the period, which are both “well-invested and set for significant growth.”

However, the share price has been weak lately, and I reckon that could be because of general stock-market sogginess, the fact that the firm posted a headline loss today, and because the company is in the news because it has sued its former chief executive for alleged wrongdoing. A judge is due to start overseeing a trial at the High Court in London on November 12.

However, 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.


STOB.L
STOBART GROUP
Last Signal: BUY
Last Pattern: BULLISH DOJI STAR
Last Close:
218.0000
Change:
+3.0000
Percent change
+1.40%
Signal Update
Our system’s recommendation today is to BUY. The BULLISH DOJI STAR pattern finally received a confirmation because the prices crossed above the confirmation level which was at 217.2500, and our valid average buying price stands now at 217.5950. The previous SELL signal was issued on 04/10/2018, 20 days ago, when the stock price was 244.7550. Since then STOB.L has fallen by -11.10%.
Market Outlook
Let’s jump on our white horses and go for a bullish ride. The bullish pattern that was previously identified is finally confirmed and a BUY signal is generated. Most probably, it is the right time to participate in bullish fervor. The market is telling you about a new profit. Do not miss this bullish opportunity.

[fenners66] 25/10/2018 00:47

From the Daily Mail

"A High Court judge yesterday ruled that the firm, which owns Southend Airport, must divulge the details of chief executive Warwick Brady's potential £18 million cash bonus scheme and the terms of its contract between Ryanair and Southend Airport."

"He has also queried the cash bonus for Brady, who he claims has misled the market over the commercial terms of a £225 million deal with Ryanair."

Well if there is a potential bonus - has anyone read all the way through the accounts and found it ?

[fenners66] 25/10/2018 00:42

Shares are worth buying if they can stand the test of time. Over the last 12m these have not.
If you want to trade without understanding accounts and it works for you so be it.

Holding the right shares for a long period can be pretty relaxing and get massive gains - how about 17,000 %
How many trades does that take?