Tellings Golden Miller Share Discussion Threads

[yf23_1] 21/9/2004 15:02

Results due next week - Wed 29th I think.
Best to get in now as tradeable shares are tight.

[yf23_1] 27/8/2004 15:50

Only 9600, but all buysfor a rise of 2%

If I'm not mistaken, there is not much of a free float in the shares.

[mad mike] 26/8/2004 22:14

Maybe the mark up today was becuase of Shares Magazine:-
Our 10 Best AIM Picks:
*Asos (ASC.L) - Celtic Resources (CER.L) - Computerland (CPU.L)
- Domino's Pizza (DOM.L) - Honeygrove Group (HYG.L)
- Inter Link Foods (ITF.L) - Pipex Communications (PXC.L)
- Tellings Golden Miller (TGM.L) - Vantis (VTS.L) - Victory Corporation (VRY.L).

Play of the Week:
*Buy BHP Billiton (BLT.L) at 532p.

Tip Updates:
*Buy Charter (CHTR.L).
*Buy/Hold Glenmorangie (GMGA.L).

[yf23_1] 26/8/2004 17:24

nice markup of the quote, but no trades yet at the new price.
Any volume or press comment looks likely to shift the price sharply.
Let's hope IC does an update soon !

[yf23_1] 12/8/2004 01:52

This is good news for TGM.

CONGESTION ZONE TO GROW

London's controversial congestion charge is set to double in size within two years, under plans from Mayor Ken Livingstone.

He has given the green light to the extension - subject to further investigation - which would extend the boundary westwards as far as Earls Court, taking in the prosperous areas of Notting Hill, Kensington and Chelsea.


Kensington and Chelsea council immediately protested, saying the plan ignored public consultations earlier this year in which two-thirds of respondents rejected an extension.

"This really is staggering. When the Tube is falling apart he wants to chuck £120m at a money-losing congestion charging scheme," the council said in a statement.

The scheme is the biggest in the world and was launched in February 2003.




Proposed extended zone


Drivers entering a zone stretching from Hyde Park to Tower Bridge pay £5 a day between 0700 and 1830 on weekdays.

The existing scheme raised some £70m in its first year, about half what was expected. The money will be used to improve roads and public transport.

The extension would come into effect in 2006.

Major retail chain the John Lewis Partnership also expressed "severe disappointment" at news of the extention, saying trade in the existing zone had been hit hard since it came into force 18 months ago and was only now starting to recover.

[mad mike] 06/8/2004 22:14

Telings make another aquisition. Unfortunately, there are hardly any details in the announcement:-
=========================================================
RNS Number:7290B
Tellings Golden Miller Group PLC
06 August 2004

Tellings Golden Miller Group plc
Acquisition

The Board of Tellings Golden Miller Group plc ("Tellings") announces that it has agreed terms to acquire Arriva plc's bus operations in Colchester. The transfer of the business will become effective on 29 August 2004.

Just under 100 employees at the Colchester Depot will transfer under TUPE to Tellings, which will take over Arriva's operation at the depot in Magdalen Street as well as Arriva's local bus services, initially using the 35 vehicles currently operated by Arriva.

Stephen Telling, Chairman and Chief Executive said:
"We are pleased to announce the acquisition of Arriva's bus operations in Colchester which fits well with, and will be incorporated into Burtons, our expanding East Anglian bus and coach operation. Burtons is a wholly owned subsidiary of Tellings."

Enquiries:

Tellings Golden Miller Group plc
Stephen Telling, Chairman and Chief Executive tel: [phone]

College Hill
Gareth David / Crawford Burden tel: [phone]

[yf23_1] 02/8/2004 16:20

just bought 3500

[invisage] 25/4/2004 11:40

Hey Guys,

Just thought id tell you about DART GROUP. - The smart investors' favourite budget airline -

A host of shrewd investors are backing budget airline and distribution business Dart Group with one top smaller companies team buying at the start of this month.

Dart (DTG), which operates fledgling budget airline jet2.com and also offers air distribution services using the same planes, has become a tempting destination after a slump in its share price in the second half of last year.

Heres a few reasons why its a good time to buy now...

* Results in 7 weeks (16th June)
* ISA Stock
* The first half of the year Dart's pre-tax profits rose by 31% to £7.1 million from a 16% rise in turnover
* Company is very cheap with a P/E of only just over 7 and a forward P/E of just over 6
* Offers a healthy 4.7% dividend yield
* Market Cap. 45.70 m
* Shares In Issue 34.49 m
* 3.7% spread
* Directors and Institutions hold 61% of the shares, very few in public hands.
* Loads of cash in Bank
* Jet2 operates from Leeds/Bradford and Belfast with flights to 13 destinations once a Belfast-Prague service is launched at the end of this month.
* 16% (net book value) of the total tangible assets is in freehold property with less than 1% in short term leaseholds
* Airline booking increasing this year, a Very good recovery play considering the stock is on the bottom of its range...



When Dart's fleet of aircraft is not being used to transport holidaymakers they are utilised for distribution services, ferrying cargo, fresh produce and flowers. The company is also involved in freight forwarding at Manchester, Newcastle, east Midlands and London Heathrow.

Cheers
Invisage

[mad mike] 31/3/2004 15:54

Well some people liked the results today - so far up 9.3% on the day. But volumes are low. If there are no delayed transactions, there have only been 10 transactions so far today, and total volume only 29,000.

[mad mike] 31/3/2004 09:08

Telling's final results out today.
- they grew their eps(after tax) by 72%,
- now they are only on a PE=14, and that is after tax, and using the last financial year
- they have reduced net debt from £8.68M to £4.97M (FYI Mrkt Cap=£30.8M)
Conclusion: A somewhat undervalued company IMHO:-


Telling's also announced two more acquisitions. This really is a growth company. They have been contining to make acquisitiosn like this, and also increasing penetration of profitable Transport for London contracts (partly through acquisition, and partly through internal growth).


There is an analyst presentation at 10am today, so maybe we will see a rise in share price as the value of this compnay sinks in.

[marvelman] 18/2/2004 20:28

Must admit to selling at 1.58 after a run of consistent selling.Now back in at 1.46.You really have to stick with this company they havnt put a foot wrong since flotation - and so agressive.

[mad mike] 18/2/2004 12:08

Tellings awarded new Contract: Today's RNS follows

Award of new Transport for London bus contract

The Board of Tellings Golden Miller Group plc is pleased to announce that the
Company was recently awarded a new bus contract by Transport for London. The
route, the 112, operates between Ealing Broadway and Brent Cross Shopping Centre with 5 new single deck buses. The new contract is expected to commence
operations in July 2004.

[m.t.glass] 26/1/2004 19:10

Chickened out for now. Still optimistic about TGM but wanted cash for PCI this morning.

[m.t.glass] 09/12/2003 13:21

Trades? Who needs trades ;-)

[m.t.glass] 09/12/2003 07:58

Premarket pricing suggests MMs agree.

[glennborthwick] 08/12/2003 21:39

looks good

[m.t.glass] 08/12/2003 19:03

A bit of after-hours news:

LONDON (AFX) - Tellings Golden Miller Group PLC said it has today acquired
the remaining 62.7 pct interest in Burtons Coaches Ltd it does not already own
in a move to expand the group's bus operations in East Anglia.
Burtons operates a bus and coach fleet comprising 42 vehicles, made up of 21
buses which operate local bus services for Suffolk and Cambridgeshire County
Councils and two commercial bus services. The remainder of the fleet is
comprised of luxury coaches operating private hire and tours throughout Great
Britain and the rest of Europe.
In the year ended Dec 31 2002 Burtons had turnover of 3.7 mln stg and made a
loss before tax of 24,933 stg. Net assets at Dec 31 2002 were 270,804 stg.
Following management corrective action, the company has returned to profit in
the current financial year. In the 6 months to June 30 2003, Burtons made a
pretax profit of 61,759 stg.
Tellings said it has paid 421,544 stg in cash and shares for the 62.7 pct of
Burtons it does not already own. The vendors, Paul Cooper and Barry Richardson,
have agreed not to dispose of their consideration shares for a period of one
year and, for a further period of two years, they are only permitted to dispose
of an agreed percentage of their holdings.
In addition, Paul Cooper has agreed to subscribe for 48,701 new ordinary
shares in the group at 154 pence per share. These shares will be subject to the
same restrictions.
Chairman and chief executive Stephen Telling said the business has been
acquired on attractive terms and is expected to be earnings enhancing.
[e-mail]
slm/

[glennborthwick] 13/11/2003 19:33

yep - one for the future this

gb

[m.t.glass] 13/11/2003 10:08

Minor reversal, as presaged by yesterday's "shooting star" candlestick pattern.

[mart] 12/11/2003 09:10

Anything substantial going on here or is this just air.

[glennborthwick] 12/11/2003 07:55

ok - nice chart as well

nice to be inanother winner

gb (nothing to do with tgm- just using it as a sign off)

[m.t.glass] 12/11/2003 00:02

Glenn: Any chance of a chart in the header please?

[marvelman] 11/11/2003 20:04

Something is brewing here.This company is moving.

[ze fuzzio] 11/11/2003 16:05

maybe they are doing some early Xmas shopping, they still had funds after thier last buy

[m.t.glass] 11/11/2003 15:37

Suddenly jumped in the past half hour.. on a downmarket day among smaller stocks. Anyone heard anything?