Titon Share Discussion Threads

[sonofbanjosinger] 14/12/2017 08:01

Managed to increase my holding at 130, so very happy. Nice progressive dividend and an excellent increase in cash holding plus next year no drag on earnings from defunct ducting venture so even if it stands still in the UK a 370k increase in earnings.

[fozzie] 14/12/2017 07:45

Glad I held on here during falls from July. Looking good to return to 170 area.

[sonofbanjosinger] 14/12/2017 07:40

Nice set of figures this morning.

[lullabite] 08/12/2017 13:50

Do you guys think that the mechanical ventillation industry is as ciclycal as the Doors And Windows hardware Not sure how the company is gonna behave in a downturn now cause back then in 2012 the korean business wasnt that important Now is the biggest part of the profit before tax is even scary even though the UK business makes more revenue the korean business is much more profitable And the company relies a lot on this

[sonofbanjosinger] 07/12/2017 19:32

Looking forward to results next week

[jane deer] 07/12/2017 08:20

Lullabite

I. don’t think there is enough info to use an EV/EBITDA multiple. Admittedly the 2 Korean cos are roughly equal size and one is 51% owned and so consolidated and other is 49% owned - so not consolidated. So you could argue they cancel each other out - but there is not enough info I can find on either company to say that.

[lullabite] 02/12/2017 22:58

Last post i swear , when valuing the company with ev/EBITDA múltiples , What do you do with the associate investment And the minority interest? Cause associate investment is Core businesses in this company

[lullabite] 01/12/2017 12:44

I Also wanna add how do you guys thhink the brexit Will affect the company ? How cyclical is the company i see they had a slight downturn in 2012 but even though the construction industry is cyclical the company doesnt look that much cyclical

[lullabite] 30/11/2017 00:07

Does someone know how are their products? Someone has bought any? How are the reviews in titondirect (im not from uk ) Why do they only sell online in the uk?

[lullabite] 29/11/2017 22:44

I just discovered the company Im buying ASAP nice bargain

[lullabite] 29/11/2017 22:44

Just discovered the company WoW im buying ASAP al least gonna try cause volume is quite low

[wad collector] 16/11/2017 09:19

Peel hunt and Numis's EPS estimates for 2017 are around 27p and for 2018 are around 30p , though I don't think they have altered those figures for ages.

[ramridge] 15/11/2017 13:16

I am interested in this stock and analysed it this morning. One thing that puzzles me is the broker forecast eps is stated to be 13.6p, lower than the FY2016 eps of 14.9p.
Puzzled, because the half-year results were really good (eps 6 against comparable 4.6).

Reading the Hardman report (May 2017), it appears that there is a one-off tax treatment to be applied this year which will reduce net profits, hence eps.

Anyone with an opinion?

[wad collector] 14/11/2017 14:23

Sp twitching upwards a bit , prelims a month today. Noise or a prelude to more good news?

[sonofbanjosinger] 25/10/2017 23:05

With just over a month to go and looking at the positive stance in the last figures...l think this has a way to go.

[jane deer] 25/10/2017 14:19

I like the headline multiples on this stock but with so much value in the 2 Korean subsids ( one consolidated with large minority interest, the other affiliate) - difficult to put much emphasis on anything other than P/E multiples.

[its the oxman] 11/9/2017 11:22

Joined you all this morning c.133p. Hoping to add more sub 130p but not sure that's going to happen.

[sonofbanjosinger] 11/9/2017 09:26

Has been said before an iliquid share and a few people selling.picking up on safestyle news last week. I was able to pick another 8.5k up this morning at 1.30,

[fozzie] 11/9/2017 09:23

Nope I wouldn't have thought so, just that selling begets selling, ever since rainmaker said he would be a seller the share price has slipped away. Looks good value to me now. No planned statements but perhaps the company may be minded to issue one given the fall from c175.

[wad collector] 11/9/2017 09:17

Tumbling down to 4 month low on no news ...something in the wind?

[wad collector] 04/9/2017 12:22

Who wants to go over to South Korea to inspect operations? Err....don't all rush.

[sonofbanjosinger] 30/8/2017 21:01

If anybody starts to feel negative about this share...they just need to go back over the last trading statement.

[bo90] 29/8/2017 10:04

This stock is so tightly held that any small trade will effect the price significantly.