Tribal Share Discussion Threads

[ards] 07/8/2009 11:57

price has profit warning baked in. could be possible as rns hedged bets but still looks undervalued

[qs9] 07/8/2009 07:47

I am a fan generally but the H2 weighting statement made me worried that they were hedging their bets on a better H2 to deliver.....so the risks moved North and I moved out! Hope I am wrong and will get a chance to get in again on the run up to next RNS. DYOR/IMO etc

[ards] 06/8/2009 22:42

serious money not interested in small out of favour sectors which appear to have limited growth potential

remember that a lot of funds lost their shirts and I dont think a lot of this money will be back anytime soon. still think this is undervalued stock but timescale 6-12 months

patience is virtue:

[smokyjoe] 06/8/2009 17:38

markirv, yes i've got the interims as being on the 18th August too. Cant quite get my head around why noone seems to like this company at the moment, perhaps these figures will reverse the share price , i certainly hope so.

[its the oxman] 04/8/2009 11:59

decent yield now and looking cheap but not sure what will get it racing again so staying on the sidelines till next results - think market is always wary of their talk re 2nd half bias and possible downgrades

[ards] 24/7/2009 11:10

main concern is that the public sector services will cut back on outsourcing or developments. I think opposite will happen. i think it is a sector issue, just out of favour at minute. i also think that city dont fully trust management given profit warnings a few years ago. I think it is a good time to buy myself and have been doing so.

[ards] 20/7/2009 08:26

Detailed Broker Forecasts 2009 2010
Broker Date Rec Pre-tax (£) EPS(£p) DPS(£p) Pre-tax(£) EPS(£p) DPS(£p)
Collins Stewart 17-07-09 BUY 14.90 15.80
Edison Investmen... 18-03-09 None 21.50 15.40 4.60 23.10 16.30 5.00
Brewin Dolphin I... 27-04-09 BUY 22.00 15.50 4.60 24.00 16.50 4.90
ABN AMRO 30-03-09 BUY 22.27 15.56 4.60 24.13 16.59 5.00
Fairfax IS 09-02-09 BUY 20.00 15.10 4.80

2009 2010
Pre-tax (£) EPS(£p) DPS(£p) Pre-tax(£) EPS(£p) DPS(£p)
Consensus Consensus 21.91 15.42 4.60 24.06 16.40 5.00
1 Month Change -0.02 -0.07 0.00 -0.01 -0.06 0.00
3 Month Change 0.01 -0.06 0.00 0.43 -0.05 0.00
Growth (%) 11.26 6.36
Standard Deviation (£p) 0.25 0.31
PE Prospective (x) 5.38 5.06

[ards] 17/7/2009 08:13

Major ShareholdersShares in issue:90.8m5p Ords Name Amount % Holding
Hermes Specialist FF Side Pocket Fund II 21,858,383 24.08
Standard Life Invs Ltd 3,642,312 4.01
Henry John Pitman 3,191,871 3.52

Other Directors Name Amount % Holding
Simon Marcus Lawton 712,421 0.841
Peter John Martin 505,062 0.596
David George Thompson 217,500 0.257
Philip Strone Macpherson 50,000 0.059

[wcjan26] 16/7/2009 08:56

"We continue to expect our results for the
full year to be in line with our expectations"



LOL

[ards] 02/7/2009 09:58

same here. this is one of the outstanding shares on the market at the minute. low debt, profitable, great yield and potential target. When market turns this should do ok. you really do not know what is going on in background. I would not be surprised if the mms are trying to fill a large order by dropping price to shake out weak hands.

[2shiversc] 23/6/2009 22:59

Not much activity on this board for a while, guess the depressed share price hasn't helped. Does look like it it starting to move and an up move in a down bias market is surely a good sign. Still holding and adding!

[qs9] 15/5/2009 20:01

Agree, personally like the opportunity but the H2 weighting statement has obviously been taken badly in terms of risk by the market IMO and likely to drift now....shame but hopefully management can still deliver..

[interceptor2] 15/5/2009 16:26

Focus seems to be on TRB saying profits to be more heavily weighted to second half, so might tread water until after the interims are out of the way.

[nellie1973] 15/5/2009 13:08

And then a nice fall!!!!! I can't understand it. Superb results and a moderate drop in price??!?

[nellie1973] 13/5/2009 14:15

Nice statement, big buyer today accompanied with nice rise!!!

[ards] 13/5/2009 08:22

agree good statement. how many companies are able to say that. definitely due a rerating as safe, low debt, and paying divident. would not be suprised if private equity sniffing about at these prices. rsi and macd giving buy signal. good share over next 3months. best to stay in and expect funds to sneak a few big buys in on down days.

[qs9] 13/5/2009 07:24

Net debt £20m and reducing by the looks of things, decent update and international expansion as well. Order book looks healthy at £200m+....H2 weighting a possible concern, but all in all a pretty good statement IMO....any other thoughts?

[qs9] 09/5/2009 20:16

Be interesting to see the moves this week IMO, AGM last year was end of May, so hopefully some decent statement will see this materially higher. Am in sub £1 for 25% move hopefully....DYOR etc