Udg Healthcare Public Dividends - UDG

Udg Healthcare Public Dividends - UDG

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Udg Healthcare Public Limited Company UDG London Ordinary Share IE0033024807 ORD EUR0.05
  Price Change Price Change % Stock Price Low Price High Price Open Price Close Price Last Trade
6.00 0.86% 700.00 684.50 705.00 696.50 694.00 16:29:57
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Industry Sector

Udg Healthcare Public UDG Dividends History

Announcement Date Type Currency Dividend Amount Period Start Period End Ex Date Record Date Payment Date Total Dividend Amount

Top Dividend Posts

mfhmfh: share price still below CFO's purchase of 20,000 shares at 740p in August this year. Sellers all gone I think. GLA.
liarspoker: Interestly enough my high end expectations were for 26.3c EPS so add another cent onto that for 27.3c. That gives a multiple of 12.82 which is fairly cheap for UDG given that it was trading on a P/E north of 16, which was a little lower then the long term EPS growth average, during the last few years. EPS growth over the last 5 years has averaged at 15% ( and still this board has tumbleweed all over it ) so therefore a multiple of 15 seems appropriate as during a recession people still need drugs and its associated services. Of course the HSE decision could bring EPS up or down either way but I think that there's a long way to go until we get a concrete decision. Anyhow there seems to be a difference of 2.18 on the multiple so a rerating should see the price rise by 60c which is 17%. Given that end of year is September, which we are nearly at, it is also nearly time to start looking at 2009 which should boost EPS by an extra 14 - 15% or so. Giving an appropriate share price of around 470c but more likely around 420 - 450c if the market remains cautious.
liarspoker: I like blabbing on to myself. :O) I just find it strange how everyone seems to be chasing the latest trendy share when this is growing at about 15% per year. At this rate the share price doubles every 5 years, more if you take the scrip divi. Have you missed the boat as regards getting them cheap - I can't answer that djderry, only you can. ;o) As I see it from an EPS perspective: Historically EPS growth has been about 15% per annum therefore a multiple of 15 would be suitable. It looks like UDG will do 25 cents this year therefore an approximate price would be 375 cents ( about where we are now ). From an intrinsic value point of view: You can take the 375 cent figure to start with and add a little for credible management, a market leading position in Ireland, the move into diversification of higher margin sectors, brand names etc etc. You might get 400c as fair value, you might get 440c for fair value. It depends on the individual. You can also deduct a little due to regulation etc. Anyhow that's enough rambling for me but a final thought might be to wait and hope a summer dip will occur ( like in the last few years ) and add then on a 10% discount from the 375c figure to get a little margin of safety so add at say sub 340c if you get the chance.
liarspoker: Sorry, my mistake. The outlook is in there and looks good. :O) Say EPS increases by 13% over the next 5 years: Assuming 2008 EPS ends up at 25c that gives EPS of 46c at end 2013. This would equate a share price of around 7 Euro on a multiple of 15. On EPS growth of 15% p/a we can expect a share price of around 7.50 at end 2013. This would be higher if we use a higher multiple of course. imo this is possible as we should be in an upward market cycle in 5 years ( touch wood ). Historically we have seen a dip in the share price over the late summer. Perhaps it might be a good idea to buy in or add a few on the dip should one occur this year. Should be a nice bagger from 3.50 Euro......add in the scrips and it should more than double bag. Slowly does it here. :O)
liarspoker: We'll get over 350p eventually JohnnyAD. I'll be holding a while yet so as long as the business continues to performs I don't mind what the share price does too much in the short term. Another 2 acquisitions announces today: http://www.advfn.com/p.php?pid=nmona&cb=1207293118&article=25615186&symbol=L%5EUDG
liarspoker: Ok here's a little dividend exercise: http://www.fool.com/investing/dividends-income/2008/01/31/my-dividends-are-bigger-than-yours.aspx Since I have been a holder UDG dividends have increased by 15% p/a. Therefore my divi yield is currently a little over 4%. So according to the article if the divies keep increasing by 15% p/a over the next 10 years ( which it could looking at the past 20 years and future prospects ) then my yield will be around 16.5%. If the then divi is about 1.8% of the share price which it historically has been then we can expect UDGs share price to be just over 16 Euro - a 4 bagger from here. Makes sense too since 15% growth doubles a share price in 5 years. Therefore 4 Euro doubled in 5 years is 8 Euro which when doubled over the next 5 years = 16 Euro ( ah - behold the magic of compounding :O)
liarspoker: Hmmmm - well I am short UDG in the stock challenge but of course I remain long in reality. Does that mean though that when I go short in the stock challenge that the share price rises in reality ? 300p soon anyone ? ( of course since I've said that the share price will now fall back, I'd put a tenner on it ).
liarspoker: Looking from a divi perspective UDG might be cheap and due up a run soon. The highest number of FY scrips I received ( from my original purchase ) was in 2003 ( Interim scrips have been the same or thereabouts all the way through ). The lowest number of FY scrips was the following year in 2004, followed by 2005, then 2006 and finally 2007. It is important to note that the 2007 FY scrips are only slightly below that of the number of 2003 FY scrips and the company was way undervalued then. Perhaps we can expect a nice little run up in share price sometime during 2008. We can call this 'The Divi Theory'. ;o)
culchi: thanks liars. o/t i noticed you bought a small holding in sfr. I am also watching this stock since it was highlighted earlier this year. I looked at it again this morning but decided to go with sgi.which as you know ,i had on my radar. I hope to add sfr to my portfolio in the coming months(price permitting)when some funds become available from cnm which is the subject of a takeover . This has been a winner for me, held for past three years and resisted temptation to sell(bought at 45 pence) . It, together with bur. ,gng, and wcc have proved most successful this year. As you know, i bought kingspan at 17 euro , much too early.The irish stocks have taken a hammering and will take some time to recover even ang. which should report good results next week. udg share price has disappointed over the past eighteen months, but it has excellent management and seems to be moving into a higher margin business. Long term its a worthwhile part of a portfolio.
liarspoker: I must say that I am looking forward to the results tomorrow. This is not really a share I pay too much attention too when it is not having its moment in the spotlight, ie results or acquisition time, but I like to give it a good going over when new results are released ( or when something else tickles my fancy of course ). Anyhow say that UDG did 22.20c EPS last year and they do 10% EPS growth this year giving a figure of 24.42c. That means that at the current price we are trading on a forward multiple of about 13.75 which is a long way from the usual 18 - 22 figure. Granted the markets are in a state of disarray and arguably growth is slowing ( at least organic growth is ) so perhaps a lower multiple is justified. 2 years ago this share would have been around the 450c mark by now. Sure that is too expensive at the moment and realistically I am looking for a share price of just under 400c for this year with anything extra being a bonus. :O) Edit: To those reading this thread for the first time - the above charts are in Pence, the company reports in Euro Cents ( just in case you are scratching your heads reading my figures and looking at the graph ).
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