Universe Share Discussion Threads

[acornoptical] 30/3/2006 09:39

i can understand the divi because they want to use the money to finance
expansion with out increasing borrowing ithink this is the way forward

[papalpower] 30/3/2006 08:26

At the present price of 18p, its on a historic PER of times 10 now, and what should be around times 8 for current year pr EPS.

[papalpower] 30/3/2006 08:25

gowise, its a little disappointing, but probably to do with conserving cash with an expansion in business levels ahead. What they need to do is to sell of Master Change, as GECR notes, once this is done then they should go through a rerating. Although they offer scrip we know a large percentage went for the cash option at interims, so I would assume Ray Mackie is being cautious at the moment ahead of higher business levels for HTEC in the first 6 months of this year.

Lets hope MC gets sold off this year :)

It looks like the resuls morning sellers are out now, so bargains later today I think.

[gowise] 30/3/2006 08:20

no-one wants to discuss the cut in dividend?

[papalpower] 30/3/2006 08:01

It looks solid Ted, as you say, the Hydra OPT going into OEM pumps at manufacture leads to very exciting places :)

[ted1806] 30/3/2006 07:56

I like this bit the best and it could lead to big money.
They could fit all new pumps with there payment system at
the point of manufacture. The deals with asda morrisons and
clinton cards are the bread and butter so this deal with
the pump manufactures could give us the extra revenue we need.

Hydra OPT

The Hydra Outdoor Payment Terminal, the first fully approved OPT for use with
Chip & PIN, is in use at ASDA and, on a pilot basis, at Morrisons. Hydra OPT is
being converted to Chip & PIN across the ASDA estate. Important relationships
have been established with pump providers and anticipate that this will lead to
further Hydra OPT installations. In this regard we are working with Gilbarco and
Wayne, the two leading petrol pump providers to integrate HydraOPT into their
pump heads. This is a very exciting extension to our business.

Thus far we have an OPT fully integrated with Gilbarco's SK700 Euroline and
earlier this month, at the International Forecourt and Fuel Equipment Show, we
exhibited the solution for the Wayne 9000. An OPT integrated with the Wayne
Global Star will follow soon.

[papalpower] 30/3/2006 07:39

Yes JTK, I would hope to have the details of the new Charles Stanley note in a few days, and will post a summary of it.

Would hope CS will move up from 2.3p EPS projection for this year to around 2.5p to start with, lets see if they do. I also want to see their new figures for 2007, which will give us the forward pr PER ratio, which could be around times 5.5 at the moment.

[james t kirk] 30/3/2006 07:35

Hi PP, my nly critiscism, is the lack of specific forward looking info, conidering the contracts gained. A revised broker note will probably be key to any major re-rating.

Another good PP find though - well done..

[papalpower] 30/3/2006 07:18

Very happy with them 74graham, and notice a Clinton Cards contract win as well.

Looks very good going forward, and with First Remit sold off, I think we can get 3p EPS this current year of 2006.

The share price is greatly undervalued on that basis.

[74graham] 30/3/2006 07:10

pp bought some during the week,fantastic results.cheers,bb

[papalpower] 30/3/2006 07:08

Solid, 1.8p EPS last year, and an "excellent" outlook !!


RNS Number:6341A
Universe Group PLC
30 March 2006

UNIVERSE GROUP PLC

UNAUDITED PRELIMINARY RESULTS

FOR THE YEAR ENDED 31 DECEMBER 2005

Universe Group plc, ("Universe" or the "Company"), the retail and information
systems company, is pleased to announce its unaudited Preliminary Results for
the year ended 31 December 2005.

Key Points:

* Operating profit on continuing business #1,747,000 (2004: #1,356,000)
* Earnings per share on continuing business of 1.8p (2004: 1.3p)
* Profit before tax #1,201,000 (2004: #751,000 on continuing business)
* International money transfer business sold.
* Proposed final dividend of 0.25p making a total for the year of 0.5p

Commenting, Ray Mackie, Chairman of Universe said:

"In 2005 we achieved an operating profit on our continuing business of
#1,747,000 compared to #1,356,000 last year. We have adopted IFRS and group
operating profits on this basis are struck after what were formerly accounted
for as exceptional items but before the results of the International Money
Transfer discontinued operations.

"Our sales on continuing business were #17.6million against #16.6million for
2004. On this figure we achieved a profit before tax of #1.2million (2004 -
#751,000). Our earnings per share on continuing business are 1.8 pence per
share, against 1.3 pence last year on a comparable basis.

"While trading at our Currency Division remains satisfactory the prospects for HTEC are excellent. The newer Chip & PIN enabled products and our on-line
services are being established fast. These give us a growth platform in our main customer base of petrol retail and also other sectors."

[papalpower] 29/3/2006 17:43

Finishing up at the end, must mean results in the morning ;)

[james t kirk] 29/3/2006 16:17

Limits buy/sell both 25k 17.5p / 19p

[papalpower] 29/3/2006 09:32

Friday I hope not, funny day for results really, Tuesday or Thursday is best :)

[papalpower] 29/3/2006 09:24

Could be later, could be tomorrow.

[cgldsmth] 29/3/2006 09:22

results today?

[james t kirk] 28/3/2006 13:51

Online limits

Buy 37.5k @ 18.5p
Sell 25k @ 17.6p

[james t kirk] 28/3/2006 13:42

Not that I'm following your every move PP, but I did buy some yesterday at this stage as a T10 and I'll wait to see what results are like.

IEC looks like it's starting it's next leg up too.

[papalpower] 28/3/2006 12:48

Given the potential for a re-rating, and of course the normal big move up before interims, a solid hold cgldsmth, after reading the results statement I hope you will be encouraged to add some more :)

[cgldsmth] 28/3/2006 12:37

bought a very small few at 18.4

[papalpower] 28/3/2006 12:09

Building up now :)

[papalpower] 28/3/2006 11:27

It would be nice to get to 18/20 on the bid offer before results tomorrow.

I am as sure as I can be they are good, and with a lot of small holders now out, the moves up on good news could be big and take us into, finally, a new higher trading range ready for interims, which could be exciting given potential for current year (06) EPS of between 2.3p to 3p.

[papalpower] 28/3/2006 11:18

L2 moving up now, 4 v 1