Up Global Sourcing Share Discussion Threads

[johnv] 04/7/2017 19:40

......uncertainty in all 38 countries?

[croasdalelfc] 04/7/2017 19:15

The election created uncertainty and reduced footfall in retail shops and most retail stocks have been hurting a bit some more than others. There will probably be a bounce in June figures plus certain cities are swamped with tourists - London and Edinburgh are 2

[croasdalelfc] 04/7/2017 12:54

I bought a few more at 199

[divinessence] 04/7/2017 12:17

Well i bought a few, they have a good story.

[eriklujon] 04/7/2017 11:07

From around May 26th to the election UPGS shares climbed from 190p to 228p and that rise made many investors profits quickly. Then the election result created political instability that was reflected by a drop in the markets. That seems to have sparked a selling spree in UPGS shares as those recent investors protected their recently gained profits. It likely that once the current trend to take profits bottoms investors will pile back in at the new lower price and these shares will surge again. Hands ready on wallets gentlemen…(and ladies)..

[croasdalelfc] 29/6/2017 08:50

My figures allow for seasonality of sales with a modest £52m sales and £4.3m profit in H2Upside is very possible giving 12p plus EPS and a current PER of 19.Looking forward with modest 25% growth £150m revenue and 8% margin we get 14.6p EPS and a forward PER of 15 That should restate to 300p

[croasdalelfc] 29/6/2017 08:41

We will probably get a TU at the end of July , hopefully that will give the share a rerating to close to 300p.Margins might be squeezed but I'm still hopeful of 11p EPS.Director bonuses also finish at Year end. Underlying EBITdA will be the measure for this share

[martinthebrave] 26/6/2017 17:57

Low volumes and maybe a pennant forming prior to the next leg up. Quite happy with the chart and may add if it plays out to plan.

[eriklujon] 26/6/2017 17:35

Despite the chunky buys the price drops by another few pence. Is this a symptom of the general state of the stock markets?.

[darola] 22/6/2017 11:32

Some chunky buys today.

08:24:31 @223.125 30,000 £66.94k
08:24:17 @223.125 30,000 £66.94k
08:23:54 @223.125 60,000 £133.88k

[darola] 21/6/2017 23:47

A few weeks old, but still relevant.



Notice that TNT has sold up, which probably means some of his followers will have moved on too.

A bit of patience is the game here, convinced this can be close to £4 in 12 months. It's the engine room providing stock to a growing set of large discount retailers, its a bit like a retail fund!! As each of those individual companies expands and prospers, as a key supplier we ride their coat tails....

[darola] 20/6/2017 14:05

RNS released indicating that BR have increased their holding and the price drops!

[harrywilliam] 18/6/2017 19:04

Fingers crossed it moves up. Last couple of weeks have been tough to the portfolio

[tradewithtrend] 18/6/2017 12:57

Tipped by momentum investor, no idea of the following though.

[taurusthebear] 16/6/2017 15:04

Good shares to buy on the down-spike. Looks like we're heading for the next up-spike now. :0)

[nimbo1] 16/6/2017 14:22

in for a few : )

edit - well timed for today at least.

[darola] 15/6/2017 23:56

Recruiting for sales staff, company sounds great in the write up! 😀

[darola] 15/6/2017 18:33

Nice increase today when B&M went the other way....

[croasdalelfc] 15/6/2017 17:47

Nice video btw!

[croasdalelfc] 15/6/2017 16:19

Darola - the information is in the prospectus and the presentation after the interims . My 'theory' around those facts is just a theory.Ps it's my second biggest holding after TAP and my average is around 162p - I'm hoping for a rerating after a TU in Late July

[darola] 13/6/2017 20:58

Where do you get your information from? This company is far broader than just 2 retailers. And expects to grow its online sales from 4% to 20%.



"With over 16 years in business, we have acquired a large and impressive customer base of over 450 retailers and that number continues to grow every year."

I'm probably biased as this is my largest small cap holding. But the upside here is hugh as it's starting from a relatively small base. Fuelled by the global expansion of its customers - and not just 2!

[croasdalelfc] 13/6/2017 20:33

Hi Darola - it's more to prove to the city that they are ambitious.Because none of the proceeds of the IPO went to the company and can't be used to grow it, and the fact they are heavily reliant on two albeit high growth discount retailers is leading the city to discount the PER and SP

[darola] 13/6/2017 20:00

What's up with Poundstretcher. Sounds like they are doing ok to me.

Extract from

Mr Patel said Poundstretcher had "substantial" cash and bank balances, with net assets of around £118 million.

He said latest accounts being filed would show it made a pre-tax profit of just over £3.5 million in the year to March 31 – up from £2.4 million – and was spending money refitting 100 of its 390 stores.

Turnover, he said, was slightly down at £400 million, from £429 million in 2016 – but still put Crown Crest at number 10 in our Top 200 Leicestershire Companies list, which will be published in next Tuesday's Leicester Mercury.