Vertu Motors Share Chat (VTU)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Vertu Motors	LSE:VTU	London	Ordinary Share	GB00B1GK4645	ORD 10P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-0.50p	-1.12%	44.00p	43.75p	44.00p	45.00p	43.75p	45.00p	633,628	16:35:05

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
General Retailers	2,822.6	29.8	6.1	7.2	174.80

Vertu Motors Share Discussion Threads

Showing 1326 to 1348 of 1350 messages

Chat Pages: 54 53 52 51 50 49 48 47 46 45 44 43 Older

Date	Subject	Author	Discuss
05/7/2017 09:22	Gross profit from Feb 2017 y/e accounts: Aftersales £123.4m 39.4% Used Vehs £100.7m 32.1% New Vehs £ 89.4m 28.5% Total £313.5m 100% By way of illustration that new vehicles is the 3rd highest revenue stream & subject to too much focus in terms of Motor retail Co's share price in my opinion.	mortimer7	Read Full Thread Reply
05/7/2017 09:06	Figures are out from SMMT this morning for new car registrations in June. Total 243,454, which as expected by the market is a decrease of 4.8% compared to June 2016. However, the 6 months to June total still represents the 2nd highest half year total ever recorded.	mortimer7	Read Full Thread Reply
02/7/2017 22:30	Blew co: ever sell is a buy anyway. Volume is a useful indicator. Anyway I would avoid VTU. As ppi fades away then car volumes may fall further...	r ball	Read Full Thread Reply
30/6/2017 12:33	Sells 734,000, Buys 190,000 and the price goes up? Is someone hoovering these up?	blewco	Read Full Thread Reply
22/6/2017 14:23	IMO this is now looking stupidly cheap, all the worst scenarios from macroeconomic circumstances (eg Brexit deal) seem to have been factored in to the share price by the market. This extract is from from the results in May: "The Group has an ungeared balance sheet with shareholders' funds of £246.4m (2016: £197.9m), representing net assets per share of 62.3p (2016: 58.0p) as at 28 February 2017. The Group has tangible net assets of £156.1m (2016: £130.6m) and the balance sheet is underpinned by a freehold and long leasehold property portfolio of £182.0m (2016: £137.7m)" So tangible net asset values around 40pps.	mortimer7	Read Full Thread Reply
15/6/2017 09:21	Some of these stocks are already bashed down because of such fears and when they materialise they get a double bash and fall to silly valuations. That's what happened to DFS this morning so I bought some on the drop. Ideal buying opportunity. Don't think we'll see as big an opportunity here - I wouldn't place cars and furniture together.	danieldruff2	Read Full Thread Reply
15/6/2017 09:07	From the DFS trading update this morning - Chances of a read across to VTU car sales both new and pre-used HIGH (imo) "In our half year results announcement on 30 March 2017, we highlighted the expectation of a softer market environment in the second half of our financial year. The trading environment has however recently weakened beyond our expectation, with significant declines in store footfall leading to a material reduction in customer orders. We believe these demand effects are market-wide, in line with industry indicators, and are linked to customer uncertainty regarding the general election and the uncertain macroeconomic environment."	pugugly	Read Full Thread Reply
05/6/2017 09:07	The anticipated dip in new car registrations was confirmed for the month of May this morning as SMMT figures show a drop compared to May 2016:- "UK new car demand falls -8.5% in the month as buyers hold back ahead of June general election, with 186,265 cars registered"	mortimer7	Read Full Thread Reply
14/5/2017 08:03	Vertu launches online used car sales platform hTtp://www.motortrader.com/motor-trader-news/automotive-news/vertu-launches-online-used-car-sales-platform-11-05-2017 htTps://www.bristolstreet.co.uk/buy-online/ Somewhat glitchy, needs refining but it looks good !!	ferries5	Read Full Thread Reply
10/5/2017 23:20	EC, Agree with regards to the profit margin CAMB is certainly higher (I imagine that reflects the higher proportion of luxury/premium franchises they hold). I'm not sure ROE is a great metric to compare car dealers with as CAMB's higher figure reflects it's somewhat weaker balance sheet. CAMB ROE will I think trend down as they have some major freehold investments to make at their Land Rover dealerships in the next couple of years. CAMB's P/E a little higher and dividend less than half. Agree a lot to like about both companies.	cockerhoop	Read Full Thread Reply
10/5/2017 15:38	JAF111, Interested why you prefer CAMB? VTU LFL's superior over last few periods.	cockerhoop	Read Full Thread Reply
10/5/2017 13:12	http://www.stockopedia.com/content/small-cap-value-report-10-may-2017-vtu-183267/Paul Scott likes it : " I like it. It's not one I hold personally at the moment, as I'm focusing more on growth shares. That said, am really tempted to buy back in, as the valuation seems compelling.It's not often you find a reasonably well financed company, paying divis, which has reported strong results & outlook, and is on a PER of around 6 or 7. There could be upside here, if the various downside worries sort themselves out in due course.The StockRank is 82, so Stockopedia's computers rather like it too! "---------I like it too , happy to hold. GLA , DYOR etc	loafingchard	Read Full Thread Reply
10/5/2017 12:45	Have had a quick glance at VTU results.....seem ok BUT (not for the first time) I feel that Cambria looks a much better proposition.....their Interims out yesterday....Suggest people take a look at them!	jaf111	Read Full Thread Reply
10/5/2017 11:21	CEO Robert Forrester Webcast on todays results... hTTp://webcasting.brrmedia.co.uk/broadcast/59119f8596c88f52933d2b2f	mortimer7	Read Full Thread Reply
10/5/2017 08:55	I don't think that's entirely fair. The number of shares was increased at the start of the financial year from a placing. Assets were bought throughout the financial year but have not had a full 12 months to contribute to profits, so there is a lag effect on eps.	danieldruff2	Read Full Thread Reply
10/5/2017 08:41	chrisb1103:> Agree on the surface looks good BUT key criteria of eps up by less than inflation - Very poor performance for shareholders.	pugugly	Read Full Thread Reply
10/5/2017 07:48	Rock solid results. Record profits £29.8M up 14.6% EPS 6.1p, net cash £21M, Tangible NAV per share 39.5p "Trading up to the end of April 2017 has been strong giving the Board confidence for the future. The full year dividend has been increased by 7.7%." Way too cheap imv	chrisb1103	Read Full Thread Reply
09/5/2017 15:46	Final results day tomorrow. Share price could do with a boost...	mortimer7	Read Full Thread Reply
04/5/2017 09:16	Commenting on Aprils figures, Mike Hawes, SMMT Chief Executive, said: "With the rush to register new cars and avoid VED tax rises before the end of March, as well as fewer selling days due to the later Easter, April was always going to be much slower. It’s important to note that the market remains at record levels as customers still see many benefits in purchasing a new car. We therefore expect demand to stabilise over the year as the turbulence created by these tax changes decreases".	mortimer7	Read Full Thread Reply
04/5/2017 09:10	Todays SMMT figures for April 2017 show a 19.8% year on year drop in new car registrations this morning. Total regns were 152,076. This reduction was expected as the effects of the Vehicle Excise Duty changes from 1st April kicked in, and had brought forward many regns in to March. The two months March and April combined total for 2017 is 714,413 compared to last years of 708,212.	mortimer7	Read Full Thread Reply
27/4/2017 11:21	Note from Zeuse Capital htTps://www.directorstalkinterviews.com/vertu-motors-plc-zeus-capital-anticipate-robust-set-results-due-10th-may/412727802	ferries5	Read Full Thread Reply
12/4/2017 12:05	Whether that has any import or not, I think this one is miserably rated by the market and somewhat overlooked. I'm hopeful of 60-80p once it comes back into focus.	danieldruff2	Read Full Thread Reply
12/4/2017 11:58	htTp://www.fleetnews.co.uk/news/fleet-industry-news/2017/04/11/vertu-motors-and-bca-sign-five-year-exclusive-remarketing-deal No figures mentioned,or who bears the cost of transport to the auction houses. At the very least it should free up space at the dealerships. Loads of uncertainty in the economy at the moment, Some new cars are 10% to 15% higher since the £ dropped in value, Diesels no longer seem attractive + coupled with the problem with Volkswagen, just not sure how this will effect Vertu	ferries5	Read Full Thread Reply

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