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Share Name Share Symbol Market Type Share ISIN Share Description
Vertu Motors Plc 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
  1.10 3.01% 37.70 37.00 38.40 38.20 36.50 36.50 1,887,670 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 3,064.5 7.3 0.8 46.5 142

Vertu Motors Share Discussion Threads

Showing 1101 to 1125 of 1750 messages
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DateSubjectAuthorDiscuss
20/7/2016
06:20
A very positive statement with continuing strong growth in used cars and aftershaves (nearly 70% of sales) more than offsetting the expected slow down in new car sales. All in line with expectations. Good news on further margin enhancements and integrations progressing well. Reassuring take on brexit impact and a further update planned in Sept. Nice to have a management team that keep their investors regularly updated.Steady as she goes.....D
daddy2010
19/7/2016
20:30
I'm expecting another very strong trading update tomorrow with record revenues and profits and sector beating sales growth. Looking for eps of around 6.5p, a 10%+ increase in the dividend, a decent uplift in customers on after sales contracts and a small uptick in operating margins as the impact of refurbished lots and operational efficiencies gain traction. A lot too ask but this great little company has a habit of silencing the doomsters. On the downside, I'm expecting some impact due to currency movements and a lack of forward guidance on the world post brexit (as it's too early to tell) may hold back enthusiasm given the general downbeat sentiment towards consumer stocks.One to buy and lock away for the future.D
daddy2010
13/7/2016
07:34
8% uplift yesterday, positive so far today 3.5%. Marshalls trading update today references Brexit: "It is too early to assess any impact on the UK motor vehicle market of the result of the UK referendum on EU membership"
mortimer7
12/7/2016
13:58
Nice to see that the market is waking up to the value here (at last) with the shares up another 8%. Vertu remains the most undervalued stock I follow in my 'quality basket'. Communisis is also worth a look if your willing to take more risk. asthe balance sheet is not as strong. The market is also sceptical as to whether the management can deliver but with a blue-chip and sticky client base this has the potential for a massive rerating if July's trading update is positive.Renowned small cap investor Richard Griffiths has faith as he has taken his stake above 15% this morning. One to add to your watch listsD
daddy2010
09/7/2016
10:29
Yes expecting a rally in share price from these oversold levels next week.
seball
09/7/2016
06:54
Hi EdIt was actually a buy as it was a delayed trade from previous days ;-)D
daddy2010
08/7/2016
21:32
It looks like the 38p seller was active again today. 15:48 hours, 2.6 million shares sold at 37.87p. One of the market makers was making a nice margin on that 2.6 million sale.
ed 123
08/7/2016
18:35
NAV per share is at least 39p. That's the value of the property only which is very conservatively valued with a good chuck of that valued over 3 years ago which provides some cushion against downwards revisions of prices if price collapse (unlikely). They have at least £10m of net cash also. The rest of the business, net stock wtc is on for free.Most after sales revenue is also recurring as it tends to be a condition of pcp contracts which most people use to buy cars these days. These lucrative contacts have increased from 9000 to 90000 (ten fold) in only three years. Margins are also on the rise but still way below the competition hence the scope for further upward revisions as the benefits of economies of scale and investment in premium brands filter through to the bottom line. Plenty to be positive about here.D
daddy2010
08/7/2016
15:45
Net assets are not necessarily a good indicator as they have been issuing new shares in placings to buy these assets. NAV per share would be far better. The only concern would be if they have been overpaying. Aftersales are great but not guaranteed and they need to have good systems and staff to keep contact with customers and potential customers moving into their areas of operation. I think they trail Cambria in that respect.
davidosh
08/7/2016
15:21
I originally bought VTU in Feb 2013 when coincidentally the share price was around 40p. Net Assets for Feb 2013 y/e were around £106mill. 3 years on net assets are virtually double that, as is revenue. Many other fundamentals could be cited to bear out their progress & potential, so I have no real concerns about accumulating at these prices.
mortimer7
08/7/2016
15:18
Think this could hit 50p short term as oversold . Good luck all
seball
08/7/2016
14:34
that's my take too, just hope we are both right as I'm rather overweight VTU
alter ego
08/7/2016
14:30
Think there is more mileage (almost a pun, I guess) with the after sales/servicing side of the business than in new car sales in the short term, though the second hand market may well hold steady - provided there's a continuing supply of these without the automatic supply from trade-ins. The after sales side has a higher margin anyway as well as representing some 40% of total profit. I do agree, however, that the current sell-off in the share price is over done.
grahamburn
08/7/2016
14:18
I have been picking these up at the 40p level as I think good value on continued car sales due to low interest rates and the use of PCP to buy them. Cambria are my number one holding but Vertu second in the sector. Amazing that they are half the price they were just six months ago.
davidosh
08/7/2016
10:17
Found this in Motor Trader which I guess is an extract from the piece eluded to above: hTTp://www.motortrader.com/motor-trader-news/automotive-news/dealer-analyst-warns-real-uncertainty-next-two-years-07-07-2016
mortimer7
08/7/2016
10:14
Therein the answer to who was one of the large buyers yesterday: http://uk.advfn.com/stock-market/london/vertu-motors-VTU/share-news/Vertu-Motors-PLC-EBT-Share-Purchase/71924374
mortimer7
07/7/2016
15:54
Have you a link for the broker note? Thanks
seball
07/7/2016
15:45
Cracking and very detailed 40 page sector review note out from Zeus capital this morning outlining the value. Vertu and cambria are their top picks.Also confirmed my numbers are spot on ;-)A must read for all investors and potential investors here.D
daddy2010
07/7/2016
15:31
Yes seller now cleared. We have a buyer also. I expect this to trade over 40p tommorow. Drop in share price overdone. Expect this to trade around 50p level shortly.
seball
07/7/2016
15:27
I meant to add good post Daddt2010, thanks.
my retirement fund
07/7/2016
15:25
Hmm seller done then ?
my retirement fund
07/7/2016
15:22
seller cleared? expect to rise to 42p quickly. Then a steady ride to 50p imo
seball
07/7/2016
15:17
12 miilion traded today now, over 3% of the total shares. Around £4.5million.
mortimer7
07/7/2016
15:06
AGM also this month so will get a positive update on trading imo.
seball
07/7/2016
15:04
Yes I agree Ed. I'm happy to buy more at this price as recent placing was at 62p. Vertu is undervalued and has a good dividend yield imo
seball
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