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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
  -0.20 -0.51% 39.30 37.80 39.70 39.60 37.50 37.60 282,466 16:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 3,064.5 7.3 0.8 48.5 148

Vertu Motors Share Discussion Threads

Showing 1426 to 1450 of 1750 messages
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DateSubjectAuthorDiscuss
16/3/2018
09:58
It demonstrates to me that they aren't concentrating on their business - car dealing .If a car dealer can't get a better return on its cash by simply dealing in cars then something has gone wrong with its core business.If I was still invested I'd be out
woodwards26
12/3/2018
10:02
Last friday saw the 2nd anniversary of Vertu's placing of 56 million shares at 62.5p. Over recent months their own share buyback program has seen them acquire around 14 million shares, recently paying as low as 42 / 43p. Not sure what this demonstrates, apart from they ain't daft!
mortimer7
05/3/2018
09:08
The UK new car market dipped in February, according to figures released today by the (SMMT). 80,805 new cars were registered, a 2.8% drop compared with February 2017 (83,115), in what is traditionally one of the quietest months of the year ahead of the March number plate change. That said, it was still the 3rd highest February figure in the last 10 years behind 2016 & 2017.
mortimer7
20/2/2018
17:00
Why they continue to buyback shares is beyond me surely put the money into used car stock. Even at say 10 k per car and a miserable 6 stock turn and a low gross per unit of say 600 every 10k would produce 3600 and even more importantly 6 extra after sales customer that would likely spend another 3000 over the next 3 yrs . Oh and then likely come back and buy another car sometime between 2 and 4 yrs.I have not been invested for a few years but I still follow . I used to think well of their used car abilities but doubt them now.In my opinion the used car side running well is the foundation of a great return on capital employed.
woodwards26
13/2/2018
08:55
One of the reasons listed motor retailers will have a decent buffer in their Aftersales profits for a few years (to offset downturn in new vehicle market).... The main determinant of the aftersales market is the number of vehicles on the road, known as the 'car parc'. The car parc in the UK has risen to over 34 million vehicles in 2017, a rise of 1.6% on the prior year. The demand for servicing and repair activity is less impacted than other sectors by adverse economic conditions, as motor vehicles require regular maintenance and repair for safety, economy and performance reasons. Overall, we expect at least for the next three years to see good continuing growth in the car parc, with higher growth expected in vehicles over four years of age.
mortimer7
05/2/2018
09:07
The UK new car market declined in the first month of the year, according to figures released today by the SMMT. 163,615 cars were driven off forecourts in January, a 6.3% fall compared with the same month in 2017 when 174,564 were registered.
mortimer7
29/1/2018
16:02
He's looking forward to 2023
zoolook
28/1/2018
22:31
I can't remember vertu at 1/4 of any recent price
woodwards26
25/1/2018
23:06
Check out Alex bossert long thesis of Cambria
lullabite
25/1/2018
23:05
I hace positions un vertu And Cambria both 4 baggers in 5 years
lullabite
25/1/2018
21:44
So why has the share price dropped?
r ball
25/1/2018
21:43
I don't think the share is really bothered by the fact that it's owner is a long term or a short term holder. Share buybacks can enhance mgt bonuses by increasing Eps for minimal effort. Special dividends force the business to use remaining cash wisely.
r ball
25/1/2018
21:05
R Ball Disagree about buyback policy over a special dividend, A special dividend attracts short term holders. where a buyback ,rewards and supports long term holders
ferries5
25/1/2018
17:17
I'm not. My only interest is: I had a holding in Vardy, it's a local company and I know a couple of employees. The market just doesn't like these companies any more. The contrast with Vardy is astounding. After all the share price hasn't moved in 3 years. Given today's profit warning the share buyback policy looks ill judged. A special dividend would have been a better way to return cash.
r ball
25/1/2018
15:07
Got Cash. Generating Cash. Very little debt. Profitable, & GP sensitivity analysis indicates headroom/cushion to cover downturn. Dividends sustainable. So disagree with value trap.
mortimer7
25/1/2018
12:28
So, R Ball at what price are you hoping to buy some?
alter ego
25/1/2018
12:10
Value trap.
r ball
25/1/2018
10:20
There's no doubting the sector headwinds in place at the moment & the year on year comparatives for Q1 will look dire. However, Vertu's tangible NAV is around 40pps, just below current share price & many of their recently acquired dealerships will not yet have achieved their profit potential.
mortimer7
25/1/2018
08:17
Still not a buy. Avoid
r ball
11/1/2018
09:02
Good point made in Marshalls RNS today. When comparing Q1 2018 new car regns to last year... "During the first quarter of 2017, the market benefitted from the impact of one-off changes to vehicle excise duties which led to some consumers accelerating purchase decisions to avoid higher excise duties and this will not be repeated in the first quarter of 2018". So I suspect the year on year comparisons, particularly in March 2018 are going to look quite grim for the sector.
mortimer7
09/1/2018
09:40
Goverment needs to give guidance. People are not sure what to buy http://www.independent.co.uk/news/business/news/diesel-uk-market-share-retail-clothing-fashion-drop-aston-university-a8148066.html
ferries5
07/1/2018
15:55
Must add that regulatory environment is sapping confidence and the consumer has somewhat turned against cars..
r ball
07/1/2018
15:36
No companies in this sector are a buy. It's all a bit toxic like pubcos. The PE is cheap but it's a value trap. Arguably we need some normalisation. Given that UK cars are on average 2-3 years younger than European ones this will give you an indication of the potential drop off in sales should PCP and consumer buying falter. I.e. 3 years equivalent of no sales. Obviously sales wouldn't drop to zero but this is the size of the overhang.
r ball
06/1/2018
02:26
I agree but What do you think about the Aftersales Business? Do you think its possible that the customers swtich to specialized companies in Aftersales like repair companies or autopart dealers ? Also What are your thoughts on Cambria automobile?
lullabite
05/1/2018
21:10
@ r_ball My holding in VTU is all part of a balanced portfolio of stocks which includes banks and non UK companies. My only other UK consumer facing share is DC. which I picked up at recent lows.
karadas09
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