Victoria Share Chat (VCP)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Victoria	LSE:VCP	London	Ordinary Share	GB00BZC0LC10	ORD 5P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+8.00p	+1.03%	787.00p	784.00p	790.00p	787.00p	781.00p	781.00p	157,786	16:27:01

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Household Goods & Home Construction	330.4	18.8	13.8	56.9	926.20

Victoria Share Discussion Threads

Showing 5476 to 5500 of 5500 messages

Chat Pages: 220 219 218 217 216 215 214 213 212 211 210 209 Older

Date	Subject	Author	Discuss
06/4/2018 21:40	TradeJunkie2 you realise that the financial year has ended, forcast eps is 26.7p giving a p/e of 28, but we already know that vcp will beat these expectations so the actual p/e is likely round 25. Give it 2 more years if all goes well and you'll look back and say this looks cheap at the moment.	reubencash207	Read Full Thread Reply
06/4/2018 21:10	P/E of 56 !!!!	tradejunkie2	Read Full Thread Reply
05/4/2018 11:30	Berenberg buy target reiterates to 950p	gabrieloak	Read Full Thread Reply
04/4/2018 22:51	Many thanks, gabrieloak. Will have a look.	bouleversee	Read Full Thread Reply
04/4/2018 22:37	As requested B hxxps://www.thefurnishingreport.com/index.php/news	gabrieloak	Read Full Thread Reply
04/4/2018 21:06	Reading back over the furnishing report news (not logged on for a few months)...I had missed the news on Headlam seeing UK weakness and European flooring imports being strong... I think the read across from Headlam (along with Carpetright irritating comments on market conditions as a poor retailer) explains the recent weakness in share price...however: (This morning) Geoff Wilding, Executive Chairman, commented: "We are now seeing the clear benefits of our strategy to develop a broadly based, resilient flooring business, where operational and manufacturing synergies lower costs, whilst also providing a robust platform for organic and acquisitive growth. This is in no small part due to the excellence of our wider senior management teams who continue to drive the business and create opportunities to grow market share while maintaining margins. The Board is encouraged by 2018 trading to date. Together with progress on ongoing internal initiatives to deliver synergies and revenue growth, and the very attractive acquisition prospects already identified, the Board is confident it will deliver another year of significant, earnings-accretive growth in the 2018/19 financial year." Board is encouraged by trading so far in 2018! What is not to like...? GO	gabrieloak	Read Full Thread Reply
04/4/2018 14:46	interesting logic AB...thanks	gabrieloak	Read Full Thread Reply
04/4/2018 11:21	FWIW I've kept hold of my 27/3 purchase today. I think there is an acquisition or two imminent. My thinking is: 1. From today's statement: 'Additionally, the Board of Victoria has invested a significant amount of management focus during the past year identifying additional suitable acquisition opportunities. Shareholders should anticipate further acquisition-led growth focused on Europe.' Later they talk about 'very attractive acquisition ops already identified'. This gives a clue IMHO that they are fairly well advanced. 2. Around the last acquisition 15/11 they said they kept back £21m for more acquisitions and there is now circa 5 months extra cash, helped by the Karaben and Ceramiche acquisitions. 3. Four acquisitions were completed last year, from Feb there was a gap of 8 months and then two in quick succession. If there was one within the next month that would be around a 6 month gap. I expect there is currently c£50m cash to play with, on a pe of 10 this would add c9% to forward earnings, or about 70p on the current share price. GLA	alphabeta4	Read Full Thread Reply
04/4/2018 10:14	Very reassuring. About the only bright spot at the moment.	bouleversee	Read Full Thread Reply
04/4/2018 09:10	Very positive trading update. More acquisitions planned and performing ahead of expectations. About as good as I hoped for. Excellent new website too.	nivison	Read Full Thread Reply
04/4/2018 09:05	B...it’s out...what do you think?	gabrieloak	Read Full Thread Reply
31/3/2018 22:27	Mnny thanks. Let's hope it will be equally positive this year.	bouleversee	Read Full Thread Reply
31/3/2018 22:13	If you note...I was explaining what a tree shake was...I did not suggest it had happened or that Invesco caused it. I think a fully intentional tree shake is unlikely but it cannot be ruled out. This was what came out last year on April 11th (trading update): 11 April 2017 For Immediate Release Victoria PLC ('Victoria,' the 'Company,' or the 'Group') Positive Full Year Trading Update Trading Ahead of Market Expectations Victoria PLC, (LSE: VCP) the international designers, manufacturers and distributors of innovative flooring, provides the following positive trading update. The Board is pleased to announce that the Group's underlying profits before tax will be comfortably ahead of current consensus market expectations for the financial year ending 1 April 2017. etc GO	gabrieloak	Read Full Thread Reply
30/3/2018 11:47	Gabrieloak - Thanks for that. Do you mean by shorting? Are you suggesting that Invesco would tree shake? Are the results out on April 10?	bouleversee	Read Full Thread Reply
30/3/2018 11:06	I assume that the two largest shareholders control the company. Are they talking to each other? Do they have an agenda?	countryman5	Read Full Thread Reply
29/3/2018 17:25	Tree shake: Pushing the price lower to ignite fear, compound that fear and drive the price lower...which in turn drives the price lower still...the cynic says that this is a classic technique to loose shares from the hands of unwitting investors who sell in a panic to those who know / are betting (normally market participants like market makers) that there is nothing wrong and that the company is round the corner going to be announcing that all is well! (usually on 10th April)... This does happen (normally on a much smaller basis) though in this case it would take some serious engineering and there was also a buyer out there mopping up. GO	gabrieloak	Read Full Thread Reply
29/3/2018 16:37	OK. I only rec'd the alert this afternoon. Could you please explain exactly what is meant by the expression "tree shake" in this context.	bouleversee	Read Full Thread Reply
29/3/2018 16:06	Invesco still buying and they reached and or crossed the 15% level yesterday (Wed). There was a very large volume yesterday and now we know who was mopping up all the sells. Almost looked like a tree shake...	nivison	Read Full Thread Reply
29/3/2018 15:42	Invesco have just added 0.75% to their holding and now hold l5% which may explain today's rise.	bouleversee	Read Full Thread Reply
29/3/2018 14:15	So far so good on your call....	gabrieloak	Read Full Thread Reply
27/3/2018 09:42	Just added - this fall is way overblown IMHO and was too good to miss. My thinking is: 1) We've had a trading update on 25/1 saying 'Strong trading in the (important) December quarter', what are people expecting to have happened in two months after?? I would think it's fair to say lots of people buy their carpet in the January sales, most of the UK revenue has been banked already. 2) On the potential Carpetright issue people are forgetting that VCP has been becoming an increasingly non-UK business. Over the last year by my calculations the acquisitions (which are all non-UK) will add c£175m to 2019 revenue which is forecast at £539m. In the 2017 accounts 27% of revenue was already Australia. Comfortably over half the revenue is now non-UK and we know European economic growth has been accelerating of late, with buoyant consumer confidence. 3) As others have touched on CPR's problems have been longstanding and company specific. They have been losing trade to competitors and if they are to go I would expect the business to just go elsewhere. 4) The RSI is down at levels last seen in the days after the EU referendum (which turned out to be the best buying opportunity of the last two years - each situation is different but there price rebounded over 50% within two months)!	alphabeta4	Read Full Thread Reply
25/3/2018 08:59	I agree, I think this current slump is primarily due to investors emotions at play. With macro economics affecting the indexes (but having no impact on Victoria) people are panic-selling all shares, especially those on a high P:E. It could present a good point to top up your portfolio. My only worry is that people somehow have inside information, like how the share price rose rapidly a week or two before the announcement of the recent acquisitions.	reubencash207	Read Full Thread Reply
24/3/2018 08:50	Anyone shorting (which I doubt) is in for a bit of a shock..in the last few years Carpetright have articulated their woes as market based. Not market based thus far.	wingspan	Read Full Thread Reply
23/3/2018 10:43	I hope so too. I suppose someone is shorting this stock off the back of Carpetright's woes. I think Carpetright are in trouble because of their own business shortcomings - lack of investment in stores, perhaps bad systems, very targeted competition from Tapi rather than a systemic problem in the carpet market. Invesco have taken advantage of the drop to add, which is interesting. I am hoping for good results and a bit of a squeeze on the shorter.	nivison	Read Full Thread Reply
22/3/2018 20:27	Heres hoping that the trading update in April reverses this trend	reubencash207	Read Full Thread Reply

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