The 80m saving is cumulative. |
ta John. I tend to avoid EPS, but your point is a valid one. Broker note would be ideal.
FCF Yld would also be useful to know, paying down that debt pile is a core focus for market
GLA and DYOR |
Well on 23.5p earnings (that’s before the £80mn extra now communicated) as of April 1st this was about to be on a forward PE of just 6 (in April )
So how much earnings does that extra £80m equate to? Because concensus earnings in the RNS was £144m so is concensus earnings now £224m?
Need to see broker notes or anyone any good at working out EPS . Not my forte ! |
As a company comparison ,, look at James Halstead ( JHD) .. they are in the same market ,, but the capitalisations are very different ,, |
Fair Points John, so what equity value would you pay now for c.24p earnings in 2 years before that RNS so they could be higher....any views on what they are now please?
Not wholly sure we will see any market recovery other than possibly in the USA post Trump DYOR |
Scars i think resistance is closer to 165p last time i looked |
In auction again |
Its interesting that those receiving the tip for the first time at the weekend wont be aware that since the tip was written (the week before its publication) the company has updated the market
New buyers here should be aware that the company has since removed £12m from the cost base with another £20m before April therefore upgrading earnings by £32m in the year about to start in April and upgrading year commencing 1st April 2026 earnings by £80m
So the 16.3 pence in the year about to start and 23.5 pence one year out are now wildly inaccurate ! |
150 to sell booming and could hit that 160 resistance by close of play!!! |
It may be in auction at 147p perhaps |
It’s looking like 147 wont be an issue . 165p next i make it 🤷a94;️
I think the usual volume were tentative this morning because it was tipped and didnt want to get spiked or involved in that traffic ! So im hopeful normal upward super service will be resumed shortly ! |
into auction again... |
It just keeps coming back....hopefully can get through £1.47 and then £1.50 this am....DYOR |
A bit of resistance at 147p . But not much if the volume continues. You might see it have a few attempts |
£2 and beyond on target |
Calm before the storm this morning should start to kick properly soon |
Just get the feeling this has got some legs yet! Next resistance 160 IMO |
You cannot buy presently |
Good morning all |
It’s pretty well nailed on £1.50 tomoz imho |
haha, no tbf I was merely going on what someone had said above, just adds to the squeeze was my point mate. Enjoy your Sunday, DYOR as ever and see you tomorrow for some fireworks hopefully on VCP. Cheers. QS99 |
No takeover imho ,,, just value being recovered to £2:50.. Also I like the fact it isn’t being spoke about everywhere ……. Yet |
Ok Dandy just wondered why you added an extra 3 x the market cap of debt on 😉
QS have you actually seen the “LSE board talking takeover”?
Because in terms of the “Take-over-Ometer” 🌡️ im not sure it would even twitch on that 😆 |
Tightly held, new year tip in from weekend, LSE board talking takeover, £2 by Tuesday?! DYOR but me thinks a squeeze is coming…
Cheers QS99 |