Yule Catto Share Discussion Threads

[adc4] 02/8/2011 16:47

Also brought back in here over last 2 days. This is a good company that has been sold down with the rest of the market. Sadly can't tuck any away in my ISA as it was foolishly filled in April, when the world seemed a happier place :-(

[redips2] 02/8/2011 14:14

Another dip---up to knees now.

[redips2] 02/8/2011 11:43

Tough markets indeed chris---£2.05 have dived in---not too deep---just up to my ankles.

[chrisb1103] 01/8/2011 17:58

Well i did add a few on the drop to 210 this morning, it was my target price to add, just a bit galling to see it fall off sharply again after bouncing so well mid-morning. Tough markets! This is a great price i believe, i also think it's in a steady uptrend, under-valued compared to sector peers and am sure the performance post-acquistion in the half-yearly report will bear out the confidence of many on this board here (and all those brokers and tipsters saying buy too).

[wanttowin] 01/8/2011 16:45

Another rubbish day, think i will wait a bit longer, this slide shows no sign of stopping.

[mrminister] 01/8/2011 10:33

a new month then ......i see an interim statement due out on the 26th ....will we here how the new poly latex deal is combining with yule to bring about a nice performance to date .....i feel it will be good and look forward to it

pity the volume is woeful lately .....but that can be said for most of my screen today

[wanttowin] 29/7/2011 18:40

MM I am ready to get a few more, but will wait till tuesday to see if the yanks can finally get there act together.

[mr.oz] 29/7/2011 15:21

Yule Catto & Co

overwt/positive
263 TP

22.3% potential upside

Barclays Capital

[mrminister] 28/7/2011 08:27

anybody topping up here ? ..... good value must be

i picked a load up last night, but were hard to get in any qty

[praipus] 21/7/2011 14:16

mechanical trader: when you have a moment please take a look at your KIP and SYS BB's. Cheers P.

[mechanical trader] 21/7/2011 09:57

Tipped this morning.......

[mechanical trader] 20/7/2011 09:57

Bullish set of broker figures and such a cheap stock. Way too cheap in fact imo. Forward P/E of just over 9 to 2012.!!!!!

Yule Catto & Co PLC

FORECASTS 2011 2012
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

The Royal Bank of Scotland NV
14-07-11 HOLD 82.28 18.33 3.00 110.58 23.11 3.43
Brewin Dolphin
08-07-11 BUY 81.60 17.40 2.60 113.60 24.00 3.00
Altium Securities
10-06-11 BUY 90.80 20.00 3.00 113.40 25.00 4.00
Numis Securities Ltd
12-05-11 ADD 85.60 18.30 2.75 113.40 24.40 2.90

2011 2012
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 84.44 18.40 2.84 112.50 23.98 3.31
1 Month Change 5.87 1.65 0.01 -0.18 -0.04 -0.01
3 Month Change 7.06 0.17 -0.78 12.26 0.71 -0.95


GROWTH
2010 (A) 2011 (E) 2012 (E)
Norm. EPS 18.14% 0.68% 30.28%
DPS % 118.77% 16.46%

INVESTMENT RATIOS
2010 (A) 2011 (E) 2012 (E)

EBITDA £64.82m £124.26m £157.90m
EBIT £50.20m £m £m
Dividend Yield 0.58% 1.27% 1.48%
Dividend Cover 14.06x 6.47x 7.24x
PER 12.29x 12.20x 9.37x
PEG 0.68f 17.88f 0.31f
Net Asset Value PS -5.32p 103.24p 122.44p

[kimball808] 20/7/2011 08:35

more of that please MrM...it's working...:-)

[mrminister] 19/7/2011 14:44

come on yule .....there's a rally going on in case you've not noticed ...ff sake

[mrminister] 19/7/2011 10:11

worth a read

[andysandy] 18/7/2011 09:58

totally agree this new rule needs to be put in place asap, instead of leaving us to play blind without the correct information.

[doobster78] 18/7/2011 08:37

Copyright - Agree. They have to announce any price sensitive information as soon as they have it on all other matters so why in so many cases do we only hear of takeover approaches several weeks after the initial approach has been made, of course it may not come to anything, but it is price sensitve that one has even been made no matter how preliminary it may be ?? It is more price sensitive than anyhting else so why they dont have to announce it straight away is beyond me ! We shall see ........

[copyright] 17/7/2011 23:22

doobster....I agree with you 100%, there should be a legal obligation in fact requirement to either confirm or deny any information, rumour or otherwise, which has been been put in front of the public domain within a specified period of time, ideally within 7 days of having been printed in the press or broadcast over the media, television, radio, the internet etc.

twice, now, YULC has featured, as subject of a possible takeover, and we have heard nothing whatsoever from the board of directors, if untrue or ubsubstantiated, then I would like to hear the board deny the rumour, it's not a lot to ask of them even without there being a legal requirement to do so, after all they have been elected to safeguard shareholders interest and to keep the market well informed of any price sensitive information.

[doobster78] 17/7/2011 17:01

Looking forward to when these new rules come in regarding takeover approaches and companys having to notify the market.

[doobster78] 13/7/2011 20:21

Only just read this



and today after its downgrade and paper reports of takeover talks fading it remains robust and slighly up ... i for one still believe there is legs in this. We shall see xx

[kimball808] 13/7/2011 12:46

yep, very bullish house broker, does sound a bit like trying to repair over a leaky pipe...;-)

[cockneyrebel] 13/7/2011 11:06

I think the way RBS are suggesting that a bid is unlikely and the way that's got into the press too makes it seem a bid is all the more likely imo.

The big volume spike here in April is a positive sign - often a pre-cursor to a bid imo.

Watch out for these to rally again imo.

CR

[mrminister] 12/7/2011 13:28

keep the faith wanttowin ......its picked its feet up already .....nice