Yule Catto Share Discussion Threads

[westdean] 12/10/2012 19:18

What is the reason for the drop today, does anyone know? Thankyou.

[tday] 08/10/2012 15:53

Heavy fall today? Look at Cookson.

[deadly] 08/10/2012 13:30

heavy fall today - no apparent reason?

[trademap] 25/9/2012 14:43

We seem to have lost a bit of momentum here. The joy of the interim results didn't appear to last very long.

[tommy51] 12/9/2012 13:28

mt , sorry to hear about your uncle , best wishes with that.
My chart request was somewhat tongue in cheek, hence the smiley.
It looks like fundementalists, chartists, momemtumists and all other ists are finding something they like in Yulc at the moment, long may it continue.

[uhound] 11/9/2012 16:24

From a technical and fundamental view this looks like a buy to me.

Jumped on board today.

Nice trend developing and even after profits revision, good value at £2.00.

[mechanical trader] 10/9/2012 20:03

Tommy will do mate.

Time restricted my uncle
has been given the last rs

Will do my best mate.

helps to talk to people on here.

[tommy51] 07/9/2012 14:25

. Yep, I think we've all agreed for some time we are in an uptrend. MT can you stick one of your charts on here with some predictions, I think Gorse would appreciate something to look at over the weekend , especially as we are all in a good mood re share price ;-).

[mechanical trader] 07/9/2012 12:44

YULC

Lovely upwards movement.

On a stingy P/E of just 7.4 to
2013. Way way way too cheap.

Yule Catto & Co PLC

FORECASTS 2012 2013
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

N+1 Brewin [W]
04-09-12 HOLD 95.90 20.30 5.00 99.00 20.90 5.50
Peel Hunt
31-08-12 BUY 99.00 20.84 5.50 106.50 22.98 6.50
Numis Securities Ltd
30-08-12 BUY 100.80 21.70 5.50 110.20 23.70 7.00
Canaccord Genuity Ltd
28-08-12 BUY 103.30 21.90 5.50 105.10 22.20 6.00
Westhouse Securities [W]
28-06-12 None

2012 2013
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)
Consensus 101.02 21.48 5.50 107.27 22.96 6.50
1 Month Change 2.12 0.35 1.03 -5.49 -1.38 1.37
3 Month Change -11.61 -2.57 0.87 -17.37 -3.69 1.05

Notes to forecasts
(27 Jun 2012) W flag refers to outlook


GROWTH
2011 (A) 2012 (E) 2013 (E)
Norm. EPS -4.98% 36.08% 6.92%
DPS 92.31% 120.00% 18.22%

INVESTMENT RATIOS
2011 (A) 2012 (E) 2013 (E)

EBITDA £116.08m £132.40m £144.11m
EBIT £74.14m £116.80m £117.80m
Dividend Yield 1.47% 3.24% 3.82%
Dividend Cover 6.31x 3.90x 3.53x
PER 10.77x 7.92x 7.40x
PEG -2.16f 0.22f 1.07f
Net Asset Value PS -43.08p p p

[mechanical trader] 06/9/2012 17:10

Cracker of an afternoon, looking
at filling the gap at 178p and then
the resistance at 194p.

[mechanical trader] 05/9/2012 00:05

Nice uptrend channel developing.

[mechanical trader] 31/8/2012 15:35

Broker Views of those with a BUY
target on YULC

Date Company Name Broker Rec. Price Old target price New target price Notes

30 Aug Yule Catto & Co PLC Numis Buy 161.20 233.00 239.00 Reiterates
29 Aug Yule Catto & Co PLC HB Markets Buy 161.20 - - Reiterates
28 Aug Yule Catto & Co PLC Morgan Stanley Overweight 161.20 270.00 270.00 Retains
28 Aug Yule Catto & Co PLC Canaccord Genuity Buy 161.20 290.00 278.00 Reiterates
28 Aug Yule Catto & Co PLC Peel Hunt Buy 161.20 185.00 185.00 Reiterates
28 Aug Yule Catto & Co PLC Barclays Capital Overweight 161.20 255.00 256.00 Reiterates

Nice to see Barclays with a target of 256p.

[kimball808] 30/8/2012 16:55

lol...when they move their target up a penny, you know its time to go overweight...all good positive spin though...;-)

[mechanical trader] 30/8/2012 08:28

YULC

Brokers giving YULC a lot of support.

Forward P/E of just over 7.

Way too cheap.

Yule Catto & Co PLC

FORECASTS 2012 2013
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Peel Hunt
28-08-12 BUY 99.00 20.84 4.00 106.50 22.98 4.50
N+1 Brewin [W]
28-08-12 HOLD 95.90 20.30 5.00 99.00 20.90 5.50
Canaccord Genuity Ltd
28-08-12 BUY 103.30 21.90 5.50 105.10 22.20 6.00
Numis Securities Ltd
28-08-12 BUY 98.00 21.20 5.50 117.00 25.40 7.00
Westhouse Securities [W]
28-06-12 None

2012 2013
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 100.14 21.33 5.04 109.66 23.55 5.89
1 Month Change 1.24 0.20 0.56 -3.22 -0.82 0.74
3 Month Change -12.50 -2.72 0.42 -15.10 -3.13 0.44

Notes to forecasts
(27 Jun 2012) W flag refers to outlook


GROWTH
2011 (A) 2012 (E) 2013 (E)

Norm. EPS -4.98% 35.16% 10.39%
DPS 92.31% 101.60% 16.81%

INVESTMENT RATIOS
2011 (A) 2012 (E) 2013 (E)

EBITDA £116.08m £137.78m £147.83m
EBIT £74.14m £116.80m £117.80m
Dividend Yield 1.52% 3.06% 3.57%
Dividend Cover 6.31x 4.23x 4.00x
PER 10.46x 7.74x 7.01x
PEG -2.10f 0.22f 0.67f
Net Asset Value PS -43.08p p p

[mechanical trader] 29/8/2012 19:24

Im certain theirs a lot more
to come broadwood.

Always done well out of this stock
and seems to perform in good or bad
conditions.

[broadwood] 29/8/2012 16:53

There seems a wholly more positive tone from the CE this time. A 'strong' performance in an area where 84% of the profit is earned is pretty good reason.

Market was taken by surprise - hopefully more to come.

[cockneyrebel] 29/8/2012 16:37

Geeze - MT in here - if I'd known that I'd never have bought - I'll sell first thing in th emorning - last post here from me.

CR

[qs9] 29/8/2012 16:02

Thanks CR. Am in and in again.....think £2 next stop IMO...

[cockneyrebel] 29/8/2012 15:43

Bulk of yesterday's broker notes with targets from 230p-270p:




28 Aug Yule Catto & Co PLC YULC Morgan Stanley Overweight 160.60 141.80 270.00 270.00 Retains
28 Aug Yule Catto & Co PLC YULC Canaccord Genuity Buy 160.60 141.80 290.00 278.00 Reiterates
28 Aug Yule Catto & Co PLC YULC Peel Hunt Buy 160.60 141.80 185.00 185.00 Reiterates
28 Aug Yule Catto & Co PLC YULC Numis Buy 160.60 141.80 233.00 233.00 Reiterates
28 Aug Yule Catto & Co PLC YULC N+1 Brewin Hold 160.60 141.80 130.00 130.00 Reiterates
28 Aug Yule Catto & Co PLC YULC Barclays Capital Overweight 160.60 141.80 255.00 256.00 Reiterates

[cockneyrebel] 29/8/2012 15:40

Back long here now these have broken through the previous high for higher highs

CR

[bigboots] 29/8/2012 13:33

Rumours around that BASF have held talks with the Company in regard to a takeover

Interesting news today

[qs9] 28/8/2012 20:25

Agreed,With these decent set of results under the belt, IMO city may look to buy back in having sold it so far down. let's see.