Fydo
01 Jun 2015
Re: Simon Thompson in "Chronic Investor" "blue sky territory"I would say that is a good description of both profit and shareprice performance.The market simply has not got to grips with the difference between selling locally and selling globally. The difference to the bottom line should be more than matched by shareprice performance that will be only further enhanced by buybacks and bid potential.
janebolacha
01 Jun 2015
Simon Thompson in "Chronic Investor" "In Simon Thompson’s column today, our small cap stock picking expert sees upside in the cash rich shares of a children’s toy distributor which look set to enter blue sky territory in the coming months. He has good reason too as a forecast 55 per cent hike in profits this year looks virtually in the bag, and with cash generation mightily impressive, expect a hefty rise in the dividend and even more earnings enhancing share buy backs. Prospects for the next year look equally promising, a fact that’s not yet reflected in a miserly forward PE ratio of 10.""It's not often you get the chance of buying into a cash-rich company rated on a modest 10 times earnings estimates, and with the risk to earnings firmly skewed to the upside. Moreover, with capital expenditure accounting for a small proportion of annual profits, cash generation from the business is mightily impressive, so much so that the board of this £85m market cap company has repurchased over 60 per cent of the issued share capital at a total cost of £41.4m since commencing a buy-back programme nine years ago." I can't get the rest of the article since I'm not a subscriber to IC.(Nice to see them catching on to one of the market's hidden gems)
Fydo
28 May 2015
Re: Extended Peppa Pig range "We are confident that [the new range] will be well received by retailers and an instant hit with Peppa Pig fans,” added Jon diver, joint MD of The Character Group"[link]
janebolacha
28 May 2015
Extended Peppa Pig range [link]
janebolacha
01 May 2015
Research note from Allenby Capital [link]
janebolacha
30 Apr 2015
Record results! [link]
Techno Trousers
08 Apr 2015
Re: I might buy at ...... You'll be lucky, and you may well be waiting a very long time
janebolacha
08 Apr 2015
Teletubbies new series later this year Just right for the Christmas toy market:[link]
apauled
12 Mar 2015
Re: I might buy at ...... I might get back in (got out with 80% profit), but not before the new ISA allowance kicks in
sage in the hills
10 Mar 2015
I might buy at ...... 220p to 250pSAGE
janebolacha
20 Feb 2015
Commentary from "Investors' Champion" [link]
Fydo
11 Feb 2015
Re: Article from "seeking alpha" The news just keeps on getting better and is testament to the theory that success breeds success.This level of excellence will not be lost on licensors looking to maximise sales around the world and are looking to Character to do so with two recent worldwide licences under its belt and looking good to pick up more."Character Options’ new toy line launched at retail in autumn/winter 2014 and received wonderfully strong sales across the board""The brand is also casting a spell over international audiences where broadcast and licensing is well underway in Spain, Australia, Italy and Benelux. This strategic approach has generated a rise in brand awareness, exceeded initial sales expectations and increased the brand’s retail footprint for 2015 and beyond""The entire consumer products programme is seeing impressive results; however, Character Options’ latest toy line has had a phenomenal response and stands as an excellent case study of success for the licence. Products such as the Five Figure pack and the Elf Truck have performed particularly well at retail, in addition to the Thistle Castle play-set which has also been a top selling product.""What’s interesting is that the new line has been a big hit with both boys and girls and it really is testament to the vision of Character Options. They have successfully developed a stunning new toy line that fully captures the charm of this award-winning series and also caters for all fans of the franchise."[link]
janebolacha
23 Jan 2015
Article from "seeking alpha" [link]
janebolacha
19 Jan 2015
Re: Why I Bought at £3.20 The EPS referred to of 36.8p is based on an increase of only 10.5% in revenues. Should CCT achieve a 28% increase for the full year, then much of that extra margin would drop straight down to the bottom line. Therefore, I'd expect EPS for the current FY to be way above 40p. I don't know what the effect will be of the stronger dollar, that's a possible negative since CCT sources from China, I suppose in US$. Besides having "skin in the game", the management is first-rate and very experienced. It looks like a very safe holding.All IMHO, DYOR.
Techno Trousers
19 Jan 2015
Re: Why I Bought at £3.20 Totally agree with the above zp2.I too have bought in, as despite having cashed out on most stocks, this one looks to be a compelling story. I am wary from a market level, not from a company level, so see this one as good value, @ 330.
