Basil Loftus
05 Jun 2015
Re: Results It's a great share this. I think it will carry on going up for a bit.
Orchard Gate
04 Jun 2015
sell Even JP Morgan, the last remaining cheerleader for Colt said after the latest quarterly results “we believe it will always be difficult for Colt to sustainably generate meaningful cash flow due to challenging demand/supply characteristics, and inferior economies of scale vs its competition”.Return on equity last year was just 1.2% which is forecast to rise to a giddy 2% this year. Given that Colt trades on a P/E of over 60x and considering its consistent record of failure to deliver and constant restructurings and the associated risks to shareholders, this is a clear sell.
Orchard Gate
03 Jun 2015
Re: Results "Colt taking off at last"If you think this is what take off looks like, let's hope you never get to fly anything!
Orchard Gate
03 Jun 2015
Re: Results Yes Colt doing brilliantly isn't it. So well that in the latest quarterly results they don't even mention profits just a meaningless EBITDA number. So that will have been another large loss.Revenues down, further cash burn and yet another restructuring (how many is that now?)No wonder it has significantly underperformed its sector (see chart) over the last year.If it was a dog, you'd have it put down.
Basil Loftus
03 Jun 2015
Re: Results Colt taking off at last.
Basil Loftus
22 May 2015
Re: Results Colt continues to maintain its strong position since last re
Orchard Gate
09 May 2015
IC view Colt scrapped the five-year revenue, cash profit and capital spending targets it laid out in 2012 as it crashed into the fences of regulatory price cuts and depressed European economies. The telecom services provider has restructured its business, shifted its focus towards key growth markets and made big-ticket acquisitions - but to no avail: underlying cash profit slid 7 per cent.IC view:Colt's troubles show no sign of abating. Strip out cash of 6p a share and Colt's shares trade at an exorbitant 98 times forecast earnings. Sell.
Orchard Gate
24 Mar 2015
Re: Underperforming or five years.In fact pick any reasonable period over which to compare Colt against its index and the only question is how great was its underperformance.To me, that is the classic definition of a dog stock - one which can't ever even match its (much lower risk) index.
Orchard Gate
24 Mar 2015
Re: Underperforming Or over 3 years
Orchard Gate
24 Mar 2015
Underperforming Not able to match its sector index (again).
Orchard Gate
05 Mar 2015
Re: Results "this will be a good year for Colt"You have been saying the same thing since 2009. You'll have to be right eventually. Keep up the good work.
Basil Loftus
05 Mar 2015
Re: Results A good set of results and with solid earnings and prospects for expansion, this will be a good year for Colt.
Orchard Gate
04 Mar 2015
The Real Result If you had bought a relatively boring and very cheap index tracker this is how you would have done versus buying shares in Col
Basil Loftus
26 Feb 2015
Re: Results Looking good for 2015!
Basil Loftus
25 Feb 2015
Results Tomorrow!
