ed_derby
13 Jun 2018
Positive Announcement Another positive announcement from Northern Bear management out today - and follows the same annual cycle of good news poking the share price up, then the results come out - goes up again … but as soon as it goes ex div - the shares slowly tumble How can it breakout of the cycle?
ed_derby
13 Jun 2018
at 74p its another great TU good news today … hope you’ve been holding on for it
thirty fifty twenty
02 Feb 2018
at 74p its another great TU so the recent share price slide was a worry,but the trading update today is fantastic news.profit growht is on track and they have been able to absorb the bad weather in January.to me this in effect menas that if they get lucky with weather next year it coudl add a furtehr one twelvth to profits.They will already increase profits with a full year contribution from the acquisition last year, CASH flow is still strong and they have confirmed no impact from CLLN.i think the P/E is c.8 here with great CASH flow and dividend.although a small cap i think this is very much under the radar.....lets see where we are in 12 mths....All IMHO, DYOR + BoLNTBR is in my portfolio
thirty fifty twenty
12 Jan 2018
at 76p looks good value as part of new year review I've taken a look again at NTBR.conclusion (with holder bias!) - it is still a great hold!the same reasons as previous post...pity it is such a small company!all IMHO, DYOR + BoLNTBR is in my portfolio
thirty fifty twenty
07 Nov 2017
at 84p its a great TU WOW - what great results!I don’t like during trading hours TU and was nervous when got the alert after the recent share price falls.It has suddenly gone from a worrying hold to a buy!!EPS will be 12p+ next year with net CASH and its not surprise that they have bedded in the acquisition well , given that they knew the company for so many years. They appear to be in a sweet spot for renovation wrok at the moment and profit growth to show it.CASH flow is great and no shares issued for years I think we can expect another increased divi.I’ve just been looking at FIF and in comparison at all levels NTBR looks much more atraciveHigher EPSHigher divi yieldBetter CASH flowNet CASH not debtAcquisitions and growing , not closing businessesModestly paid directorsUpward trending chart as buyers find out about companyOf course there are risks with the industry but think renovation is slightly protected given the average age of UK, and in particular Northern, housing stock. All IMHO, DYOR + BoLNTBR is in my portfolio
mantrova
07 Nov 2017
Today's RNS Totally brilliant - couldn't be better than to be holding and keeping Northern Bear.m
thirty fifty twenty
25 Jul 2017
at 86p tasty acquisition NTBR made a very favourable acquisition ....a long standing business, bgt at a very reasonable multiple, which is self financing and NTBR can introduce some gearing to increase EPS returns.NTBR has waited 10 years to find a decent acquisiton so i think that means they see this as a good addition to the fold.I expect now that broker fcsts will be updtaed to include this acquisition and i expect EPS towards 14p+ for the year to mar 19All IMHO, DYOR BoL
mantrova
25 Jul 2017
Today's acquisition - RNS. Brilliant! Great to read of the further expansion at Northern Bear.f
mantrova
01 Jun 2016
Trading update today..... ....Brilliant! And with a rising dividend.This one is only just now at the start of coming onto folks' radars.m
