newtonukequities
30 Jan 2019
Massive sell off They look tempting with the PER now at13.3 and Yield at 4.6% One to hold on to, collect the dividends and wait for the current problems to blow over.
Gamesinvestor1
30 Jan 2019
Massive sell off 176 now and a hefty sales fall in Africa. However - Africa’s profits were 11% of the whole pie last year. Profits in Europe and Asia both rose, despite a revenue fall in ASIA Some jiggery pokery in the working capital, capex etc to show profit, but the balance sheet looks OK and the debt came down a bit from last year. I’m buying back in here. Games
Gamesinvestor1
16 Jun 2018
Oohps - Profit warning Mean - probably pretty accurate, although I guess PZ is generally much more about Nigeria and Indonesia for real growth. Games
Meanbugger
16 Mar 2018
Re: Oohps - Profit warning The slowdown in the UK was always going to happen at some point. I'm a loyal user of Carex and Original Source products but the only price I pay for them is £1. I've seen the new product launches and given many of them a try. Customers reach the point though where you have half a dozen different OS shower gels in the bathroom and you decide that's it - no more until these are used up. My view is PZ is now feeling the hangover of constant price promotions and new product launches in the UK. Regular customers probably have enough Carex and OS to last them months.I don't know how they can turn round the UK business. Reading between the lines of the trading statement it looks as if the company is going to take a profit hit this year by reducing new product launches and allowing customers' bathrooms to clear their overstocked position. It probably means the shares are going to remain around the current level for some time.
II Editor
15 Mar 2018
NEW ARTICLE: PZ Cussons at deep discount after share price crash "In these testing times, it only needed 43 days for LSE
ZCZ Cussons to realise that hopes expressed in January for an improved second half of the financial year were going to be wide of the mark.Conditions in the UK and its biggest market of ..."[link]
gamesinvestor
15 Mar 2018
Oohps - Profit warning [link] this one correct for a change -- possible renetry here soon as the share price has just tanked to 207 down 25%.Games
thirty fifty twenty
30 Jan 2018
poor H1 results at 330p these seem like a very poor set of results to me.....turnover flat,profits down,debt up,held not increased,says its biggest market facing VERY tough conditions,looking at cost cutting and doesn't have the confidence to talk about growth!!also i dont like the huge level of debtors (increasing) and stock relative to Cost of sales,and the fact they tansferred 30m of assets into intangibles re the development of SAP programmes......they seem to be struggling and yet on a P/E of nearly 20!!fair value to me is more like 250pthe chart is now in a confirmed downtrend - let's seeAll IMHO, DYOR + BoLPZC is in my portfolio (short)
gamesinvestor
12 Jan 2018
Sold Well with a heavy heart and after 2 years+ holding this I've decided to sell.Perhaps not the best price, but with 30Jan reporting looming I don't want to see this hammered like everything else that reports good news or bad these days.After 2 years I have just over 8% + 2 years worth of divis, so about 6+% a year.Pretty poor, but not a disaster.The company seems to struggle, and had it not been for £ slide of late, the results would be worse. I think £ is likely to go the other way from here and the crutch of it's weakness won't be there anymore.Long term it's probably fine, and I'd buy back at sub 300, but not at the moment -- it's all looking like boiling point to me.Games - watch it rise like a meteor from here no doubt !!
gamesinvestor
22 Jun 2017
LLOY or PZC interesting article some might like to read :-https//uk.finance.yahoo.com/news/why-d-ditch-lloyds-banking-062317711.htmlGames
gamesinvestor
13 Apr 2017
In Line [link] held up well despite volatility and all other markets performed well.Games
gamesinvestor
17 Mar 2017
Ironically In the interim results, it was Africa that performed the best, despite the troubles with the currency police (SSS) in Nigeria :-In constant currency terms :-Africa Revenue was £135.7M --- up £11.6M --- or 9.3% growth Asia was down at £107.9M --- down £3.7M --- or down 3.3%Europe was down at £134.6M --- down £26.5M ---- or down 16.4%So Europe looks sick -- a bit like the EU I suppose, although to be fair a good % of that decline was attributable to the UK and the poor sales of St Tropez in the summer.Games -- Maybe there is still a lot of growth in Africa with a population of £173M in Nigeria alone. Is it the heart of darkness or is there light at the end of the tunnel?
gamesinvestor
15 Mar 2017
Nigeria Is this the heart of darkness, is it going to get worse out there or will the currency recover?If it doesn't PZC's profit is likely to get hit again in the next release.Games
Yorkiem
24 Jan 2017
Re: Up 2.87% Ouch...a 10% haircut seems a bit over-doneThe market seems to be punishing any whiff of weakness these days.
LK Hyman
24 Jan 2017
Re: Up 2.87% Games,"What's going on -- is PZ in the frame for a bid?"Hmmm. Seems not!LKH on the flybridge
gamesinvestor
03 Jan 2017
Up 2.87% What's going on -- is PZ in the frame for a bid?Seems unlikely with such a big family element, but then everything has it's price I suspect.Games
