valuemanbuyer
26 Mar 2017
Re: Results on Tues. Share price is weak probably due to concerns over slowing new car sales and worse economy looking forward. Also v tightly held by family and friendly institution means low liquidity and limited potential for price movement.Big article on Saturday FT pointing to the perils of high consumer debt on PCP car funding . However with 170p (30%) forecast this year and 200p (+18%)next and a PEG of 0.68 the shares are clearly too cheap. We make 14% ROCE which seems pretty consistent over time so we should see similar share price movement over time also.I've been drip feeding more in on weakness . The only factor that will stop SUS growth is increasing unemployment . So I reckon we have two years before Brexit to make hay. Roll on results Tuesday
roco200
25 Mar 2017
Results on Tues. Expecting some strong numbers as usual.Looks good value at these prices IMO.
Boring Bernie
10 Feb 2017
Re: Great Trading Update I think we're very undervalued, but, sadly, the market doesn't see it the same way.Hopefully Mr Market will catch up one day, but, in the meantime, the divi's nic
roco200
10 Feb 2017
Great Trading Update Very happy with that!28p dividend. Nice
valuemanbuyer
23 Dec 2016
Adding I've been adding at £21.50 because they're 30% undervalued and growing at a similar rate. So long as employment holds up we should continue to see strong growth .
roco200
22 Dec 2016
Strong day today Santa rally?
Boring Bernie
08 Dec 2016
Re: Trading Statement Yea, very positive statement.Between them the Coombes own nigh on 25% of the company, so it's no surprise they're a bit miffed about the way the market has judged them recently.Hopefully one day the market will catch up, until then, I'm more than happy to hold and take the div
roco200
08 Dec 2016
Trading Statement Yes and as expected the results where very good. When weren't they?Anthony Coombes highlight the disconnect between the SP & Co performance/prospects
roco200
05 Dec 2016
Trading Update Results are invariably strong and there is no reason to expect anything different on Thursday when we get a Trading Update.Given how much the SP has retreated since its highs earlier in the year, I am expecting a bit of a re-rating. Time to top up perhaps.DYOR.
Boring Bernie
27 Sep 2016
Re: Strong Results Aye, results are as good as expected from the trading statement. Perhaps more importantly the outlook is still very positive. The market's pretty much ignored us for the last twelve months, but hopefully that'll change sooner rather than later.
roco200
27 Sep 2016
Strong Results Brilliant stuff as usual.Dividend up 20% as well.
roco200
03 Sep 2016
Half year results Due 27th September.Worth waiting for. Should be good imoAnyone think we will hit new highs before Xmas?
valuemanbuyer
06 Aug 2016
Re: Another strong Trading Statement I was worried about the effect the Brexit would have on consumer spending but it doesn't seem to worry our Chairman .Don't know many other businesses growing organically at 39% !
Boring Bernie
05 Aug 2016
Re: Another strong Trading Statement Yea, that was a very bullish statement this morning, and, with numbers up by nigh on 40% without taking a hit on the margin, it was marginally better than I expected
roco200
05 Aug 2016
Another strong Trading Statement Well done S&U
