OmniChart

GBG oldjoe1 18 Nov 2015

GBG, Present Fundies........ GBG GB Group PLCPresent fundies certainly not cheap, but you are paying for quality here. P/E falls from historic 54.8 2015, to prospective P/E of 29.5 to 2017EPS rise 49.4% 2016 and 24.2% 2017.GB Group PLCFORECASTS2016 2017Date Rec Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)FinnCap 16-11-15 BUY 11.50 7.30 1.90 15.10 9.30 2.40Peel Hunt LLP 13-11-15 BUY 11.72 7.39 2.04 14.66 9.04 2.24Edison 12-11-15 None 11.78 7.30 2.00 14.66 9.10 2.202016 2017Pre-tax (£ EPS (p) DPS (p) Pre-tax (£ EPS (p) DPS (p)Consensus 11.75 7.30 2.02 14.66 9.07 2.221 Month Change 0.00 -0.05 0.00 0.00 0.00 0.003 Month Change -0.01 -0.06 0.00 -0.03 -0.02 0.00GROWTH2015 (A) 2016 (E) 2017 (E)<b>Norm. EPS 27.08% 49.41% 24.22%</b>DPS 10.00% 22.48% 9.90%INVESTMENT RATIOS2015 (A) 2016 (E) 2017 (E)EBITDA £10.38m £13.19m £16.64mEBIT £7.34m £11.80m £15.40mDividend Yield 0.62% 0.75% 0.83%Dividend Cover 2.96x 3.61x 4.08x<b>PER 54.85x 36.71x 29.55x</b>PEG 2.03f 0.74f 1.22fNet Asset Value PS 0.66p p p

TRAK yinvester 18 Nov 2015

whats going on here? Is it just profit taking or pump and dump in action.? - volume is high so some serious selling going on.

TRAK zulu principle2 18 Nov 2015

Re: News out? I see no reason to panic. I did not take advantage of selling a few at £2.90 but not missing out with this opportunity and bought some at £2.47

PDL Andy Reilly 18 Nov 2015

Re: Added real shares at 54 S - agree with your take - there is still a lot of uncertainty around PDL.

LVD IOMINVESTCOM 18 Nov 2015

Paul Scott's view - He really likes them [link]

BREE II Editor 18 Nov 2015

NEW ARTICLE: Big-spending Breedon blasts off "Operating quarries and running cement and ready-mixed concrete plants is dirty work, but where there's muck there's brass, and £700 million LSE:BREE:Breedon Aggregates is certainly throwing the cash about. Paying £336 million for rival Hope ..."[link]

TEF Courtier1 18 Nov 2015

Re: placing I like both but own Inlandsmall point of note though is that INL earnings are inflated this year and will fall back to around 7/8p next year. However, equally their developments are still in the books at cost and are probably nearer 100p in fair valuegiven most house builders seem to be trading ahead of BV I like Inland as the restatement of these developments in 2016 will hopefully provide more clarity and move price up over the 100p markTEF I am not an owner of and thought the price was getting top at the 460p mark. Seems people were equally concerned when the placing was in progress hence the discounted placing. On the plus side though I like the management and feel SP has support here and may well buy some now.

TRAK gutlessyogi 18 Nov 2015

News out? Big drop today....

HAYT Cornishknocker 18 Nov 2015

Peter Brotherhood is going to come into its own with that.

PDL Shotry 18 Nov 2015

Re: Added real shares at 54 Closed this mornings trade Andy. My aim was more to drop the mean entry price which I've done by 3p to 57. Not sure about accumulating for the moment and I'm in no rush.

WLFE Cornishknocker 18 Nov 2015

It will be at least March before they start turning a profit as they are still effectively commisioning at the moment and arent yet at steady state production, once they hit full production they should be making a small profit.

CSI spankaroo 18 Nov 2015

Couldn't resist it any longer Just picked up 20000 (why it isn't showing I don't know). Looks like Kestrels av in price is around 48p, so lets hope it does something more imaginative than returning cash.

AQP ursaminortaur 18 Nov 2015

Re: over is rubbish From[link] looks like we will get a vote by the end of January 2016 and hopefully this offer will then be rejected.Dave

TRIG FRTEB 18 Nov 2015

Re: Thoughts? Amber Rudd's speech on a new direction for UK energy policy 18th November 2015 addressed my concern regarding political sentiment:[link] on that basis I've tucked a few TRIG shares away today at a smidgin under 100p, giving a yield of just over 6.1%.I opted for TRIG as it holds both solar and wind assets, so a degree of diversification in the renewable sector and not a one-horse pony compared to a solar-only or wind-only investment.

PDL Andy Reilly 18 Nov 2015

Re: Added real shares at 54 S - lets hope we see a convincing bounce at last - still seem to be sellers on any up tick, but I added at 55.12p.