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FSTA LK Hyman
25 Sep 2015
Re: Expansion Games,"what do you estimate the market cap+net debt to be and how FAR above do you you reckon is a sensible (conservative) estimate?"The market cap is £612 million (A, B and C shares), net debt £163 million, so enterprise value is £775 million. They have some 392 pubs (including a handful of medium-sized well located London hotels). So, if you ignore the value of the brewery and their beer brands as such, each of their pubs (most of which are freehold or long leasehold) can be bought on the stock market for just under £2 million each.Wander around their estate and ask yourself - how many of their pubs could I actually buy for £2 million if they were each for sale? I suggest that the answer is "precious few". Most of 'em are in really prime locations as can be seen if you scroll down the various pubs' individual mini websites on the main FSTA website.Then there is the value of the brewery and the brands on top. Hard to say what they would go for on a standalone basis, but I'd expect a number well in excess of £100 million based on the Beer Company's profitability alone, ignoring the fact that it's sat on an absolutely prime chunk of Chiswick riverside real estate."I think they are too late for coffee shops"Yes, that is an arguably oversupplied market, though FSTA sells a lot of coffee already, and apparently has one coffee shop as such, where it trains its baristas.Anyhoo, I think that this is a great company. I do like family companies ... they can think for the long term.LKH on the flybridge a fan of Fullers
DRTY oldjoe1
25 Sep 2015
DRTY, Broker Update...... <b>Darty PLC Earns Buy Rating from Liberum Capital (DRTY)September 24th, 2015</b>Liberum Capital reiterated their buy rating on shares of Darty PLC (LON
RTY) in a research report released on Monday morning, MarketBeat reports. Liberum Capital currently has a GBX 100 ($1.55) price objective on the stock.Darty PLC (LONRTY) opened at 81.50 on Monday. Darty PLC has a 1-year low of GBX 62.00 and a 1-year high of GBX 83.75. The firm’s 50 day moving average price is GBX 73.66 and its 200-day moving average price is GBX 71.58. A number of other research analysts have also recently weighed in on the stock. JPMorgan Chase & Co. restated an underweight rating and set a GBX 66 ($1.02) target price on shares of Darty PLC in a research report on Monday. Nomura lifted their price target on shares of Darty PLC from GBX 90 ($1.40) to GBX 95 ($1.47) and gave the company a neutral rating in a report on Tuesday, September 15th. HSBC restated a hold rating and set a GBX 77 ($1.20) target price on shares of Darty PLC in a report on Friday, September 11th. Kepler Capital Markets reaffirmed a hold rating and set a GBX 80 ($1.24) price target on shares of Darty PLC in a research note on Thursday, September 10th. Finally, Societe Generale reissued a buy rating and issued a GBX 97.50 ($1.51) target price on shares of Darty PLC in a research report on Saturday, June 20th. One equities research analyst has rated the stock with a sell rating, six have issued a hold rating and three have issued a buy rating to the company. The stock presently has a consensus rating of Hold and an average price target of GBX 82.75 ($1.28).Darty plc (LONRTY) is a multi-channel electrical retailer managing over 340 stores in three European countries. The Company operates through three segments, including France (Darty and Mistergooddeal), Belgium and the Netherlands (Vanden Borre and BCC), and Other companies, which contains Czech Republic and Slovakia (Datart). Darty’s three primary product groups include gray goods, brown goods and white goods. White goods comprise major domestic appliances, like washing machines, refrigerators and dish washers, and little domestic appliances, such as hair dryers and kettles, irons, coffee machines. Brown goods are chiefly sound and eyesight products, which include televisions and MP3, DVD and Blu-ray players. Gray goods consist of all multimedia and communication products, like laptops, tablets and smartphon
JSI Orchard Gate
25 Sep 2015
Re: W T F?!?!?!? Don't forget China AiM fraud Naibu claimed to have a cash pile greater than the market value until the directors disappeared and the non execs admitted the company was a fraud.And China AiM fraud CamKids made similar claims to a cash pile but then announced a series of incredibly improbable things (some of which were not even cash items) so as to explain why all the cash has disappeared.JSI has many of the signs of being yet another China AiM fraud. Watch out.
WRES buy order about to be filled. WRES licence news next week? per RNS recently.
YA Global still offloading their stake in RRR, hence the pump. look at WRES, news next week for massive rerating
BOR antigravity
25 Sep 2015
Re: No Love in the Lab Added a few more today. I love em at this price. GLA!
UEN Seisman1
25 Sep 2015
Re: Half Year Results There are a lot of companies that really need the price of oil to go up.... Urals at the moment appear to have a strategy in place to survive at current levels. Hopefully the next big movement of the price of oil will be up not down further!
ACHL LoadsaDosh2
25 Sep 2015
Re: Where are the results?? Postponed to 30th; auditors unhappy with something.
SMDS oldjoe1
25 Sep 2015
SMDS Broker Upgrade............ <b>DS Smith plc Receives Buy Rating from Jefferies Group (SMDS)September 24th, 2015</b>Jefferies Group reissued their buy rating on shares of DS Smith plc (LON:SMDS) in a report published on Thursday morning, MarketBeat.com reports. Jefferies Group currently has a GBX 435 ($6.75) target price on the stock.In related news, insider Roberts,Miles sold 675,698 shares of the firm’s stock in a transaction dated Friday, July 17th. The shares were sold at an average price of GBX 407 ($6.32), for a total transaction of £2,750,090.86 ($4,269,664.43).Other equities research analysts have also issued research reports about the stock. Stifel Nicolaus restated a buy rating and set a GBX 423 ($6.57) price target on shares of DS Smith plc in a report on Monday, June 15th. Canaccord Genuity reiterated a buy rating and issued a GBX 370 ($5.74) target price on shares of DS Smith plc in a report on Thursday, June 25th. Investec raised their price target on shares of DS Smith plc from GBX 410 ($6.37) to GBX 430 ($6.68) and gave the stock a buy rating in a research report on Thursday, June 25th. Berenberg Bank lifted their target price on shares of DS Smith plc from GBX 350 ($5.43) to GBX 375 ($5.82) and gave the company a hold rating in a research report on Friday, August 21st. Finally, Goldman Sachs boosted their price target on shares of DS Smith plc from GBX 380 ($5.90) to GBX 430 ($6.68) and gave the company a neutral rating in a research report on Wednesday, September 16th. Two analysts have rated the stock with a sell rating, two have issued a hold rating and seven have issued a buy rating to the stock. The company presently has an average rating of Hold and an average target price of GBX 395.10 ($6.13). DS Smith plc (LON:SMDS) opened at 402.9000 on Thursday. The company’s market capitalization is GBX 3.79 billion. The stock’s 50 day moving average price is GBX 400.03 and its 200 day moving average price is GBX 379.15. DS Smith plc has a one year low of GBX 231.82 and a one year high of GBX 423.70.DS Smith Plc is a holding company. The Company provides corrugated packaging alternatives throughout Europe together with plastic packaging solutions globally. In order to support corrugated packaging operations. The Firm has a recycling company that accumulates corrugated cardboard and used paper, where the recycled paper utilized in corrugated packaging is made by the paper manufacturing facilities of the Company. DS Smith also design and fabricate particular kinds of plastic packaging. The Plastics businesscomprises two components, flexible packaging and dispensing (LON:SMDS) and returnable transit packaging (RTP). The FP&D business in the usa has had a great year, providing good profit growth as the company has found continued success of its Trutap merchandise and of tea-urn linings. In its European operations, it continues to be a year of investment, with an amazing reorganization in the European FP&D business.
PTEC oldjoe1
25 Sep 2015
PTEC, Present Broker views <b>Analysts’ Recent Ratings Updates for Playtech PLC (PTEC)Posted by Max Byerly on Sep 24th, 2015</b>Several brokerages have updated their recommendations and price targets on shares of Playtech PLC (LON: PTEC) in the last few weeks:9/22/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Goodbody Stockbrokers Ltd.9/21/2015 – Playtech PLC had its “outperform” rating reaffirmed by analysts at BNP Paribas. They now have a GBX 1,240 ($19.25) price target on the stock.9/21/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Canaccord Genuity. They now have a GBX 1,065 ($16.53) price target on the stock.9/8/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Investec.9/4/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Citigroup Inc.. They now have a GBX 1,125 ($17.47) price target on the stock.8/28/2015 – Playtech PLC had its “neutral” rating reaffirmed by analysts at Credit Suisse. They now have a GBX 800 ($12.42) price target on the stock.8/27/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Shore Capital.8/25/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Deutsche Bank. They now have a GBX 1,040 ($16.15) price target on the stock.8/24/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Nomura.8/24/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Canaccord Genuity. They now have a GBX 1,065 ($16.53) price target on the stock, up previously from GBX 950 ($14.75).8/11/2015 – Playtech PLC had its price target raised by analysts at Nomura from GBX 994 ($15.43) to GBX 1,035 ($16.07). They now have a “buy” rating on the stock.8/10/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Investec.8/7/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Citigroup Inc.. They now have a GBX 1,125 ($17.47) price target on the stock.7/31/2015 – Playtech PLC had its “restricted” rating reaffirmed by analysts at Canaccord Genuity.7/27/2015 – Playtech PLC had its “buy” rating reaffirmed by analysts at Citigroup Inc.. They now have a GBX 1,125 ($17.47) price target on the stock.Shares of Playtech PLC (LON
TEC) opened at 848.50 on Thursday. The stock’s market cap is GBX 2.74 billion. The company’s 50-day moving average price is GBX 875.01 and its 200-day moving average price is GBX 837.98. Playtech PLC has a 52-week low of GBX 585.99 and a 52-week high of GBX 936.00.Playtech plc, formerly Playtech Limited, is an Isle of Man-based online gaming and sports betting software supplier. The Company, along with its subsidiaries, develops unified software platforms for the online and land-based gambling industry, targeting online and land-based operators. The Company operates six product groupings: Casino, Services, Bingo, Sport, Poker and Videobet. Playtech’s gaming applications, such as online casino, poker and other P2P games, bingo, mobile, live gaming, land-based kiosk networks, land-based terminal and fixed-odds games are inter-compatible and can be incorporated as standalone applications, accessed and funded by the operators’ players through the same user account and managed by the operator by means of a single management interface. Playtech Software Limited, OU Playtech (LONTEC), Video B Holding Limited, Techplay S.A. Software Limited are few of company’s wholly-owned subsidiaries.
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