LSELondon South East
IIIInteractive Investor
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FLYB claude reins
27 Nov 2014
Re: FLYB Update Very Solid..... I'm surprised that they haven't had enough of own label dealings with Scandinavian businesses though SAS may be a bit ,more interesting than the Finnair disaster. At least it gets some planes off the ground.I am still depressed about the Flybe business model in the face of the Easyjet and Ryanair operations, not to mention others like Monarch, Buzz etc. I just don't see the room for Flybe to fit in AND to operate much more effectively than they do now by achieving the necessary increases in seat utilization, value per seat sold etc. I would like to think they can, but I don't really.As such, I wouldn't even think they are a Hold and there are ,many other places which offer better value and growth opportunities, even in the air sector.As for house broker estimates, we know how valid they can be.
PAG oldjoe1
27 Nov 2014
Re: PAG Broker Round Up.......... 7 Nov 2014 Paragon Group of... PAG Berenberg Buy 414.05 403.10 450.00 450.00 RetainsSP target 450p
TRT uggy 100
27 Nov 2014
Yikes What a truly dreadful statement that is. I'm hoping to get to the AGM today. Lets see what they have to say about this situation.
MTV welloiled1
27 Nov 2014
Re: RNS because of the RNS on the 26th…The acquisition is being part financed by a placing of 6,153,846,154 new ordinary shares priced at £0.00013 each to raise gross proceeds of £800,000 ("Placing Shares"
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AVG tejo
27 Nov 2014
LTA Airbus Thanks LionKing -good to see that we are up with the news early in the day. Taking your comments and the Airbus contract together, I now feel more relaxed. It is of great benefit that you have been able to meet the key individuals over a few years and in a way, this is more important than the numbers. If Rolls Royce and Petrofac can sort themselves out, growth can be resumed. Thanks again, I am off to enjoy breakfast!
DC oldjoe1
27 Nov 2014
Re: Can only be a BUY 27 Nov 2014 Dixons Carphone DC. Citigroup Buy 0.00 418.50 480.00 480.00 Reiterates
I just gave NEW a BUY rating: farm out agreed with major for Denmark.. Will I be right? [link]
AVG Lion Rock
27 Nov 2014
LTA - Airbus Hi Tejo[link] for your thoughts there, I can see where you are coming from understandably. In terms of your thoughts that it is being run for a sell off, I would have agreed with you but for the fact the Board is predominently engineers not accountants which in my mind makes a pleasant change in this day and ageOn re-reading the annual report much of the content of the Interim statement was mentioned there; albeit not in the same detail. Therefore to my mind a lot of the Interim statement was programmed before the Rolls Royce/Petrofac issues came to the surface, perhaps further actions seen to be advantageous as integration has progressed. This reaffirms my thoughts the Board is just being prudent in case issues get prolonged, this was exactly the issue at Crown and they managed that very well.I am waiting for the dust to settle, many companies are issuing profit warnings at the moment , but I do think the sp fall is overdone and ultimately hope to increase my stake at a good value price. Having met the Board on many occasions they to my mind are both committed and careful!
PLND onedb1
27 Nov 2014
Interims are out Nm
LTHM lew mannheim
27 Nov 2014
Interim figures Splendid results from Latham this morning; net cash up to £12m, a substantial result on curbing the pension deficit and current trading marching ahead. Could expect to see 50p+ of earnings this year, so even on an unambitious rating of x12, cheap to the market and similar businesses, can envisage £6+. Notoriously hard to deal in, but well worth it!
VP valuemanbuyer
27 Nov 2014
Interims V. Good results. All metrics up especially Roce which has been lower since the recession but is creeping back up now to 14.9% . The growth drivers of the uk economy and building sector should bode well. Since it is under - valued at 13x compared to over 16x for the industry we should get price growth from both the profits increase and a re- rating .Happy long term holder (135p entry point )
ESTL Ru 8746
27 Nov 2014
Re: Unable to take rights through Barcla... ...but can you buy ASX-listed stuff through Barclays? While AJBell (YouInvest) let me take up my rights (and subscribe for some additional shares), I think I'll struggle to sell (or buy any more) unless they re-list on AIM...Good luck all,
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