Thanks for the replies last night people, it's interesting to see where others think this nay be over the next 12/18 months and also what might get in the way. The milliband hick up is one I have foreseen and think it may send some jitters into the market when the time comes, they way I was looking at it is that we are 80% up in the last 10 months, I believe you are right in saying that the same % of growth will not be reflected over the the next 12 months, but I am personally hoping for 35% ish. So a personal target of about £2.50. Not spectacular I know but as we become stronger it removes some of the risk. I'd be very happy with that, I didn't know if I was being unrealistic. Always nice to here others views. Cheers for the input.
Down less than 1% on high volume early doors trading which you can get a lot of on results days. This is not AIM driven by big spikes and dips, but a big strong healthy business with strong leadership.... That will continue to grow now out of Lloyd's control (which had strong influence on their product proposition). Need to look at big picture. IMO lot of opportunity here. I've been close to this business in a past life ... A lot of VERY senior peeps at Lloyd's buy this share ... I used to sit around that table too and listened. Look at SP charts and Do your research.....
Agree with toshacks view on the known "threats", also with this share its been the unknown and unpredictable that has always bothered me slightly, wars and conflict, fuel costs, accidents and ash clouds all could do a lot of damage to the sp, but thats the chance you take i suppose, but given a fair wind there's no reason it can't do what you say mate :-)
only think Im confident of is when the earnings on TC reach 500m, we'll be over 3 quid. I don't think it will happen in 2015, but 2016 possible.. and even if the mkt/city believes it's likely it will be priced in.. so I owulnd't rule out 3 quid in 2015.. it all comes down to how big the annual eanrings/profits look like they'll be in the forward period.. that's what will move this sp up above 2 quid.. it's still in recovery mode.. as unbelievable as that may sound..
there are many risks to HG and team's plans.. but if they can deliver.. 3 quid no problem.. just a matter of when. Me personally.. Im expecting 220 this year.. 250 early 2015 if all goes to plan.. and dividends on investor's minds even if not announced.. then high 200s on dividends being announced and there's no net debt. Long long term, as in 3-4 years form here with the projections on revenue and profits being tabled with the phase two cost out program 4 quid is possible.. diminishing % returns from here vs last 12months, but much reduced risk..
certainly going to be fun seeing if the TC team can get us there.. all IMO of course.. one thing I do know is it won't be what Ive said.. will be more or less. Im hoping more of course
europe scares me too.. it's amazing how bullish the hedge funds and US money managers are on Europe.. just shows they are afraid of how fully priced US is.. that they want to pay over the odds for dodgy european companies next.. if EU throws us some bad news could be a big tumble this year.. I odn't think wil happen.. maybe a dip but nothing too scary.. but who knows.. never rule anything out
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