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Broker Views for Connect Group PLC 19 Jan 16 JP Morgan Cazenove Overweight 0.00 180.00 180.00 Reiterates 14 Jan 16 JP Morgan Cazenove Overweight 0.00 180.00 180.00 Reiterates 13 Jan 16 Shore Capital Hold 0.00 - - Retains 13 Jan 16 Peel Hunt Buy 0.00 174.00 174.00 Reiterates 13 Jan 16 Liberum Capital Buy 0.00 190.00 190.00 Reiterates 13 Jan 16 finnCap Buy 0.00 201.00 201.00 Reiterates
CNCT Connect Group PLC Produced a superb trading update only a couple of weeks back....... http://www.investegate.co.uk/connect-group-plc--cnct-/rns/trading-statement---asos-return-service-launch/201601130700056523L/ Used to be ( Smiths News plc).and trades on a forward P/E of just 7.6 and and a prospective yield of 6.4 per cent this year, rising to 6.6 per cent in the year 2017. The exciting part of the distribution business is Pass My Parcel, the UK's fastest click-and-collect delivery service. It signed online fashion retailer Asos as its second customer and launched a new service enabling customers to return unwanted deliveries via their mobile phones. The click-and-collect market is expected to grow huge in the coming years,and take up a bigger percentage of the business. <b><u>Longer Term Chart</u></b> http://content.screencast.com/users/marketsniper/folders/Default/media/5261921e-55f7-48f7-9128-80e0478d2f97/cnct.jpg <b><u>Shorter Term Chart</u></b> http://content.screencast.com/users/marketsniper/folders/Default/media/172b7da4-ad9b-469f-bbdb-e30a2379fce5/cnct%202.jpg
CNCT Connect Group PLC Produced a superb trading update only a couple of weeks back....... <a href='http://www.investegate.co.uk/connect-group-plc--cnct-/rns/trading-statement---asos-return-service-launch/201601130700056523L/' target='window'>http://www.investegate.co.uk/connect-group-plc--cnct-/rns/trading-statement---asos-return-service-launch/201601130700056523L/</a> Well worth reading. Used to be ( Smiths News plc).and trades on a forward P/E of just 7.6 and and a prospective yield of 6.4 per cent this year, rising to 6.6 per cent in the year 2017. The exciting part of the distribution business is Pass My Parcel, the UK's fastest click-and-collect delivery service. It signed online fashion retailer Asos as its second customer and launched a new service enabling customers to return unwanted deliveries via their mobile phones. The click-and-collect market is expected to grow huge in the coming years,and take up a bigger percentage of the business. <b><u>Longer Term Chart</u></b> http://content.screencast.com/users/marketsniper/folders/Default/media/5261921e-55f7-48f7-9128-80e0478d2f97/cnct.jpg <b><u>Shorter Term Chart</u></b> http://content.screencast.com/users/marketsniper/folders/Default/media/172b7da4-ad9b-469f-bbdb-e30a2379fce5/cnct%202.jpg
Opened with a gap up and above its flag formation. #bullish
Looking at Connect's 2015 profit figures: They say adjusted profit before tax is £56.5m, up 13% although actual profit before tax is £29m and -32%. As an investor I'm confused and think of the adage, "Profit is vanity cash is sanity". NB: I know the adjusted figures account for acquisitions less disposals
Very pleased with this. Looks like a well-managed company and the SP has a good way to go. Pleased to be owning this unfashionable stock at this time.
Revenue up 3.7% Profit before tax up 13% Final dividend up 5%
Exercise of dividend. Commission only at £1
Why would someone buy 12shares? Commission charges would mean that 50% growth would be needed to break even and, whilst I like this share I can't see that sort of performance in the short term.
This share price has been dull and frustrating since Tuffnells acquisition...can't wait till I break even and sell this thing. ....if I ever break even that is !
Maybe the floor was hit Friday, time will tell though
Set a buy order limit. Forgot LSE prices can be wonky. On my broker's site the spread is much more reasonable than the near 6% shown over the weekend on here that I complained about below - the spread on my broker's is showing as 134.75p / 136p Ahh that's better.
Tomohawk @ "Big buy late on though." Can't see any. Did you mean the 16:35pm after hours auction of £376K ? Look closely and you'll see it's marked as a UT trade. (Uncrossing Trade). So in all likelyhood the total of the closed auction period usually of many small trades all totalled into one book entry. Usually happens when the SP is going crazy and they try to stablise it in a closed period auction.
me shout last at the time of this last turnaround on the basis of a super bullish descending wedge breakout but she's heading for the bottom of that shape again so you've gotta think that it's make or break down around high 120s if seen - break 128 and it looks like curtains for her and she could halve from there but bounce again from there and it's still a viable coin toss as to where she goes - whopping targets if she makes it ...
The last weeks chart suggests that the Tuffnells acquisition and the link up with Amazon may not be the game changer that the market had perceived.Big buy late on though.
hope they havnt bought a lemon with tufnells.
It is always nice to see a director showing enough confidence in a company to invest their own money...
Good volume, more than twice as many buys as sells, sp nudging up... & yield still good at 6%
....26 week financial results to 28 February, 2015 ...Ex-Dividend date = 11/06/2015
& yet another positive write up for CNCT... http://www.fool.co.uk/investing/2015/02/27/5-top-income-stocks-you-cant-afford-to-ignore-connect-group-plc-admiral-group-plc-tate-lyle-plc-bhp-billiton-plc-and-hiscox-ltd/
Great article Pinkers, thanks :-) I added CNCT to my "HOT DUCKS" Dividend Portfolio (See LSE General Chat) just prior to the Ex-Divi' date... & Happy to hold:-) Funnily enough I have GLEN, FENR & MNZS on my watch list as well.... ...I wanted FENR at sub 180 pre the Ex-Divi' date but just missed out, as yee might well have seen on the B/b? Best regards, Blue
Connect is a winner: Buy the blood! http://pinkerspost.com/?p=645
Connect shares slide on falling revenue: Connect Group, the largest newspaper and magazine distributor in the U.K., reported falling revenue and a disappointing performance from its education stationery business, sending shares down more than 5%. The company reported a 1.5% dip in sales for the 19 week period ending January 10, compared to the same period last year. Revenue from distributing newspapers fell 2.8% on a like-for-like basis. Connect Group was formerly called Smiths News but changed its name to Connect last year. Connect is still predominantly a U.K.-focused newspaper and magazine distribution business with 84% of group revenue and 77% of operating profits coming from that part of the business. The newspaper distribution business is declining but it is also profitable and generates lots of cash. What’s more, the company is using that cash to diversify the business. Book business Bertrams was purchased out of the Woolworth’s administration in 2009. Connect said revenue fell 1% during the period in a very competitive market. Connect expanded into school stationery through the purchase of Consortium in 2012. The school stationery business reported a disappointing 2% fall in revenue when analysts had been expecting 5% growth during the period. The company announced a move into parcel delivery through the acquisition of Tufnells on December 19. The distribution group said it would also use its existing fleet of vans and lorries to deliver Amazon parcels as well. The shares trade on 8 times forecast earnings of 18.2p per share, and offer a forecast dividend yield of 5.7%. The market expectations don’t look too demanding for the year ended August 2015. Connect Group at 139p-7.25p Questor Says ‘Hold’
"Total Group revenues decreased 1.5% year on year, with overall performance broadly in line with management expectations" Liberum Capital reiterate Buy at 180p (are they the house broker?) Might fall below 52 week low, (135p) if so could well be worth an add
RNS 12th Nov