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looks good...but divs to minorities are v high compared to their share of profit ...why?
Very happy to be in here and at my cost well worth it just for the yield. It has been a little wait, but one would hope market sentiment would begin to outweigh the Caledonian overhang VGLA GS
Price being paid on the Ask ticking up. Great results today. Huge dividend increase. Rerate beginning.
Dividend has soared +100%... Cash-in-hand surged +45% to £8m... Net debt was slashed sharply by -36%... EPS leapt +44% to 8p... Sector-average EPS is currently around 15-20 times... EMR is currently valued on 6 times EPS...
Results coming tomorrow (Thurs).
Another 2.5% of Caledonian's holding has now gone (134k shares). At least they are selling "responsibly"....
With EPS for EMR likely to come in around 7-8p this week, and the average UK recruitment firm trading around 15-20 times EPS right now, EMR should is due a rerate to 100p+.
It would be nice, but there is a huge share overhang that may take month to clear. I suspect it will be underrated until that is gone/reduced/not up for sale. Which does not mean the sp will stay where it is - just that we won't see dizzy p/e's for a while yet. GLA GS
EPS ratings currently today for companies in the same "recruitment" sector as EMR: * RWA = 40 x earnings... * ITQ = 28 x earnings... * RTC = 13 x earnings... * EMR = 9 X earnings... Huge upside potential for EMR from this level.
Results due Thurs. Looks very undervalued and due a rerate.
Caledonian still selling? ...and plenty of reasons not to stand in way of ii selling lol
mmmm....interesting and seems to have bottomed!
and have huge position...so ...so anything possible ...even by 30-35p JMB
good trading update..pity I didn't get my bargain lol
yes...I am wondering how far the trend may take this ...30-35p? ..Would be pretty cheap down there despite the risks of the business cycle to recruiters
Hi Jolly. Yep causing concern the drop, may only allow another 10% max. I do not really like going against the trend even 'on a top up opportunity'.
Some of those sells are actually buys. My 5000 buy at 12:34 shows as a sell. The 20,000 sell at 12:34 is probably also a buy.
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Benjin. To me this is a very good buy and a stable company with a positive outlook. Earnings growth expected to decrease a little this year but still some 17% gain is forecasted. It free cash low is above earnings. The balance sheet is ok and has double digits for its return on capital. It is a long term buy for me. (+ 2 years) 12 month relative strength still 30%.
I have followed recruitment stocks for a while now, I reckon this one is a good buy. Recruitment market in the UK is very strong, diverse portfolio, underlying profits will rise this year. Only downside is strong pound as a lot of their business is from overseas.
Libero....no mate. Was using it to test my new found financial analysis....but going forward a very good hold imho.
Great results showing really nice growth. It's now trading on a P/E ratio of 8.5 ish and an EV/EBIT ratio of about 10 - which is good for a company growing this nicely. Yes cash was slightly down but their liabilities went down further so I don't see that a negative. This looks like a great entry price tbh. Are you in here Shan?
Good results. Cash only slightly down. Price to free cash flow of 4.5 approx....very low and undervalued IMHO.
Looks interesting! 100% up on year.
completely agree mate, recent volume suggests a few people are at least now taking note and getting involved