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Trading update as good as can be expected in these challenging times. It will be well into next year before we get back to business as usual. No nasty surprises, steady as she goes with plenty of cash and no debt.
https://www.edisongroup.com/publication/watching-and-waiting-for-the-us-to-unlock/27714/
An oddity of the stock market.
Mine too, we bought about the same time.
I'll look for your reply in 2023!
CANDLES...
Can anyone explain why this has gone circa 5% when only 2 shares have been sold?!
Profit.
In profit.
There's some very large trades today. However they are sells , yet the SP is up? Any ideas?
Couldn't let a whole year pass without any comments! Bought this over 4 years ago and it's my best performer.
Really moving... And there are so few shares on offer! Excellent Rns!
A nice Rise...:) I'm loving it!
Believe it. Researched 2 stocks last night based on breakouts. This and LID. Both recommended by Midas this am. Maybe I am learning lol.
Recommended in Midas mail weekend 1code on Friday too!!
not today though.....
big trades so far jange.....
Pre-tax profit is forecast to grow by 16.3% to £11.4 million in 2013, assuming 4imprint hits analyst assumptions of £9.8 million in 2012. This equates to 26.2p earnings per share for 2013 and puts the stock on a PEG (price/earnings to growth) ratio of 0.88 - a figure below 1.00 is generally deemed cheap based on the rate of predicted earnings growth. Key points Cash generative Strong balance sheet Share price momentum
The £94 million cap periodically sends a range of customised samples to clients which helps stimulate new orders and strong levels of customer retention. It is one of the few national players in the US and can supply an extensive range of products, with customised artwork, in scalable quantities at short notice. An increasing amount of 4imprint's own marketing activities are going online. Overall marketing spend amounts to a fifth of revenue. Just under a tenth of group sales comes from the UK operations. A pension deficit is no longer a big worry for investors, thanks to February's sale of its promotions business Brand Addition for £18.6 million, with a further £1.3 million deferred for 12 months. The company has set aside £11.4m from the disposal to pump into the pension deficit, estimated at £27 million (before the cash injection). This money is held in escrow and separate to the £10.3 million forecast year-end net cash position, which will be topped up in future by further free cashflow. A forecast 16.1p dividend per share for 2013 puts the stock on a prospective 4.5% yield.
Last week's trading update showed 12% revenue gains in the third quarter. Year-to-date has seen 14% sales growth but a 2% drop in average order value. We do not see this as a negative indicator. The US presidential elections have distracted corporates as they were unsure whether there would be dramatic changes in economic policy. Now there is clarity over the presidency, following confirmation Barack Obama will have a second term in office, we believe corporates will regain focus. This could translate in higher levels of promotional spending.
A better-than-expected trading update (7 November), a strong balance sheet, excellent levels of cash generation, a handsome dividend yield and attractive share price momentum support a 'buy' rating on media small cap 4imprint (FOUR). Even after a 50% gain this year, we see further upside. The promotional products specialist is on a roll and primed to benefit from any economic recovery in the USA, its biggest operating region. It has a mere 2% estimated market share, so there is lots of scope for future growth. A supplier of branded items such as hats, pens, bags and clothes used as promotional items, 4imprint's revenues have doubled in the past five years at its US direct marketing business, which accounts for 92% of group sales. This equates to a compound annual growth rate of 15%.
Valuation: Rising premium to the media sector The shares are up 20% since the interims in August and are now on a 16% P/E premium to the media sector (up from11%), falling to a premium of 1% and a discount of 3% for FY13 and FY14. Rolling forward the 16% premium suggests potential share values of 403p and 418p on our FY13 and FY14 estimates.
WH Ireland Securities initiates buy on 4imprint Group, target price 375p.
4Imprint Group Buy 21-Aug-12 £15,000.00 Stephen Gray 5,000 @ 300.00p
John Warren, a Non-Executive Director of promotions company 4imprint Group, has purchased himself a chunk of shares less than a month after the company reported a strong first half which saw a 50 per cent increase in pre-tax profits. Warren bought 5,000 shares at 300.62p each for a total of £15,031, his only holding in the company. At the beginning of August 4imprint posted profit before tax of £2.46m (H1 2011: £1.64m) on revenues of £88.36m, up 17% from £75.84m. Underlying operating profit was up 21% at £3.39m (H1 2011: £2.80m). Underlying basic earnings per share were up 25% at 8.61p (H1 2011: 6.89p). The firm's 4imprint Direct Marketing business saw revenue increase by 17% compared to the same period the previous year (constant currency: 14%), pushed higher by a 22% rise in existing customer orders. Revenue from the SPS business increased eight per cent with the underlying operating profit up by £0.25m as a result of a stable gross margin and control over costs. Peter Saxton, the Chief Financial Officer at Bango, a mobile web payments and analytics company, made a much more sizeable transaction, selling off 386,701 shares at 179.50p each for a total of £694,128. Saxton, who joined Bango in 2004, provides the financial leadership, direction and policy guidance to the company.