Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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4imprint group posted bumper fy23 finals this morning. revenue was up 16% to $1,326.5m, pbt was up 36% to $140.7m and basic eps was up 32% to 377.9c. the business is extending its robust and profitable growth trajectory, profitability metrics are top quartile for the sector. the balance sheet remains very solid with limited debt and cash and deposits up to $104.5m. the total proposed dividend for the year was up 34% to 215c. valuation is a little rich with forward pe ratio at 19x and ps ratio at 1.67x, but neither are prohibitive. the share price also has solid positive momentum and is extending its rally off post covid lows in to a 4th year. buy. ...
....from wealthoracle
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wealthoracle.co.uk/detailed-result-full/four/829
Https://www.thisismoney.co.uk/money/markets/article-12984589/MARKET-REPORT-4imprint-rises-boom-sales-merchandise.html?ico=mol_desktop_money-newtab&molReferrerUrl=https%3A%2F%2Fwww.dailymail.co.uk%2Fmoney%2Findex.html&_ga=2.56457123.923148726.1705784846-829466088.1679172563&_gl=1*10gpzwd*_ga*ODI5NDY2MDg4LjE2NzkxNzI1NjM.*_ga_XE0XLFFF16*MTcwNTc4NDg0NC42MC4xLjE3MDU3ODQ4NDguMC4wLjA.
Barclays raises 4imprint Group price target to 7,000 (6,400) pence - 'overweight'
Looking Good !
I give in, what happened yesterday?
This has recent form ,I'm watching closely.....
I really like 4imprint. I think it's an exceptional business with an amazing track record of growth (at least the direct marketing bit).
I managed to pick it up at about £25 in mid-2020 but recently offloaded it at £35 after the recent share price jump.
I was planning on selling above £40, which was the trigger, but sadly the share price moved down more quickly than I could re-review my valuation.
Here's a detailed post-sale review I penned the other day:
https://www.ukdividendstocks.com/blog/4imprint-shares-for-dividend-investors
Good half year report up 5% today
24% up so far: watching carefully at this point.
I sold up about a month ago. I'm not convinced this is a good bet in today's economy. With the prospect of increasing inflation, one generally looks for companies that can most easily pass on rising input costs to their customer. Food ingredient companies can do this because they trade in a basic essential of everyday life. High end luxury brands can do it because their customers are relatively immune to rising prices.
The problem for FOUR is that their trade in 'promotional whatnots' is highly discretionary and ultimately given away free to the end user. The increasing cost to FOUR of purchasing these knick knacks will be difficult to pass on. I dare say many of these trinkets are sourced in China where Covid related supply issues persist and an increasingly strained trading relationship is likely.
I'm not predicting a massive drop in share price and I still believe management run the company well. However, as an investor, I need to believe in an underlying economic trend which can drive performance beyond other sectors of the market. I'm struggling to see that with this company at this time.
Recent holder of these excellent shares and very keen to hear anything anyone adds to information.
Hold your nerve while another dictator gets squashed, people. All will be well.
GLTA
4 imprint Difficult time for all shares with the Russia problem and Boris Everything about 4 imprint is looking good just depends on how the above works out .Good time to buy if you think the Russians will move away . Boris issue a change might settle things but saying that I just don't know .
Another trading update today and again, very encouraging. 2021 order numbers were 90% of 2019. Impressive given we had the omicron variant in 2021. It seems the company are back to pre-pandemic volumes.
I'm not sure if anyone reads this forum but this could be a good investment for 2022.
You are quite correct. I apologise that my ascription to Brew Dog as connected to Irn Bru was wrong.
I think you're referring to BrewDog. Do Barrs (owners of Irn Bru) also own BrewDog? Both are Scottish companies. Happy to see any of these 'craft beer' companies fall on their ar$e. Disgusting hoppy flavoured water dressed up for virtue signalling hipsters as 'woke' at several times the price of a real pint of beer. I guess if you have the brass neck to pull that off then your arrogance truly knows no bounds. Could not have happened to a more deserving bunch of self-absorbed *****s.
Although I am no longer a shareholder, it is a company in which I take interest, but only from an insiders perspective. Don't get me wrong, I think that the promotional market has a future..... however, it has evolved from personalised, post-it notes, gonks and pencils to rather more sophisticated bundles. So, hampers full of the companies own goodies are in vogue (this started last year) and this year it is beer mugs.
On the subject of beer.... the idiots running Irn Bru have made a total nonsense of their promotion for a gold plated can in their bulk packs. The terms stated that it was solid gold (it is gold plate on brass) and worth £15,000 (best valuation thus far has been £500). Anyway, the ASA are involved, Irn Bru will lose and it will cost them £15,000 in folding money - there will be a caveat that the recipient will need to produce the can - and all because tried to be clever and not check out the insurers of such promotion and write the appropriate terms and conditions. The ASA are not interested in the intention the the promotion had or weasel words from senior managers looking to minimise their exposure. Sure - it is going to hurt their profits, but the publicity (although terrible) might have longer benefit.
Looks as if the lessons of the "hoover" promotion are to be repeated.
Good trading update today; I bought 450 shares this morning and will add to this. This is the upturn I was expecting although I admit it's sooner than I thought. Not out of the woods yet but the direction of travel from here is upwards. £35 by year end would be nice.
Have bunged it into RIO this morning, in case anyone is desperate to know.
I reduced my holding on Friday with the sale of 435 shares to remove my original capital. I still have a decent number in my portfolio but I will invest the proceeds elsewhere.
Today's Berenberg downgrade has really taken the wind out of the sails of FOUR. Still a long term buy; but not yet.
Nice to see some posts from people with knowledge of the industry. It's a quite board but that's not such a bad thing. From my perspective (chemical industry) I see very little signs that the conference season will pick up this year; more likely to be 2022. I'll hold my small number of shares and look to add later in the year.
As a holder of 4 for the past 21 years (ex employee ) I've seen ups and downs in the share price , now is definitely the time to increase your shares in 4 . Just a matter of time before they start to report good news . They have a great set up ready to go when countries open up. I'm positive about this share and will buy more.
Oddly enough, the line of business that I manage is at the last end of the chain with promotional goods. We send out to the consumers/businesses the gonks, mugs, pencils etc that FOUR supply. I am not in the least surprised that the resutls were poor because most businesses were scratching around with promotions that did not involve capital outlay.
We have started to see the flickers of new business potentially returning, but the appetite for large scale stuff is simply not there at the moment and not likely to be restarted for another couple of months at the earliest. This sounds negative - it is not designed so to be, simply factual based on the enquiries we are receiving. Bear in mind, that we are the last point in the process and we are beginning to get the first few nibbles of business to fulfil beginning in May time.
When the initial lockdown was lifted last year, we had a flurry of enquiries, very much pie in the sky stuff, 90% of which could not work and of the remaining 10% or so translated into orders that started in July to take us through to September. Our feeling (and have been in this caper for 20 years) is that these "enquiries" were from those desperate in marketting teams to hang onto their job that they had to contrive anything to provide the illusion that their role was worth keeping. I would not be in the least surprised if these were the unlucky recipients of P45's hoping to stave off redundancy.
Work is starting to trickle in, but in dribs and drabs. My hunch is that the promotions industry will kick off again in the late summer once Europe has got their 3rd wave under control and their populace vaccinated.
double bottom building on the daily chart. a break of 2550p will target a move the length of the double bottom, so around 2850p. may happen quickly if breaks above the 2550p and is in while while the price stays above 2550p