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At Last, t hose secret buyers coming out of the woodwork to give those shorter's a bloody nose, lets see this share price hit the roof. plenty of profits to come, lovely dividends. What more do you want?
I noticed Invesco Limited a major shareholder reduced their stake in December 2015 by almost 10%. Maybe they have decided to further reduce their stake? I think this could fall further if it is being targeted by market forces or a hedge fund? 90-110p would not shock me. I think someone wants this share lower here. Maybe there is some bad news in the background? Quindell news? Cenkos is one of those shares that shot up hugely in value 1-2 years ago on a strong performance. If this is just the work of a shorter could we see a repeat of what happened to Glencore or AA mining stocks where they halved and shot back up pretty much soon after? Timing your buys would be key here. If the share is truly under valued why would Hargreaves Hale or other institutions not mop up the cheap stock? See what happens here.
Sarsons malt vinegar?
Sarsons malt vinegar?
Seems very chip. Any ideas?
Topped up another 20K today - At this P/E, Divi yield > 10% and with the Directors incentives aligned to share price growth got to come good. Also rumours Barclays was interested about a year ago, would be surprise to see them get taken out - Good T/O price would be 300p and the institutions would support that as majority shareholders even if the BOD fought back..........Be interesting to see, I'm happy with my trades despite the speared always being crap (Greedy MM's I guess).
Hi Indianna, really appreciate your views sounds like you used to be a pro or close to the business. I used the wrong words but I think I was trying to say a big fall on low volume for an illiquid share (Classic Tree shake, I believe). I think you say it with more eloquence and detail. We are on the same page on the fundamentals, at these prices and just having had the Y/E it's tremendous value as long there is not some dark occurrences not released to the greater public yet which I think is highly unlikely bearing in mind the regulative nature and need for a clean reputation Cenkos must have to do business successfully. [What's an HFT trade, not familiar? - Thx]......Live in China with a young family, so take a while to come back sometimes...
Cannot find any shorters on short tracker, only 20K more sells than buys - Not that liquid a stock so will rise and fall on low trading I guess. Well P/E 4 yield >10% and good cash generation as well as steady Q1 in the last YE results. Need to be patient and top up at these levels for me.
Looks like the Shorters are at it?
Wilson where are you my football faced friend? Oh well, guess I'll open another FedEx box............
Do we have some tree shaking going on or is there some negative news we are missing? Anyone have knowledge as to why the falls recently especially today.
We are on the same side agreed - Numis looks pretty okay on fundamentals, valuation and recent updates at around 200p but your right it has the smell of a small dip coming before rising nicely (Gut feel) I had BNC but ****ed off the Spanish withholding tax on the divi's - It looks real good value now though (Sit on it I would say). Got rid of Sports direct a while ago at 402p (Breakeven after fees). Moved into UAI which seems another one that's very undervalued under 200p. (been winding all the rampers up on jam tomorrow 88E, most blogged share going and it's crap I reckon bit naughty really but what a pile of poop that will turn into if you look at the shares its issuing just to stay solvent) I have no doubt it's Icewine location has plenty of oil but it ain't going to produce enough to put any asset value capital above debt - Most folks buying that on emotion of producing not how it will make any money. (Good day trader punt, but not my style) Be interesting to see if my call on this is right or wrong a year from now. Sorry if I misread your thoughts as judgement on S.D.
We are on the same side agreed - Numis looks pretty okay on fundamentals, valuation and recent updates at around 200p but your right it has the smell of a small dip coming before rising nicely (Gut feel) I had BNC but ****ed off the Spanish withholding tax on the divi's - It looks real good value now though (Sit on it I would say). Got rid of Sports direct a while ago at 402p (Breakeven after fees). Moved into UAI which seems another one that's very undervalued under 200p. (been winding all the rampers up on jam tomorrow 88E, most blogged share going and it's crap I reckon bit naughty really but what a pile of poop that will turn into if you look at the shares its issuing just to stay solvent) I have no doubt it's Icewine location has plenty of oil but it ain't going to produce enough to put any asset value capital above debt - Most folks buying that on emotion of producing not how it will make any money. (Good day trader punt, but not my style) Be interesting to see if my call on this is right or wrong a year from now. Sorry if I misread your thoughts as judgement on S.D.
Please read carefully I answer your question, retail is not on fire agree - I generally buy on a contrarian bases looking at oversold shares or special situations as an investment case. I also like to get into early doors opportunities that could really take off but this is high risk as I have been burned on a few....Current worries are Tech Financials, Netplay TV & Laura Ashley but holding on in hope....Ones I like a lot are Cenkos & Domino Pizza Poland whose progress and good news is not yet reflected in the share price....It's all a game eh......Any reciprocative thoughts on a good investment right now?
A lot of people that buy shares they cannot always afford to take the risk with, that is very presmptious. [Perhaps they should be able to afford the risk but that is not a given]. Many folks have small savings that they cannot get a return on at the bank with current interest rates -- Apples to Apples you are selectively ethical it seems, yet ethical has one meaning. I don't post to get your blessing on what companies I invest in nor would I be so premptuous to tell you what you should invest in my friend.
The same reason, you, I assume invested in Cenkos that has signed off shady RNS's in the past like of Quindell (Watchstone) that has caused people real grief, losses and hardship. (If your ethical get of Cenkos IJ) Also it's not uncommon to have a security system that searches people etc and the Company is working hard to be better. No every company nor all people are perfect and we are not exactly talking child labour.
Morning, I don't normally do retail unless special situation - Sports Direct will come in at only 480M profit, below consensus but a record EBITDA. The share was 877p less than 2 years ago when on lower earnings - It's all beaten up for mistreating employees and a very slightly lower consensus so the press say. Loaded up because the fundamentals don't math the SP [reckon 500p is fair value] Premier Farnell just sold their Fire accessories div for cash and again look to be oversold and divi c. 9%.
Wish I could I just spent my cash on Sports Direct that I am hoping is oversold and Premier Farnell. I am already really heavy on these from a Portfolio balance point of view. Well let's hope I'm right and they get taken out or re rated - Unless there something AIM dodgy going down this really looks superb fundamentally if you are a value investor - Trend investors would probably dump it...........Right or wrong I look for low debt cash generative wherever I can. Good luck to us both Indianna.
10% safe yield (P/E: 4) Why is this SP so low? It's fundamentals are fantastic
9% divi yield. P/E 5, Cash rich - Ex dividend tomorrow a whopping 6p per share. This is probably the most undervalued real Company on AIM.....Prime for a takeover on current ratios. I like this a lot....
9% yield, P/E 4.4, No debt, cash positive, huge Operating margin....Cenkos securities is due a huge re-rating. Think the pundits will loving and reporting a lot about this very soon now, results due. Loaded up today, here's hoping.
Currently the best pound for pound stock on AIM IMHO.
my apologies - I missed that. However, good spot, and does suggest it is now likely
their final results for last year were issued on the 30th March 2015. So let's assume they will issue this year's figures on around the same date. The second interim divi will be paid on the 26th March, so potentially prior to the full year results. Plus they did clearly use the language 'second interim dividend' and not 'final'. I think therefore we might see an additional, small, 'final' dividend paid too.
Looks like the market is finally waking up to this Note my: 8th Feb post. Still a screaming buy Fair value c.200p