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Any reason why the SP has fallen 3.88% this morning when Footsie 100 up 0.42%?
Technically Looks Very Bullish. I think you have to go and do abit of your own research on outsouring firms going forward. Next year is going to be challenging for supermarkets, retail and catering / leisure firms when National living wage is introduced. EPS does look good and dividend is covered well for now. DYOR
By Graeme Davies, 24 November 2015 It seems to be bon appétit for catering giant Compass Group (CPG) which has seen strong underlying revenue growth of 5.8 per cent to £17.8bn. The group saw a particularly strong performance out of its largest market, the US, while Europe and Japan showed more signs of life thanks to a combination of self-help measure and better economic conditions. Buy.
Michelle McGagh on Nov 25, 2015 at 05:00 Compass remains resilient after restructure A restructure at food contractor Compass (CPG) has come at a cost but has not hit the resilience of the company. Numis analyst Wyn Ellis retained his ‘hold’ recommendation and £11.50 target price on the shares, which were broadly flat at £10.80 yesterday. ‘Compass has reported full-year 2015 earnings of £1.3 billion after £26 million of restructuring charges. This is in line with our forecast. Earnings per share is up 11% to 53.7p and the full-year dividend is up 10.9% to 20.4p,’ he said. ‘Structural growth opportunities, driven by outsourcing, continue to be promising and Compass has a resilient, cash generative business model. While concerns about emerging markets and potential currency headwinds persist, however, it is difficult to see a near term catalyst for the shares.’ Shareholders will continue to benefit from any surplus cash, which will be returned to them and management said it remained ‘excited about the significant structural growth opportunities globally and the potential for further revenue growth, margin improvement, as well as continued returns to shareholders through dividends and on-going share buybacks’.
Market Report: JAMIE NIMMO Compass ticked up 2p to 1079p after annual revenues and profits rose, while Irish convenience-food firm Greencore dipped 4.7p to 315.5p despite a similar full-year performance.
Hold Compass shares as dividends rise 10pc Richard Cousins chief executive officer of the Compass Group. Compass raises dividend 33pc after strong results Compass is a solid defensive share that has delivered another year of rising profits and inflation beating dividends, says Questor 24 Nov 2015 |
Plenty of Broker backing aswel. http://content.screencast.com/users/mickkipper/folders/Default/media/7e31102c-5829-4463-a5e3-b1595c82e4b1/cpg%202.jpg
EX-DIVIDEND date is this Thursday 25th June a payment of 9.8p will be paid on 27'7/15 last chance to buy shares and get the dividend is wednesday 24th Dividend information of interest DIVIDEND . helpful information/11 May '15EX-DIVIDEND DATE IS NOW ON A THURSDAYS AND THE RECORD DATE IS THE DAY AFTER FRIDAYS THE PRICE OF THE SHARE IS PUMPED UP BEFORE THE EX-DIVIDEND DATE TO PUT PEOPLE OFF BUYING JUST BEFORE THE EX-DIVIDEND DATE. 7AM ON THE EX-DIVIDEND DATE THE SHARE PRICE IS REDUCED BY THE DIVIDEND PAYOUT AMOUNT . 22/03/15 example of interest below Do I qualify for a dividend, and when will it be paid? To qualify for a dividend payment you must be the owner of shares at the close of business on the working day before the ex dividend date. For example if the ex dividend date is 9th June: You would qualify if you buy/bought shares on or before the 8th June and did not sell before close of business on the 8th. You will not qualify if you buy/bought shares on or after the 9th June. As long as you buy/bought shares on the 8th or before then you can sell the shares on the ex dividend date and still qualify for a dividend. MORE INFORMATION RE DIVIDENDS Guide to Dividends and Income Investing What are dividends? Dividends are payments made by a company from its profits to its shareholders. They are generally paid either twice a year (in an interim and final dividend) or quarterly. Some companies will occasionally make one off payments known as special dividends. Dividend stocks are sought after by income investors and will play a part in a well-diversified stock portfolio. To receive a dividend, you must buy shares in the company concerned prior to, and hold for at least part of, the ex-dividend date; if you were to buy shares on the day itself, you would not be eligible for the dividend. What happens on the ex-dividend date? On the ex-dividend date, the shares will typically fall by the amount of the dividend. If you hold shares in a company and do not realise it's the ex-dividend date this can obviously be quite alarming. It makes sense, however, as new buyers of shares in the company aren't eligible to receive the dividend essentially making the company worth less. What about if I have a spread bet or CFD position open on a company which goes ex-dividend? If you have a position with a spread betting or CFD provider when a company goes ex-dividend they will typically credit (if you are long) or debit (if you are short) the amount of the dividend to compensate for the fall in share price. What about tax on dividends and dividend tax rates? Anyone who receives dividends from UK companies have 10% taken off as taxation before the dividend is paid. Unfortunately, there's no way around this. However, higher rate taxpayers can avoid losing a further 25% to tax by holding the shares in a Self Invested Personal Pension (SIPP) or ISA. What about reinvesting my dividend payments?
RECOMMENDATION SELL TARGET 1133 The Major trend of COMPASS GROUP PLC it is showing strength for selling. If it breaks the support level then one can initiate the selling position in the stock. If it breaks the level of 1153 then it can show downside movement for the target of 1133 with the stop loss of 1170. CHART FORMATION:- Stock is trading in a range and breaking its trendline will lead to downside movement. Stock is trading below the 50 DMA with negative bias. INDICATORS:- RSI is trading near to 50.07 level with negative bias, in upcoming session downside movement is expected. MACD and Signal line is sustaining below the zero level line.
looked pretty good to me, so why a 30p fall in the share price?
Hold defensive shares in Compass: Compass has enjoyed a good start to the year, with a strong performance in the U.S. to thank for rising sales and improved profitability. The FTSE 100 food group has a track record of delivering steady sales growth while keeping a close eye on costs. That recipe for success is on track to deliver steady returns for shareholders. The catering group said it had managed to hang on to more of its existing customers and expects this will have increased sales by 5.5% during the six months to the end of March. The best performing region was North America, which enjoyed an 8% increase in sales during the period, after an “unusually high” number of customers stayed with Compass. Compass has grown into a global giant by using its size to drive down the cost of ingredients while pushing through price rises in line with inflation. Food makes up 80% of its business and the company provides catering in 50,000 locations across the world. Compass has increased revenues from £14.5 billion in 2010 to £17 billion at the end of September last year, and during this period profits have increased from £913 million, to £1.15 billion. Compass remains a steady and, more importantly, cash-generative company. It has pledged to buy back £500 million-worth of its own shares in the year to the end of September. Questor looked at the shares last year, and we recommended them as a hold at 984p. The shares are now close to their record high of £12.13, which they reached two weeks ago. Questor thinks Compass is an excellent defensive share, but no better than a hold at these prices. Compass at £11.86+12p. Questor Says “Hold”.
Compass posts bullish start to year but warns on oil price fall: Compass Group, the world’s biggest catering firm, hailed a strong start to the new year after seeing a return to growth in Europe and Japan, but warned of the impact of falling oil prices.
hope you didn't take your brokers advice ;)
Wow £10.90 go Compass!!!!
Cracking share this! Started buying at £5 and doubled the money and a bit more. Still got legs I feel
i really hope you didn't take your broker's advice! GL
people need to eat lunch at work, in hospital, at school etc.... plus there is a broad client base in all their geographies, plus their geographies are globally diversified... that is worth a premium multiple... .. and another thing, their high ROE makes them self-financing as well as being able to pay growing divvies and buy back shares thus increasing EPS... I'm holding and will buy more on market dips (I don't expect CPG to underperform the market) ... all IMO, DYOR and GLA...
If one is to value CPG on a SELL, HOLD, BUY, this is a HOLD. This is a strong business and is a growing business, hence the high valuation based on a metric of 20 times this years earnings. The FTSE trades currently at 13 - 14 times.
Just for info.....my broker is just now suggesting selling CPG
Decent level to be getting in at, but all depends on whether Russia - Ukraine kicks off. Im buying & to hell with consequences....lol Buy when others are fearful.
HI, i read in an old Investors Chronicle (Dec'13), that broker Numis Securities predicts FY EPS of 51.9p with pre-tax profits of £1.26bn this yr. That would then give a lower PE future valuation of 20, to current 40.
share good dividend, good portfolio foundation. GLA
Are you all aware that the "Special Dividend" is nothing more than a compulsory purchase of some of your share? I can see no advantage to the shareholder which the term "Special Dividend" would imply. Taking the simplest example say on a holding of 170 shares one would receive 170x56p = £92.50 and would lose 10 shares leaving a holding of 160 shares. If one then wanted to restore his original holding he would have to buy 10 shares in the market the price would then be higher (to allow for the reduction in the total number of shares now in issue). So the £92.50 Special Dividend would be insufficient . My point is, if the Company are to go ahead with this scheme should they not call the operation a "compulsory share buyback" as there is little or no benefit in this to the shareholder ? The term "Special Dividend" is a misnomer. To my mind "Special Dividend" implies an extra dividend awarded to shareholders in addition to the interim and final dividends. Do you think that this scheme is fully understood by shareholders?
belated reply to your Wed 11.28 just logged into this share as read good report s on future dealings. Re £ Billion is the American version only nine zeros and not 12 as old uk Billion. Why we ever messed up maths following the US beats me which is a 1000 times less than a true mathematical figure. Probably they had a problem with maths once it got past 9 zeros LOL so redo your cals on billion being 1000,000,000 and not 1000,000,000,000. Hope this helps
chinch. Thanks for that. The words that I was looking for that are missing in all the papers were in the RNS. "and share consolidation". Which means that although shareholders will get 56p per share they will own a proportionately lower number of shares. So in effect it is a sale of £1bn worth of shares by shareholders back to the company, who will then cancel them. The only saving is the cost that would have been incurred in selling those shares.