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Has anyone compared the share price of DFS against SCS? I'm invested in SCS and it has a market cap of £68m with c£20m net cash and an EBITDA of £16m. So it's trading at about 3x EBITDA - which feels very cheap. I know DFS is a much bigger entity and I suspect a far stronger brand, but just wondering if anyone had any views on the comparative values/share prices?
Agree soleman as i have said before one thing that concerns me is directors are not buying even at this rock bottom price why i cant work it out whats your take on it .ALB
It seems very logical to expect a positive run up to the dividend. In an efficient market 6% is par but given the current price im expecting 230-250p by ex div day
Last week's steady daily drop was predictable. I wouldn't be that sure this week would be much better initially anyway. At some point you would think there has to be a grab of some kind for the 3% dividend. I've said before I'm not big on conspiracy theories, but I wouldn't be surprised if there wasn't a tree shake by MM's to get their hands on cheap shares prior to ex divi date. Just my thought guys, could be totally wrong off course we will see. D.
Ok badger soleman and st yes agree soleman probaly not good idea to bail out now just hope we at bottom of sp price but the market is so nervous at moment anything is poss imo .Yes badger i am still in biff just hope good news around the corner biff and dfs got to be value at this sp think it will all be about debt and csah in bank .I just about broke even last week on my shares started good and then got let down fgp downgrade at moment any sighn of bad news and im out shares dont seem to be bouncing back like they used to ok guys good luck
Happy weekend badger and smokey. Probably a sound decision not to bail at this price with the price seemingly holding. We failed to break either the top or bottom in this price channel so have to wait until next week for direction. Fundamentally i couldnt be happier with dfs but its worth remembering it took some crazy to get the price this low so while sanity will eventually return theres no guarantees in the short term. I like the look of biffa. The trouble for me is a lack of information until the update next week. I know in my local county they are losing a lot of business to smaller guys. Trouble long term is the price of landfill will rise lending more opportunity to the little guys who are willing to sort and put the leg work in to saving those costs. ATB
Off topic guys sorry. Freed up some cash to top up on biffa today was looking for a wee dip. Alas the bloody thing goes up. Half yearly next week no chance it's going to be negative, although I've been known to be wrong. Might have to bite the bullet n' top up at any price, we'll see. Are you still in Smoke !!!!!!!!!! D.
A blue day on black Friday. Does that make us the black n' blue boys. Glad you never panicked Steello. Weekend to mull this. D.
Definitely a bit better today. Some nice big buys reported after close and no big sells. Hopefully any sellers have now finished and we can move north next week. Yeah, normally directors who are confident jump in, don't they ? December next week so hopefully a few good days as people buy in for the dividend. Have a good weekend folks. Ste
Ok steello and badger yes looking bit better in blue anyway the thing i cant work out is why directors ect are not buying from 290p to 213p they getting great bargain ? Noticed in other companies with big sp falls directors nearly always buy as i understand why not here .good luck guys and be careful out there .
Seems to be holding steady today, fingers crossed we've settled and can move up from here. We'll know if it breaks the usual pattern at close.
Good morning badger & smokey. Well done with that top up, at the moment, it looks very well timed. I held my nerve and didn't sell anything. A good sleep made a lot of difference to the way I was thinking. This buy was for the medium term so I should stop looking at it in the same way I do aim shares. If that was me out doing the shopping, I guarantee I would come back without something. Just make sure it's not the coffee. Ste
No share watching for the Badger this morning guys. Down for breakfast this morning to a big list of shopping to get for the misses. She put it on top of the coffee jar so I've no chance of lying and saying' I never seen it dear' coffee jar as she well knows is never far from the Badger. Could have been worse lads she could have left the merc ticking over at the top of the drive with the shopping lift pinned to the steering wheel with a dagger! !!!! She probably just never thought of that one. D.
Good morning smoke I still think there is something going on here. Every day we have many hundreds of small sell trades. I've no idea what it means but as far as I'm concerned it means something. People who are dealing in shares of only a few hundred or less don't sell days prior to a generous dividend payment, it makes no sense. I can see the sense of selling before ex divi if a share is flying high and knowing there's the chance it will bomb ex divi date,I've done it myself in the past. That's certainly not the case here. An ii who's due dilligence is presumably light years ahead of us put £60mill + in here a few weeks ago at £2.40p a pop. Good luck today Steello, for what it's worth I got top up this mornING at 212p D.
Ok steello and badger well lets hope for better day today sorry you down steello i think most pi underwater at moment the market looks like its broken due to other events ect .After brexit i took big hit held 3 banks and had to sell in process of buying small house so only invest small ammounts dfs down from 290p to here how come its still falling crazy ?ATB m
Evening oldbadger & smokey. You both make some good points, ie, the size of the dividend and also that some huge companies are taking a hammering as well at the moment. I'm ok with it at this level, I'm just getting the jitters I think. Thank you both for responding, the info you both gave does help. Common sense from both of you. Thanks, it's appreciated. You're top guys. Ste
Hi Steello I had no idea you were in so heavy, we've all been swept up in each other's enthusiasm for this, we've all researched it and dare I say it we've all ramped it a wee bit as well. It's a good company. I wouldn't want to give anyone advice but remember the dividend it has to be worth at least £4k for your holding is it not. I've not been that bothered about the share price this week it's more or less performed along the lines I was expecting it to if it stays where it is i'll put another £2k in tomorrow i've nothng left I want to sell mind you so will have to go to the bank . Next week share price I'm not that sure they may play with us for another week who knows. I've read the agm agenda I certainly didn't see anything in it that could be detrimental to the share price, but I am a retired engineer not an accountant. I will be checking that opening price tomorrow with a bit more interest than I usually do. Whatever decision you make tomorrow will be the right one no matter what happens to the share price. Didnae' think Geordies' felt the cauld' I'm a jock we've had the same weather as you. Good luck tomorrow mate' D.
Evening folks. I'm still bearing away in work but thought I'd pop in. Yeah oldbadger, £135,000.00 in here. I'm pretty much at the limit I set for my whole pot so if tomorrow's disappointing, ll be shedding quite a few. My choice, my mistake putting so much here. I did it because no matter how I looked at this, it ticked every single box, I just don't think it's ticking other people's for some reason. Hopefully it'll tick up tomorrow and I won't have to make a decision. This is the first time I've put a lot in one share but never mind, tomorrow's another day. It sure is cold in the north west tonight, hope you guys are tucked up and warm. Ste
Today was so predictable. I didn't realise you were so heavy in here Steello. Are you down that much in this one share ? AGM next week, Ex divi date following week surely this daily pattern has to change. It's not just this that's doing this steady crawl downwards near enough the whole market is doing it. D.
ok steello best not panic see what tomm holds we all underwater in here ALB mike
7.5 grand down now in this. I'm going to have to give this some serious thought on what to do tomorrow. The only problem is.............I don't know what to do. Good luck everyone else while I ponder. Stw
Just topped up 213p again hope its right move no pun intended just hope fall stops tomm can only average down so long cheers ALB mike
Might be good opp to top up if sp keeps falling IMHO
214p quoting to buy now lets see what happens at close of play
Afternoon chaps, Busy day for me, this cold weather keeps me a busy bee. Usual day in the life of Dfs today, ie, I haven't a clue what's going on. All I hope is we can finish blue to settle my nerves. I'm all spent up now so I'll have to sit back on the sidelines. I'll look in later and see what large trades go through, it surely can't be pi's money at those sizes, can it ? Not yours are they oldbadger ? Haha Ste