Member Info for andsoforth

PER = 8.1
PEG = 0.6
FORECAST EPS GROWTH = 16%
ROCE = 11%

The pension contributions are reducing.
Schroder's now holding 15%.; Wellcome Trust on 4%.
Recent (24 Jan) update disappointed, with operating profit failing to meet expectations by 15%, but the company remains profitable with limited debt.
You can now buy at less than the fundraising price of 110p of July 2020.
Seems cheap to me.

It totally depends on the market! We will have to wait until the US markets open to see exactly what will happen today. My guess is that we will see the week out slightly down on today, but perhaps not enough to nullify the dividend. Thanks JPM!

Yes, FC, not expensive at all. The loss of Woodford's business and the horrible spread put off some, I*m sure, but all the more for us!

"... the Board now expects full year underlying profit before tax for the year ended 30 April 2022 to be in the region of £150m, comfortably ahead of consensus[1] of £133.9m. The Board expects disposal profits to account for c.33% of the full year underlying profit before tax compared to c.43% in the prior year."

Less important than interest rates.

"What negative is there?" ..."It appears however, that 2022 cash generation targets have been lowered slightly to £1.3bn-£1.4bn." So a wee bit of bad news, but this should see the day out at c635. Nice dividend news.

A great purchase. Welcome aboard! :)

Re meaningful buybacks: SHEL, AV., LLOY, DGE, SRP, FERG, and AVON. Lots of this going on, but seems many are buying back at too high a price to me.

This will see a 3% decline in revenue and slightly less in profit. Will receive little or nothing for the business.

RBC cut TP from 390 to 360 but leaves at "outperform".

Meant to add that results are due later this month.

Nice read across from FCAP, where the revenues will exceed the top end estimates? There are going to many mergers, acquisitions and fund raisings to keep these chaps busy.

Just a broker buying and selling for a client, and making a small profit.

When was this put out, and by whom?

Market cap£31m; cash at bank £24m. PER is c10, yield c4%.

Talking to an empty room here, but for info RAT is currently on:
PER = 9
PEG = 0.7
YIELD = 5.4%
FORECAST EPS = +15%
There are forecasts for greater expenditure on IT systems, but this is manageable out of current cash.
GARP and income compatible?

This is most probably just a read across from ADM results today, and the general market decline. Has this been a leaky ship before?

PUSU deadline extended to 31 March 2022.

PUSU deadline is tomorrow. Perhaps an extension ca be had. This is perhaps not a good sign.

A few institutional holders have sold up, presumably because they now see better opportunities elsewhere in this falling market. No other news may be good news, but I am not brave enough to add here!