Member Info for andsoforth

https://www.***************************/cavendish-plc-market-resilience-deep-value-and-a-7-5-yield-that-s-hard-to-ignore-video/4121227010

...interview. suggest an 18p target price.: https://www.***************************/cavendish-plc-market-resilience-deep-value-and-a-7-5-yield-that-s-hard-to-ignore-video/4121227010

from november, but still relevant?

...are now held in treasury. I assume these will be used to reward management rather than cancelled?

...ups his stake to 10%.

Paul Hill (Vox Markets) is a major shareholder here. He seemed resigned in an interview yesterday to taking the 20p offer, and suggested institutional holders would do the same to keep from throwing good money after bad. Boding well for a takeover, if the cash can be raised? If so, 25% to be had here.

...anybody know why? (Currently down c7%).

There is a lot of competition in the sector.

"Materially below" statement here, which might end in a funraising. However the founder, who already owns 30% of the company has made an offer of 20p to take over. The institutional investors, like LIO and Amati and Canaccord, may see this as an acceptable exit rather than throw more cash after bad. Price seems pretty unmoved so far, thought the offer is a 22% premium to the current price.

Local authorities can only compulsorily purchase property when it is required for a specific purpose, not just because they feel like it, or the current owner has been naughty. You are spreading misinformation.

Relatively large volume this morning. Quarter of a million trades by 0812. Bigger holder selling up? Shorts increased recently, though still less than 2%.

Thanks Monkshood. Taking up the subscription would take out the dealing charge, so may give it a go. Thanks again.

This has been on my watchlist for a while, and I am now thinking of taking the plunge. Advice please: would you buy in the current market or take up the new issue?

...pronounced as "profitable" but revenue only rose by c7%. Profit figures are not provided. I am getting a little impatient here! This has become more FCAP than CNKS!

Not sure if it is still the case, but alcohol duty was formerly levied on products containing alcohol at manufacture, not sale. So if you make beer then remove the alcohol, you still payed duty as a brewer, and that was passed on. Publicans' real profit was always in the pop!

And a NED bought 20k (costing £35K).

...read across from Peel Hunt?

https://www.londonstockexchange.com/news-article/PEEL/trading-ahead-of-expectations/17216841

https://www.londonstockexchange.com/news-article/PEEL/trading-ahead-of-expectations/17216841

Currency controls???

I am a REFS refugee as well! Now I use Sharepad as my only paid source, but there is good info on investing.com, here, and available through ii and Guardian brokers. I must admit Stockopedia has probably the best user interface, but I found the data was increasingly out of date. Paul Scott's daily posts remain a useful source for small caps, but I am now moving away from that area. Increasingly I am sifting through RNSs on Investegate for numbers. How about you?

I gave up on Stocko a while back after Paul Scott left. The last declared EPS was 40.2p and I bought recently at 505 (showing as a 'sell' on here). That actually gives a PER of 12.5; but they also have £23m in cash and equivalents, and it seems we will have another good year. You are right, and my figures are now out of date! Apologies! (Long term holder here, with rose-tinted specs!)

Those are current figures. I haven't been able to find any broker forecasts, and the company themselves only release information when they have something to say. The finals in May saw EPS down 5% on the year, but it was an outstanding twelve months before. The half year report is due at the end of next month.

The Murray family have a large controlling interest, and the shares are thinly traded, so it may not be for everyone; but they are well run and treat investors well. There is also a decent cash pile, so no danger of anything truly nasty. I do not think this will make you rich, but it may make you a wee bit richer.