Member Info for Bazzaman

Article from 30th July to whet your appetite ahead of results next week http://www.sharesmagazine.co.uk/articles/inland-homes-stands-tall#.VggEZnpViko

tomorrow should be good, SP up on anticipation. GLA.

Their web-site says end of September for results. The last trade of 25k looks like a buy but is showing as a sell. That seems to happen quite a lot on this website. BOL

Markets seem a bit mixed on the news. Yellen was a bit contradictory in her post decision comments. I don't think INL will disappoint when they announce their results. BOL.

on an ex-div day, can't be bad.

Josh, the latest on their website says end of September.

he NHS accounts for a quarter of Tristel's revenues and, with MRSA and Clostridium difficile affecting one in every 16 patients in NHS hospitals, demand is well underpinned. International growth is proving robust too: underlying sales from human health products overseas jumped by a fifth in the first half alone. I expect the company to report a continuation of this positive trend in next month's full-year results. So with Tristel's operational performance supported by both domestic and international growth, and the company forecast to grow EPS by a further 20 per cent in the current financial year, I feel that a cash adjusted PE ratio of 17 is more than warranted. Trading on a bid-offer spread of 91p to 95p, I would continue to run your very healthy profits.

Shares in Aim-traded Tristel (TSTL:95p), a maker of infection prevention, contamination-control and hygiene products, came within a penny of hitting my upgraded target price of 110p in early July, so it's hardly a surprise that price has come off the boil slightly. I first advised buying the shares at 60p ('Clean up on superbugs', 6 May 2014), subsequently updated the investment case at 80p ('Riding bumper profits', 26 February 2015) and last recommended running profits at 92p in June ('Blue sky potential', 10 June 2015). Since my last article was published the company has paid out a special dividend of 3p a share. However, with Tristel set to report record results for the fifth consecutive six month period when it releases its full-year results on Monday, 12 October, buoyed by strong profit contributions from direct sales operations in the UK, Germany and Australasia, I feel that there is scope for the share price to return to those summer highs. Ahead of the figures, analysts Paul Hill and Hannah Crowe at research firm Equity Development are pencilling in full-year revenues of £15.5m, implying 15 per cent like-for-like sales growth in the 12 months to end June 2015, and an operating margin in excess of 16 per cent, a 2.6 percentage point hike on the previous financial year. If achieved, this would result in pre-tax profits (before share-based payments) of at least £2.5m, or 38 per cent more than the £1.8m of profits reported in fiscal 2014. The business is highly cash generative too. Net funds are forecast to have risen by £1.1m to £3.7m in the 12-months to end June 2015 which covers the vast majority of the £1.25m cost of the special dividend. Expect a 37 per cent hike in the normal dividend to 2.2p too. Post the special payout, net cash on the balance sheet is the equivalent of almost 6p a share. Strong growth profile And there is no reason at all to expect the growth to end here either. Indeed, chairman Francisco Soler notes that his company has "a more exciting pipeline of new product developments than I have seen at any time in our corporate history. At the same time we are moving forward with regulatory approvals in new, game-changing markets." Reflecting this positive outlook, analysts at Equity Development predict revenues will rise by a further 15 per cent in the current financial year to £17.8m to drive up pre-tax profits up by a fifth to £3m. On this basis, expect EPS of 5.2p and another hike in the payout to 2.6p a share. Key to maintaining this double-digit sales growth rate is Tristel's high-margin and patented chlorine dioxide technology healthcare products, accounting for 85 per cent of sales. Prospects are rock solid. For instance, the company's best in class clinically proven consumables product, Tristel Wipes, is the most widely used decontamination method in ear, nose and throat, cardiology and ultrasound departments of UK hospitals. The NHS accounts for a quarter o

Between Sept 2014 & March 2015 the SP rose 40%, in the 6 months since it has stagnated. Expect the catalyst for the next hike being the results at the end of the month. Another 40% hike to March 2016 would see it around 95p still below it's sum of parts valuation. Well interesting times ahead IMO, as always DYOR. GLA.

The TV, film and music rights outfit has a number of valuable brands in its portfolio but number one on the list by some distance is Peppa Pig. Probably familiar to anyone with children under the age of five it is a deceptively simple animated series about a four-year-old pig, her family and friends which is increasingly becoming a cultural phenomenon and generated upwards of $1 billion of retail sales in 2014. The Toronto headquartered firm buys the distribution rights for films. It produces TV shows, selling broadcast rights to third parties but retaining merchandise and digital distribution rights. It undertakes brand licencing and has a small music rights operation. The £893 million cap owns 50% of the underlying rights to Peppa Pig and therefore gets money every time toys or goods bearing the cartoon star’s pictures are sold, as well as a fee for licensing activity. Peppa Pig will make its debut on Chinese TV this year and there’s a big push on merchandise in the US. While it could be a few years before Peppa toys are sold in China, Entertainment One says it has already tied up the trademarks and got the necessary legal paperwork to ensure there’s tight intellectual property protection. This should help prevent counterfeiters from cashing in with knock-off merchandise. Although TV shows generally have a shelf life, Peppa Pig’s appeal shows no signs of waning more than 10 years since the first episode was broadcast in May 2004. Suggesting it may be able to match the longevity of US kids’ shows like Sponge Bob SquarePants, 16 years and still going strong, and Sesame Street which premiered nearly 46 years ago. And with plenty of other coveted content to sit alongside its porcine star the company is a beneficiary of the trend towards video streaming. The company licenses its material to major platforms like Amazon Instant Video and Netflix (NFLX:NDQ) – and these platforms are likely to be willing to be pay increasing amounts for the right properties as they look to secure contracted viewers. This should support the company’s drive to double the size of its business in the next five years. The expansion plans will require significant investment – pressuring cash flow and undermining return on invested capital in the near-term. However given the growth potential, which could well be augmented by acquisitions, a March 2016 price-to-earnings ratio of 12 looks too cheap. (TS)

If you read the RNS trading update from 23/7 & the subsequent article in IC on 13/8 (http://www.investorschronicle.co.uk/2015/08/13/comment/simon-thompson/bumper-cash-returns-AjVylIewYevmWKLbnX7zAM/article.html) then this is a no brainer, results will significantly exceed expectations & IMO this share is grossly undervalued DYOR. BOL.

I expected this to be closer to 80p come results day, not sure why it is falling. I keep topping up whenever it does so am happy with my lot. BOL.

at 94.4p good price IMO.

at 69p, expecting great things at results day end of September GLA

Another gambling stock with strong growth prospects is 32Red. The online casino operator plans to snap up its weaker rivals who are struggling to pay the Point of Consumption tax and, in line with this, recently announced the acquisition of Roxy Palace Casino. The deal increases its share of the UK market and gives it a presence in the Netherlands and the Nordics. A running Shares Play of the Week, 32Red achieved a 22% rise in net gaming revenue to £18.6 million in the first half. The £58 million cap is highly cash generative and it’s using this to increase its marketing spend, pay dividends and make acquisitions. 32Red has a 2015 PE ratio of 11.9 and a forecast dividend yield of 3.4%. Numis reckons the share price could grow by 70% from 70.5p to 120p.

http://www.privatepunter.co.uk/Behind-the-Scene/a-wet-monday-and-a-mood-to-match-24-august-2015

Thanks, looking to hold them for a while yet. BOL

sellers moving in - still a good buy IMO.

Moving on up

Nothing wrong with buying when others sell, if you are still happy with the fundamentals then good bargain to be had. Equally, as a company strengthens its position over time & the market catches up with it, hence INL continuing to climb albeit a little slowly for some peoples liking then averaging up is also a good strategy. BOL.