Member Info for Beza

… yes EZJ looks cheap, they reported brisk trade, Ryanair reported strong ticket prices but WM has a taken a short position.

Maybe they have this one wrong but they do have a pretty good track record. It’s going to be interesting to see where this one goes.

A 6% rise a huge spread and no news? Is this to be believed?

Morning Andy, that’s interesting, I’ll take a look at those.

For the numbers ( the fundamentals) I use Stockopedia. I’m not an accountant so I find their format quite easy to use.

Morning Star has quite a bit of info on.

Time to time I check out shorttracker.com too, to see what the institutions are doing.

Yes I saw this earlier this morning. Bodes well!

TGA’s results have had no effect here which is good as TGA is down a little.

Hopefully we are at the end of the coal price down turn and perhaps the board will have something to say about this at the next update?

An update from BISI at the end of the month?

Who do you use instead of Stocko Andy?

Back in the day I used REFS but in the latter years the quality of the info went south and then it went bust! I then switched to Stockopedia and now I’m familiar with it, I quite like it.

Hi Andy,

I use Stockopedia and unfortunately there aren’t any broker forecasts for the next 2 yrs of trading. This is why I asked the question because according to Stockopedia the current eps is 38.5p.

This puts ASY on a historic p/e of about 13.5, with, like you say, a 5% divi.

To be on a p/e of about 8, the eps needs to be about 63p / share and I’m struggling to see those kind of figures anywhere (but it’d be good if we did!).

Hi Andy, are those current figures which you are quoting or are these broker forecasts for the next full year results?

Hi DR, well RE’s financial situation is in complete contrast to AEP’s that is for sure!

Thanks for your input and I can see you point, it’s risky. I’ve taken a small position with the view that it is moving from a distressed balance sheet to a recovery stock.

I bought a small amount at 85 and I’ll hold through the next update.

It’s very encouraging. I believe that the results are first week in September. Fingers crossed that they will be the catalyst to move the price upwards!

Do any of you guys here follow / hold RE.A? The board there is very quiet (I’m pretty much talking to myself!) but I wondered what, if any, people’s expectations are for REA?

It seems to me that they are over the worse and if Septembers results state as much and have a positive directors statement. I’m thinking they’ll be looking cheap!

Not in the same league as AEP (there’s no divi for a start) but plenty of upside potential?

I have a few shares and will continue to hold my AEP.

Results next week I think. What are peoples expectations?

I’m sure a divi cut is nailed on but should still yield over 7.5%.

It’ll be interesting to hear their ‘state of the nation’ address in their speak going forward.

NAV here has crept up.

Would anybody like to take a guess at the figures (PBT, EPS) for the next set of resukts?

Greggs would be priced differently I guess.

Interesting. Taking a slice (pardon the pun) of the eating out market could be a great for B&M’s business and cash flow.

Why is it that Roche is the only director who seems to buy stock? Is he super confident or is it the others who are ‘in the know’?

A subdued update. It always feels like a mixed bag how the market reacts to an update but I’m thinking down.

Stunning results.

Wow, am I correct in saying about 220,000 shares? That’ll be a nice divi cheque.

Whats his track record like? Is he new to Bisichi or is he a long term holder?

From a fundamental perspective these look cheap but some people would never purchase shares in a company where there’s a controlling stake.

Let’s hope we get a promising interim update. Possibly in about a months time?

What’s going on with today’s rise? Have you been buying again Edward?