Member Info for DaveT1

There might be no need for a placing. EBIT guide 2018 is 23 - 28m, for 2019 again 23 - 28m. Debt was just above 60m and market cap is now just 26m with revenue of a billion....
Bizarre when you look at say Imperial Brands who carry debt equivalent to their revenue.. If Staffline can satisfy the banks regarding the exceptionals they don't need to rush to reduce the debt.
Even if there is a placing, this level seems a silly valuation. Could do to borrow someone's crystal ball please.

I love this company and hold millions of their shares (more than 1m but not more than 3m yet). Yes I always make sure the Distil brands are properly displayed on the supermarket shelves - sometimes a bit of shuffling is required. If a place sells RedLeg but not Blackwoods I always make a point of asking for them to get some Blackwoods in stock etc..

The only think bothering me is that nasty leap in 'promotions/marketing'.. they could have kept the profit and even managed a few pence dividend instead of what.. I have rarely seen any marketing or promotions for Distil products.. I'm sure Don could verbally justify the spend but if it's not reflected in the bottom line.. then it's not really helping the shareholders.

Strange share price this. I'm sure it will rise especially with the dividend increase +30% year on year.

Hopefully Kier can move on from here.
Year end debt being carried was very similar 5 years ago and they only had a 6 billion pipeline then. Good to see drastic action being taken but feel for those that will be made redundant... disposing of non-core operations is/was vital and will go a long way to getting them back on track... bottom draw for now though.

It does seem to move up every time someone manages to get hold of some..

First RNS yesterday looked like a take-up of nearly 120 million shares... (not a reduction).. the confirmation of a whopping chunk let go from Woodford was the later RNS.

That would be a canny move taking this stock at this value in lieu of cash.

My missus prefers Blackwoods to Gordons & Bombay Saphire.. she says it's smoother with a more refined taste.

From what I have seen on the shelves in the supermarkets, Blackwoods has taken a place amongst the big brands rather than being put to one side with the new and novelty gins.

I do agree that some of the increasing marketing spend could be better directed at their Website... or even at their shareholders.. both of which would help raise the profile of Distil..

Good figures again and it sounds like Red Leg is now one of the market leaders. Plenty of cash in the bank.

If Diageo can sell a Tequila brand for $400 million (2014) and buy another Tequila brand for $700 million (2018) what price on a market leading spiced Rum? And if the big play doesn't happen then might as well keep taking the profits and start distributing them to shareholders.

I thought this was a bargain at 120p (I still do).. don't know why the SP has been creeping down.. big well run organisation going great.. should get a trading update at the end of this month and hopefully the August interims will show further revenue and profit gains. Decent dividend too.

More like normalising back towards 400.

It's not really a jump considering the share price was 500 a few weeks ago... all that's happened since then is that Kier have continued to win new contracts, which indicates that they aren't going down the pan but rather that their next set of figures will be ok.. then see Auson below.

They explained in the rights issue that dividends would be around 20% of normal for this year and this will have caused institutional dividend seekers to move their money.. it will come back provided Kier continue to make money, win contracts and opertate more efficiently (and provided they up the dividend again next year).. There is no sign whatsoever of Kier going out of business. Woodford keeps taking more because he is looking at long term share price growth potential.
Do your own research on the latest accounts, the Kier Website and any other facts you can find.

Rainbow are still a very young operation, yet actually producing and holding a valuable asset.

Many companies in this sector have been around longer but are still looking for their asset and spend millions of shareholder cash every year...

Investors here should of course have researched Rare Earth Elements along will all the information available from and about Rainbow.

Rainbow have a 25 year licence to 2040 over a vast area of rare earth deposits. They are only just starting to scrape the tip of the iceberg.. just need some bigger machinery and bigger trucks... I'm sure Uncle Sam can help with that if necessary.

To Stanley..

Blackwoods and Red Leg both still on the shelves at my Morrisons (and Tesco and Sainsburys etc..)

Just noticed Fever-Tree advertise Blackwoods as best match for their aromatic mixer.

Well the Trading RNS is there for everybody or anybody to read themselves. I can't help but take a lot of positives from it especially with all the negative sentiment for the sector over the last 18 months.

And yes, I'd be even happier to see them cash-in on their residential pipeline and reduce the LTV although it's not a net debt.

The new and renewals are for a quarter but the Debs figure is annual...

I wouldn't suggest that anything to do with UK retail is a good or safe place to be invested at the moment but it has had a slight upturn recently and it looks to me as if C&R have managed as well as if not better than other major retail property companies. There will always be a need for some retail property and it's good to see C&R focussing on needs rather than discretionary so I'm happy to give them a chance.

I guess some people have something personal against this company..

At a minimum there is a net (annual) gain in rent of at least half a million. Reading the full RNS I still think this company is severely undervalued.

But don't believe me or any other poster on this board.... DYOR