Member Info for Dynamicmania

I knew i would make a typo! The Fwd PROFIT to Mkt Cap Multiple is only 8 with historic being 11 (all under 15)

Evening CCT bb members. I came across this company when going through the RNS last Friday and really liked the positive statement. I checked more of the company today on it's quantitive measures. Naked Trader Criteria ----------------------------- Increasing revenue forecasted around 10% Increased forecasted net profits approx 36% The Fwd Revenue to Mkt Cap Multiple is only 8 with historic being 11 (all under 15) Net Debt small at 4.5m (last reported on Stockopedia) Dividend paying past 5 years and mostly growth at each stage Zulu Principle Return on capital 74%, Return on Equity 63%! Very High and Margins around 7% It reported Free Cash Flow Per Share in excess of EPS PEG Fwd around 0.4 Earnings growth 46% Forecasted. Not 5 year each side due to stagnation in 2012, 2013. Stockopedia Stock Ranks - Value 68, Quality 99, Momentum 98, and StockRank 99 (all out of 100). Allowing for the positive statement, the high stock ranks, and also that most criteria of my two favourite 'guru' methods are qualifying I am confident that despite the huge rise, this company share price has still room to grow, thus I want to join you and buy in. best regards Dynamic (sorry for any typos)

This is fantastic news and one of my long term holdings. Well done JD Sports. 'Cumulative like for like sales growth for these stores for the 48 week period to 3rd January 2015 is now 12%.' the Board is now confident that the headline profit before tax and exceptional items for our continuing operations will exceed the top end of market expectations for the current financial year which currently range up to £90m. The Group will make its Preliminary Results Announcement for the 52 weeks ending 31 January 2015 on 15 April 2015.

Hi Jolly. Yep causing concern the drop, may only allow another 10% max. I do not really like going against the trend even 'on a top up opportunity'.

Attempting previous 1 year high. This is fundamentally an under valued, under the radar and good quality stock. Just playing the waiting game here. Patience will pay off on this one.

afternoon Spikey. yes hopefully at last we can see the value come out of this one. I am finally in profit !

Wasn't that a great article CM. As a subscriber to Stockopedia I am becoming such a fan of the StockRanks system. It is a great tool to use and quickly gives an overview of any stock. A little deeper research is still advised which cannot be quantified like the outlook statements, and any positive or negative news in the headlines. I am around 13% up on this stock, and the current rankings are still all nice at the moment. StockRank 99 with Value 77, Quality 97 and Momentum 98.

Did I just read a poster saying they are invested both NBU AND QPP and 'making a fortune'? Isn't QPP still 80% down from its highs and now NBU suspended.

shouldn't you complain to management or customer services rather than on here? Your post wi make no difference to the fundamentals of this company nor its share price?

hi CM. As you know I am taking a break for family and holidays but wanted to wish you the best now and into 2015. Your one of the nicest people on these boards

HI CM. Not sure what to make of the RNS myself but the share price recovered well. GL.

Hi Chequmate! Yes good to see your reply here and nice to be involved with a pretty sane board. Well done for sticking to the stop loss strategy. BOOM has fallen quite a bit. You and I have recognised it as being a high risk investment. I stand bye the argument that there is no need to let any investment fall to much. But most PI's fail to grasp that their investments may actually be 'wrong' or 'timed wrong'. I hear it all the time.. the short term punt, suddenly becomes a long term investment .... I will respect this board and not go into any more details.

Yes no doubt the association with QPP has had some repetitional damage. But the issued 'leaked' report about QPP I hope has resolved some of it's reputation. But unlike QPP its balance sheet is real. It has strong real cash flow is real. It has real earnings growth and s undervalued.

CELLO GROUP PLC Acquisition of Worldwide Promedica Inc Cello Group plc (AIM: CLL, "Cello", or "the Group"), the healthcare and consumer strategic marketing group, is pleased to announce the acquisition of Worldwide Promedica Inc ("Promedica"). Promedica is a San Francisco based market research firm serving pharmaceutical and biotechnology companies. Promedica had revenues of $1.9m in the year to December 2013. Promedica will form part of Cello Health, and will work closely with Cello Health Insight in London, New York and Chicago to continue the development of the offer to the large number of global clients of Cello Health. The initial consideration is $700,000 payable in cash, with a maximum of $1.8m payable as deferred consideration dependent on financial performance in the period to 31 December 2017. Up to 50% of the deferred consideration is potentially payable in shares at the sole option of Cello. Stephen Highley, Chairman of Cello Health commented: "We're delighted to warmly welcome Promedica into Cello Health. This experienced and talented team will now open up capacity on the West Coast of America where we are seeing significant activity from both pharmaceutical and biotechnology clients". -------------------- No share dilution necessary. Cello is well funded for both initial payment of 700000USD and the deferred payment thereafter. Performance related.

Benjin. To me this is a very good buy and a stable company with a positive outlook. Earnings growth expected to decrease a little this year but still some 17% gain is forecasted. It free cash low is above earnings. The balance sheet is ok and has double digits for its return on capital. It is a long term buy for me. (+ 2 years) 12 month relative strength still 30%.

It's always welcoming to see your support on a share price. A quiet board too which can always be a good sign. GL to you.

Good contract win. I entered this share about a month ago at 2.14p It has a high quality rating and I think fundamentally undervalued. 1 year RS still positive at 27%. Hope for a correction soon the balance sheet is healthy and good cash flow. Free Cash Flow per share 0.36 against EPS (normalised) 0.33p PE 6.19, PEG 0.26, Dividend 3.75%,

Excellent results of TUI and beating forecasts this only goes to show how strong TUI is compared to TCG. Quality Revenue was down slightly by 2% but pre-tax profits up 114.2%. Remarkable achievement giving current climate The company has a net cash position £371.00 m the company has free Cash Flow Per Share of 22.75p (using basic FCFPS calc). Well over EPS (Diluted) so another positive. Taken out intangibles and TT. still have positive equity on the balance sheet ROCE I have as 13.64 and a good quality indicator. It has the competitive advantage over TCG. Operating margin around 5% again beating TCG Increased dividends. Value Diluted earnings per share is now 16.30 again a significant increase from 2013 of 4.4p which gives a current PE of around 27.49 moving onto a rolling 12 month PE of 12.8 the Historic PEG calculated on current PE by future growth rate I have as 0.20 and on a rolling 12 month basis 1.46 This would be expected giving the substantial increase in EPS, and questions to whether this can be achieved for the following year. Outlook - Positive We are pleased with the progress in Winter 2014/15 trading and the strong start to Summer 2015 trading in the UK continues. The combination of our market leadership position, scale, focus on unique holidays distributed increasingly online and our relationship with the customer throughout their whole holiday experience continues to provide a strong basis for sustainable, profitable growth. The merger with TUI AG will strengthen and future-proof our combined Group. It will also enhance the certainty of long-term unique holiday growth and reinforce our clear competitive advantage through further control over the end-to-end customer experience. This will mark the start of an exciting new phase of growth, delivering significant opportunities and value to customers, employees and shareholders. My View.. Share price currently priced in but the strength of this company is there to see. 18 months ago a couple posters on TCG got hugely hammered for saying this company would give better returns for shareholder value than TCG. TT. has a positive outlook, reasonable value but still great quality for a travel firm compared to the weakness of TCG and its balance sheet and outlook The strength of the TUI merger will add to this and the future of TT. i see as positive. This has much less risk than TCG and also pays out dividends which again increased Lets the Eagles.. alone..spot the value and quality. The TCG migrating birds will just blindly follow themselves in hope (my views, probably typos i here..which there was an edit button ;>)

BDEV and TW back in. Good luck all.

Hi everyone. I wanted to look at this company for a while now and did so this morning. Despite the negativity drawn recently to it, I think this is a fundamentally sound business with nice balance sheet, strong cash flow etc. I have bought into this today because the business is undervalued giving all the metrics that I use. GL