Member Info for Dynamicmania

Pretty good results today, and I have a cheap PE of 11 and Market Cap/PPT of only 11x. Debt does appear to be a little high but still manageable and has been reduced by 8%. Balance sheet strengthened and cash flow is good STV cant't seem to break out of the 370 support line, with a few false breakouts. I am tempted to buy in, and will add to my watch list in the meantime. Numis reiteration to 483. OUTLOOK -------------- STV national airtime revenue was up 8% in H1, largely driven by the World Cup, and is expected to continue to perform in line with the market during Q3 with the cumulative forecast to the end of Q3 up 7% year on year. The regional market was flat in H1 due to the dominance of national campaigns related to the World Cup during May and June. The regional market continues to be more volatile than the national market with revenues down 9% in Q3 but up 35% in October, giving a cumulative forecast for the 10 month period of up 6% year on year. Digital revenues are expected to continue to grow by 15%-20% year on year in Q3 and also maintain this rate for the full year.

Thanks for the link. CLL has been stuck in a value trap since the beginning of the year, and it a classic patience case. I like Stockopedia and it's quantitive measures. One of it's main attributes is their focus on combining different strategies to help the private investors, not only choose good stocks but also assist with timing. I like the value & quality combination. CLL has always been a 'quality' company, with good cash flow, increasing profits, earnings, low gearing etc. But I have found now that waiting for 'value' to be recognised, requires a lot of patience. CLL balance sheet is a little weak, and this is not reflected totally in Stockopedia's calculations, so no system is perfect thus, DYOR is still very important and to check the actual historic financial statements for accuracy. Over the past 6 months CLL value metrics, now P/E 12 month rolling 11.3, PEG 0.88, amongst others has giving it a cheap value rating. The article mentioned QPP and surprisingly for a couple months QPP fell into the Zulu principle, with a PEG rating of 0.026 (if i remember correctly). But Stockopedia's Zulu criteria doest go into Free cash Flow per Share, which is now one of Jim/Mark Slaters mandatory points. Also what the Telegraph article fails to mention is that QPP also falls for the 'Beneish M-Score Screen' for Short Selling!. I like the article, and it promotes some of the benefits of Stockopedia. For farmer investors it is the best (IMHO) source for data gathering. But for 'hunter' investors like myself it is a great place to start before looking beyond the quantitive measures into outlook statements, positive news and media etc. CLL is good value (90), good quality (91), questions about balance sheet, but free cash flow in excess of earrings, positive outlook etc. QPP appears to be good value rank 91, very cheap PE, PEG etc, but poor quality according to Stockopedia at quality rank 22, despite high ROCE, ROE and Operating Margins. There is also the bad publicity and many questions about its business model that is not taken into account. So going by Stockpedia's Value rank alone, without further research is a high risk (maybe contrarian) strategy.

IC reiterating their buy advice although the share price has not reflected the company performance. Trading at around 13 x earnings (with IC calculating a forward PE of 11) on both cases looks cheap. Fundamentally and as stated in my previous post 13 August below, I still have confidence on this investment.

Simon Thompson recently tipped 'strong buy' for RNWH, looking now we have the Simon Thompson effect. ""I have been patiently biding my time to publish a strong buy recommendation on an Aim-traded engineering services group specialising on the UK infrastructure market, Renew Holdings (RNWH: 258p). That time has definitely now arrived."" Dated 14th August 2014 on the website, but published on the 22 - 28 August 2014 Digital Magazine Issue Noted the balance sheet weakness so to me caution is always required.

Well a 4% rise and almost back to its year high. What a strange day to see my portfolio of small caps being blue., well most. After the down turn this past couple months I almost forgot how it felt. Nevertheless this is one day only but hope we get more days like this again.

Good evening board. I am glad to see the 5% blue day on this share price. My average has been 105.68 so I have been slightly down for while, but this has pushed me into a little unrealised profit now. PE was a little high, may still be, but I like the business, and good cash flow I hoped to see some uplift on this share. Most of my portfolio was blue today, which is encouraging. Most my portfolio is small cap, which has been bearish recently. I guess I can't be complacent I will gladly accept more days like this. GLA

All looking well for Lookers progress. Profit before tax increased to GBP37.7 million (2013: GBP27.4 million) - up 38% -- Earnings per share increased to 7.59p (2013: 5.36p) - up 42% -- Operational cash flow improved to GBP55.9 million (2013: GBP42.4 million) -- Increase in interim dividend of 10% to 0.97p per share (2013: 0.88p) So Dividend yield increased for third year running now around 2.4% set on the increase? Net debt still manageable and PPT to market Cap Multiple of around 9 x PE 14.88 with forward looking now around 11.5 this is another indication of it being undervalued New and Used cars Sales Up, and same with After Sales turnover and Parts Division turnover. Finally great confidence in the businessThe excellent performance of the group in the first half of the year represents a further significant improvement in the financial performance of the company and builds on what was already a strong performance in the previous year. ......................... board are confident that the group should make further progress during the rest of this year with a result for the year which SHOULD EXCEED CURRENT MARKET EXPECTATIONS (my caps) GL Lookers holders

Great to see a couple shared views of this company. A quiet board too always gives me confidence that I have invested in an undervalued, good quality, company that is generally unrecognised by the herd.

Ok well you certainly have more knowledge on the company than I do. The company does for now cover all my criteria for investment, but know one knows how acquisitions turn out; so off course I will not discount what you say. I have a stop loss in at 220 should the markets agree with you GL and thanks again for the comment

boldboy thanks for the comments Net Debt £0 as of End March Source: RNS IMS 20 May Clarke - Cash Consideration £5.1m Total Consideration £17m Borrowing £11.9m? Source: RNS 21 May Forefront - Total Consideration £14.8m (Cash and Borrowing not to totally disclosed, Source: RNS 4th August) I am no accountant but by the rough and ready calculations then if all cash and any further in flow has been used, I assume that at most the total HSBC £17m borrowing used. If profits are estimated to be about £14.8 m (source: Digital Look) then considering total borrowing are £17m HSBC and if all used, then this is well within easily manageable debts levels. Adding to this increased dividends, strong cash flows, I hope this company has a long way to go in SP growth. But no one can predict the future and the markets work in funny ways. Eventually value is recognised, along a bumpy road. DynamicM

More good news from this excellent company. Renew (AIM: RNWH), the Engineering Services Group supporting UK infrastructure, announces that it has agreed to acquire the entire issued share capital of Forefront Group Limited ("Forefront"), an engineering services business focused in the gas infrastructure market, for a cash consideration of £14.8m. The acquisition has been funded from the Group's cash resources and a four year term loan of £12m provided by HSBC Bank plc and will be earnings enhancing to Renew.

Hi NWKI board. I checked this company out on Friday and bought into it, as I was looking for another recruitment company after selling STAF same day. It has a cheap PE (around 12) which should remain static for a while. Profits are high compared to market cap around 7x. The balance sheet is very healthy and strong cash flows. The outlook statement is positive, and with improving economy conditions I think there is plenty room for growth in both the company and share price. While growth in the share price has doubled this year, I still beleive there is much room for growth, and I am willing to pay now for a future correction.

Decided to sell out for now on STAF. I think the valuation is becoming too high, and being one who doesn't get emotionally attached to any share, I am happy to take my profit and not be too greedy. Still on my watch list for re-entry should operating margins increase or PE drops. A great ride on this company.

Finally, as an expression of our confidence of the Group's prospects, the Directors propose to increase the interim dividend by 32% from 3.8p to 5.0p. This dividend will be payable on 14 November 2014 to shareholders on the register at 17 October 2014. The ex-dividend date is 16 October 2014. --- Net Debt now £26.68m but manageable. PE now quite high at 16.86 but I still like the story and the company is in a strong financial position to grow further.

I like the trading update from this marketing company today. The summary of today's announcement says; Cello has experienced robust trading for the first six months to 30 June 2014. Like-for-like gross profit growth (which excludes the impact of acquisitions) has been in excess of 10% for the period. The Group has increased its investment in professional resource to service this high level of gross profit growth. Despite this increased investment overall Group operating margins have also grown slightly in the period. The Board is therefore pleased to announce that trading for the first six months of 2014 will be well ahead of the same period in 2013 and that it expects to at least meet current full year market expectations. I like that phrase "at least meet" - so it's now a question of by how much they out-perform. Note that broker consensus has been creeping up in the last 12 months, usually a good sign. So maybe they are now heading for say 8-9p EPS this year? Who knows, that's just a guesstimate. 0851bbc2a8.jpg In valuation terms, at the current share price of 93p that means a reasonably attractive PER in the low teens. There's a reasonable divi yield of just under 3% too. My concerns are Balance Sheet weakness, as covered in more detail in previous reports. Net tangible assets are negative here, by £6.9m when last reported. However if you can live with a weak Balance Sheet, then it seems to be a company that is trading well, at a reasonable valuation. DYOR as usual, this is just my opinion based on a fairly cursory review of the numbers.

Lookers plc, one of the leading UK motor retail and aftersales service groups, announces that its interim results for the half year ended 30 June 2014 will be issued on Wednesday, 13 August 2014.

yep good update, nice and steady. Trading on around 12 times earning and still low gearing. Back onto a positive relative strength. Lets hope CLL now breaks through 95 mark.

No speculation. It is tomorrow Thursday 17th.

Liberto a good summary and agree with your conclusion, although I am already in this share. No sign of a contraction yet, and as long as the head wind continues it is worth holding of me. gl

to clarify i should say 'High' Value is meant as 'great' value.