Member Info for Isengard7

"Trading during the first quarter of FY17" typo? lol.

I'm up over 40% on Brammer having bought post-brexit. ZYT looks solid to me. it came up on my screener and ticked a lot boxes.

had a feeling I would find u here. u always post on bbs where there is a breakout in volume.

Blackrock just got whacked on their short on this LOL very satisfying indeed. I am up over 40% on this baby.

company is being heavily shorted.

according to short tracker short interest is only 1.23%. hardly anything.

SP of 215 would mean an historic PE ratio of around 4.77. I I am not huge fan on charts although occasionally I believe they can be useful. the quoted support and resistance levels were relevant at that particular time. over time the metrics and characteristics of company can change and those support/resistance levels might not be relevant. If there is any relevance its more psychological and almost becomes like horoscopes in nature. just my opinion. I know a lot of people earn their living using charting and they swear by it.

they mentioned it in share mag. looks promising.

DD, I suspect revenue growth has fallen off the cliff as it were because the market is saturated. you can't sustain those growth levels forever. they did well to squeeze JJB out of the market. but I can't see any significant growth opportunities. SPD disposed of a lot of JD shares probably because their share price looks to be toppy. SPD still own 5.4% of JD as at the year end so SPD still benefits from any success they have.

During the last reporting year SPD acquired about 14% of ICON. That ought to help offset the currency fluctuations. If they sell those shares under the current exchange rate from USD to GBP they would do well out of that.

topping up on cheap shares. it would be rude not to.

apprenticeships you can pay less than minimum wage. big whoop lol. also sports direct use agencies to retail staff. its the agencies that the employment taxes. media is pathetic.

true. SPD sell last year's stock or stock from previous years. e.g. they don't sell any of the current nike products. so it literally is a clearance store business model.

fundamentals have gone completely out of the window. crazed sentiment has taken this share over. PE ratio of sub 5 could seriously be on the cards now. debt levels have crept up. but gearing % net and gross appear to be within acceptable parameters.

highlandmatt I traded KMR a bit but that was a dog. This company is the complete opposite. virtually no debt, dividends and nice PE ratio etc. solild company and share price now almost £1.80. I am sitting on a decent profit on this and the dividends are a nice bonus.

got nothing in the immediate pipeline. I think the rise is over. its just going to say within the 15p/16p range.

I must admit I do like these sort of companies. like TRI & FLO. boring industrial sector companies that sell stuff like flanges, grommets, tools, nuts and bolts etc etc but they're easy to comprehend. and much easier to predict future earning power. PE ratios are normally quite low for these companies as well.

anyone trying to time this could be disappointed.

basically a punt on whether they can improve their working capital position enough to prevent breaking the EBITDA covenant. they need to decrease inventory and increase cash significantly. which they said they could do to the tune of £30m. Currently they are far too heavy on inventory and bit too light on cash. If they pull off the swing from inventory to cash they can reduce net borrowing. Management are targeting 1.5 ratio. of net borrowings to EBITDA. if they can pull that off this is going to soar.

Edges closer to 5. Probably will be 5 by the end of the summer. Maybe get a santa rally towards the end of the year.