Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
At last - some decent research ! My spreadsheet was saying a near term target of 302p (6wks) and a long term target of 406p (end 2014) - but the brokers were miles behind - the co. doesnt bothers with an investment relations officer or invest much in the private side of things - just institutional. Still one of the hottest stocks on aim - low pegs and 40% EPS growth yr on yr on yr GLA LM
My spreadsheet (which is normally pretty accurate) doesnt agree with some of the brokers here I calc a near term target of 1519p and a long term target of 1930p I suspect the results on 25 Feb will show shes correct GLA LM www.marketwatch.com/story/uk-mortgage-approvals-hit-five-year-high-2014-01-03-44854839
Thats my calculation Jeffries are similar: www.americanbankingnews.com/2014/02/01/bellway-plc-price-target-increased-to-gbx-2085-by-analysts-at-jefferies-group-bwy/
www.24dash.com/news/housing/2014-02-10-Thames-site-acquired-for-large-PRS-development#.UvjR-WJ_slI
No doubt it will be great news City Upgraded to Buy today 1710p www.lse.co.uk/ShareBrokerTips.asp?shareprice=BWY&share=bellway My spreadsheet calculates a near term target of 1776p so upside technically & fundamentally looking great GLA LM
Looks like these guys are busy expanding & outsourcing which should grow the bottom line: Aquisitions to expand footprint: Mesan Kilit & Dakota Packaging Huge New Distribution Center: www.sourcewire.com/news/81614/essentra-opens-purpose-built-warehouse-near-oxford New factory in Bangalore: www.indiawest.com/news/16013-essentra-opens-bangalore-hub.html Loads of awards: www.pressat.co.uk/releases/triple-triumph-for-essentra-packaging-68ef32e119ef172b70ac713f6fc5fcf5/ Chairman buying shares www.stockmarketwire.com/article/4712893/Director-Deals-Essentra-ESNT.html Deutsche Upgrades to 925p And technically oversold going into results 20Feb My spreadsheet calcs a near term price of 932p (similar to Deutsche) and long term price of 974p so I think overall this looks undervalued by approx 100p GLA LM
Broker Upgrades Large Director Buys Chunky New Biz Wins Finals coming in the next couple of months All looking hot My spreadsheet has near term target of 80.5p and long term target of 95.2p - bang in line with the brokers and that doesnt include the constant stream of new business... GLA LM
jolly - have a look at the 20-30 chart of the FTSE - insightful... GL LM
next week 8th Jan www.stockmarketwire.com/article/4700379/Persimmon-has-650m-in-forward-sales-reserved.html
www.marketwatch.com/story/uk-mortgage-approvals-hit-five-year-high-2014-01-03-44854839
www.sharesmagazine.co.uk/news/broker-unveils-top-2014-picks www.sharesmagazine.co.uk/articles/liontrust-to-keep-roaring#.UrK9j_RdUm8 sharecast.com/news/broker-snap-barclays-sees-improving-outlook-for-uk-asset-managers/21395185.html
www.marketwatch.com/story/uk-construction-rises-for-eighth-straight-month-2014-01-03
www.4-traders.com/news/US-construction-spending-highest-in-nearly-five-years--17742755/?countview=0
...undervalued by 100-150p !
...coming soon - mid jan last year Just read the recent update and half yearly RNS - both hot!
...great progress and expansion happening here www.fundweb.co.uk/fund-strategy/focus/the-ions-age-at-liontrust/2004187.article
Lots of broker buys and target upgrades after swinging convincingly into profit here Numis 335p Panmure 336p
Bearing in mind all the contracts they are winning, construction recovery, interim management statement and the housing sectors flying
Equity Development ‏@equity_research 17 Dec ED's 2013 Twitter share "picks" UP AN AVERAGE OF 52.6% in 12 months. NEWS. 2014 picks coming today ................................................................................................................................. ED Twitter “picks” for 2014: $CMS, $CRE, $FIF, $GAH, $GBO, $IDOX, $KMK, $QPP, $RGD, $VISL SEE: http://tiny.cc/zjhbo NEWS for details