Member Info for LuckyMouse

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

http://www.trustnet.com/News/478556/five-stocks-to-benefit-from-the-feel-good-factor-in-the-uk/1/1/?utm_medium=email&utm_source=FE&utm_campaign=3480487_20131222_Weekend&utm_content=Article2feelgood&dm_i=10MZ,22LK7,BNVO7A,7H1P1,1

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