Member Info for MickTKipper

STB....... Secure Trust Bank

now thats what you call a breakout. And undervalued compared to its Banking peers.

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^STB&type=4&size=3&period=7&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^STB&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

BRBY Burberry.........might be worth dipping into now on this intra day fall.

https://uk.advfn.com/p.php?pid=legacyintra&epic=L^BRBY&type=1&size=3&period=a&freq=1&ind_type1=1&ind1_1=&ind2_1=&olx_1=&scheme=&delay_indices=DELAYED_INDICES

Hey ups whats going on here at Ashleys Empire!!!!!!!!!!!!!!!!! SPD Sports Direct

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^SPD&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=25&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

getting near a breakout longer term.......

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^SPD&type=4&size=3&period=6&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=25&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

forward p/e 17.6 2020.

Always a controversial character Ashley rebranding the business.......

https://www.marketscreener.com/SPORTS-DIRECT-INTERNATION-9590226/news/Sports-Direct-International-Mike-Ashley-to-rebrand-Sports-Direct-for-new-high-end-image-29642523/

FEVR Fevertree roaring away. Up 4.87%. Wonder if its been tipped today !!!!!

Looks like it could break out and fill the gap at 2300..then would meet resistance at 2425/2250...........................

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^FEVR&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=25&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

CMC markets upgraded with new SP target.

CMC Markets Plc CMCX Shore Capital Buy 145.40 145.80 130.00 160.00 Reiterates SP Target 160p.

PAY Paypoint forgot to mention the divi...well monster divi.

Ordinary interim dividend of 23.6 pence per share and an additional
interim dividend of 18.4 pence per share declared. The total dividend of
42.0 pence per share will be paid in equal instalments of 21.0 pence per
share on 30 December 2019 and 9 March 2020.

instalments of 21.0 pence per share on 30 December 2019
to shareholders on the register on 6 December 2019
and 9 March 2020
to shareholders on the register on 7 February 2020

PAY Paypoint stock flying off the shelves . Buy volume twice that of sell volume.

This parcel division with clients ........In parcels, our new partnerships with eBay, Amazon, FedEx and DHL are now delivering good volumes driving overall parcel volume growth of 15.1% in the first half. looks to be a corker of a business decision/move.

PAY broker update..........

28 Nov 2019 Liberum Capital Buy 992.00 983.00 1,200.00 - Reiterates SP target 1200p

PAY Paypoint.........like the look of this stock and forward P/E estimates below and all the financials. Throws off cash.

Annual Income Statement Data

Actuals in M GBP Estimates in M GBP

Fiscal Period March 2017 2018 2019 2020 (e) 2021 (e) 2022 (e)

Sales 212 214 117 122 125 129
EBITDA 59,7 64,0 63,7 66,5 69,6 71,9
Operating profit (EBIT) 52,3 53,5 54,0 56,0 58,9 61,0
Pre-Tax Profit (EBT) 69,1 52,9 54,7 54,9 57,9 62,1
Net income 59,6 42,9 44,4 44,3 46,9 50,4
P/E ratio 11,8x 12,7x 13,2x 15,2x 14,2x 13,3x
EPS ( GBp ) 87,2 62,7 64,8 64,9 69,1 73,7
Dividend per Share ( GBp ) 81,7 82,5 82,9 82,6 83,9 59,2
Yield 7,97% 10,3% 9,67% 8,40% 8,54% 6,02%

Forward P/E to 2020 falls to 14.2 cheap imho.

Results for 6 months below...

https://www.investegate.co.uk/paypoint-plc--pay-/gnw/paypoint-plc-results-for-the-six-months-to-30-september-2019/20191128070000H6043/

In parcels, our new partnerships with eBay, Amazon, FedEx and DHL are now delivering good volumes driving overall parcel volume growth of 15.1% in the first half.

Solid looking outlook

Outlook

Whilst the financial performance of the business will be influenced by parcel volumes and continued resilience in UK bill payments over the second half, the progress of the business during the first half, reported today, underpins the Board’s confidence that as PayPoint’s growth drivers continue to develop, there will be progression in profit before exceptional items and tax for the full financial year to 31 March 2020.

Latest Broker Views

MARKET DATA
28 Nov 2019 Liberum Capital Buy 992.00 983.00 1,200.00 -
Reiterates SP Target 1200

25 Jul 2019 JP Morgan Cazenove Overweight 992.00 920.00 1,214.00 1,151.00 Reiterates SP Target 1151

Chart shows SP on the verge of breaking a resistance line going back to early August of 990p being broken.

https://uk.advfn.com/p.php?pid=legacydaily&epic=L^PAY&type=4&size=3&period=4&ind_type1=1&ind1_1=&ind2_1=&olx_1=3&ma_type1=3&o_1maday1=10&o_2maday1=&o_colour1=1&olx_2=3&ma_type2=3&o_1maday2=50&o_2maday2=&o_colour2=2&olx_3=3&ma_type3=3&o_1maday3=200&o_2maday3=&o_colour3=3&scheme=&delay_indices=DELAYED_INDICES

Ive bought the stock this morning.

From Jeremy Grime
CMC
Results Net Operating income is up 45% to £102m. PBT shows a strong recovery to £30.1m (£7.2m). EPS 9.5p and DPS 2.85p. Revenue increases were driven by a small drop in the number of active clients but a significant increase in revenue per active client. The ANZ white labelling agreement has started to produce revenue with Australian broking increasing by £9m to £14.5m. Regulatory uncertainty remains in Australia with the date for the reforms not yet clear. Outlook is positive and excited.

Estimates. FY estimates to March 2020 seem to anticipate £35m PBT which is way too low

Valuation The PER of 11.1m is based on forecasts that are way too low.

Conclusion Earnings could double from the current forecasts over the next 1-2 years. I imagine the share price could do at least that too.

CMCX CM Markets, broker upgrades after the results yesterday........

CMC Markets Plc CMCX RBC Capital Markets Outperform 125.70 126.20 125.00 145.00 Reiterates SP Target 145p

CMC Markets Plc CMCX Peel Hunt Buy 125.70 126.20 150.00 - Reiterates........ SP Target 150p

CMC Markets Plc CMCX Shore Capital Buy 125.70 126.20 130.00 - Reiterates...... SP target 130p

CMCX CMC

Some very impressive figures here in latest RNS.
https://www.investegate.co.uk/cmc-markets-plc--cmcx-/rns/interim-results/201911210700061237U/

A Tory win (coalition) would surely have traders using stored up cash and buying stock with derivatives increasing.

Chart shows downtrend channel ready to be broken and SP rising.

https://content.screencast.com/users/thomaser/folders/Default/media/dfa745ef-878c-43a1-a3a9-281de4584a57/cmc.jpg

I purchased earlier this morning.

Broker report......
Joules Group Plc JOUL Peel Hunt Buy 243.00 220.00 400.00 - Reiterates SP target 400p.

House broker N+1 Singer is now looking for full-year earnings per share closer to $0.17 and considers its forecasts “conservatively framed”. That still suggests a comfortably sub 10x price/earnings multiple and the trading momentum and potential and imminent return to the dividend list see us up our limit buy price to 120p.

(from Winnies site)

Dlar DEL LA RUE ...................Stake Building in a BIG WAY.....................

but it is pertinent first to update on security printer De La Rue (LSE:DLAR). Last month, I was intrigued to see that Schroders (Schroders) went from a sub-3% disclosure level to own 5.8% of De La Rue.

AND

Crystal Amber Fund then raised its stake from 6.25% to 7.12%

=======================================================================

Now if I recall this is the fund that is notorious for shorting stocks and frightening investors out of them.

Both look very big pluses.

BRIEF – Kroger and Ocado Announce Location For Customer Fulfillment Center
14-11-2019 14:19

Nov 14 (Reuters) – Kroger Co :

Kroger - Co, Ocado Announced Pleasant Prairie, Wi, As Sixth Location For A Customer Fulfillment Center

Source text for Eikon: ... Further company coverage: KR.N

Broker update.....

Ocado Group Plc OCDO Peel Hunt Buy 1,151.00 1,157.00 1,700.00 - Reiterates

SP Target £1700

As per above.........

Volex interim profits surge 70%

Abraham Darwyne
Company News - 2 mins
14:11, 14th November 2019

Volex (VLX)

shares jumped after it announced the reintroduction of its dividend off the back of strong trading performance during the half year.

Volex reintroduced dividends for the first time since 2013, starting with an interim dividend of 1p per share to be paid to shareholders on the register at 10 January 2020.

The company known for its power cords business, said the dividend was made possible “due to the significant re-positioning seen across our business during that period”.

Interim results saw its revenues increase 7.3% to $195.7 million, but its underlying profit before tax rise 70% to $15.3 million.

Shares in Volex increased 6.48% to 115p during Thursday afternoon trading

Nat Rothschild, Executive Chairman, said: “For the first time, the higher-margin Complex Assemblies business made up the majority of our revenue in the first half of FY2020, in accordance with our strategy of repositioning Volex towards higher-margin value-added business.”

The company acquired Servatron, a US-based manufacturer which allowed it to offer more complex integrated manufacturing solutions to its customers.

Mr. Rothschild added: “We are well known as a high-volume manufacturer of power cords but it is our Complex Assemblies business that now leads the way in terms of profit generation.”

Volex said it was confident it would meet its full-year expectations.

BRIEF – Volex HY Revenue $195.7 Mln Vs $182.4 Mln
14-11-2019 07:33
Nov 14 (Reuters) – Volex PLC :

Volex Plc - Hy Revenue $195.7m Versus $182.4m
Volex Plc - Hy Underlying Profit Before Tax $15.3m Versus $9.0m
Volex Plc - Hy Statutory Profit Before Tax $9.7m Versus $4.9m
Volex Plc - Interim Dividend Of 1.0p Per Share
Volex Plc - Will Recommence Payment Of A Dividend, Starting With Interim Dividend, It Is The First Dividend Co Has Paid Since 2013
Volex Plc - Identified Further Opportunities To Restructure Operations To Improve Efficiencies And Further Reduce Costs
Volex - As Result Of U.s./china Trade Tariffs, Made Decision To Move Proportion Of Production Of High-speed Data Cables To Co's Factory In Indonesia
Volex Plc - Indonesia Facility Will Ramp Up To Production Volumes Of High-speed Data Cables In H2 Fy2020

9.30am: Never mind the Volex, here's the dividend

Power cords and cables company Volex PLC (LON:VLX) was up 4.6% at 113p in early deals after half-year profits doubled.

While revenue in the 26 weeks to 29 September rose just 7.3% to US$195.7mln from US$182.4mln, statutory profit before tax soared to US$9.7mln from US$4.9mln, paving the way for the reintroduction of dividend payments.

"I am delighted to announce that Volex PLC will recommence the payment of a dividend, starting with an interim dividend of one pence per share. This is the first dividend we have paid since 2013 and it has been made possible due to the significant re-positioning seen across our business during that period,” said Nat Rothschild, the executive chairman of Volex.