Member Info for netcurtains

lemonade311: Its in reuters news (as well as everywhere else - not sure what you're reading!

Shares in the group, which owns B&Q and Screwfix in Britain and Castorama and Brico Depot in France and other markets, rose as much as 12.5% after it reported particularly stellar sales of plants, compost, decking, paint, wallpaper and tools.

https://www.reuters.com/article/kingfisher-outlook-idUSL5N2ET138

Wall Street Journal actually says its a £3.8M cash mountain
Https://www.wsj.com/market-data/quotes/UK/TRD/financials/quarter/balance-sheet
The market cap is £4.2M - so the entire company (using market cap minus cash) is valued at just £0.4M - a company that "often" makes profits of £1M.

Often CHEAP companies are valued at NAV (£5.5M) PLUS 10 times normal profits..

So you could argue that Triad should have a market cap of £15.5M or a share price of about £1.20 (on a good year).

Its not going to happen but it is a target I have in the back of my mind for very long term...

I know its old fashioned way to trade but still works.
Cheers Net

If you look at market capitalisation as a percentage of last profits (eg pre covid) ITV is the cheapest media company (even cheaper than Scottish TV) in the UK apart from Reach (Daily Mirror group): If ITVs share price went up 300-400% it would then have a pretty average share price to profits for a FTSE250 FTSE100 company. IT really depends on how much it can bounce back ..

profit % index profit mrk cap sector ticker name
19.35 ftse-100 473 2444 Media ITV ITV
8.95 ftse-100 708 7911 Media WPP WPP
6.27 ftse-100 264 4209 Media PSON PEARSON
4.58 ftse-100 1505 32883 Media REL RELX
3.64 ftse-100 226 6210 Media INF INFORMA
6.84 ftse-250 62.61 915 Media ERM EUROMONEY INST.
5.5 ftse-250 33.48 609 Media FOUR 4IMPRINT GRP.
1.38 ftse-250 3.15 228 Media HYVE HYVE GRP.
0.56 ftse-250 8.1 1457 Media FUTR FUTURE
-19.03 ftse-fledgling -5.9 31 Media CAU CENTAUR
10.04 ftse-noindex 11.15 111 Media WIL WILMINGTON
0.01 ftse-noindex 0.09 1387 Media DMGT DAILY MAIL'A'
-0.53 ftse-noindex -10.04 1893 Media SFOR S4 CAP.
-38.07 ftse-noindex -1.52 4 Media GVMH GRAND VISION
60.06 ftse-small-cap 94.3 157 Media RCH REACH PLC
16.33 ftse-small-cap 16 98 Media STVG STVG
6.25 ftse-small-cap 10.5 168 Media BMY BLOOMSBURY PUB.
16.7 aim shares .... 0.5 3 Media R4E REACH4ENTERTAIN
14.42 aim shares .... 0.29 2 Media AEO AEOREMA COMM.
11.47 aim shares .... 8.26 72 Media SAA M&C SAATCHI
11.28 aim shares .... 6.31 56 Media TMG MISSION GRP
6.8 aim shares .... 0.07 1 Media SAL SPACEANDPEOPLE
2.87 aim shares .... 0.46 16 Media OMIP ONE MEDIA
2.46 aim shares .... 4.88 198 Media TRMR TREMOR INTERNATIONAL LTD
2.21 aim shares .... 1.77 80 Media EMAN EVERYMAN MEDIA
1.38 aim shares .... 14.97 1082 Media YOU YOUGOV
0.52 aim shares .... 2.26 431 Media NFC NEXT FIFTEEN
0.36 aim shares .... 6.98 1958 Media DATA GLOBALDATA
0 aim shares .... 0.01 663 Media MDZ MEDIAZEST
-0.6 aim shares .... -0.04 6 Media DCD DCD MEDIA
-1.44 aim shares .... -0.23 16 Media SYS1 SYSTEM1 GROUP
-10.03 aim shares .... -0.4 4 Media PRIM PRIMORUS INV.
-10.32 aim shares .... -0.83 8 Media CTEA CATENAE IN PLC
-10.93 aim shares .... -0.44 4 Media DBOX DIGITALBOX
-16.44 aim shares .... -2.96 18 Media NAH NAHL GROUP
-19.18 aim shares .... -20.91 109 Media TMO TIME OUT
-23.68 aim shares .... -5.21 22 Media BIDS BIDSTACK GROUP
-24.28 aim shares .... -2.19 9 Media LVCG LIVE COMPANY
-27.65 aim shares .... -5.53 20 Media DODS DODS GROUP
-33.28 aim shares .... -6.99 21 Media EBQ EBIQUITY
-43.83 aim shares .... -1.32 3 Media JWNG JAYWING
-54.8 aim shares .... -2.74 5 Media ZIN ZINC MEDIA
-109.18 aim shares .... -48.04 44 Media XLM XLMEDIA
-121.35 aim shares .... -7.28 6 Media BHRD BE HEARD

Britibox: I think the BBC has made a deal specifically with ITV. I dont see a third party buying this unless they too are a British company such as BT (BT would actually made a good fit).
The UK can definitely support at least ONE internet TV company and the world wide great brand "BBC" is just what this needs.
Anyway I think in two years its quite possible ITV will be £6 s share (1/10th the size of Netflix but ten times its current price)

This could be pretty big - coming out in a couple of months:

https://www.itv.com/news/2020-03-04/spitting-image-set-to-return-with-new-series-after-24-year-hiatus

Netflix is valued at $200 billion.
ITV Britbox is valued at £2 billion.
Netflix is valued 100 TIMES ITV (more or less).

This means if ITV went up TEN TIMES it would still be valued TEN TIMES less than Netflix.
The internet moves really fast. All that it would take for Britbox to take off BIG TIME is ONE GOOD SERIES.
ITV are currently producing TV shows just for Britibox.
I am really excited by Britbox, I really think it stands a reasonable chance of making ITV a ten bagger and if it does not I suspect ITV will recover somewhat on its normal services.
I'm in big - I like the prospects of BRITBOX.
The UK can definitely support at least one internet TV Company and Britbox with BBC backing might well be global and huge.
The BBC brand backing ITV content is definitely a GLOBAL PLAYER

BACK TO SCHOOL

RING ANY BELLS

Which company are you going to call.......

Recently we've had trading updates from EVE Beds ad now Kingfisher. They both had strong performance from home wear sector and Kingfisher particularly mentioned wallpaper. WGB is trading at around NAV so really cheap .

People during lockdown and work from home are doing home improvements. Wallpaper sales booming. WGB own the William Morris brand amongst others. If you have not heard of the brands on this site speak to wife and she will fill you in. This is all top end stuff: https://www.walkergreenbank.com/

Why Strong buy? I went through all the shares in AIM and FTSE to get a list of shares trading below NAV (eg NAV per share higher than actual share price) and WGB was the only QUALITY company (makes a good profit, has great brand (WIlliam Morris), and is big internationally) that is trading below NAV ... The others will be a bit naff or in travel or energy or retail etc etc.
Today we've had two directors buy. The share price has risen a bit and quite a lot of trades going through for 100,000 at 42p. I'm not sure where this is heading to but other companies of this quality would trade at least TWICE NAV so might well get into the 80s (eg double)... but who knows - just a guess.

Nonegsplease: WEY are having their investor conference today at about 1pm and I suspect all the questions you have will be answered.....

What many people might forget is that WEY are currently teaching teachers how to teach on-line. The demand must be absolutely massive at present. From their website: The full cost of the course is £695 for individual enrolments. For corporate or group enrolments, please contact paul.daniell@wedu.co.uk with details about your booking.

What is the course?
The ATHE Level 4 Award in Teaching Online is a new qualification accredited by the Awards for Training and Higher Education (ATHE) awarding body. The course has been approved nationally by OFQUAL and is available on the OFQUAL register.

Why has it been developed?
The aim of this new qualification is to support staff in the education and training sector to develop the knowledge, understanding and skills to teach or train in fully online distance learning provision. The qualification will also be useful for those who teach in settings where there is a combination of online and face-to-face delivery known as “blended learning”.

Who is it for?
The course is for any teacher or trainer undertaking a fully online or blended learning course. It is designed for flexible use in different sectors, including schools, further education and training, and higher education. The course is available to any educator with a Level 3 or higher qualification in teaching or equivalent professional experience, typically at least three years’ full-time equivalent teaching in a secondary or post-secondary institution.

You dont buy WEY for a low PE. You buy WEY because its MARKET CAPITALISATION is very very very low for the ONLY quoted UK company in the UK childrens/teenagers education market. Potentially this market could support a FTSE250 or FTSE100 player - its that big (billions are pumped into UK education). You could argue that WEYs current price is more or less "ground zero" entry for a google or twitter or facebook type share of the future...

HTTP://education.viewsonic.com/online-schools-21st-century-learning/

I think one of the reasons for the rise has to be the new IT system. The chairman stated that this new system allows WEY to scale the company MASSIVELY and THIS YEAR they are pushing to do just that - in all directions: InterHigh, International, BtoB, Language School and Grammar school. They now have the missing link for UK InterHigh too - their own exam centre. potential investors keep thinking they have "missed the boat" but the boat keeps rising. Look forward, not back. Looking FORWARD do you see WEY doing really well in the next 12 months - YES or NO. That is how to look at this thing. Then after 12 months, do you think it can keep on growing? If you think YES, then why look back? Look forward

If you cant get the link: directors talk... In summary: Chairman says: 31st August. Announcer says: "Brilliant" Dont say you were not warned!

the stars are directors talk....

perhaps in this form it might work www .*************. net/interview-wey-education-plc-real-year-progress/

make your own mind up but to me he sounds super bullish.... And some results in a couple of months to his confidence is probably good.... HTTP://www.*************.net/interview-wey-education-plc-real-year-progress/

if you look at my user handle you will see lots of info about this company on another famous uk board. I will add info here later but basically chairman was very very bullish and interim results i think are in couple of months