Member Info for reboundreturns

Notice volume surge...which may be either general bullish sentiment for Retail Sector or possibly speculation regarding potential sale of Chairman's assets to pay for his divorce settlement next year.MUI Chairman Khoo Kay Peng holds a good percentage of ALY and MUI ( who also own Corus Hotels).SP currently around 28.5 p.Broker target of 35 p...which would give a market cap of about £250 million.Look likely to continue to rise now that 28 p resistance level is broken...30 p looks a distinct possibility in the short term given the dividend history and current forecasts for low interest rates in UK

Is this an IRN-BRU surge today before outcome of Scottish Independence vote!?

A ten thousand quid purchase of ALY will yield £ 365 return based on buying at 27.25 p

Go ex div on 17 September with payment on 3 October...at 28 p to buy represents 3.5 % return Bullish line from mid January to early April ,if projected,suggests 29 p a possible very short term target

looks stunning and this is a very popular area with Tourists from all over the world. Castlerigg at Derwentwater looks west over the Lake Derwentwater but do not think there are any hotels with that view unfortunately.

Sp fallen nearly 25 % since middle of May ...would not like to bet against it not falling further.Target 12.5 p at the current rate of descent?!

strongly recommend a trip to Derwentwater also...there is a viewing point called Castlerigg on the west side. Your dividends should help towards the cost!

Have just looked it up and what a magnificent setting on the edge of Lake Windermere!Pricy though!

Fashionable...is title of interactive investor article published today.

Article saying that Cantnor Fitzgerald's Freddie George thinks Laura Ashley dividend is sustainable..He reckons eps will be 2.14 p( personally that looks very cautious given eps for first 6 months) and that they will have a better cash position...is the article from another year as these figures do not add up ,given second half usually much better( depending on Xmas period)

It is worth noting that despite paying out considerably generous dividends over the last 2 years the share price is below the closing price of week ending 13/9/2013 which was 27.5 p

History over this period EPS 10.58p Dividends 10.5 p Net cash balance currently around £ 13.5 million( equivalent to 1.85 p per share) TVR 727.76 million shares of which 78% are held by the six largest shareholders(61% by Malaysians)

Given that retail sales are generally much stronger over the winter months,I would upgrade target towards 31.5 p for next March and would also expect a small increase in the current dividend to around 1.1 p at least....giving nearly 7 % on the above target .

see my post of 18 August and target on continuation of dividend

Now that Rexam are solely a producer of Beverage Cans( having divested other businesses),there is a chance that they will be "swallowed up" by either Ball or Crown.(see Rebound post of 2013)

MUasia and Bonham Industries hold 61% and a further 17% are held by Ruffer LP,Aeon,GoldenPalaceHoldings and GAM London Ltd making a total of 78%...this only leaves 22% in play( assuming that the Six largest shareholders hold onto their stakes).Over the last 5 years total EPS was 9.41 p and total dividend payouts 9.5 p giving an average of 1.9 p dividend per annum.The current market capitalisation is £ 187.4 million; last published net assets £49 million...sp at moment around 25.75 p

Am disappointed to see the lack of progress but think that there will be applications of Torotrak/ Flybrid technology in the Bus and HGV sectors; however the car sector looks less likely to benefit as the manufacturers seek to improve energy storage.Will be happy to be proved wrong given that there appear to be lots of positives in the world of " downsized" engines that is one of the solutions to meet more stringent emissions targets.

Agree that this is a low risk share( regardless of current Russian roulette) and would accumulate at 480 p given that the next dividend payment will be attractive; the base line so far this year has been 475p with the sp "twin peaking" near 550 p.

Results due end of next month? Target around 27.5 p but a lot will depend on whether the generous level of dividend payments can be maintained for much longer.Every reason to think that one pence may continue given that the majority of shares are owned by the Malaysians.