Member Info for Yanar

I wonder if the US environmental protection agency are going to widen their net after the VW scandal. Perhaps checking Aero and Marine engine emissions to see if they conform to spec and regulations?

You are correct. I mis-read Volex web-site and looked at 2012 by mistake. 14 Nov 13 it is!

Help to buy = housing boom = house spend = let's get new furniture = increase in sales for retailers = increase in sales for Laura Ashley. H2 is the key period for Laura Ashley and the recent uplift in house sales and subsequent redecoration and refurbishment can only benefit the SP. Next update should be a cracker!

Trading update is due this week - last RNS said update will be out week commencing 28 Oct. so anytime between tomorrow and Friday. Personally I think this will recover back to +£2 over the coming months. I've been trading and following a share called TT electronics, which followed a similar crash, restructure and return to profit profile as Volex. That doubled as well. The pattern looks identical!

Hat year results due out w/c 28 Oct. http://www.volex.com/Investor-Relations/Findancial-calendar/index.html It looks like the recovery phase is over and return to revenue and profitability is starting. A slow breakout began in July with a new management team starting, and a stabilising last RNS. Classic recovery here, with a strong potential for a significant upside. I'm betting on £2 by Xmas.

I tend to agree. This has hit circa £1 two times, over the past couple of months, coinciding with news/RNSs. Results are out in about 2 weeks, and with a potential dividend on the horizon, I should think we will break the +£1 mark again. Lots of upside in profit too, due to the big drop in raw material prices.

Good to be back on this site. The 440,000 trade you mentioned, showed up as a 'buy' on Hargreaves Lansdown? I'm confused - "sell" on LSE, yet as a "buy" on HL.

I've been researching and posting regularly on Thorntons. I have bought back in. For those that have missed some of my research (if you interested of course) I believe the dominant factor next month will be the drop in cocoa prices through last/this year. Cocoa prices have dropped even further over the past months and the futures are pointing towards a 5 year low of $2,000 per metric tonne, from a high last year of $3,500 per metric tonne! That's a 40% drop in raw materials costs. I've been trying to figure out what this means and here are my calcs: from the company balance sheet, raw materials comes in at about £45M ish. Cocoa represents about 25% of raw materials = £11.25M for 2011/2012. If an improvement of 40% is realised, then that means gross profits will improve by £4.5m alone over 2012/2013. This represents a significant increase in last years gross profit alone, or 60% of gross profit in 2010, without doing anything different to the business! This also doesn't even factor in the drop in sugar prices, closure of loss making stores, restructure of the distribution business, or transformation of the long term business. If all this plays out to plan, we should see a rise over £1 and well into dividend territory! Keep a close eye on results next month.

Look at how Tesco's recovered, to see what going to happen here (25% increase over 12 months). With a 2.5 times dividend cover, there is still room to increase the dividend whilst driving investment and change. One for the SiPP.

With a 2.5p dividend this year (approx 9% yield at today's SP). This is one to lock away in your SiPP. The 0.6 drop in sales today (18 weeks) mirrors last year..... With the 2nd half being significantly higher. This is a well run company with the potential for massive growth both in the UK and abroad.

Stock market fork lore suggest warnings come in threes! We have had 2 so far. There was a significant debt jump in the last RNS (April) which is going to have a materiel impact here. I was looking to buy in recently, but will be holding back for now - purely based on statistical analysis, this is best left until Autumn. One to watch. Possible price target 70p to 80p.

Good luck everyone and well done to those who kept their nerve. I sold today, perhaps a mistake, but I've exceeded the profit I set myself on this share. I'm more than happy with what I've made, so trying not to get greedy and holding on for more and more, only to see it vanish. This has happened many times to me, so I've learned the hard way. I'm going to try my luck with another long term share I've been keeping my eye on, which is now looking very cheap. It's called: IQE. Looks very tempting. Take a look at the info below, if it is of any use. Good luck all. http://uk.advfn.com/p.php?pid=chartscreenshotshow&u=og34C3uqRHQi3AQ58OrpKe8+n1bVwIB3GLtI1Tyu3fk=&symbol=L%5EKMR

Thought you had disappeared from this BB to pastures new? I'm still very bullish about this share, but unsure about the current price. Everything is looking good results wise, but the uneasy feeling I get is with the significant price rise coupled with shorted shares (shares on loan). Something is not quite right. I have been selling Thorntons shares as the price rose, i bought back in in the new year; releasing my final holding today. The price was too tempting. Please don't ask me for a re-entry price, because I simply don't know where this is going now. But I will be dabbling again at a future date if an opportunity presents itself. GL

I have indeed been following this share for some years. I don't think we will see any significant movement until the next RNS in May. This will probably (my opinion) track between 55p to 60p, until further news is released. The big rise will be on dividend news. Don't forget that the stock market is at an all time high, so the current SP may be flattered by this fact.

The Third Quarter trading update, covering Easter and Mother's Day is Due, I think, on Thur 2 May. This will be one to watch! Hopefully we will see a dividend soon? I agree with previous posters - I too think the SP will bounce around 55p.

Strong results out today. Recovery well on track. 50p will be broken next, then further rises post Easter. As soon as the dividend returns I can see us approaching 75p to £1 ..... Headlines: Sales up 3%, EPS up from 0.9p to 4.9p. profit up 70%. chairman bought a third of a million shares today at full price - 47p. Good luck all

All indicators looking good - cocoa on its way down again, results out in two weeks. I think the SP could test the 50p mark this time; perhaps more if a token dividend is restored. GLA

Investec raises price target on Thorntons from 30p to 45p with a hold rating.

I'm back in at this price, and on the last trading update. I didn't expect the numbers to be as that good - sales 5.4% up! I was thinking 1% possibly 2% at a push. I couldn't resist. Half year results due in Feb. will we see a token dividend restored?

I'm not worried about the fiscal cliff event just gone, but the big fiscal cliff looming next month - where the debt limit for the US may be breached if its not raised by congress and senate. Also the FTSE is at an all time high, which is never the best time to hold stock - sell on a high, buy on a fall. That's why I have sold this and all my other stocks. I'm completely holding cash now. As for this share, I've decided to take a very healthy profit and treat my family to a great Xmas - to many times I have held on and held on, hoping to gain a bit more, then only to see my profit wiped out. I wish everyone every success with this share, and hope they get the return they are looking for. Just remember don't get greedy!