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BOOKER GROUP..... Ready For Take Off. (BOK)     

goldfinger - 28 Jun 2009 11:59

Yearly Chart

Chart.aspx?Provider=EODIntra&Code=BOK&Si

Daily Intraday Chart

Chart.aspx?Provider=Intra&Code=BOK&Size=

BOK Booker just rising off the baseline of an uptrend channel with 40p minimum here on the cards and fairly quickish. Secondary indicators are also showing the stock ripe for a buy at the moment.

p.php?pid=chartscreenshot&u=boBsUSX71Ub2

Fundies also support the Buy case all and every broker with a Buy reco on the stock and the company trades on a forard P/E of just over 12 to 2010 and beyond.

You cant get a much better SET UP than that on a stock both fundies and TA in cink with each other............ Nice.

Booker Group PLC

FORECASTS
2010 2011

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Investec Securities
25-06-09 BUY 48.63 2.70 0.90 51.22 2.81 0.94

Singer Capital Markets Ltd
22-06-09 BUY 49.10 2.70 1.00 52.80 2.90 1.10

Evolution Securities Ltd
03-06-09 BUY 51.40 2.90 0.90 54.60 3.00 1.00

Shore Capital
22-05-09 BUY 46.00 2.60 0.90 51.00 2.80 0.90

2010 2011
Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Consensus 48.86 2.70 0.90 51.72 2.84 1.00

1 Month Change 2.36 0.10 0.90 1.80 0.09 1.00
3 Month Change 4.06 0.22 0.02 2.76 0.14 0.04


GROWTH
2009 (A) 2010 (E) 2011 (E)

Norm. EPS 38.08% 3.19% 5.18%
DPS % 21.95% 11.11%

INVESTMENT RATIOS
2009 (A) 2010 (E) 2011 (E)

EBITDA 72.30m 74.86m 79.50m

EBIT 57.60m 61.29m 64.52m

Dividend Yield 2.11% 2.57% 2.86%

Dividend Cover 3.54x 3.00x 2.84x

PER 13.38x 12.96x 12.32x

PEG 0.35f 4.06f 2.38f

Net Asset Value PS -10.80p p p


skinny - 17 Jan 2013 07:24 - 262 of 441

Quarter Three Interim Management Statement

Booker is pleased to announce its trading performance for the 16 weeks to 4 January 2013. Total Sales, excluding Makro (see Notes), rose by 3.1% on the same period last year. Non-tobacco sales were 4.2% higher, while tobacco sales rose by 1.3%. On a like-for-like basis total sales rose by 3.1%, non-tobacco sales rose by 4.1% and tobacco sales by 1.3%.

Booker Wholesale, our cash and carry division, had a good quarter. Customer satisfaction further improved, customer numbers were up and sales were in line with expectations. Fresh departments continued to perform well, with fruit and vegetable sales up 30% on the same period last year.

Booker Direct and Ritter Courivaud, our speciality foods business, performed well. We are expanding Classic to become a national wholesaler to the on trade. Since September Classic is operating from a further five Booker branches. Following start up costs the performance is encouraging.

Chef Direct, the foodservice business we launched last year, is making good progress including the award of the Aramark business in the UK. Aramark is one of the UK's leading contract caterers and we are delighted to be serving this prestigious client. Chef Direct is incurring start up costs, but its performance is on track.

We acquired Makro on July 4th 2012. The Competition Commission is reviewing the transaction and during its review we are required to hold the Makro business separate from the rest of Booker. Makro has been struggling for the past few years and its performance in the last quarter has continued to be challenging, but in line with our expectations. The senior management of Booker and Makro remain confident that, by working together, we will be able to improve choice, prices and service to the caterers, retailers and small and medium sized enterprises that we serve. We will be able to offer foods and non foods via the internet, delivery and cash and carry. This will help the customers of both Booker and Makro prosper.

Expansion in India continues with the opening of our third and fourth branches in Mumbai in Spring 2013.

The outlook for profits and net cash for the year remains in line with expectations.

HARRYCAT - 14 Mar 2013 08:03 - 263 of 441

COMPETITION COMMISSION PROVISIONALLY CLEARS BOOKER'S ACQUISITION OF MAKRO
Booker Group plc welcomes today's announcement from the Competition Commission that it has provisionally decided to approve its acquisition of Makro Holding Limited. The Commission has reviewed the transaction and provisionally concluded that it does not expect it to result in a substantial lessening of competition at a national or local level.

The Commission is expected to publish its final report by 24 April 2013, the statutory deadline for completion of its inquiry. Booker will continue to work closely with the Commission throughout the remainder of the inquiry

skinny - 04 Apr 2013 07:04 - 264 of 441

Quarter Four Interim Management Statement

Booker, the UK's leading wholesaler, is pleased to announce its trading performance for the 12 weeks to 29 March 2013. Total Sales, excluding Makro (see Notes), rose by 2.3% on the same period last year. Non-tobacco sales were 4.3% higher, while tobacco sales fell by 0.8%. On a like-for-like basis total sales rose by 2.2% compared to the same period last year, non-tobacco sales rose by 4.2% and tobacco sales fell by 0.9%.

Total sales in the 52 weeks to 29 March 2013 excluding Makro were £4.0bn, up by 3.5% compared to last year, and total like-for-likes were up by 3.3%. Like-for-like non-tobacco sales rose by 4.5%, while like-for-like tobacco sales increased by 1.3%. Sales to caterers rose by 6.2% and retailers by 2.0%. Customer numbers increased by 5% to 504,000 and customer satisfaction improved further. Internet sales increased by 11% to £704m. Our delivered wholesale businesses are progressing and our expansion in India continues with the opening of our third branch in Mumbai.

The Group had around £77m net cash at the end of the year, compared to £63m a year ago. This is after paying a part cash consideration of £15.8m for the Makro business. Profits for the 52 weeks to 29 March 2013 remain in line with expectations.

We acquired Makro on July 4th 2012. The Competition Commission is finalising its review of the transaction and during this review we are required to hold the Makro business separate from the rest of Booker. The Competition Commission has provisionally cleared the acquisition and we anticipate the final report being issued by 24 April 2013. In the last quarter Makro has been trading in line with our expectations. The senior management of Booker and Makro remain confident that, by working together, we will be able to improve choice, prices and service for caterers, retailers and small and medium sized enterprises. We will be able to offer foods and non foods via the internet, delivery and cash and carry to an enlarged customer base. This will help the customers of both Booker and Makro to prosper.

skinny - 19 Apr 2013 07:56 - 265 of 441

COMPETITION COMMISSION CLEARS BOOKER'S
ACQUISITION OF MAKRO


The Board of Booker Group plc is pleased to note that the Competition Commission, in its final report published today, has unconditionally cleared the completed acquisition of Makro Holding Limited.

skinny - 13 May 2013 16:26 - 266 of 441

Barclays Capital Overweight 124.45 150.00 150.00 Reiterates

skinny - 23 May 2013 07:44 - 267 of 441

Final Results

Financial Highlights (Makro not consolidated)

2012/13 was a 52 week reporting period, however 2011/12 was a 53 week reporting period. In order to make a comparison sales and profit are compared with the first 52 weeks of last year.

· Total sales £4.0bn, +3.5%
· Like-for-like sales +3.3%: non tobacco +4.5%, tobacco +1.3%
· Operating profit (pre £3m exceptional charge related to Makro acquisition costs) +12% to £99.1m
· Profit before tax +13% to £101.4m
· Profit after tax +12% to £83.1m
· Basic earnings per share up 0.16 pence to 4.93 pence, after equity dilution arising from the share element of the Makro consideration
· Net cash of £77.2m (2012: £63.4m), after paying £15.8m in respect of the cash element of the Makro consideration
· Proposed final dividend up 15% at 2.25 pence per share, making a total dividend for the year of 2.63 pence per share, up 15%

Operational Highlights

· Customer satisfaction continued to improve and we increased sales by £135m
· Sales to caterers +6.2% and sales to retailers +2.0%
· Delivered sales up 9.5% to £1.15bn
· Internet sales up 10.9% to £704m
· Booker Direct, Ritter Courivaud and Classic are performing well and Chef Direct is becoming the new force in foodservice
· Clearance from the Competition Commission was received on 19 April 2013. Makro and Booker are now coming together to improve choice, price and service for caterers, retailers and small business via the web, delivery and cash and carry
· Our Indian business currently has four branches and continues to make progress with the opening of a further two in the year ahead

Outlook

The economy is expected to remain difficult in the year ahead and the food wholesale market remains very competitive. Nevertheless, we expect to continue to make progress in this challenging environment. The Group's trading in the first seven weeks of the current financial year is ahead of last year and we remain on course to meet our expectations for the year.

Charles Wilson, Chief Executive of Booker, said:

"Our plan to Focus, Drive and Broaden the business remains on track. Customer satisfaction continued to improve and we grew sales by over £135m. Most importantly we teamed up with Makro. Together Booker and Makro will become the UK's leading wholesaler to caterers, retailers and small businesses. We will provide our customers with improved choice, prices and service via the internet, delivery and cash and carry. We have a great team at Booker and Makro and together we will help our customers prosper in the year ahead."


skinny - 06 Jun 2013 07:06 - 268 of 441

Notification of Date of Quarter One Interim Management Statement

Booker Group plc will announce its Quarter One Interim Management Statement for the 12 weeks to 21 June 2013 on Wednesday 10 July 2013.

HARRYCAT - 06 Jun 2013 11:15 - 269 of 441

Booker Group PLC (2.25 p) ex-divi 12th June.

skinny - 10 Jul 2013 08:00 - 270 of 441

AGM & Q1 Interim Management Statement

halifax - 31 Jul 2013 17:09 - 271 of 441

good volume and nice sp rise today, something in the wind?

halifax - 06 Aug 2013 12:58 - 272 of 441

SP steadily rising over the past week, somebody accumulating perhaps?

kernow - 07 Aug 2013 13:35 - 273 of 441

.... or just a sound company attracting buyers

halifax - 05 Sep 2013 08:46 - 274 of 441

trading update 19th september

skinny - 19 Sep 2013 07:05 - 275 of 441

Q2 trading Update

Booker Group is the UK's leading food wholesaler. Total sales in the 12 weeks to 13 September 2013, including Makro, rose by 19.3% on the same period last year. Booker like-for-likes (excluding Makro) were 3.5% higher with non tobacco like-for-likes up 6.9%.

Total sales in the 24 weeks to 13 September 2013, including Makro, rose by 16.5% on the same period last year. Booker like-for-likes (excluding Makro) were 2.3% higher with non tobacco like-for-likes up 5.0%.

halifax - 10 Oct 2013 13:22 - 276 of 441

interim results Thursday 17 October 2013

dreamcatcher - 11 Oct 2013 16:39 - 277 of 441

Ramp, Ramp lol. If that's not ramping lol Halifax.

halifax - 11 Oct 2013 16:39 - 278 of 441

rampety fact is not fiction!

dreamcatcher - 11 Oct 2013 16:41 - 279 of 441



:-)

halifax - 11 Oct 2013 16:43 - 280 of 441

nearly 5pm isn't it time you went home?

dreamcatcher - 11 Oct 2013 16:45 - 281 of 441

1-0
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