goldfinger
- 12 Jan 2010 20:42
splat
- 15 Feb 2011 14:42
- 905 of 3532
yes, chart looking good, am tempted to add....
Seymour Clearly
- 15 Feb 2011 15:00
- 906 of 3532
Am in already myself I should have said - have been in from just under 43.
skinny
- 15 Feb 2011 15:28
- 907 of 3532
I think HMG have slightly more than me !
splat
- 15 Feb 2011 15:29
- 908 of 3532
yes, I've been in a while, also from about 43. Price a little more favourable to add now....
goldfinger
- 15 Feb 2011 15:42
- 909 of 3532
Here we are from data explorers just about
only 35k stock out on loan but there has been
a fall off in there kast few day as you can see,
not much though so my conclusion is that its new
share holders buing the stock . in my eyes a
BIG POSITIVE. Shows confidence that the restructuring
will be passed on thee 25th......
goldfinger
- 15 Feb 2011 16:23
- 910 of 3532
Just opened a long in DTG DART lovely chart and fundies very strong. Cheap going forward. Reckon its bound to be in my system list tonigh
goldfinger
- 16 Feb 2011 00:31
- 911 of 3532
15-Feb-11 Morrison (Wm) Supermarkets MRW Seymour Pierce Hold 280.00p 520.00p - Reiteration
520p SP target???????
digital look
Seymour Clearly
- 16 Feb 2011 07:11
- 912 of 3532
That's interesting GF. Today or tomorrow for 520p? :-)
The news yesterday was interesting, in that their purchase of an online retailer is to grow their own online presence. Their computer systems are all a bit antiquated and poor still, so it seems they're trying to push into a new market by doing this.
goldfinger
- 16 Feb 2011 07:53
- 913 of 3532
Dunno isit a spelling mistake?.
goldfinger
- 16 Feb 2011 08:09
- 914 of 3532
Interesting charts for DART DTG looks like a short to medium term bounce on here.........
Longer term chart....
Shorter term chart.......
Looks to be some good upside and fundies are very good aswel.
goldfinger
- 16 Feb 2011 08:17
- 915 of 3532
DTG off to a blue start.
goldfinger
- 16 Feb 2011 08:18
- 916 of 3532
System churned out RWS and DNLM late last night in that order. Will be looking to get in at sometime in next 24 hours.
goldfinger
- 16 Feb 2011 08:19
- 917 of 3532
UNIQ gone ballistic in last few days up over 10% again already.
goldfinger
- 16 Feb 2011 08:29
- 918 of 3532
goldfinger
- 16 Feb 2011 11:22
- 919 of 3532
A healthy Broker backing. Forward P/E of just over11 to 2012 rather cheap.
Morrison (Wm) Supermarkets PLC
FORECASTS 2011 2012
Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)
ING Financial Markets
15-02-11 BUY 22.76 9.10 25.95 10.37
Exane BNP Paribas
15-02-11 BUY 878.00 22.39 9.13 993.00 25.35 10.33
Seymour Pierce
15-02-11 HOLD 860.00 22.30 960.00 25.20
Arden Partners
14-02-11 BUY 862.51 22.40 9.38 955.06 24.40 10.35
Shore Capital
11-02-11 HOLD 859.00 22.30 9.40 943.00 24.90 10.50
Numis Securities Ltd
03-02-11 HOLD 872.20 22.70 9.40 964.10 25.10 10.40
The Royal Bank of Scotland NV
25-01-11 BUY 866.68 23.14 9.25 943.11 25.53 10.21
Charles Stanley
20-01-11 ACCU 855.00 22.60 9.04 950.00 25.00 10.00
Evolution Securities Ltd
10-01-11 ADD 868.00 22.48 9.10 955.00 25.06 10.20
Altium Securities
10-01-11 BUY 870.00 22.90 9.30 980.00 25.80 10.50
Collins Stewart
26-10-10 BUY
SG Securities
26-10-10 BUY 22.97 9.00 25.37 10.00
Execution Noble
11-03-10 BUY
Nomura Research Institute [R]
09-03-10 BUY 890.00 23.64 956.00 25.38
Fyshe Horton Finney Ltd
25-01-10 HOLD
Eden Group
02-12-09 BUY
2011 2012
Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)
Consensus 865.34 22.59 9.24 959.78 25.23 10.33
1 Month Change -0.42 0.00 0.01 -1.87 -0.00 0.01
3 Month Change -2.43 -0.13 0.00 -4.62 -0.14 0.02
GROWTH
2010 (A) 2011 (E) 2012 (E)
Norm. EPS 9.68% 20.29% 11.70%
DPS 23.45% 52.02% 11.76%
INVESTMENT RATIOS
2010 (A) 2011 (E) 2012 (E)
EBITDA 1,115.00m 1,224.79m 1,342.69m
EBIT 811.00m 903.25m 1,002.65m
Dividend Yield 2.17% 3.30% 3.69%
Dividend Cover 3.09x 2.44x 2.44x
PER 14.91x 12.40x 11.10x
PEG 1.54f 0.61f 0.95f
Net Asset Value PS 183.14p 199.73p 210.32p
goldfinger
- 16 Feb 2011 13:27
- 921 of 3532
Long but it hasnt got going yet. You need lower indicators to see why.
goldfinger
- 16 Feb 2011 13:27
- 922 of 3532
MRW holders.....
Wow just look at the Broker SP targets and looks like most havent upgraded for yesterdays bolt on........
Date Broker name New Price Old price target New price target Broker change
15-Feb-11 Seymour Pierce Hold 280.00p 520.00p - Reiteration
04-Feb-11 Matrix Group Buy 278.90p 325.00p - Reiteration
04-Feb-11 Sanford C. Bernstein Outperform 278.90p - - Upgrade
04-Feb-11 UBS Buy 278.90p 290.00p 315.00p Upgrade
Im fact just looks like Seymour Pierce are the ones who have upgraded as per note yesterday.
goldfinger
- 16 Feb 2011 13:28
- 923 of 3532
Uniq Up 45% in one day.
goldfinger
- 16 Feb 2011 13:42
- 924 of 3532
Reminder..
Henderson is backing Uniq pension deal
By Jeff Prestridge
13 February 2011, 12:20pm
Fund manager Henderson is backing Uniq's ground-breaking proposal to tackle its crippling 436m pension fund deficit by handing over more than 90% of shares in the chilled food firm to the scheme's trustees.
Henderson, one of several City institutions to hold stakes in Uniq, said the restructuring represented the 'only show in town'. 'Either it gets approved or Uniq goes bust,' a spokesman said.
The investment group holds Uniq shares through Henderson UK Equity Income fund and the Lowland and Law Debenture trusts.
In a deal with the Pensions Regulator and Pension Protection Fund, after 18 months of haggling, Uniq is ceding 90.2%t of its shares to the pension fund.
With a 14m cash injection into the fund, this would close the gap between the scheme's 600m of assets and 1 billion in liabilities, Uniq said.
It will also preserve 90% of the benefits built up by members - those already in payment would be paid in full. The scheme has 20,000 members.
But crucially, the complex arrangement must be approved by Uniq's 11,000 shareholders in a vote that takes place in 12 days.
Charles Hall, head of research at stockbroker Peel Hunt, said the proposal represented the 'only' solution. Hall said the company should see its share price re-rated so the value of investors' holdings would be maintained. Shares worth 5.6p now could be worth 50p if the deal is approved.
Read more: http://www.thisismoney.co.uk/markets/article.html?in_article_id=522801&in_page_id=3#ixzz1E82JBn31