Here are some facts about this company you need to know (not in any particular order):
-Net book value of freehold drops from £55.3m to £13.3m in 16 years.
-It has 160 clients on their books compared with 130 last year.
-Revenue in the early 2000s is higher than today.
-Profits are very volatile.
-The business disposed of assets worth £500m since 2002.
-Today, property, plants and equipment drop from £200m to £30m in 15 years.
-The weekly technical chart shows a strong buy signal. http://ift.tt/2nO7DuZ
-The capital turnover ratio is an early indicator for investors to sell if valuation got too frothy.
- The depreciation and amortisation charge since 2002 is £341m.
-Since 2002, total gross capex spending came to £477m with net capex amounts to £136m.
-As well as doing a lot of disposing (£500m worth in 14 years), they did a lot of acquisitions causing goodwill to go from £41m to £189m (2016).
- In the last 14 years, there have been 15 occasions where the share price movement were greater than 20% in either direction.
-If 2017 is another loss-making year, it will be the second time in a row.
-The last time it made a net loss (in 2009), market valuation (such as P/B and P/S) is 70% cheaper than today, despite share price collapsing. You can argue we are in a bull market which helps St. Ives to keep a hefty valuation.
The full article is here: http://bit.ly/StIvesarticle
-Net book value of freehold drops from £55.3m to £13.3m in 16 years.
-It has 160 clients on their books compared with 130 last year.
-Revenue in the early 2000s is higher than today.
-Profits are very volatile.
-The business disposed of assets worth £500m since 2002.
-Today, property, plants and equipment drop from £200m to £30m in 15 years.
-The weekly technical chart shows a strong buy signal. http://ift.tt/2nO7DuZ
-The capital turnover ratio is an early indicator for investors to sell if valuation got too frothy.
- The depreciation and amortisation charge since 2002 is £341m.
-Since 2002, total gross capex spending came to £477m with net capex amounts to £136m.
-As well as doing a lot of disposing (£500m worth in 14 years), they did a lot of acquisitions causing goodwill to go from £41m to £189m (2016).
- In the last 14 years, there have been 15 occasions where the share price movement were greater than 20% in either direction.
-If 2017 is another loss-making year, it will be the second time in a row.
-The last time it made a net loss (in 2009), market valuation (such as P/B and P/S) is 70% cheaper than today, despite share price collapsing. You can argue we are in a bull market which helps St. Ives to keep a hefty valuation.
The full article is here: http://bit.ly/StIvesarticle
St. Ives plc
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