mcescher
28 Mar 2016
Thoughts on EMR vs HAS Excellent Empresaria Group / Hays comparison. Have you guys seen this website before? I only just discovered it covers AIM. [link]
long term hold
22 Jan 2016
Update Another strong trading update. Hopefully 2016 will be another good year. Either way, the stock looks extremely cheap IMHO.
long term hold
26 Nov 2015
Re: Hardman To my mind, the day to day performance is not what is important ... The long run returns are what we should be looking for and this continues to look undervalued, generating strong returns on capital and expanding sensibly ... Hardman are there to inform people who have never looked at the company. But overall, brokers are to be ignored - this company will succeed or fail based on its business model and execution - not based on what a broker does or does not say from one week to the next - and emp appears to be going in right direction... We should all hold tight IMHO
charlie51
26 Nov 2015
Re: Hardman Because that si what Hardman do - paid for research. It's their business.
Misty Creamybib
26 Nov 2015
Re: Hardman Where did you find that EMR commissioned the research themselves?MCB
charlie51
25 Nov 2015
Hardman So much for the value of paid for research - 6% down after the Hardman report. Waste of money on the company's part and damaging to shareholders. I hope the board at EMR have learned a lesson.
long term hold
23 Sep 2015
Re: H1 Thanks a lot. No worries.would be interested next time. Di you go to it? If so, was the EMP presentation interesting? Thanks
charlie51
17 Sep 2015
Re: H1 It's a body representing 3000 plus member PIs aiming at looking after their interests through lobbying brokers, institutions and just about anyone who might listen to them. Well intentioned and some bright people are there. Look at sharesoc.orgSorry for slow reply - been distracted of late.C51
long term hold
03 Sep 2015
Re: H1 I agree. Excellent results and still low rating, both in terms of price to book and price to earnings for a company generating decent returns on equity. What is share soc btw? Thanks
charlie51
03 Sep 2015
H1 Very good set of H1 results here today. It would be reasonable to expect a significant rerating coming up, particularly in light of the CEOs positive statement. Happy holder. They are presenting at Share Soc next week - anyone going?
Larry_the_Lock
16 Aug 2015
Great rising trend I am a v long term holder so it is great to see this current trend, bought more last week and will be looking to add more this week. GLA
charlie51
17 Apr 2015
Re: Volume So there we go - Caledonian now less than 3%.
charlie51
15 Apr 2015
Volume Very high indeed today - and a good break up. Caledonian stake reduced some more - I suspect another RNS soon saying that it is no longer a notifiable holder. Could be positive times....
janebolacha
09 Apr 2015
Comment from "Investor's Champion" [link]
charlie51
08 Mar 2015
Winnifroth view Can't stand the little man, but:Empresaria - pretty dam good results, we are almost 100% ahead on share tip - more to come say Tom W & Steve MURGENT APPEAL For the “Fighting Aiden Earley of the fraud Worthington (and Rangers FC) Fund” HEREInternational specialist staffing group, Empresaria (LSE:EMR) has announced results for the 2014 calendar year and that “we see exciting opportunities for growth across our network, particularly from the investments made in 2014, and look forward to the year ahead with confidence”. We are heading for 100% up on this share tip but there’s more to come.Tom Winnifrith Bearcast 8 March - 12 stocks that look certain to place out shares HEREThe results show an adjusted pre-tax profit of £6.1 million on net fee income 5% higher than in 2013, at £44.6 million (+11% in constant currency, revenue +2% in constant currency), generating earnings per share of 8.3p, up from 6.5p. With net debt reducing by £5.4 million to £9.8 million, a doubled dividend of 0.70p per share is proposed to be paid on 12th June to shareholders on the register on 22nd May.The overall performance reflected net fee income growth across all regions (UK +1%, Europe +8%, ‘Rest of World’ +6%) despite revenue declines due to the completion of a large project coupled with a deliberate move away from low value work in the UK and currency impacts in Europe and ‘Rest of World’. Profit was also reduced in ‘Rest of World’ “due to the costs associated with the investments in new offices in Mexico City, Santiago, Kuala Lumpur and Hong Kong”.Tom Winnifrith Bullcast (no kidding!) – stocks to buy HEREOn the back of the results announcement, house broker to the company, Shore Capital, has increased its forecasts – including current year earnings per share by 7% to 8.8p. There remains risk with the debt and the company “mindful that our markets continue to be influenced by uncertainty, illustrated by the recent drop in oil price and the impact of the Greek elections on the Euro currency”.However, as Shore Capital notes, there is a breadth and diversity by economic sector and region here and the results statement includes that “the group has an existing revolving credit facility in place until March 2016. Credit approval is in the process of being approved by the bank to replace this with a new term loan and overdraft in Germany and increased overdraft facilities in the UK”.Speaking as a feminist about International Women's day, Tom Winnifrith HEREThe shares have responded positively – moving ahead to a current 52.5p. This compares with a 28.5p offer price at which we tipped the shares on the Nifty Fifty just over two years ago. However, earnings progress means that the rating continues to look undemanding and that there looks to remain re-rating scope on higher earnings here. There look to be further gains to come. Our target price to sell is at least 70p
