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haskeljack 31 Jul 2019

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Chip_Scashtin 20 Jun 2018

Bid Price Sweet mother, I think they are no longer showing the Bid/Offer prices. All the rest is more or less cosmetic, I mean let’s face it most of the discussions were just soap operas, but that ain’t funny. I am heading to a portfolio in FT.com, for news, and a Watch list on Charles Stanley Direct for up to date prices. Bonus is the FT works on my knackered old iPad I look at in bed of a morning (sorry for the excess info there). I have done the proper feedback, but not optimistic.

nk1999 11 Mar 2018

Times- Tempus Extracts from Friday 09/03:"Ashley Almanza has achieved a fair bit since he was thrust into the G4S hot seat in May 2013. But one thing stands out: he’s made the security group a lot more boring.Gone are those halcyon days under Nick Buckles when G4S was entertainingly lurching from one crisis to another: the London 2012 security guard fiasco; the botched £5.2 billion acquisition of the Danish cleaning company ISS; and the criminal tagging scandal that blew up after Mr Buckles left, the one that included billing the government to tag an offender who was dead.Not to mention, of course, the stonking profits warning — the cue for Mr Almanza to take charge just seven weeks after joining as finance director. He inherited an outfit with more than 620,000 staff in 125 countries. It was never going to be a five-minute turnaround. But, at last the full-year results show discernible progress. For starters, Mr Almanza has slimmed the group down: just the 585,000 staff in 95 countries. He’s sold 41 businesses, including some of its more dubious ones .................Indeed, most of the portfolio reshaping is now done, even if he’s still shooting for another £80 million of annual benefits by 2020 from back-office cuts in emerging markets. The balance sheet is in its best shape since his arrival. One upshot? Higher dividends, starting with yesterday’s 5 per cent rise in the final payout, the first increase in two years.Organic sales growth is the problem ......................... But India and the Middle East should return to growth this year............................. The shares, down 2.1 per cent yesterday to 258½p, haven’t been helped by the jitters over outsourcing, even if only 5 per cent of G4S sales are dependent on UK central government contracts. As such, they’re now sitting on a prospective multiple of about 12 times, yielding 4 per cent. ADVICE BuyWHY Shares are beginning to look cheap after prolonged period out of favour"

II Editor 08 Mar 2018

NEW ARTICLE: G4S bullish, but market unconvinced "Given the testing past few months for LSE:GFS:G4S and the wider outsourcing sector, investors might have expected CEO Ashley Almanza to sound more downbeat and cautious than he appeared in today's annual results.Instead, the G4S boss was firing ..."[link]

nk1999 13 Feb 2018

Share Centre view "The Share Centre: G4S is share of the week The Share Centre has named security business G4S (GFS) share of the week after the stock fell off from its summer highs.Analyst Graham Spooner retained his ‘buy’ recommendation for ‘medium-risk investors’ on the stock, which was trading up 0.5%, or 1.5p, at 255p at the time of writing. ‘We think the shares are attractive at present as they have fallen off since their summer highs, potentially providing investors with a better entry point,’ he said. ‘Moreover, despite concerns over the sector, there have been two analyst upgrades already this year, which implies an underlying confidence in the sector.’Spooner said the demand for security work was unlikely to fall in ‘an unsettled world’, adding the company has shown signs of ‘improvement in emerging markets’. Management is also implementing a transformation program and ‘addressing the financial situation of the company in order to cut costs, debt, and improve efficiency’, he said.He added that ‘there could be more recovery to come over the longer term’. "(From Citywire)

II Editor 07 Nov 2017

NEW ARTICLE: G4S finds support after early dive "LSE:GFS:G4S's warning about continued tough trading in the Middle East and India shouldn't have come as much of a surprise to investors today. Oil prices have struggled until recently, while chief executive Ashley Almanza pinpointed the region in ..."[link]

Yee Wo 07 Nov 2017

Interesting at circa 260p-ish Added a small amount of G4S today at £2.609. My last transaction prior to today was 31 Jul 17 when I sold one-third of my stock at £3,277. My initial purchase of G4S was on the 28 Jun 16 at £1.805. Three dividend credits received since 28 Jun 16. As things stand, at a SP of £2.592, I'm at an XIRR of 47.29% which still isn't too shabby. As long as dividends keeping being paid G4S can't really be considered a trading-stock, that said, the SP is far too volatile for my liking. Masterly Inactivity is probably the order of the day now, once we're back >300p it'll be time for me to make a strategic decision........

nk1999 02 Nov 2017

Jefferies From ADVFN:"Security services company G4S was on the front foot on Wednesday as Jefferies upgraded the stock to 'buy' from 'hold' and lifted the price target to 330p from 270p.It noted that the shares have underperformed on the back of disappointing second-quarter organic revenue growth, but said momentum should recover in the first half of 2018, helped by improving emerging markets and US wage inflation."A new Cash360 contract should contribute 1% to organic revenue growth from Q4; emerging markets momentum should improve over the next 12 months; US wage rate inflation has accelerated sharply; and the bid pipeline continues to edge higher," it said.Jefferies pointed out that according to the Bureau of Labor Statistics, security wage inflation has accelerated sharply to 10-15%."

II Editor 14 Sep 2017

NEW ARTICLE: More misery as Interserve crashes again "LSE:IRV:Interserve is the latest UK firm to feel the wrath of investors following another profits warning amid further problems at its Energy for Waste (EfW) business. That it's disappointed shareholders again is not the surprise, what is telling ..."[link]

Ripley94 22 Aug 2017

Re: The deathcross is in Back in today 50% ..@ 294p

soi 21 Jul 2017

Re: GFS trade 338.96 short add..334.86 closed + 4.Would have held for more but trading platform playing upoutsoi

soi 21 Jul 2017

Re: GFS trade 341.56 short...........................337.51 closed + 4soi

Ripley94 19 Jul 2017

Re: The deathcross is in Thank you soi.My style has been described as "stupid" so that gives me courage. I'm not doing to bad ( i do keep an eye on portfolio value lol )If i were to think about it i spend so much time trying to find winners , no time for investigating the losers which most of time have been recommendations by clever broking houses ( there annalists !!! )They often ring me , sometimes give a new one benefit of doubt , they speak a good game that's about it.

soi 19 Jul 2017

Re: GFS trade 338.96 short add.ATBsoi

soi 19 Jul 2017

GFS trade 341.56 short.Up to 4 adds being allowed for.ATBsoi

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