Home » Posts tagged 'pay'

Tag Archives: pay

Ian Pollard – Diageo Management Full Of Praise For Itself

Image result for diageoDiageo DGE produced a strong performance in the 6 months to the 31st December. All regions contributed to organic net sales growth of 4.2% although organic volume growth was considerably lower at 1.8%.This was all due to constant and rigorous execution of strategy by management – nothing like self praise when things are claimed to be going well, although a fall of 2% in reported growth is hardly consistent and is not thought worthy of particular mention. Basic earnings per share rose by 36.3% and the interim dividend is to be increased by 5% to 24.9p. As for 2018, that is expected to bring in mid single digit top line growth.

SImage result for sky logoKY plc SKY The half year to the 31st December produced a strong set of results. Indeed  the blurb for the half year outcome is almost such a parrot like repetition of that for Diageo that it takes some convincing that they were not both written by the same script writer. In the case of Diageo the excellent performance  was down to “consistent execution of strategy” by management. Now where did I read that before. Like for like revenue rose by 5% and earnings per share by 11%. On a statutory basis operating profit was up by 24% and earnings per share by 39%. 365,000 new customers were signed up and pay as you go buys rose by 8%. .All this was achieved despite a challenging consumer environment. The interim dividend is to be increased by 4% to 13.06 p per share, on top of the previously announced special dividend of 10p per share.Plans for 2018 and beyond are said to be ambitious.

PImage result for paypoint logoaypoint PAY  claims to have “driven” profitable growth in the UK and in Romania where net revenue rose by 42% most of which was accounted for by the acquisition of Payzone. Where exactly it drove this profitable growth to, is difficult to understand as it included a fall of 4.3% in Group retail Networks, a volume fall of 10.5% in UK bill and generals and a net revenue fall of 6.3% in UK retail services.Nonetheless it did have a good day on the 22nd December, its best trading day of the year where processed transactions rose by 67% on the previous year.

Image result for countryside properties logoCountryside Props CSP made a strong start to its year with first quarter completions up by 47% helped by a record year end order book and believe it or not, a fall of 11% in its private average selling price. Perhaps somewhere there is a link between those two sets of figures, which no doubt will be studiously avoided by the rest of the British housebuilding industry

Beachfront villas & houses for sale in Greece;   http://www.hiddengreece.net

Ian Pollard – A Tale of Two Brewers

Marstons MARS has seen its business transformed in recent years and preliminary results for the year to 30th September produced both revenue and earnings growth which in turn led to profit growth in all segments. Statutory revenue rose by 8%m profit before tax by 24% and earnings per share by 12%. The average profit per pub rose by 2% and the strong brand names in beer continued to outperform the market. The final dividend is to be increased by 0.1p per share making a total increase for the year of 2.7%.

Greene King  GNK on the other hand found its first half to be a challenge with revenue for the six months to the 15th October down 1.2%, adjusted profit before tax down by 8% and earnings per share by 8.3%. The statutory figures look much better with profit before tax up by 33.7% and basic earnings per share  by 30.5%. Management claims that its actions have led to an improved performance in the second half,  which begs the question as to  why the didn’t act earlier. There is, they claim, still room to continue to generate significant cost savings, which begs a similar question.

Paypoint plc PAY the half year to the 30th September was busy and exciting for management as it continued to reshape the business, giving the Board the confidence that it had the right strategy. Revenue fell by 4.1% and profit before tax by 1.5% but the ordinary interim dividend has been increased from 15p per share to 15.3p, a rise of 2%. On an ongoing basis revenue rose by 2.3% but profit before tax fell by 3%.

Go Ahead Group GOG updates that everything is in line for the 4 months from 2nd July to the 28th October and is expected to remain that way for the rest of the year. The main highlight of the period is that Aslef members ended their long running dispute.


Beachfront villas & houses for sale in Greece    http://www.hiddengreece.net

Daily Mail Ups Divi After Profits Slide

Daily Mail & General DMGT After a dismal half year the Daily Mail is increasing its interim dividend by 3%, justified no doubt by an 11% fall in both profit before tax and earnings per share for the six months to 31st March.  The big impact came from weak print advertising, with no explanation provided as to why. Perhaps the board doesn’t have one and is hoping that shareholders will not bother to ask. Statutory profit before tax did rise by £68m. after some of the family silver was sold off and the Chief Executive is to retire next month after 27 years with the company.

Tate & Lyle TATE claims a solid financial performance and strong project delivery for the year to the end of March, with a five fold rise in profit before tax and almost sixfold in diluted earnings per share. The adjusted results show more modest growth of 5% and 8% respectively but let it not be denied credit for its long awaited success. The total dividend for the year  remains unchanged at 28p per share.

Ibstock IBST expects another year of progress after good trading momentum  continued during the first four months of 2016. Demand for new housing was robust, even the weather was favourable and a housing recovery in the US got under way. Full year results are due on the 5th August.

Henry Boot BHY has found that trading has been encouraging since the beginning of the year despite some uncertainty caused by the referendum Activity in Land development has been particularly strong.



Paypoint PAY After a fall of 83.6% in profit before tax PAY is raising its ordinary dividend by 10% and making a special payment of 21p following the sales of parts of the business which have been completed. It claims to have been severely impacted to the tune of £72m by the sale of online and the non sale of its mobile payments business, a double whammy if ever there was one. The company is confident that its strategy is correct and appears to have stopped making any more boardroom changes because of the large number of changes already carried out.

Find Beachfront Property For Sale In Greece;   http://www.hiddengreece.net

Daily Actions – UK Main & AIM markets 29012016

IntellisysLogoDaily Actions is a daily summary analysis of changes in short term actions from our Daily Recs – AIM and Daily Recs Main markets reports. This report is typically distributed before the open of trading in London.

AIM Market

ST Rec. changed
From To
Basic Resources
Amur Minerals Corporation Buy Neutral
Connemara Mining Company Buy Neutral
Stellar Diamonds Buy Neutral
Paternoster Resources Neutral Buy
Financial Services
ADVFN Strong Buy Buy
Amphion Innovations Neutral Buy
Avarae Global Coins Buy Neutral
Zoltav Resources Buy Neutral
Food & Beverage
Wynnstay Group Buy Neutral
Industrial Good & Services
Gooch & Housego Neutral Sell
Oil & Gas – Explorers
Independent Resources Strong Buy Buy
Xcite Energy Buy Neutral
Oil & Gas – Producers
Baron Oil Neutral Buy
Volga Gas Buy Neutral
Indigovision Group Buy Neutral
Modern Water Buy Neutral


Main Market

ST Rec. changed
From To
HSBC Buy Neutral
SAB Miller Sell Neutral
House Construction
Persimmon Sell Neutral
Food Producers & Processors
Unilever (UK) Sell Neutral
Information Technology & Hardware
Filtronic Sell Neutral
Real Estate – REIS
London & Associates Properties Neutral Sell
Support Services
Management Consulting Group Sell Neutral
PayPoint Neutral Buy
RPS Group Buy Neutral



Intellisys Intelligent Analysis Limited (‘Intellisys’) does not make personal recommendations. The information in this publication is provided solely to enable you to make your own investment decisions. If you are unsure about dealing in shares and other equity investments, you must contact your financial adviser as these types of investments may not be suitable for everyone. The value of stocks and shares, and the income from them, can fall as well as rise and you may not get back the full amount you originally invested. If denominated in a foreign currency, fluctuations in the exchange rate will also affect the value of stocks and shares and the income from them. Past performance is not necessarily a guide to future performance. You agree to abide fully with Intellisys’ Term & Conditions, which are available to www.intellisys.uk.com


The full reports are available from Intellisys Intelligent Analysis website (www.intellisys.uk.com) by clicking on the ‘Research’ tab.



DISCLAIMER: Intellisys Intelligent Analysis Limited has prepared this report. Intellisys (“Intellisys”) is the trading name of Intellisys Intelligent Analysis Limited. Intellisys Intelligent Analysis Limited is a provider of financial research reports that indicate the possible value of quoted company shares. The information contained within any and all of Intellisys’ reports are designed to present an objective assessment of the possible value or relative value of a company and/or an actuarial sector or stock market index. Intellisys utilises as extensive as possible range of valuation tools and proprietary systems to derive its outputs. The base data for the models are derived from sources believed to be accurate but Intellisys Intelligent Analysis Limited does not warrant or guarantee the accuracy or reliability of the source data or its models and proprietary systems. Subscribers, and casual readers, should not rely upon the Intellisys’ research outputs when forming specific investment decisions but should seek advice specific to their situation and investment requirements from a person authorised under the Financial Services and Markets Act 2000, before entering into any investment agreement.Intellisys Intelligent Analysis Limited has used reasonable care and skill in compiling the content of this report. No representation or warranty, expressed or implied, is given by any person as to the accuracy or completeness or accuracy of the information and no responsibility or liability is accepted to the accuracy or sufficiency of any of the information, for any errors, omissions or misstatements, negligent or otherwise. In no event will Intellisys Intelligent Analysis Limited, Intellisys or any of its officers, employees or agents be liable to any other party for any direct, indirect, special or other consequential damages arising from the use of this report.

The Intellisys Intelligent Analysis Limited and/or Intellisys reports are not directed to any person in any jurisdiction where (by reason of that person’s nationality, residence or otherwise) the publication or availability of the Intellisys Intelligent Analysis Limited and/or Intellisys information may be prohibited. Persons in respect of whom such prohibitions apply must not access the Intellisys Intelligent Analysis Limited and/or Intellisys reports. Neither this document, nor any copy in whatever form of media, may be taken or transmitted into the United States, Canada, Australia, Ireland, South Africa or Japan or into any jurisdiction where it would be unlawful to do so. Any failure to comply with this restriction may constitute a violation of relevant local securities laws. Recipients of Intellisys Intelligent Analysis Limited and/or Intellisys reports outside the UK are not covered by the rules and regulations made for the protection of investors in the UK.

Any user distributing information taken from any Intellisys Intelligent Analysis Limited or Intellisys report and/or the Intellisys website, in whatever form, to any other person, agrees to attach a copy of this Disclaimer and the Terms and Conditions of Use pages and obtain the agreement of such other person to comply with the terms set forth.

Intellisys’ published reports are published for information purposes and only available to market counterparties, high net-worth and sophisticated individual investors.

No Intellisys report constitutes an offer or invitation to trade, sell, purchase or acquire any shares or other financial instruments in any company or any interest therein, nor shall it form the basis of any contract entered into for the sale of shares or any other financial instrument in any company.

Intellisys Intelligent Analysis Limited believes that the information within each and any of its reports to be correct, but its accuracy or completeness cannot be guaranteed. No representation or warranty, expressed or implied, is given by any person as to the accuracy or completeness of the information and no responsibility or liability is accepted for the accuracy or sufficiency of any of the information, for any errors, omissions or mis-statements, negligent or otherwise.

Intellisys Intelligent Analysis Limited (including its Directors, employees and representatives) or a connected person may have positions in or options or other financial instruments on any of the securities mentioned within a report, and may buy, sell or offer to purchase or sell such securities from time to time, subject to restrictions imposed by internal rules.

Subscribers, and casual reader, are reminded that the value of any financial instrument may go up or down and that past performance is not necessarily a guide to future performance.

Intellisys Intelligent Analysis Limited is not registered with or regulated by any financial regulatory authority and does not offer, provide or purport to provide or offer investment advice. Intellisys Intelligent Analysis Limited can be contacted at Woodfield Cottage, The Street, Mortimer, Berkshire, United Kingdom RG7 3DW.


I would like to receive Brand Communications updates and news...
Free Stock Updates & News
I agree to have my personal information transfered to MailChimp ( more information )
Join over 3.000 visitors who are receiving our newsletter and learn how to optimize your blog for search engines, find free traffic, and monetize your website.
We hate spam. Your email address will not be sold or shared with anyone else.