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03-05-2021, 02:06 PM
#621
 Originally Posted by winner69
Jeez 210m ful year would mean H221 up by 60% plus
Macduffy is an old guru whose been on here for decades - his +10% full year probably closer to the mark - but my 172m is +17%
Be interesting
My bad ...I took Profit before tax of H121 ....so your 172 is just short of mine now ...Me looking for YoY Eps + 21%
ie 189 mil
Last edited by alokdhir; 03-05-2021 at 02:09 PM.
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03-05-2021, 02:12 PM
#622
Hey alokdhir - I'm intrigued by your handle alokdhir
I've tried rearranging the letters to see if its just an anagram of something interesting but no joy
Just a random selection of letters ....or does alokdhir mean something meaningful
Cheers
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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03-05-2021, 02:17 PM
#623
[QUOTE=winner69;883537]Hey alokdhir - I'm intrigued by your handle alokdhir
I've tried rearranging the letters to see if its just an anagram of something interesting but no joy
Just a random selection of letters ....or does alokdhir mean something meaningful
Cheers[/QUOTE
Its only meaningful to me buddy ...its my full name ...lol 
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03-05-2021, 02:30 PM
#624
[QUOTE=alokdhir;883539]
Originally Posted by winner69
Hey alokdhir - I'm intrigued by your handle alokdhir
I've tried rearranging the letters to see if its just an anagram of something interesting but no joy
Just a random selection of letters ....or does alokdhir mean something meaningful
Cheers[/QUOTE
Its only meaningful to me buddy ...its my full name ...lol
You quite famous eh
Apologies for being inquisitive in first place
Last edited by winner69; 03-05-2021 at 02:31 PM.
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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03-05-2021, 02:38 PM
#625
[QUOTE=winner69;883542]
Originally Posted by alokdhir
You quite famous eh
Apologies for being inquisitive in first place
Famous or otherwise ...dont know about that ...
No worries buddy ...all good 
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03-05-2021, 03:24 PM
#626
[QUOTE=winner69;883542]
Originally Posted by alokdhir
You quite famous eh
Apologies for being inquisitive in first place
https://www.youtube.com/watch?v=uq-gYOrU8bA
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03-05-2021, 03:56 PM
#627
Originally Posted by alokdhir
Most likely over 210 M base case ...
Dont let BP get to u ...he doesn't like High backwards PE stocks ....But quality of earnings and management matters to market ...ATM didn't have both and result was at first hurdle they failed
On the other hand MFT used the pandemic troubles to consolidate their position further ...same FPH is a manufacturing company ...to ramp up output to double levels in such short time got them Company of the year award ...They got opportunity they managed to cash it fully ...Great management both MFT and FPH ...thats why maybe markets gives them higher PE multiples
Amazing - no need for me to post anymore given that people now seem to start to make up what I like or not.
Just for the record - you did guess wrong. I do like both FPH as well as MFT, think however that FPH is currently too dear.
Looking at MFT however, I do not just like it, I hold it as well.
Just to amuse winner - backward PE (10yrs) for MFT is 67, which looks still comparatively cheap compared to FPH which would have for the same timeframe a backward PE of 100.
More interesting - forward PE (3 years) for MFT is 36, which does not look too dear in combination with a forward earnings CAGR of 11.
While both MFT as well as FPH appear currently comparatively dear, I do see MFT at current share price as the better value from the two. As well - FPH will no doubt need to shrink a bit back if & when the Covid inflated market goes back (and this is what analyst forecasts show as well), while MFT is in my view likely to keep growing and can command very healthy margins thanks to the problems in the transport industry (long may they last - wishes of a selfish shareholder). Customers don't ask these days for discounts, they are already delighted if they receive their goods at all. Receiving them on time is already exceeding expectations!
discl: bought a year ago a large parcel and am now seriously overweight (not talking about my BMI - lol), but still not selling. This should clarify my position  :
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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05-05-2021, 12:46 PM
#628
MFT still pretty cheap in big picture of things
Share price could even hit 100 bucks by the end of the year
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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05-05-2021, 01:57 PM
#629
MFT 100 bucks soon?
but BP hasn't so far seen so far seen a company with a sustainably exponential development of the share price. But who knows, maybe MFT is the first
“ At the top of every bubble, everyone is convinced it's not yet a bubble.”
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05-05-2021, 02:36 PM
#630
Originally Posted by winner69
MFT 100 bucks soon?
but BP hasn't so far seen so far seen a company with a sustainably exponential development of the share price. But who knows, maybe MFT is the first
Have you? Has anybody?
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"Prediction is very difficult, especially about the future" (Niels Bohr)
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