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#1 DividendTycoon

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Posted 19 October 2017 - 09:11 AM

Has anyone got any idea what Wildrose Capitals bigger plan picture with Nuworld is? Hearing rumours that this is only the start

No idea. That is the only problem with this company, there is very little news flow. I do not even entirely understand their business, and invested purely on the numbers, which are very good. The results will perhaps shed some light, new territory info will be interesting. 

 

Difficult even finding much on Wild Rose, although director involved with ENX group, hope no mergers planned with them.


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#2 SoleTrader

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Posted 18 October 2017 - 07:05 PM

Has anyone got any idea what Wildrose Capitals bigger plan picture with Nuworld is? Hearing rumours that this is only the start
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#3 CrescoRSA

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Posted 18 October 2017 - 04:59 PM

Very excited for Final Results releasing next week!! Looking forward to news/figures/sales on their new territories.
They are really going places. P/E still cheap and Dividend is a Big Bonus.
One of the few retailers out there still going strong!! Results are definitely going to get buyers interested :)


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#4 SoleTrader

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Posted 27 September 2017 - 06:01 PM

I am hoping for 320c. At this rate Wildrose Capital could pay for their stake in the business with dividends received within 7 years. Incredible the benefit of buying growth at an ultra low PE ratio
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#5 DividendTycoon

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Posted 27 September 2017 - 10:10 AM

What a trading update! HEPS up between 70 and 75%.

Good result. This means they added over R4 per share in second half, so growth is accelerating and would think the 6 months including Christmas would be even better. Do not really see any reason why a R3 dividend should not be possible. 


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#6 SoleTrader

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Posted 26 September 2017 - 05:04 PM

What a trading update! HEPS up between 70 and 75%.

 

 


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#7 SoleTrader

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Posted 03 September 2017 - 12:45 PM

It should be positive as he probably has to buy before end of August, before the closed period. So would assume he knows results are not going to disappoint. Lets hope.

I see Anthony Clarke questioning on Twitter why the Bossman buying shares after NWL doubled. Lets not forget that Clarke had a Hold on the share at R23. So grootbek but conveniently forgetting his own call. PS Clarkie, I am sitting on your ACG, SNV, ARA and SCP calls. All down heavily. And I see you cease commentary on your losers, old analyst trick.

Edited by SoleTrader, 03 September 2017 - 12:46 PM.

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#8 DividendTycoon

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Posted 29 August 2017 - 03:13 PM

The bossman just bought R5m stock - announcement on SENS.  I like it! 

It should be positive as he probably has to buy before end of August, before the closed period. So would assume he knows results are not going to disappoint. Lets hope.


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#9 SoleTrader

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Posted 29 August 2017 - 02:38 PM

Agreed that share does still appear very undervalued if earnings over R5. It seems to get cheap just because people get bored of it due to lack of news flow etc. 

The bossman just bought R5m stock - announcement on SENS.  I like it! 


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#10 DividendTycoon

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Posted 23 August 2017 - 10:56 AM

Their dividend cover is 2.5x, so i am looking at a divi of ca. 260c, or a yield of 6.5%.  With their global reach, the stock can easily have a 12x PE multiple, or R80 a share in my humble opinion.  Long and enjoying the ride! 

Agreed that share does still appear very undervalued if earnings over R5. It seems to get cheap just because people get bored of it due to lack of news flow etc. 


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#11 SoleTrader

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Posted 23 August 2017 - 10:47 AM

Results will be great, off a very depressed base last year when they took the loss in Australia.  I am looking at 650-700c in HEPS, and a decent dividend.  The most comparable company to them as a distributor is most likely the old Pinnacle or Alviva as its called nowadays.  From what i heard, Wildrose Capital is very active shareholders, and we are seeing it in the restructure of the balance sheet. To think that Bidvest turned down the opportunity of taking a majority stake in the business when Old Mutual wanted out! 

Their dividend cover is 2.5x, so i am looking at a divi of ca. 260c, or a yield of 6.5%.  With their global reach, the stock can easily have a 12x PE multiple, or R80 a share in my humble opinion.  Long and enjoying the ride! 


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#12 SoleTrader

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Posted 23 August 2017 - 10:32 AM

Results will be very interesting. Have recently gone heavily into this based on the numbers alone, although I find the business itself a little difficult to understand, partly because they never say very much about it really. However, on a P/E and NAV basis as well as low debt etc, as well as the growth possibility of India etc. it sounds very good. Also hoping for a big dividend of course!

Results will be great, off a very depressed base last year when they took the loss in Australia.  I am looking at 650-700c in HEPS, and a decent dividend.  The most comparable company to them as a distributor is most likely the old Pinnacle or Alviva as its called nowadays.  From what i heard, Wildrose Capital is very active shareholders, and we are seeing it in the restructure of the balance sheet. To think that Bidvest turned down the opportunity of taking a majority stake in the business when Old Mutual wanted out! 


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#13 DividendTycoon

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Posted 23 August 2017 - 10:08 AM

Results will be very interesting. Have recently gone heavily into this based on the numbers alone, although I find the business itself a little difficult to understand, partly because they never say very much about it really. However, on a P/E and NAV basis as well as low debt etc, as well as the growth possibility of India etc. it sounds very good. Also hoping for a big dividend of course!

 

 

 


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#14 CrescoRSA

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Posted 23 August 2017 - 09:14 AM

Looks like there are buyers around - final results out end October, which will be stellar. No doubt!!

Maybe some good news to come from the new territories that they entered into earlier this year:

"India / Pakistan / Sri Lanka
The company has been afforded these new territories as from
January 2017. The population is in excess of 1.5 billion
people. Sub-distributors have been appointed and initial orders
received."


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#15 CrescoRSA

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Posted 13 June 2017 - 08:25 AM

Looking like a buy again, price has come off nicely to re-enter. This is one of my personal best dividend payouts, and this year its looking even better. Specially in this market. Share is EXTREMELY undervalued at the moment.
Final results are still awhile away, but I reckon its gonna be VERY good news :)
Matter of time until this one trades above R55


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#16 CrescoRSA

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Posted 24 May 2017 - 05:05 PM

They really need to communicate with shareholders more often, so as to get the volumes going again. Not too concerned with 32" FHD models. Company is very undervalued, and very cheap at these levels. I've been holding for awhile now, will definitely be adding on at these levels once I get more cash. Hopefully they bring out more news about their new territories (India / Pakistan / Sri Lanka)
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#17 PlatinumWealth.co.za

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Posted 06 May 2017 - 04:53 PM

Happy to buy more at R35 today. Seems to be a determined seller around. Co is debt free and eps yield 20%.. Small caps in general taking a hammering. Really like Bowler Metcalf at R6.50 too, also debt free. 

 

Same here BCF at the current level, I'm buying.


Edited by PlatinumWealth.co.za, 06 May 2017 - 04:53 PM.

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#18 CrescoRSA

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Posted 04 May 2017 - 08:30 PM

I agree, also picked up a little more @ R35
Definitely a few profit takers around. Share has done very well YTD. Once sellers are out, and company kicks out good news again. Especially more info/results on their new territories. Full year results in October could see them EASILY reach +R60 :D:D
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#19 DividendTycoon

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Posted 04 May 2017 - 05:09 PM

Happy to buy more at R35 today. Seems to be a determined seller around. Co is debt free and eps yield 20%.. Small caps in general taking a hammering. Really like Bowler Metcalf at R6.50 too, also debt free. 


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#20 PlatinumWealth.co.za

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Posted 27 April 2017 - 07:45 PM

Yes, we will. A little smack here and there is not going to "close" them...what world you living in?
You are probably one of the unhappy consumers of a 32" (Cry me a river)
Will they feel the consequences of this? Of course they will.
6 months from now, everything is forgotten as with every hiccup, and long term, there is only upside - the masses will always continue purchasing low cost quality items. Specially in this economy - I dont concern myself with noise.
Great earnings and great dividend. Thats all I need B)

This got me really excited aswell :D :D :
India / Pakistan / Sri Lanka
The company has been afforded these new territories as from
January 2017. The population is in excess of 1.5 billion
people. Sub-distributors have been appointed and initial orders
received.


Luckily not I don't own cheap brands, but it's still a ethical issue. These practices makes them no better than Oakbay.

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