Interbulk Group Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9599585 http://www.bbc.co.uk/news/uk-scotland-scotland-business-17922350 By muscati ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9599585&action=detail Wed, 02 May 2012 10:19:00 GMT muscati tag:iii.co.uk,2003:tst.9598175 http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9598175&action=detail Tue, 01 May 2012 23:00:00 GMT pharmaspecialist tag:iii.co.uk,2003:tst.9595174 one of russia's biggest logistical players outsources for the first time
and also happy to sign a 10 year contract
the scale is not hugely material to INB at 1m a year and rising
but it does give more evidence of their technical superiority
and liklihood of reaching a global footprint esp. with the chinese connections...

at 7p i think the shares significantly undervalued (my fair value is 12p)
and this will becoem more evident over a 2-3 year period as the debt is paid off



All IMHO, DYOR + BoL
INB is in my top5 hldgs By thirty fifty twenty ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9595174&action=detail Tue, 01 May 2012 10:11:00 GMT thirty fifty twenty tag:iii.co.uk,2003:tst.9268337 http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9268337&action=detail Thu, 09 Feb 2012 10:03:00 GMT impatient_boy tag:iii.co.uk,2003:tst.9258450
Looks like a lock away and forget for a couple of years share, are there any white elephants i may have missed in the room as usually vary cautious where Chinese investment is concerned?

Any thoughts would be welcomed
BB2 By Bumble bee2 ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9258450&action=detail Tue, 07 Feb 2012 12:14:00 GMT Bumble bee2 tag:iii.co.uk,2003:tst.9177709 http://www.ifw-net.com/freightpubs/ifw/index/chinese-logistics-players-urged-to-expand-overseas/20017932668.htm By muscati ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9177709&action=detail Wed, 18 Jan 2012 11:59:00 GMT muscati tag:iii.co.uk,2003:tst.9058312 http://bit.ly/rDTkB3 via @AddThis By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9058312&action=detail Mon, 12 Dec 2011 10:52:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9051018
http://www.lloydslist.com/ll/sector/ports-and-logistics/article386153.ece By muscati ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9051018&action=detail Fri, 09 Dec 2011 12:35:00 GMT muscati tag:iii.co.uk,2003:tst.9050192 08/12/2011 Ben Jaglom
http://www.growthcompany.co.uk/recommendations/1678348/interbulk.thtml

Chemical transportation specialist Interbulk (INB) has reported a resolute set of results as its niche service continued to hold its ground.

The AIM-quoted concern declared a 3% rise in operating profits to £15.5m on sales of £300.4m (2010: £273m) for the year to September. Pre-tax profits almost tripled from £1.78m to £5.3m as a result of a change in a lower interest rate swap while net debt fell from £109.3m to £83.9m. EPS climbed from 0.67p to 1.12p.

It was a busy year for the group, which held a placing in June with Chinese logistics giant Sinotrans that raised £17.4m via the issue of 165 million shares at 11p a share. Across its divisions both its dry bulk and liquid bulk operations grew sales, by 14% and 7% respectively.

In an interview with Growth Company Investor chairman David Rolph enthused the business was 'taking advantage of the opportunities for long-term growth' adding that it is in both 'Russia and the Middle East' with a 'strong partner' (In the form of Sinotrans) in China. September saw the launch of the the Sinotrans Interbulk Alliance and the group is particularly keen to exploit opportunities in the country.

Analysts at house broker Arbuthnot are forecasting pre-tax profits of £7.2m (EPS: 1.08p) on revenues of £320.3m for the year to September 2012.

A group with a considerable presence in emerging markets, the deal with Sinotrans holds considerable potential for its chances in China. With some moderate growth prospects the shares look fairly valued at the current price. Hold.




Tags: Chemical industry, Transportation, Tripling of profits
Sector: Industrial Transportation
Companies: Interbulk Group
Market cap: £36mPE Forecast: 6.2
Share price: 6.75p By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9050192&action=detail Fri, 09 Dec 2011 10:12:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9045980
This share is too small and doesn't have a profile with investors. Only hope of a move upwards was a takeover. Hoyer missed its chance with Sinotrans as the white knight buying at 11p. I still don't get why the sp isn't closer to 11p.

Only hope now is that one of the big shareholders makes a takeover offer. BUT when? We could be waiting a long time when your cash could be working harder some place else. At least the share price isn't subject to the wild swings of some other sectors.

For me all in all an encouraging set of results that should have moved the sp north by >10%.




By KayCatso ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9045980&action=detail Thu, 08 Dec 2011 11:53:00 GMT KayCatso tag:iii.co.uk,2003:tst.9045004 http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=9045004&action=detail Thu, 08 Dec 2011 08:51:00 GMT muscati tag:iii.co.uk,2003:tst.8969334
The broker believes that freight company's entry into the Asian market, with its first Chinese contract won in August, worth 1 million dollars (0.63 million pounds) per annum , and Malaysian deal on 26th October worth 2.6 million dollars (1.6 million pounds), demonstrate its growth potential.

On a prospective earnings multiple of 6.6 times, Arbuthnot believes the company remains undervalued.
By muscati ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=8969334&action=detail Fri, 18 Nov 2011 17:02:00 GMT muscati tag:iii.co.uk,2003:tst.8945223 http://inbulk.interbulkgroup.net/documents/ISO-Silo%20Data%20Sheet.pdf By muscati ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=8945223&action=detail Sun, 13 Nov 2011 23:30:00 GMT muscati tag:iii.co.uk,2003:tst.8945213 http://www.hub-4.com/news/3880/flexible-costeffective-efficient-a-new-approach-to-silo-storage By muscati ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=8945213&action=detail Sun, 13 Nov 2011 23:22:00 GMT muscati tag:iii.co.uk,2003:tst.8933346 If this company keeps only a slight growth profile, the long term price should shift or buy out could be on the cards. A patient wait.
Ony my opinion.
I appreciate all previous posters comments. Thanks.

By impatient_boy ]]> http://www.iii.co.uk/investment/detail?code=cotn:INB.L&display=discussion&id=8933346&action=detail Thu, 10 Nov 2011 12:52:00 GMT impatient_boy