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Happy with movement (GFS)     

John1925 - 29 Jul 2005 21:51

I am happy with the way matters are moving here.

goldfinger - 07 Dec 2009 13:45 - 2 of 136

Group 4 Securicor PLC are we about to break out of the medium term trading range??..

g4s%20group.JPG

Brokers by and large bullish on the stock....

G4S PLC

FORECASTS
2009 2010

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Charles Stanley
04-12-09 BUY

Investec Securities
04-12-09 HOLD 394.97 19.34 7.07 413.51 20.06 7.78

Panmure Gordon
04-12-09 BUY 380.01 18.72 7.30 421.69 20.91 8.20

Seymour Pierce
20-11-09 BUY 409.70 20.20 7.30 424.70 20.90 8.00

Evolution Securities Ltd
09-11-09 NEUT 400.00 19.80 7.30 422.00 20.90 7.70

Eden Group
03-09-09 BUY

ABN AMRO
27-07-09 BUY 413.95 19.92 7.65 446.51 21.43 8.24

Collins Stewart
04-06-09 BUY

2009 2010
Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p
)
Consensus 397.08 19.57 7.24 420.34 20.90 7.89
1 Month Change -2.90 -0.14 -0.08 1.61 -0.08 -0.23
3 Month Change -2.81 -0.18 -0.08 1.85 -0.16 -0.25


GROWTH
2008 (A) 2009 (E) 2010 (E)

Norm. EPS 30.01% 45.45% 6.80%
DPS 21.20% 29.29% 8.98%

INVESTMENT RATIOS
2008 (A) 2009 (E) 2010 (E)

EBITDA 520.90m 630.60m 652.92m

EBIT 337.00m m m

Dividend Yield 2.23% 2.88% 3.14%

Dividend Cover 2.40x 2.70x 2.65x

PER 18.68x 12.84x 12.02x

PEG 0.62f 0.28f 1.77f

Net Asset Value PS -77.16p 112.21p 124.81p


goldfinger - 08 Dec 2009 09:06 - 3 of 136

Very impressive...

G4S PLC

FORECASTS
2009 2010

Date Rec Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Panmure Gordon
02-12-09 BUY 380.01 18.72 7.30 421.69 20.91 8.20

Investec Securities
01-12-09 HOLD 394.97 19.34 7.07 413.51 20.06 7.78

Charles Stanley
20-11-09 BUY

Seymour Pierce
20-11-09 BUY 409.70 20.20 7.30 424.70 20.90 8.00

Evolution Securities Ltd
09-11-09 NEUT 400.00 19.80 7.30 422.00 20.90 7.70

Eden Group
03-09-09 BUY

ABN AMRO
27-07-09 BUY 413.95 19.92 7.65 446.51 21.43 8.24

Collins Stewart
04-06-09 BUY

2009 2010
Pre-tax () EPS (p) DPS (p) Pre-tax () EPS (p) DPS (p)

Consensus 397.09 19.58 7.24 420.36 20.90 7.89
1 Month Change -2.89 -0.13 -0.08 1.62 -0.08 -0.23
3 Month Change -2.79 -0.17 -0.08 1.87 -0.16 -0.25


GROWTH
2008 (A) 2009 (E) 2010 (E)

Norm. EPS 30.01% 45.53% 6.74%
DPS 21.20% 29.29% 8.98%

INVESTMENT RATIOS
2008 (A) 2009 (E) 2010 (E)

EBITDA 520.90m 630.65m 652.96m

EBIT 337.00m m m

Dividend Yield 2.19% 2.83% 3.08%

Dividend Cover 2.40x 2.70x 2.65x

PER 19.03x 13.08x 12.25x

PEG 0.63f 0.29f 1.82f

Net Asset Value PS -77.16p 112.21p 124.81p

A stingy P/E of kust over 12 going into 2010

halifax - 21 Dec 2009 16:42 - 4 of 136

next move 300p, a quality share.

skinny - 23 Aug 2011 09:02 - 5 of 136

Half-Yearly Results Announcement
January - June 2011

G4S, the world's leading international security solutions group, today announces
its half year results for the six months to 30 June 2011.

RESULTS HIGHLIGHTS


* Group turnover* up 5% to GBP3,761 million (2010: GBP3,575m)
* Organic turnover growth* of 5% (2010: 2%)
* PBITA* up 3% to GBP239 million (2010: GBP233m)
* PBITA margin* 6.4% (2010: 6.5%)
* Operating cash flow generation of 60% of PBITA (2010: 72%); expect to
achieve full year target of 85%
* Adjusted earnings per share increased 8% to 10.0p (2010: 9.3p) at actual
exchange rates and increased 10% (2010: 9.1p) at constant exchange rates


* Interim dividend up 8% to 3.42 pence per share, DKK 0.2928 (2010:
3.17p/DKK 0.2877)

* at constant (2011) exchange rates


Nick Buckles, Chief Executive Officer, commented:

"Following a robust performance during the global recession, organic growth is
accelerating in most regions and business sectors and we have a healthy pipeline
of bidding opportunities, particularly in the UK government market. Our New
Markets businesses (now 29% of group revenues) continue to show excellent
organic growth - up 9% overall.

We expect growth in Cash Solutions in developed markets (13% of group revenues)
will continue to be impacted by low interest rates, but we are encouraged by
recent discussions with financial institutions regarding outsourcing
opportunities.

At the Capital Markets Day in May this year, we highlighted our plans to invest
around GBP200 million per year on acquisitions whilst maintaining our strict
financial screening criteria. We have a strong pipeline of M&A opportunities
which should come to fruition within the next six to twelve months. This
pipeline, together with the recovery in growth in our existing business, gives
us confidence in the outlook for the full year and into 2012. That confidence is
reflected in the 8% increase in our interim dividend."



skinny - 17 Oct 2011 11:10 - 6 of 136

Chart.aspx?Provider=EODIntra&Code=GFS&Si

G4S in 5.2bn merger

StockMarketWire.com

Security firm G4S has announced a 5.2 billion deal which it says will create the 'world's largest integrated security and facilities services group'.

The company announced the acquisition of ISS A/S for an enterprise value of around 5.2 billion. G4S also announced a 7 for 6 rights issue at 122p to raise approximately 2 billion.

The group put forward the following rationale for the deal saying it would:

* Create a global leader in integrated security and facilities services combining G4S's 2010 revenue of 7,397 million and ISS's 2010 revenue of 8,522 million * Accelerate delivery of G4S's strategy to provide integrated facilities services ("IFS") * Provide significant growth opportunities and an estimated 100 million of annual pre-tax cost savings by 2014 * Lead to an investment of 20 million per year by 2014 in creating service excellence centres to share best practice across the enlarged group * Be a financially compelling transaction expected to deliver, within three years: * double digit post-tax ROIC * double digit EPS accretion * no PBITA margin dilution * Be funded in a manner to allow G4S to retain a BBB (or equivalent) credit rating

It added that: 'The combination of G4S and ISS creates the world's largest integrated security and facilities services company, by revenue, profit, countries of operation and number of employees.'

G4S's chief executive officer, Nick Buckles, said: 'We are excited to announce the acquisition of ISS to create the world's largest integrated security and facilities services group. Since G4S was created in 2004, we have grown our business significantly and have expanded our service offering beyond our traditional security heritage into much broader areas of facilities services and outsourcing to meet growing customer needs. We believe this acquisition will transform our business, significantly accelerate the delivery of our solutions strategy and create substantial value for shareholders.'

'G4S and ISS have very similar cultures and strategic ambitions as well as a strong, shared vision for providing service excellence to customers across the security and facilities services spectrum. The acquisition will also provide significant opportunities for staff at all levels to develop and broaden their skills into complementary areas, as part of a team of more than 1 million G4S employees."

Interim Management Statement.


In the first nine months of 2011 overall revenues grew by 4% at actual exchange
rates compared to the same period last year and by 5% at constant exchange
rates. The group operating margin was slightly lower than the same period in
2010 at both actual and constant exchange rates.

Organic Growth
Overall organic growth was 5%,with 3% in developed markets and 9% in new
markets.

* In secure solutions, organic growth was 5% helped by a continued strong
performance in [UK integrated services] and new markets
* In cash solutions organic growth was 2% overall. New markets grew 10%.
Whilst in developed markets growth was still negative, it improved compared
to the first half of 2011.

Margins
Overall margins were slightly lower compared with the same period last year.

* Secure solutions margins were up slightly, in line with performance in the
first six months of 2011
* Cash solutions margins performed in line with the first six months of 2011
and were down slightly on the same period in 2010

Acquisitions & Divestments
During the first nine months of the year, G4S has invested 38m in deferred
consideration in respect of prior year acquisitions and 38m in capability-
building acquisitions such as surveillance, fraud, intelligence and
investigations services, offender monitoring technology and coin management
services.

Financial position
Our financial position continues to be strong and we remain on track to meet our
cash conversion target of 85% of PBITA for the full year.

gibby - 17 Oct 2011 12:48 - 7 of 136

what a fantastic drop in price - this is great news - fantastic buy in for day trade and beyond - yeeeeeeeeeeeehaaaaaaaaaaaaaaaaaaaaaaaaa

gibby - 17 Oct 2011 13:13 - 8 of 136

auction lol

gibby - 17 Oct 2011 13:18 - 9 of 136

now it gets interesting!

gibby - 17 Oct 2011 13:21 - 10 of 136

stop losses being triggered big time

gibby - 17 Oct 2011 13:24 - 11 of 136

what a bargain!!

gibby - 17 Oct 2011 13:27 - 12 of 136

trend heading towards bounce

skinny - 17 Oct 2011 13:35 - 13 of 136

Just had a dabble @221.67

gibby - 17 Oct 2011 13:45 - 14 of 136

gl skinny - it would be rude not to!!

gibby - 17 Oct 2011 13:53 - 15 of 136

auto trades flying through and being mopped up

gibby - 17 Oct 2011 14:00 - 16 of 136

lol when the dust settles people will realise they have got a 5.2billion additional acquisition in at a cost of a 2billion rights issue - now unless i am thick that is good business even if ri @ 122 - this was a strategic necessity - unfortuhately many stop loss casualties on the way

gibby - 17 Oct 2011 14:01 - 17 of 136

but they can buy back when they catch up

gibby - 17 Oct 2011 14:25 - 18 of 136

7 for 6 @ 122 do me fine - got to be in it to get it!! lol

bouncing a bit now

gibby - 17 Oct 2011 14:27 - 19 of 136

at last people are waking up - sp heading north - blimey that took some time! gla

gibby - 17 Oct 2011 14:30 - 20 of 136

skinny - kerrrrrrrrchinnnnnnnnnnnnnnnnnnggggggggggggggggggg

gl

gibby - 17 Oct 2011 14:40 - 21 of 136

auction
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