Empresaria Share Discussion Threads

[jitters3] 13/8/2015 11:26

Going to have a top up

[jitters3] 13/8/2015 11:25

Looks like a treeshake not many sells

[essential] 13/8/2015 11:06

Anyone know why this is tanking - unemployment rise??

[aishah] 10/8/2015 13:17

Shares Mag from 30th July:
Recruiter Empresaria (EMR:AIM) is up 37% in a month, a move some are putting down to a reduced share overhang from a major shareholder and others argue is a deserved rerating for the stock. empresaria chief executive officer (ceO) Joost
Kruelen, who we met on 22 June, said at the time he was surprised at the stock’s lowly rating over the preceding 12 months, given the multiples
achieved by other recruiters. Downwards pressure on the share price may have come from major shareholder caledonia which sold down its stake to less than 3% over the past nine months, having previously owned 17% of the business. caledonia decided to switch focus from small cap stocks to larger businesses, says a spokesperson for empresaria.

earnings per share (ePS) for the year to 31 December 2014 was 8p on an adjusted basis, which excludes non-cash charges and exceptional items. House broker Shore capital estimates the business will earn 8.8p in the next financial year, for a forward price-to-earnings ratio of 10.4. Micro cap recruiter Hydrogen (HYDG:aim) trades at 6.5 times 2015 forecast earnings, while larger peers are at multiples ranging from 18 at Hays (HaS) to 21 at SThree (STHr) and 27 at michael Page (mPi). Shares flagged the stock nearly a year ago on 11 September when it traded at 46.5p. Now at 91.5p, and having paid a 0.7p dividend, it is up 98% versus a 3% gain on the FtSe All-Share.

ShareS SayS:
Sit tight now the share price discount has narrowed.

[harrogate] 10/8/2015 12:30

I think we should think about this - This was cheap at 40p for sure - share overhang and years of underperformance, along with the market being slow to recognise the steps the new management were taking to sort out the mess of the last CEO. But forecasts are for 8.8p this year and 9.5p next with barely any yield. Debt is forecast at £8m at end of 2015. I don't see why based on what we know they should be much higher than they are. I am holding from 40p to see what trading is looking like but it will take a upgrade to that 2016 number to get it much higher in my view. It is a fairly low quality recruiter and a rating of 10 x with that debt and no yield to speak of sounds about right.

[albanyvillas] 06/8/2015 18:08

Yes hoping for a doubler quite soon

[essential] 06/8/2015 17:40

Bought back into these. Chart looks very strong

[santangello] 06/8/2015 15:46

Great to hear you are well Jeff.Yes I hold FRP.EMR are my 2nd largest holding behind RNWH.Just looking for one more nugget to reinvest in and then I'm sitting back lol.

[jeff h] 06/8/2015 13:05

Hi Santa...yes all well here and hope you are grand as well.

Thursday 3rd September is results day so that's the next update.

Same day Fairpoint (FRP) reports which has been a good investment for me and it's latest acquisition this week has been well received.

[albanyvillas] 06/8/2015 12:11

Interest rate held

Voting 8 to 1

Expect market pick up imo

[albanyvillas] 06/8/2015 12:02

couple more pennies and then breakout

[santangello] 06/8/2015 12:01

Many thanks Jeff.....and very glad to see such a well respected Investor holding here. Hope you are O.K my good friend ?

I am averaging up with my purchases here, and have done for some time.......but it is so hard to pick up any number of decent sized stock (I know that is a good sign), but frustrating.

Still, I pick up and split orders regularly, and look forward to the Company's' next eagerly awaited numbers/outlook announcement.

Take care fella, and continued good luck to all holders who are either holding or 'stealing' stock at these levels.

[aishah] 06/8/2015 11:58

A doubler now since early Jan. Lots more to come though imo - #532

[albanyvillas] 06/8/2015 11:49

results next week

[baxter99] 06/8/2015 11:32

Lucky me - bought last week. Looks to be a promising investment.

[albanyvillas] 06/8/2015 10:49

worth 150p of anyones money imho

[santangello] 04/8/2015 15:25

Only patience required paul, a move North looks a certainty imho and that of others......

[paulturner006] 04/8/2015 14:38

All quiet here. Ready for another push North?

[aishah] 30/7/2015 09:07

Shares Mag:"Empresaria surges ahead"
Mentions reduction of Caledonia hangover and discount to larger peers like HAS,STHR and MPI which trade on much higher multiples.

[dixies] 30/7/2015 08:36

Their website says interim results to be announced in September - no specific date given. It was the 4th last year.

[santangello] 30/7/2015 08:30

Results usually first week in September.......?

[dlku] 29/7/2015 23:55

results in August

[santangello] 29/7/2015 08:20

MMs restricting me, once again, to only buys in tranches of 5k.....another blue day guaranteed then me thinks.

So frustrating when I want to add substantially more !!