Sondrel (holdings) Share Discussion Threads

[cockneyrebel] 30/11/2010 07:34

Those results are a huge improvement over last year - sunning cash generation of £3.4m from a £13m co.

Puts them on a PE for this year of 5.5, debt plummeting and loads of cash rolling in.

Very cheap for a software co imo.

CR

[battlebus] 29/11/2010 22:44

Bright and early in the morning for results.

[cockneyrebel] 26/11/2010 15:29

ticking up - results Tues.

CR

[cockneyrebel] 22/11/2010 10:23

Results Tues week - a fwd PE of 5.9 and the co saying they are ahead.

Looks sort of cheap still doesn't it? :-)

CR

[battlebus] 12/11/2010 17:28

Thanks A.E. Some larger sells today.

[alter ego] 12/11/2010 08:27

yes and it's not in this weeks edition.

[battlebus] 12/11/2010 08:18

Could be in i.c. anyone buy it?

[tech] 12/11/2010 08:16

small top up

[stegrego] 10/11/2010 21:08

MXM and KBT would fall into the small undervalued software co's in play then too....

[cockneyrebel] 10/11/2010 16:23

Nice buying going on :-)

Getting them while they can :-)

CR

[envirovision] 09/11/2010 10:50

managed to get in the spreaad today myself.

Net debt has fallen from £9.96m at the previous year end to below £8m. With plan to launch to a new products and services on SaaS basis the group is opening further route for growth. Forecasts for the year to Sep 10 set to increase from £1.95m PBT with 4.2p EPS and 2011s £2.5m 5.4p set to increase, the group is sitting on a PER of 5.3x and a Yr2 of just 4.3x. By far to low for a growth story.

[cockneyrebel] 08/11/2010 13:00

Ok, just had a small few more while they are available - can buy @ 30.8p so the spread isn't as bad as it could be.

Question now is they are head but I wonder how much? If they are ahead they have done over 4p eps in H2.

While the earnings tend to be H2 weighted they look like 4p in H2 this year may well translate into 3p+ eps in H1 in the coming year imo - in which case these will prove to be hideously cheap imo.

CR

[cockneyrebel] 08/11/2010 08:16

Perhaps they are filling a larger buy battlebus - the 25k has gone to fill that probably, in part imo.

CR

[battlebus] 08/11/2010 08:06

Funny mm's they take a sell off 25k for 28p then the buy price goes to 33p. No stock me thinks.

[topvest] 05/11/2010 21:00

Great update today and good to see debt reduced so significantly, along with a bullish outlook for the next year. This is a quality business.

[battlebus] 05/11/2010 18:45

The spread shows 2p now but for any amount they want 5p so i'm guessing a sharp jump to 40p on any press coverage or buying.

[cockneyrebel] 05/11/2010 18:35

nah, sadly not - I considering it but the huge spread yesterday put me off :-(

Hindsight.

CR

[battlebus] 05/11/2010 18:18

Thought that was you C.R.

[cockneyrebel] 05/11/2010 14:21

Wouldn't even let me buy any pre-market battlebus. 5k moves it too - someone got lucky buying 14K yesterday didn't they.

CR

[battlebus] 05/11/2010 14:11

Can't buy this for silly money tried to add 10k and they wanted 33p well this is surely going much much higher.

[cockneyrebel] 05/11/2010 13:54

Stockpaedia confirms results Nov 30.

CR

[stegrego] 05/11/2010 12:47

Only just noticed this, but bought a few all the same.

[cockneyrebel] 05/11/2010 12:17

I've picked up a few more anyway.

These were paying a decent divi on these sort of earnings a couple of years ago and the shares were 50p+. Just looks way too cheap imo.

I suppose a few are just staring at them because of the spread but it's not likely to get any less ugly at times imo - can't let that stop me adding to this bargain imo.

Results in a month - just how much will they be ahead is the question.

CR