Smart Metering Systems Share Discussion Threads

[mach100] 22/4/2014 09:53

Well people already pay more for having a prepayment meter in. Smartmeter could also help people save money by helping users to control usage remotely. SMS make far more money from industrial meters as it happens but it also has other options. The recent acquisition means it can go for the electricity market and also gives it geographical diversification as it is based in Wales. Plus the international trials that are going on. I think there is just a temporary pause in the share price on low volume and we should see 450p within six months.

[lennonsalive] 21/4/2014 18:36

Not if it pushes up energy prices, pointless to have smart meters for residential customers. If I'm cold I will put my heating on, I don't need a meter to tell how much I'm using.

[mach100] 20/4/2014 21:24

Nice article Mr E AND ONLY A YEAR OLD! The EU wants to harmonise smart meters across its region so it is coming, one way or another. SMS are in a sweet spot right now!

[mach100] 20/4/2014 15:43

Mass rollout from autumn 2015

Each energy supplier will have its own plans for rolling out smart meters to customers. In accordance with government proposals, all suppliers will be obliged to complete the roll-out in 2019. Under current plans, most customers will receive their new smart meters between 2014 and 2019. A summary of what the big six energy companies have done so far:

Supplier


National rollout (due 2014)


Number of smart meters installed


Taking part in trials?


Can I get a smart meter fitted now?


More information
British Gas Aims to install 2m by the end of 2012 over 900,000 to date N/A No. British Gas is selecting customers from across the country for installation Details at the British Gas website.
EDF No Not known Says it is taking part in several trials No Details at the EDF website.
E.ON Intends to have installed 1 million smart meters by the go-live date Not known Yes Selects customers for trials; if you are interested in taking part register at the E-On website. Details at the E.ON website.
NPower No Not known Yes, in the Midlands, plans for further trials in Yorkshire and the North East No – see the Npower website. Details at the NPower website.
Scottish & Southern No 9,700 Yes No Details at the Scottish & Southern website.
Scottish Power No
The roll-out has been pushed back to Autmn 2015 so plenty of growth to for! sms are alsotrying to break into the water and electricity markets.

[mach100] 14/4/2014 07:30

Great acquisition and a diversifying into electricity as well as international territories. Earnings enhancing immediately with share incentives to do well linked to share price of SMS. Today will be a poor market day I feel but SMS might see a positive reaction. Good appointment to of the ex Scottish Power guy as this will give clout.

[mach100] 05/4/2014 19:11

This is slowly heading to £4. Not sure why it is off the radar but I like the momentum that is gathering here.

[mach100] 28/3/2014 22:58

That's 18% of shares in the hands of liontrust and Viacom. They obviously see value here. The visibility of 25 year earnings must be very attractive as well as the potential growth. We are ever closer to compulsory smart meters in the uk. I would love to see some of those international trials come to fruition to diversify the customer base. Could easily double bag from here.

[mach100] 27/3/2014 16:28

Up another 5% today even with a largeish spread. Something definitely is afoot and now we have broken resistance on large volume, next stop is £4.

[mach100] 25/3/2014 16:28

Would love to know what is behind the rise. Absolutely massive volume and huge buying. It has broken through resistance today so £4 is possible in short order. I keep expecting to flop but perhaps some institution is buying in volume. Great visibility of earnings and 2015 rollout of smart meters which are to be compulsory show that SMS is in a sweet spot at the moment.

[mach100] 24/3/2014 19:29

Picking up again with some very chunky buying. Frustrating though that it remains very much range bound. Up 4% today pm some chunky volume but as usual I don't expect it will hold. Would love to see this shoot through 350p but seems to hit waves of selling when it sniffs 350. With over 500000 shares bought today there is clearly support for this share with its good growth and visibility of earnings and a divi to come.

[mach100] 17/3/2014 16:23

Pretty good results in my view. Growing its important industrial meters whioch are far more lucrative than residential ones. A final divi that is nearly the same as the divi for the whole of last year. Very frustrating to see it drop. I think maybe the p/e is a bit rich for many. Looks great value at 310p but not much support after 340p and 350p. Still very solid, growing and with good visibility. Needs recharging!

[mach100] 13/3/2014 16:22

Well results are out Monday and the Guinness will be flowing in Scotland if they are good. Hopefully a dividend will be announced as it has good earnings visibility with 25 year meters. It did hit £3.65 today on the offer which must be an all time high. I expect these will fall back if results disappoint as they have had a good run up to results. I will be exiting myself I think at almost break even unless it can show progress. The banking facility is certainly helpful as it gives room to expand. The share is pretty solid if unexciting and I want to see it heading north now that it has reached my buy in price of 350p.

[kacker1] 19/12/2013 15:34

hmmmm. there goes the resistance. where to next!!!!! maybe im out :(

[mach100] 23/11/2013 18:45

Well there was an aptly named Smart Metering forum this week attended by the Energy Minister talking about Smart Meters which will be compulsory by 2020. Smart Meters will make users aware of how much they use and may actually save people money. Think SMS are focusing on industrial meters which are 10times more lucrative for the company. They need some contract news I feel as this is range bound between 310 and 325. With compulsory metering coming in, prime movers will capture the market at the expense of weaker players. I hope SMS will not ignore the domestic market as it will be a reliable income stream.

[kacker1] 20/11/2013 14:42

Well here we are at 310p. The question is where from here??? I'll get the crystal ball out!

[mach100] 27/9/2013 11:51

Despite its market size, this one seems fairly illiquid. It can swing on small trades which is why shorters could get it down to 310p. It is on the verge of breaking through highs of its yearly range so some small buying could give this a push.

[kacker1] 20/9/2013 07:47

Good to hear quite a few raduo adverts for smart metering apprentices for british gas. Must be a demand if they are chasing for more staff.

[mach100] 06/9/2013 14:28

Bouncing back today, now up nearly 5% on the day. Shorters must be closing their positions on a fairly illiquid share. Hope to see some stability now rather than any rally being shorted again.

[mach100] 04/9/2013 18:03

Can#t for the life of me see why these went down today. Dunno what the market wants when a company grows its revenue by 42% . hikes its dividend and still falls. Hopefully it is just profit takers on the results. Smart meters are coming and the energy companies will want us all to have one even before compulsory metering comes in in 2015. Great results imo as they have spent 10 million on inventor to roll out.

[mach100] 04/9/2013 07:35

Results out Lennon and a 40% hike in revenue plus a dividend hike. Love the growth in I and C meters which generate 10-15 times more revenue for the company and the 2 new brokers for the meters. Think it should be a good day for a good company witth 25 year recurring revenues!

[mach100] 13/8/2013 22:51

But you could do all that without having a preferred supplier Lennon. I don't see your point unless you are deramping. Nor does whoever bought smart metering systems 700000 shares at 355 a pop tonight.

[lennonsalive] 13/8/2013 22:15

You spread the work out or if SMS fail to achieve, then they have others then can use. That's what SMS do with their contractors, or they have rolling contracts.

[mach100] 13/8/2013 20:25

Lennon, why would you have a preferred supplier and yet go elsewhere? Preferred suppliers usually are the go to company right? Or you hink they just sign up a preferred supplier but do everything possible to use someone else????