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Spaceandpeople Share Discussion Threads
Showing 876 to 898 of 900 messages
|Muckshifter my reading of France is the same as yours and I would have preferred it if they had been more explicit|
|Must confess, I haven't been watching sal since selling quite a while ago, but one thing I meant to watch out for was the "result" of the meeting the CEO told Paulypilot about the last time he was interviewed. IIRC, the CEO told PP that he was to meet the French Mall owners the next day, to discuss the results of the trial SAL had carried out in their Malls, which had been mixed and imho far from conclusively positive.
But although I didn't see anything subsequently which spelled out the conclusions of that meeting (may have just missed it), there doesn't seem to be any mention of it, other than a mention of trial costs as an exceptional item, in the latest update. My conclusion is that the trial did not result in further business. Have I missed anything?
|Gostevie,you would think at their current price that there is only one way for this share to go but I wouldn't be too sure on that. SAL do not have the best name in the industry and their admission that some contracts are up for renewal this year and that they do not expect all to be renewed causes alarm. Yes there are many reasons why contracts are not renewed, but doing a sparkling job for the landlord is not one of them.
I do hold shares in SAL but i look daily at the share price with one eye closed.|
|Having previously held shares in SAL between March and May 2015 and making a (very) small profit, I have just dipped my toe in the water again this morning.
I have bought 11,258 shares at 18.55p.
Hoping that the results announcement on 27th March gives cause for optimism.|
|Topvest, like you am not selling at these prices but to be honest not buying either and agree with the tone of your 850.
Incidentally the seller is Hargreave Hale-not HLandsdowne|
|Gresham House Strategic loading up is a positive signal. Hargreaves Landsdowne dumping as is their practice of buying high selling low!|
|More bad news I'm afraid, albeit they seem to have taken the necessary action on the cost base for 2017. More of a mild profit warning than a disaster, but confident in meeting next year's £0.5m profit expectations is not much consolation. It's looking a bit ex-growth now, particularly with the German business looking like it may need to downsize as well. They seem to be falling down more snakes than climbing ladders at the moment to use the CEOs language. Got burnt on this one - they seem to be impacted by shopping centres going ex-growth (an obvious mild headwind), but more significantly a falling market for external providers in this space as shopping centres look to cut cost (impacted results for the lats 2/3 years).
Probably an MBO candidate now as not a bad business to buy for 30-40p if it didn't have the listing costs. At least they still have a net cash position.
Not tempted to sell at 15p given the consensus is for a 1p dividend next year and 2.5p EPS. Of course, that might be a mistake!|
|shhhhhhhhh, you'll wake us all up.|
|There should be a year end trading update in the next 4 weeks.|
|Unfortunately I bought into this dog of a share when it was £0.80p, paying the price now!The information that this company issues is always light on detail and its extremely frustrating to understand where managements head is at. I'm with an earlier poster that they should withdraw from international expansion and concentrate on UK and core business.
This company doesn't have the best name in the trade and I feel that they are going to experience more losses. They made a decision to go after the larger shopping centre groups which isn't the best move imo as it is these groups that have the infrastructure to bring in-house their commercialisation as Intu recently did.|
|I saw there was a webinar on the latest Sal results which I cannot track down...does anyone have the details?
|Wonder if the pilot has bailed out?|
|Maybe they saving the Brexit reason for the next statement!...|
|Like you topvest I am neither selling or buying at this time and price, although I would be v pleasantly surprised if we saw 70p in the next 12/18 months. What struck me reading the RNS is that business visibility has reduced over last few years.
The financial structure is to me just about adequate. It is all hands to the pump to get the £1m to repay the bank next July and they are correct to suspend the dividend-which cost in cash £429k in the first half.
I see that UK retail which made a segmental profit of £27k in H1 15 had a £169k loss in H1 16.
Bending must be a farmer in his spare time-blaming the monsoon in India and the weather in Germany but good for him he did not mention Brexit.|
|Paul Scott has it about right I think. Looks like 2016 will be a tough year and there's possibly another profit warning to come, albeit the shares look priced to miss this year's 3p and next year's 5p EPS anyway. What they need is the German business firing up again and a few more contract wins. There is still a large target audience for them over the next 10 years, so lets hope they can get back on track. I'm not going to make the mistake of buying any more, but equally I'm not selling as I think this could get back to 70p+ in 12-18 months. This share has been disappointing it has to be said following the excitement of the Network Rail win a year ago. Some sort of bid activity could materialise at this level. Basically, its contract wins and extensions that are needed, but these are not going to kick in for this year now.|
|Feel sorry for shareholders, but the telltale signs were written on the wall for SAL because promoting in the shopping centre is in the past. Now, people know what they want or shop online before entering the store.
I did a piece back in 2014 about the turning point in business when shares were trading around 90p/share saying 50p was fair valued! Now it has broken past that level. hxxp://www.stockopedia.com/content/space-and-people-the-retail-media-expert-82996/
If you are a Boohoo or ASOS shareholder, you would understand the changing landscape of retail advertising. Given the big drop and 73% collapse from the peak, SAL is becoming a trading stock for traders!|
|Company now worth circa 5 million, looks cheap to me so I added a few more today, my average price is close to 40p though so I guess these will go in the bottom drawer !|
|LOL - this has been quite a nice little AIM company that has paid good dividends in the past. You are wrong if you say everything on AIM is rubbish.
It's looking a bit ex-growth at the moment though. I guess its in a sector that isn't as buoyant as it once was. Nevertheless, the management team are good at winning business and so hopefully they will start climbing ladders more than falling down snakes in 2017 to use the CEOs analogy.|
|It was always an AIM listed load of codswallop with frigged accounting. What did you expect?|
|Yes, very disappointing interims. Dividend cut is probably sensible. Looks like they will only achieve a very small profit this year, at best. Hope they bounce back next year. Looks like they need the German contract extension under their belt and a good October. France looks quite expensive to date. Anyway, I'm hopeful that they will turn it around, but they are going through a rough patch.|
|envirovision27 May '11 - 10:13 - 106 of 832 0 0
Hi there, just been researching the company for the last hour half this morning.
For anyone who wants to understand this company from a view of wanting to buy or sell the shares, 2Manxman is spot on.
Im not sure if you still hold or have sold 2Manxman, I'm guessing you managed to flee on a price bounce at some stage ?
What a total shame, same old story here. A company that never quite had enough vavavoom to grow organically as quickly as it felt it should have, so it buys growth. It goes and buys another company that had zero tangibles and bank debt for 12 x earnings. Crackers.
So it will take 12 years to repay this value wise and that excludes paying the debt and the interest on the debt plus the interest on the loan note issued. It also excludes the unforeseen costs of integration of the two businesses not to mention the disturbance to the senior and executive staff who will now have their eyes off the ball as they grapple to come to terms with the changes this grossly overpriced marriage brings. for years to come.
I'm afraid this is another one to cross of my list.
I had to laugh when I came across the old "synergy" comments. For around 80% dilution to original shareholders, price paid of 12x earnings plus debt, interest and costs you can take your synergy and stuff it up your back passage as far as it will possibly go and then some !|
my retirement fund
|New note out on SAL - http://www.alignresearch.co.uk/cpt-company/spaceandpeople/|