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Spaceandpeople Share Discussion Threads
Showing 851 to 872 of 875 messages
|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/|
|Personally I think i'd wait for the results which are not going to be great. The balance sheet is not great either but not bad.
These could get cheaper IMO.
|It's high risk so I wouldn't be contemplating a significant investment but certainly something that might bounce 40% from current levels.|
|As I am considering buying more I have just listened to the useful Paul Scot interview.
Bending explained that the principal reason that S+P+ was not finalizing its sales in recent months and hence the decision to close the company down was that its products were nice to have but not critical and I am left wondering to what extent their ongoing products of Promotions, MPK and Pop Retail fall into this category.
Given what I have not sure yet if I will buy more but for those with little or no exposure at a price of sub 40 they seem to be worthy of investigation.|
|If you've not heard it, I had a catch-up chat with the CEO 3 days ago, to better understand the decision re S&P+
He sounded fairly upbeat about the core business I thought.
With the mkt cap only about £7m, I think it looks interesting.
|I have recently joined here and think it's fair risk/reward play, so hopefully nothing more will jump out of the woodwork..|
|Yes, agree with Paul that is was a "good" rather than "bad" warning. Its one-off and contained. Presumably they need to have a reasonable H2. Certainly a hold for me.|
|Paul Scott's initial reaction to todays update.
"My opinion - it's the type of profit warning that I like - i.e. a ring-fenced, one-off problem. It sounds like the rest of the business is trading well, and with the market cap now peanuts, I like it at this level. Whilst obviously recognising that the share price performance has been very poor. That's the past, which we can't change. It's the future which matters to me. So personally, I'm glass half full on this one, at the current valuation. Plenty of people are glass half empty on it, mind you. I had a catch up call with the CEO this morning, and will publish that this evening on my website."
It will be interesting to read his follow up view which he plans to publish this evening.|
|I seem to remember in the Paul Scott interview at the end of March the CEO constantly likening the business to 'snakes & ladders' Maybe this was one of the snakes he was referring to........and possibly already aware of?|
|Yes, very disappointing. I've now assumed only a 1p dividend this year but recognise that could be cut fully. Suspect they are holding fire on the dividend to see how H2 goes as they should be profitable excluding all these one-off's. Very disappointing in the short term though.|