||EPS - Basic
||Market Cap (m)
|Electronic & Electrical Equipment
Stadium Group Share Discussion Threads
Showing 1076 to 1100 of 1100 messages
|Simon Thompson gave a positive update in the IC today, concluding:
'The fact that the order book continues to do rise strongly would suggest that Stadium’s management team is still worth backing given scope for earnings to accelerate on the back of exposure to the design and manufacture of electronics for the high growth markets including the machine-to-machine wireless sector that supports connectivity between devices. I remain positive and the shares are a recovery buy.'|
|Yes, spooky, tipped by Techinvest this weekend as a New Buy.|
|A solid performance considering the loss of a large customer.
The business model is changing and current rating offers recovery prospects.
The outlook is positive with a growing order book. The downside appears limited, though the shares are illiquid.|
Sales down and profits going nowhere
Same story for a decade|
|spooky, no - Stadium Group’s 2016 Interim Results will be announced on 6th September 2016.|
|I picked up a few of these Friday. I get the impression market makers live hand to mouth, so with any buyers the bid gets marked up as the MM looks for a 2 to 3p turn. House broker Singer has forecast eps of 8.9p and 11.5p for the year to Dec16 and Dec17 respectively, which looks pretty good value providing another profit warning isn't in the wings.|
|I thought the recent sell off was overdone but it is strange that it would stay at such a low price for weeks then suddenly rocket 10% and now another 7% over two days with no news. Somebody knows something to move the price like that. As eagle eye suggests the profit warning could be a one-off here.|
|Possibly seen as oversold and due for a rebound.
Its cheap on prospective forecasts providing the recent profit warning was a one-off.|
|What's up here then ??|
|Was in now out, profit warnings can come in threes.|
|big deal, a couple of token 10k purchases to fool the punters that everything's ok - that's an avoid in its own right
still looking pricey to me
prefer to buy on a continuing growth path than something getting hammered on contract losses. lol|
|Directors topping up too, including the FD
The growth is in the design led technology business, as outlined in the RNS. It is here that the added value becomes apparent and the comfort of higher margins. These products then become either stand alone or embedded in OEM products and are much harder to change for the OEM.
The EMS manufacturing business, as you'd expect, is more competitive and lower margin as there's typically less barriers to entry and no added value. OEM's can go to anyone to get their boxes assembled so it becomes a commodity price driven business.
Look at the way XPP have developed their business (i have a very significant holding there)
My stake here is quite small at present but i expect it to grow in time as the business design technology sector grows. The key is to build customer relationship in such a way that they are compelled to keep you involved.
I have only bought in here because of the design led tech part of the business if they were just distributors or only building and assembling boxes then I'd have avoided it all together.
|Covered by ST too - http://www.investorschronicle.co.uk/2016/06/23/comment/simon-thompson/stadium-warns-on-profits-9tVHPwRIkcEPAopFehasdO/article.html
"So, although it will take time for investors to regain their poise, I remain positive on prospects for the business and would hold onto the lowly rated shares for recovery"|
|Covered by Paul Scott this morning - hxxp://www.stockopedia.com/content/small-cap-value-report-23-jun-2016-referendum-day-lthm-sdm-137465/
Looks oversold, I've just bought in.|
|Sorry woody,I have looked at the balance sheet and it's sound as you mentioned, so I wouldn't sell if I was holding. However I haven't bought any as I don't feel confident this is a growth stock.|
|I think he actually said tipping point.. possibly even more apt.
Risk reward definitely seems balanced at this price level, but I guess we will hear more at the interims on telematics order flow.|
|They recently claimed to be at an inflection point. They were certainly correct so well done to the Directors.
Sadly for me I 'assumed' that would be a positive inflection point.|
|Well not a nice TS to wake up to. Nevertheless I've added to my small holding this morning. The rating is already low and they are exiting the lower margin sectors of the business and growth in the higher margin sector looks set to continue. With a good balance sheet and a net cash position the business should continue to improve over the longer term.
It would be interesting to have a little more detailed knowledge of the reasoning behind the loss of the telematics customer.
The business is in a transition phase and accumulating on these falls will hopefully prove profitable in the long run. A poor balance sheet and i'd have taken the hit but i don't see any need for an equity raise so i can be patient. Nice to have Giles Hargreave for company too.
|I had sold 75% of my holding on Monday as trimming losers, nearly sold the lot, but thought lets keep some as you never know. Sold rest this morning. £30m market cap looks fairer but no longer faith in growth projects so will entrust the funds elsewhere.
|picked up a few of these today on two trades
|h t tp://www.proactiveinvestors.co.uk/companies/news/124314/stadium-group-hits-the-tipping-point-124314.html|
|Video interview with Charlie Peppiatt
Charlie Peppiatt, chief executive of electronics firm Stadium Group plc (LON:SDM) says the spate of recent contracts the company has won from “respected players in different spaces” reinforces its strategy.
The firm extended its supply partnership with Trak Global, a UK telematics business, winning a manufacturing contract worth around £5mln.
Looking ahead to 2016, the CEO says he expects to see continued growth on the top line, and is looking for that to continue down to the company’s earnings.|