Stadium Group Share Discussion Threads

[bobsgonnamakemerich] 08/3/2015 15:19

A tidbit before tuesday's results.....

www.trustnet.com/News/590380/spooner-four-stocks-to-spice-up-your-2015-isa/

[onjohn] 03/3/2015 10:51

results shortly?

[luckymouse] 15/2/2015 06:59

Finals 10Mar - at fair value now but at yr end rollover the new F'casts kick in - on EPS I calc a lot higher - 6M fwd 148 - 1Y fwd 181 - Very strong

www.barchart.com/snapopinion/stocks/SDM.LS

[bobsgonnamakemerich] 11/2/2015 00:39

The big buys late on are very comforting to this LTH. Hopefully the buyer is in the know.

[bobsgonnamakemerich] 10/2/2015 08:04

on LSE trade is cancelled off and corrected to 2500 shares.

[roofer2] 10/2/2015 04:43

Oh a typo error, it is 2500000 shares sold, still a large sell, worrying so close to results IMO

R2

[cycle2] 09/2/2015 20:43

Roofer - think you must have the wrong share, surely. 25 million shares would be over 80% of the shares in issue, wouldn't it?
Results aren't due until March 10th I think.

[roofer2] 09/2/2015 17:40

Ouch, 25000000 sell before the results are announced, could news have leaked to the big boys? Don't look good IMO

Wonder what"HUH" makes of it???

R2

[roofer2] 31/1/2015 16:50

I agree, united wireless should be doing very well being in a growth sector. IMO it's. case of how are the other sectors doing? Could they pull the earnings down?
Not long to find out

R2

[luckymouse] 30/1/2015 15:58

CEO

"...He also said the firm's latest acquisition - Manchester-based United Wireless - was performing particularly well."

[luckymouse] 30/1/2015 10:36

Chart looks like its trying to break higher
I value this around 148p so not surprised

[bobsgonnamakemerich] 22/1/2015 23:05

Not much in the trading update, growth is the key though as we need to manage the pension liability and now pay for the relocation in China.

[roofer2] 21/1/2015 07:20

Sounds like more British jobs are to go as production moves to China:
In order to support the continuing growth of the business, the Board has decided to upgrade the Group's manufacturing capability in South China by relocating to a new facility at the expiry of the lease on the current site in mid-2015. This new site will significantly enhance Stadium's technical capability, providing a more modern facility, better suited to the increasing expectations of existing and new customers, both in Asia and globally. The total cost of this upgrade to new facilities will be less than GBP1m, which will be offset by reduced operating costs and forecast growth in 2015 and beyond. It is expected that this investment will achieve payback in two to three years.

Short term cost increase, debt to be paid over 3 years, sounds like a profit warning with a coat on IMO
How do others read this?

R2

[roofer2] 15/1/2015 10:24

Eps of 6.9? I'm looking for much more than that to be honest, all depends on how
United Wireless has integrated, M2M is a great growth area, for my holding I'm looking for EPS 9+

R2

[roofer2] 15/1/2015 08:56

Enjoy the ride but remember it is a tightly held stock, there has to be an up date coming very soon as year ended 31 dec, good luck to all

R2

[alter ego] 14/1/2015 17:21

I'm having trouble findings forecast for this year's eps - 6.9p I think was the last mentioned by IC in October. Dig ital Loo k are showing a a forecast for next year but not this. Anyone have an up to date 2015 year end number?

[luckymouse] 14/1/2015 16:33

yep - "materially up" is the clue - I calc fwds a lot higher than the brokers

[nbaxter] 13/1/2015 18:26

Seems to be quietly re-rating - not many shares available, so it could move quite fast on any news.

'Stadium Group (SDM) (SDM.L) [LON.SDM], a leading electronic technologies group which last September increased its interim dividend by 55%, will be briefing investors at a key event in London early next month.
The company will be making a presentation at the 2015 Innovators & Investors Forum being held at London's Business Design Centre on February 3.
The all day event is organised in partnership by Cenkos Securities and Shares Magazine and is also sponsored by AJ Bell Youinvest.
When announcing the big lift in its dividend Stadium Group's chairman, Nick Brayshaw, said that its order books and profits had improved materially. Two months earlier the company had acquired United Wireless in order to enter the high growth M2M market'.

[roofer2] 13/1/2015 11:13

shares.telegraph.co.uk/.../article.php?id...

Feel SDM could move into the £1,20s, share tips mags being there to do a great write up, thats a tip on its own imo the momentum pointing upwards onwards

All IMO, what do others think?

R2

[luckymouse] 03/1/2015 18:17

Directors adding could also be because they know the business is flying and want to get rich...

The fwd pegs are v.attractive and AIM has bottomed...