Stadium Group Share Discussion Threads

[spooky] 05/9/2016 08:39

Tipped somewhere?

[eagle eye] 01/8/2016 14:21

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.

[breaktwister] 01/8/2016 10:28

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.

[eagle eye] 01/8/2016 08:44

Possibly seen as oversold and due for a rebound.
Its cheap on prospective forecasts providing the recent profit warning was a one-off.

[droid] 28/7/2016 15:04

What's up here then ??

[keith_molyneux] 24/6/2016 10:42

Was in now out, profit warnings can come in threes.

[hvs1] 23/6/2016 22:38

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

[woodcutter] 23/6/2016 17:13

Directors topping up too, including the FD



woody

[woodcutter] 23/6/2016 12:37

mods

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.

aimho woody

[philw2009] 23/6/2016 12:20

Covered by ST too -

"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"

[philw2009] 23/6/2016 12:13

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.

[modform] 23/6/2016 10:07

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.

[hutch_pod] 23/6/2016 09:29

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.

[pj 1] 23/6/2016 08:56

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.

[woodcutter] 23/6/2016 08:49

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.

woody

[battyliveson] 23/6/2016 08:38

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.

B

[woodcutter] 23/5/2016 19:37

picked up a few of these today on two trades

woody

[hutch_pod] 01/4/2016 12:11

h t tp://www.proactiveinvestors.co.uk/companies/news/124314/stadium-group-hits-the-tipping-point-124314.html

[proactivest] 22/3/2016 15:25

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.

[roofer2] 17/3/2016 14:01

Fantastic set of results, has everyone noticed who we have in the Silicon Valley of China as neighbours? A good read on our potential over in China

Regional Design Centre opened in Shanghai to drive Wireless M2M Designs
01:20pm 15 Apr 2015
In support of a wider company strategy to develop the design-led technology business, Stadium Group has opened an Regional Design Centre (RDC) in Shanghai’s Zhangjiang Hi-Tech Park for the development of Stadium United Wireless’ machine to machine (M2M) products.
The Shanghai RDC will initially focus on research and development in Wireless M2M connectivity for global OEM products in automotive, medical, security and other growing vertical markets. Driven by the Internet of Things (IoT) that continues to stimulate demand, the M2M space is forecast for high growth.
Tony McFadden, Managing Director Stadium United Wireless commented: “The Shanghai RDC is an exciting move for Stadium that both strengthens our wireless capabilities and gives us access into new markets. We have recruited a highly experienced team including design engineers and field application engineers, specialized in wireless, RF and M2M technology. The RDC features a working laboratory with the necessary equipment and processes in place to deliver high quality design and test solutions.”
China is one of the fastest growing markets for IoT applications and is forecast to be the largest growth market for M2M solutions over the next 5 years. The Chinese Ministry of Information and Technology estimates China’s IoT market will hit 500 billion yuan ($80.3 billion) by 2015, then double to 1 trillion yuan ($166 billion) by 2020.
Tony continued: “Stadium’;s presence in China, delivered by the new RDC and the existing established manufacturing facility in Dongguan, positions the company to capitalize on a growing market opportunity and expand further into the Asia Pacific market.”
Shanghai is the largest city by population in China and in the world covering an area of 6,340 km2 with a population over 24 million. Shanghai has the highest average wage and disposable income in China whilst maintaining the lowest urban to rural income gap in China. For these reasons Shanghai has historically been able to attract investment, entrepreneurship and talent which are key to the success of the RDC. Shanghai also has a track record of being an early adopters of new ideas and technology as demonstrated by the Hi-Tech and Research parks around the city.
Zhangjiang Hi-Tech Park has been selected as the location for the RDC office. Zhangjiang Hi-Tech Park covers an area of 120 km² on the Pudong side of the city. It is host to a large number of industries including integrated circuits, software, biopharmaceuticals, bankcards, information security, semi-conductor illumination, cultural originality and modern agriculture etc. A significant number of multinationals also have their research and development centres located on this Hi-Tech park (i.e. Infineon, GE, Honeywell, DUPONT, Lenovo, HP etc.). The talent pool in Zhangjiang Hi-Tech Park for electronics engineering and related skills is the best in Asia with a vast pool of experienced skilled doctorates and graduates.
A 210 m² site has been chosen in the Sandhill Plaza complex in close proximity to an MTR station, modern amenities and an eco-system of other Hi-Tech companies in related electronics space.

I'm looking for new highs in SDM as I believe the resent £5m contract win with the insurance sector to be our fist of many, exciting times IMO gla

R2

[battyliveson] 15/3/2016 09:07

Decent looking results. Underlying PDT of £4m suggests that the valuation of £45m seems fairly undemanding for a growing tech company with low net debt. Will remain a holder and top up on weakness. Will try and get along to one of the presentations but struggle with childcare duties.If not hopefully a webcast/video will appear to help.

B

[roofer2] 07/3/2016 10:04

Results are out next Monday:

RNS Number : 3761M

Stadium Group PLC

Trading Update and Notice of Results

Stadium Group Plc (AIM: SDM), a leading integrated technology group, specialising in Wireless, Power and Interface and Displays, announces that trading for the year ended 31 December 2015 is in line with market expectations.

Encouragingly, the strong trading performance experienced in the latter part of last year has continued into the New Year. Further, the integration of Stontronics, a UK based manufacturer and distributor of power supply units, which was acquired in August 2015, is proceeding in line with plan.

Preliminary results for the year ended 31 December 2015 will be announced on Tuesday 15th March 07:00

R2

[roofer2] 03/3/2016 21:14

Some idiots on advfn, plonker

R2

[dlku] 03/3/2016 15:36

wait till some power supplies fail and this could get hammered