Sthree Share Discussion Threads

[major clanger] 18/6/2013 16:55

STHR d/graded to neutral by GS:

www.brokerforecasts.com/news/article/articleId/4615702

[richard98765] 07/6/2013 18:15

Interesting to note the divi is recommended to be maintained even though cash reserves have halved and GP is significantly down. With a divi cover of just under 1 it does ask the question can they A) afford it and B) will they need to cut it after this interim.

[paleje] 07/6/2013 07:43

Very cautious statement, flat divi and lower GP, swing from perm to temp continuing. Bright spots are Rest of World increasing, and increased investment in Energy/mining and Pharma/Biotech paying off but not enough to counter the sluggishness elsewhere.

I noticed the GP drop accelerated from Q1 to Q2. Also, although Energy/mining has been robust, GS recent report on the global resource sector having reached the end of its bull cycle might mean further growth is limited.

Can't see any reason to buy or add until the global outlook is clearer. Maybe the US jobs numbers later will help sentiment? Or the opposite of course.

[richard98765] 06/6/2013 08:21

I think positive news is now factored in the share price lets hope it's positive to sustain it or we could be on the slide

[gswredland] 05/6/2013 08:31

Moving up ahead of rns on Friday?

[spooky] 31/5/2013 07:59

Impellam (IPEL) is basically a temporary recruitment business operating in the UK and the US, trading at 6.5 times prospective numbers it would appear to be pretty well positioned at the moment.Net cash, interims in July.

[paleje] 31/5/2013 07:31

HVN issued an update this morning, in line with forecasts in a sluggish market with the emphasis still on temp placements. The US is a bright spot and they did hint there was just a glimmer of improvement toward end of quarter, they raised their divi for the 6th consecutive year. STHR will be interesting, no predictions though:)

[richard98765] 30/5/2013 18:12

Trading statement due on the 7th June. Any thoughts on progress? It doesn't seem to me the job market has moved too much based on US data. Although the recent uplift in share price may indicate some confidence stemming from somewhere

[paleje] 17/4/2013 09:45

Yep, too dependent on financials, STHR started adjusting their exposure about 18 months ago, better placed all round imo, for when the outlook improves.

[dlku] 16/4/2013 21:05

Michael Page International PLC gave up 5%, as the recruitment agency reported a 6.7% drop in first-quarter gross profit.

[cockneyrebel] 19/3/2013 11:47

A weak mkt but STHR on the up again - these ar egetting set to go higher imo

CR

[cockneyrebel] 18/3/2013 12:30

Well these are holding up better than most in a weak mkt like today - what does that tell you?

Lovely chart imo.

CR

[paleje] 18/3/2013 08:34

If Shore's "classic recovery" really is starting, CR, I agree we're very well placed, but if the so called market correction happens in the coming months there might be better entry opps, just my opinion. Either way they're solid and the divi's good.

The article made it sound a bit like they're making a shrewd move increasing the contract side, but that's not the case, they're being dragged into it, they'd much rather get back to perms dominating the split:)

[cockneyrebel] 17/3/2013 13:00

Chart starting to steepen, I'm expecting that to pick up.

This is a good read re STHR imo:



"David O'Brien, an analyst at Shore Capital, said that recruiters may now be at the start of a "classic recovery", in which a strong pick-up in contract placements boosts confidence and spurs more permanent hiring."

"But Mr Elden said demand for hiring in March would be a better indicator of whether conditions were improving than the past few months."

[cockneyrebel] 15/3/2013 15:33

J.P Morgan gone over 5% in MPI today too.

CR

[cockneyrebel] 15/3/2013 15:27

Next leg up building.

Great jobs number in the US yesterday - only a matter of time till that transfers to UK and Europe imo.

CR

[cockneyrebel] 14/3/2013 11:39

Buyers grabbing any tiny dip - chart steepening imo:

[mechanical trader] 13/3/2013 08:18

Bearish head and shoulders formed on the chart.

[mechanical trader] 13/3/2013 08:17

Trader chumps holding these after those results.

[cockneyrebel] 12/3/2013 12:35

Franklyn Templeton over 5% holding announced - the big yank investors buying up STHR while the muppet small investors sell out imo.

I think they know that when the US starts seeing job growth Europe follows 6 months down the line.

CR

[mechanical trader] 12/3/2013 08:39

12 Mar SThree PLC STHR Cantor Fitzgerald (formerly Seymour Pierce) Sell 351.88 351.25 300.00 300.00 Reiterates

[cockneyrebel] 11/3/2013 10:52

Agree.

Broker downgrade today yet hardly any markdown and no sellers - the dip will get bought again imo.

CR

[paleje] 11/3/2013 08:43

Can't knock the logic of your argument CR, I'll be looking to add if we get the so called 'correction' over the next few months.

HYDG reported this morning, difficult trading poor visibility etc but....they managed growth and increased the divi so they can't be seeing all doom and gloom.