||EPS - Basic
||Market Cap (m)
Stm Grp. Share Discussion Threads
Showing 526 to 547 of 550 messages
|strange old world
today a sale at 50p....and a few days ago a big buy at 60p....
10p difference wrt 50p is 20%|
|....and a 53,000 share buy at 57p just reported.|
|New recent highs now.|
|All nine trades today are Buys.
A little bit of press or tip attention would likely see STM quickly back to 65p-70p imo.|
Whoever did the trade at 60p wont be happy that its below 50p to sell now !
..but I suppose some pullback is to be expected after rocketting up from 40p|
a new wealth mngmt co. that listed in 2016
annual results just out..today...shares up 7%
generates similar profits-cash imo to STM but has a cap. value at about double that of STM !!
slightly different business...but same sector
...so phps despite the recent rise STM is still looking good value
interesting to see what happens today....after the rise yesterday and some big buys yesterday at above mkt price ,,,incl at 60p !
and some rise to come imo since quoted buy/sell is skewd below real prices traded yesterday....of 55p to sell and 57p to buy|
|..maybe it's you having a small top up !!
(I had a quick look....& imho 2 biggish sales around 55p then bought in 1 new trade around 57p...if I recall correctly.
Clearly a keen buyer active today, with deep pockets !)|
|Buying still coming in - and good to see the spread down to only 2p at 55p-57p.|
You probably prefer the lse website....STM is up +15% over there !, only 5% here ! ;-)|
|81,000 shares just bought at 60p compared to the 57p full offer price :o))|
|24k pnds of buys gone thru and maybe 1.5k of sells
In 40 mins...
Fairly solid imbalance for STM...
...be positive if any of the buyers were dirs. of the acquired co. ...or anyone that has calculated fin. impact of the % data for new QROPS accounts...(I haven't tried)..which was insider info. (insiders couldnt trade)..and isnt any more..so, can now buy shares
STM cap. value....if valued wrt AU Mnmgt ( incl. aquistn. its somewhere around 2000M +/- , (!!)) then % looks lower than typical %)|
If so then a round of applause for your buy of not so manys days ago !|
|Nice 20k buy at 54.59p just now - well above the published 54p offer price.
Chart-wise perhaps a move up to the 60p's is now on the cards.|
|My divi guess is fairly close to Finncap guess....so not so important perhaps...
(I had previously estimated a lower divi...but posted a correction...I had used ADVFN financial page summary...which doesnt yet include the 0.9p final)
(Finncap EPS prediction from 2015 for 2016 was way off....so I'm not very interested in what they have to say !....more confidence in my own views, perhaps like all seasoned PIs)
....anyway, one could also argue that the divi is not important !....
...one poster on here is up 12p on his buy price from only about a week ago !!
6 years divi if its 2p/ year !!
nice one Rivaldo !
and nice 10% jump today !
(imo these financial type of stocks normally need/take time....I think the very big EPS growth over last 24 months aint gonna get repeated....for 2015 accnts the EPS and the share price really moved :-)) )
Apologies if any STM bull was miffed by my lukewarm posts about STM over last week....but just the way I see it. Pros and cons to any share.
Enjoyable weekend to all....whether sailing or not !!|
|Smithie - I haven't read Fincap but doesn't 2p this year refer to 2017 divi
I think you are talking about 2016 divi?
And I agree 1.5p/1.6p likely for FY16 given 1H16 divi 0.5p and 2H15 of 0.9p
If so you are both right as 2p represents a small increase on 2016FY
|..nice rise today..
..divi...my guess 1.6p...analysts guess 2p...very similar (I'd prefer zero !, prefer aquisitions)
....at least this type of financial stock is normally fairly sleepy for news & monitoring imo compared with AIM's IT stocks...a bonus !
Enjoy the weekend.
|think ST today has reiterated STM as a buy, still talking 2p divi SMithie whether right or wrong, but enjoying the increase and IMO with this momentum may see 60p next week have a good weekend|
|Finncap reiterated their 65p target for STM yesterday:
|Looking strong now - and buying coming in at above the 49p offer price at the time with a 13k buy at 50.5p. Very keen.|
...I try to correct a previous post of mine....
I used the ADVFN financial summary page to get divi info. (when I should have gone to the accounts to check)...and thought total 12 month divi was 0.9p but in fact it looks to be 1.4p....(0.9p and 0.5p)
and accounts give policy as 1/3rd 2/3rd for interim and final divi...
and x2-x3 cover...
60M shares. 1p = 600k pnds cost
1.5p = 900k
2p = 1.2M cost
My guess is a small increase from 0.9p to 1p for the final divi....since 2016 PBT is flat wrt 2015 with disappointing H1....and imo PBT was expected to increase...
although if the bod wants to say that '2017 accnts will be great' then phps they move to 1.3p and .7p interim....
imo it would be tight to meet x2 cover reqt at 2p divi...if produce 3.7p EPS for 2016 (2.7M PBT in RNS ..500k tax ?? (or too high ?) so say 2.2M PAT ?)....( 2015. PAT = 2.26M. 3.8P diluted EPS)
(my guess is 1p final with 2016 accnts giving 1.5p total for 2016 accnts
and maybe 0.7p announced with 2017 interims and 1.1p announced with 2017 final accounts (ie paid in 2018) ....1.8p announced for 2017 accnts
(dirs. like to always announce an increased divi....even if it is a marginal increase....and imo they like to hold cash to facilitate supporting divis if ever have a bad year....so imo I dont expect big % jumps
...and imo the co. is interested to use cash for acquisitions....so they could even stop divis if they needed the cash for an aquisition (my preference instead of any divi !...)
2016 producing same PBT as 2015 is a dissapointment...at least 400-500k down...but mkt looks forward and expects future profit & EPS to rise due to the recent acquisn. mostly paid for by cash )
Finncap EPS prediction of 5.7p (correct?) for 2017....smoking whacky backy imo.
...(in 2015 Finncap predicted 5.4p for 2016....was/is proven as far too high)
My guess for 2017 EPS is 4.4p. PAT of 2.65M....but need to wait to see the 2016 accounts.|
|....I guess diff. cash has to be held for different divisions/policies....to reduce risk for clients with policies in that division
over my head...|
|I suspect the regulatory cash requirement may be a function of several things, the companies I have been involved in before it has been driven in part by aum as much as anything, ie if aum is less than say 500m usd you need to hold x if more then y , Its not clear from the accounts what is the gross size of all their pensions, would be interesting to know as if the average pension is 1m pounds the 750 fee can probably be ratcheted up over time , if its 50k the pressure should be downwards|