Empresaria Share Discussion Threads

[lanzarote666] 13/1/2015 10:28

Results from Michael Page today are interesting - 12.9% GP growth with double digit contributions from all four regions.

Sector in good health.

[aishah] 12/1/2015 16:12

SCSW view:

"Shore Capital has pushed its FY15 forecast up 5% to £6.8m pretax / eps 7.7p. Strong hold/buy. A trading update is due in January." The editor has declared that he holds shares in EMR.

[lanzarote666] 12/1/2015 15:09

Given the disparity to others, does it make them a takeover target...

[glasshalfull] 12/1/2015 14:52

I'm delighted to get the opportunity to purchase at 41p.
Material discount to peers per my tweet.

@Glasshalfull1: EMR (Empresaria) Int. Recruitment co on PER 6 & 70% discount to peers. Excellent research via @HardmanandCo #TMFPP

Regards,
GHF

[daneswooddynamo] 12/1/2015 11:49

Blimey if caledonia keep selling at this rate the overhang should be cleared by 2020

[aishah] 08/1/2015 14:28

On a p/e of 6 and PEG of .46 for 2014. Price near 52wk lows.

Acquired 75% stake in Ball and Hoolahan Ltd in mid December which they said would be immediately earnings accretive. Price has come down around 10% since on no news.
"I am delighted that Ball and Hoolahan, a well-established business that has an unrivalled reputation within the marketing recruitment sector, has joined the Group. This investment is in line with our ongoing strategy of developing leading brands within the sectors in which we operate. We believe there is a great opportunity to replicate their success in the UK within our network both in the UK and overseas."

Last statement indicated in line progress:
"The Group has made strong progress to date in 2014, both financially and operationally, and is delivering on its brand led strategy with a focus on growth markets and sectors. In the first half of 2014 the Group experienced a 24% increase in Adjusted profit before tax, with Adjusted earnings per share increasing 25%.

As per the stated strategy, we continue to invest in our brands to deliver future growth, with new offices opened in Hong Kong, Malaysia, Chile and Mexico. During the period we also made an investment in a Dubai based professional search firm which allowed Empresaria to enter into a new and important geographic region. We continue to investigate further investment opportunities to help drive our business forward.

Despite currency headwinds we see exciting growth opportunities ahead and are confident in our ability to deliver profit growth over the next few years. Based on performance to date, we are confident that earnings for the full year will be in line with market expectations and look forward to delivering further growth."

Caledonia down to 15% and have not sold any since September, so that's quite positive imo.

STAF reported in-line too recently. EMR is considerably undervalued compared to peers

SCSW did a full write-up in Sept @47.25p.

Could it make SCSW NAP for 2015?

All imo,dyor

[daneswooddynamo] 07/1/2015 10:03

tickling a few more in below 40p; not as though the german labour market looks in bad shape

[daneswooddynamo] 06/1/2015 11:27

i doubt they are really struggling given the recent buy of another business for 1.5m.

trouble is that loads of pi's invested in this in recent months on back of buy tips..stock has stagnated..and now they are offloading into a weak market..with market makers wanting to avoid carrying any stock

[stegrego] 06/1/2015 08:02

Off again on no news.....

[stevenlondon3] 05/12/2014 10:38

Have not seen any negative news and puzzled by the flurry of sales yesterday.

[dasv] 04/12/2014 10:43

no idea. bunch of small PI sells all today. A couple > £5k. Doesn't look like an insti or a director moving stock.

[stegrego] 04/12/2014 10:39

Flurry of small trades. Looks like a tip sheet has put out a sell from a previous buy. Can only think they cite Germany as a potential issue..?

[loafingchard] 04/12/2014 10:34

Anyone seen any news etc to explain the movement today ?TIA

[lanzarote666] 09/10/2014 22:46

More good news coming judging by Hays numbers;



'Hays said fees from hiring in Britain have risen 13 per cent – with demand for all-important permanent jobs rising by 20 per cent'

[dlku] 23/9/2014 10:53

Thanks Lanz. if this was a PE of 20, the price would be 150p

[lanzarote666] 22/9/2014 19:07

There is a sixteen page research note released by Hardman & Co on 19th September 2014.

You can pick it up via their website or twitter link.

Suggests a 40% discount to its peers, with a PER of 8 compared to its smaller rivals 16 and larger rivals 20

8-)

[jeff h] 19/9/2014 15:18

..and yet and other recommendation..this time from Hardman.

[dlku] 17/9/2014 08:42

moving upwards

[jeff h] 16/9/2014 17:29

Another tip for EMR:-

[gucci] 15/9/2014 15:45

nice 50k delayed buy at 55.25

[john09] 15/9/2014 08:22

Sold at 57p for now, thanks EMR :)

[daneswooddynamo] 15/9/2014 08:09

certainly not seen an opening like that from emr for a while; well upwards that is

[john09] 15/9/2014 08:07

Blimey what an open

[john09] 13/9/2014 13:53

You couldn't afford me mate :) great write up isn't it. I expect a nice move Monday and Tuesday