Empresaria Share Discussion Threads

[harrogate] 02/5/2018 08:14

Think the AGM statement today was pretty positive - I have always thought Spencer was more impressive than Joust and this sounds like a good move and tightens up the structure and saves some money! Confirmation that at this stage they will hit the 2018 number which is 12.7p as above makes them decent value I think. If we see debt reduction in line with forecasts I can see this wanting to move above £1 again

[sharesoc] 20/3/2018 18:53

The presentation and stockopedia report for Empresaria who presented at our London seminar last week can be found here:

[graham1ty] 15/3/2018 07:19

EMR were at ShareSoc last night. Pretty positive generally.

New forecasts are for 12.7p this year and 12.8p in 2019 from Arden. And 12.7p and 12.9p from Allenby.

Some were worried about net debt, but EMR have said they plan no acquisitions this year. Free cash flow last year was £12m, so it remains very cash generative. Allenby have debt debt falling to just £4m by end 2019 while Arden have net debt at just £1m by end 2019.

EMR still have to bounce back from the disappointment of the trading statement last November and now rebuild confidence. Only then will theshare price recover. But yesterday was the sixth consecutive year of eps growth, so the market has been pretty harsh

[tomps2] 14/3/2018 10:19

Empresaria Group PLC (EMR) FY results 2017



CEO Joost Kreulen and Group Finance Director/COO Spencer Wreford, present highlights of the groups’ full year results to the 31st of December 2017.

7 mins

Spencer Wreford, Group Finance Director /COO
Overview – 00:22
Diversification – 1:25
Joost Kreulen, CEO
Strategy – 2:55
Outlook – 5:57

[this_is_me] 14/3/2018 08:38

Here is what it says re the trading statement in November:

. "We saw a reduction in net fee income in Germany following the introduction of new legislation to limit the amount of time a worker can be treated as a temporary worker at the same client to 18 months as well as new minimum wage rules. We have been proactive in managing this position with worker rotations but this has resulted in lower temporary margins and a subsequent decline in profit. In the Middle East we have incurred restructuring costs in the year, bringing the cost base in line with current trading and whilst loss making, it was an improvement on the prior year and we saw a positive trend across the second half."

[graham1ty] 14/3/2018 07:14

Those are pretty good, but only on an adjusted, adjusted, adjusted basis. I have only skimmed the results and there is next to nothing on the problems of the trading statement

[graham1ty] 13/3/2018 15:49

Results tomorrow. No sign of a leak ( on the upside) and a few sellers.

[this_is_me] 24/1/2018 07:45

Record results for 2017.

[bennya] 19/12/2017 16:15

Great buy at these levels, way undervalued! Just look at the cash generation and PE, common sense will prevail at some point soon

[5chipper] 21/11/2017 18:41

Switched my emr holding in to hvn couple of weeks back.

Great buy back in opportunity could present itself here if it drops back much more imo

[asturius101] 21/11/2017 07:47

you should have sold...

[1rsd] 12/9/2017 11:30

Hard to understand why market sentiment is against this stock given the positive results. I'm happy to continue holding.

[deadly] 22/8/2017 21:59

market doesn't agree, let's see who's right

[mfhmfh] 22/8/2017 16:12

Buy rating reiterated in IC today

[slopsjon2] 22/8/2017 15:51

hxxps://www.research-tree.com/companies/uk/training-recruitment-services/empresaria-group/research/capital-network/empresaria-group-plc-capital-network-continuing-the-run-of-strong-results/bfde4871-fc39-4639-9ef0-565109e0a411

Capital Network have issued a research note

[fittster] 22/8/2017 11:21

Well the market hasn't reacted well to those results. Hard to see what the company can do to get a positive reaction.Guess it's down to Brexit headwinds.

[merrimac] 22/8/2017 10:05

As long as it doesn't pick up until my cash has been released and I have purchased another lot.

[graham1ty] 22/8/2017 09:47

Slightly disappointing reaction ? See if it picks up after they have started doing the rounds of shareholders

[qs99] 22/8/2017 09:15

Well looks like city couldn't give a monkeys about this stock... no momentum at allO

[albanyvillas] 22/8/2017 07:41

Obammycare withdrawal worries

[qs99] 22/8/2017 07:25

well IMO a great bunch of numbers, and decent in line with current market expectations, perhaps leaves room for current expectations to be raised before y/e?

[tudes100] 22/8/2017 01:40

After last trading statement suspect we're going to have a strong day as long as the outlook statement isn't gloomy.

[mfhmfh] 21/8/2017 15:47

I'm interested, hopefully tomorrow's results are the stimulus needed to push this towards 200p.

[qs99] 21/8/2017 15:08

Yup but let's see what tomorrow brings

[graham1ty] 21/8/2017 14:43

Results tomorrow. Very very quiet on here.....nobody interested ?