Empresaria Share Discussion Threads

[40plus] 25/3/2010 15:41

Presentation given to Analysts and Investors today:-

[daicaprice] 25/3/2010 12:43

I saw the results at 7am but didn't have any spare cash, good luck looks very good.

DC

[wjccghcc] 25/3/2010 12:41

Not alone. I bought a bunch first thing too.

[jeff h] 25/3/2010 12:27

Seems I'm alone in this one...no complaints as it allowed me to add early doors!

The outlook statement is superb:-

"This positive momentum has continued into the first months of 2010 with both revenues and net fee income significantly higher than in 2009 and on a materially lower cost base..."

Income significantly higher, costs materially lower, debt fallling, vast majority of its earnings coming from overseas...can only mean much higher profits in 2010.

[jeff h] 22/1/2010 10:49

My assertion proved correct....would be no surprise if these are over £1 by
next year...even get a mention in The Times today:-

"Empresaria rose 1½p to 37½p after the recruiter gave an encouraging trading update. It said the UK market was more stable in the second half and that trading conditions improved in Germany and other smaller territories. It added that it was poised to take advantage of recovery in Europe as well as in Asia and Latin America."

[jeff h] 12/1/2010 08:53

Added again - TS out the end of the month....banking on good figures from Germany.

[cliley454] 22/9/2009 09:03

Great rise today, it looks like we're heading back to 60p.
Off topic, take a look at MPS. Market cap just £1.8m. Info posted on the MPS bb, check it out. definitely one to keep an eye on.

[cliley454] 22/9/2009 09:03

Great rise today, it looks like we're heading back to 60p.
Off topic, take a look at MPS. Market cap just £1.8m. Info posted on the MPS bb, check it out. definitely one to keep an eye on.

[jeff h] 21/9/2009 20:36

Nice rise today - I added recently due to it having large exposure to the
recovering German economy (via Headway) and Euro as well as other foreign
earnings.

[jeff h] 06/11/2008 08:53

Signs of life the last few days so I added.

Way oversold perhaps with its diversity in markets and overseas earnings.

[sbs] 13/5/2008 07:09

Miles Hunt, CEO of Empresaria Group, talks about his company in , filmed at the recent show.

[jeff h] 09/4/2008 19:16

Butlers!....one part of the business which is still on the growth path:-



I reckon with Headway in Germany they'll be doing well out of the Euro's
appreciation against Sterling.

[pyglet] 28/2/2008 13:06

shares mag tip today.

[tole] 28/2/2008 11:59

Bit volatile here of late big mark ups again.

[tole] 26/2/2008 08:28

Big Jump again.

[berry786] 25/2/2008 21:25

Agreed Tole. Very good rise and still undervalued. Hopefully rise still has a long way to go and results will give this plenty of support.

[tole] 25/2/2008 20:45

Big bounce today in line with the sector. Brief mention on t1ps today I note.

[tole] 18/2/2008 19:50

Still watching. Nice to see Chairman lifting his stake.

Tony Martin, Chairman, acquired 500,000 Ordinary Shares at a price of 82 pence
per share. Following this transaction, Mr Martin has a beneficial interest in
4,841,618 representing 14.51 per cent. of the issued share capital of Empresaria.


LONDON (Thomson Financial) - Traders recruited stock in Empresaria, 7 pence
higher at 84-1/2, after the staffing group said it expects adjusted full-year
profits to be in line with current market expectations.
Revenue for the year ended Dec 31 2007 was approximately 146 mln stg and net
fee income around 40 mln, a near doubling of the group performance in 2006.

In response, Landsbanki pointed out that the company sells on a 2008 multiple of 6.3 times and the broker retains its 'buy' recommendation.


Edison Note link -



Dan stewart Update - Empresaria(77p) - Upbeat trading statement - BUY - TP 90p

[tole] 23/1/2008 15:40

No posts for a while here...

A 25k buy today - now is 80p gonna provide the support.

[jjq01] 14/9/2007 13:15

think they are going to bounce from here

[stevie0505] 12/9/2007 20:47

Very quiet here... Im quietly confident we will glide back upt to £1.50, then 2 quid !

[tole] 23/8/2007 09:20

A quick summary from Dan Stewart when the share price was circa 170p+ prior to the welcome dip the last few weeks.

Empresaria EMR.L Diversified Recruitment Target Price: 200p BUY

We favour the Empresaria business model because of its ability to wed strong organic growth to low-risk and regular acquisitions via its focus on expansion into fast-growth professional and immature overseas recruitment markets.

Although the shares have enjoyed a strong run in recent months, we believe that the company is capable of generating significantly above average long term growth, and we believe that this merits a significant premium to the staffing peer group average.

[tole] 22/8/2007 10:46

Empresaria

A recruitment company might not seem like a logical choice for an investor seeking a stable, predictable investment that can be used to shelter assets from IHT. Recruiters offer few of the characteristics that are seen as desirable. The industry is very cyclical, and companies within it have very little in the way of fixed assets - their major assets are their employees, who could leave at any moment.

But Empresaria overcomes both these issues, and offers some exciting growth potential. First, it has a wide spread of activities. It has subsidiaries all over the world, spread across a number of sectors and in both permanent and temporary recruitment. That limits the risk if a particular country or sector experiences problems.

And its incentivisation structure allows it to keep hold of key staff. Like support services company Mitie, it offers the senior management of its subsidiaries an equity stake in the companies that they run. That gives them the incentive to work hard, and makes it less likely that they will move elsewhere.

The growth prospects come from Empresaria's international expansion plans. Although the UK recruitment market is relatively mature, the sector is growing quickly elsewhere. Germany, where the company has just made its largest ever acquisition, is benefiting from regulatory change while there is also plenty of potential growth in Asia.

[tole] 21/8/2007 15:19

And taken off a previous IC article I had...

"The other companies to look out for are those that are targeting overseas growth. The UK is one of the most developed markets in the world, and more growth is available in countries where there is regulatory change and an increasing acceptance of the benefits of temporary staffing and outsourced recruitment. Continental Europe and Asia are particularly attractive from this perspective."

"Here, Empresaria stands out. It has been expanding rapidly overseas and incentivising local management teams by allowing them to keep a stake in the company that they run. The company will soon complete a large acquisition in Germany - its largest deal to date - and also has a large network of offices in Asia."