Pebble Beach Systems Share Discussion Threads

[p1nkfish] 24/1/2023 08:30

If we can close clear above 8.5p there is a chance of running a little.

I think the TU was as good as could be expected and clear they are investing for future growth and expecting to clear more debt this year too.

[wh1spa] 24/1/2023 07:47

Looking very cheap.

[p1nkfish] 24/1/2023 07:29

Steady as she goes, much as expected.

Met expectations and investments in place to enable growth as Broadcasters move to IP progresses.

Good.

[p1nkfish] 20/1/2023 17:00

Volume perked up, if only it can close > 8.5p.
Look like buys.

[p1nkfish] 19/1/2023 21:13

Some good messaging in this put on the website today. NAB should be interesting for Pebble.

[fillipe] 19/1/2023 10:27

About this time last year there was a T/Update 25-Jan 2022 and similarly, around this time in an earlier year.

Am hoping for some decent up-to-date news quite soon.

f.

[p1nkfish] 18/1/2023 15:59

A close > 8.5p could spark a positive change.

[p1nkfish] 18/1/2023 09:55

Expecting something of a recovery.

[arthur_lame_stocks] 16/1/2023 19:00

We may get a trading statement this week or next. I'm hoping they have paid down debt somewhat in the second half. After all it was the previously excellent cashflow that attracted me to these shares in the first place.

[p1nkfish] 06/1/2023 22:46

Today was 10x the average volume of the last 3 months daily & ended up in price.

[p1nkfish] 06/1/2023 10:45

A close above 8.5p would change the complexion here.
Finncap target is 20p, I can see 12p as not at all unreasonable as a staging post.
About 50% upside on 8p approx.

[p1nkfish] 02/1/2023 12:28

& the bank is happy out to 30th Sep 2024 so would have had assurances.
Interest rate very reasonable, not exhibiting concerns on the part of the lender as a credit risk.
Wider economy is a big risk but that's a common problem.

It looks ignored, too small to gain attention, generally unloved but ready to turn imho.

Let's see what 2023 brings.

[thirty fifty twenty] 02/1/2023 11:38

thanks both for comments.

gdjs100 - the point for me in looking at the charts is that 'insiders' (i.e. those with great industry+company knowledge) start to have more influence in the buyer/seller ratio. i.e. we are niave (lacking knowledge) so we need to wait for the results for information. thus i agree with p1nkfish that the current dead chart indicates that the sellers have gone so i think any uptick prior to results would be very encouraging. my view is that the final outcome is a bid. i think a high proportion of agreed bids for smaller caps is announced with the results. i.e. 2 mths before if mgt feel the results are not going to be well received then they are more happy to talk to an agreed buyer, and on the other side if results are going to be good then the agreed buyer is happy to agreed terms which then can be shown as a big premium to the most recent price. anyway - that's just my view.. i've no control or insight but due to liquidity happy holding for multi year because the business has shown such great CASH flow characteristics as Pickfish has pointed out.

All IMHO, DYOR + BoL
PEB is in my portfolio

[p1nkfish] 30/12/2022 23:10

If I can, I like to get in on the turn before it's very obvious, it's risky.

Looking at the price and volumes, both are stagnant, dead. Where is all the new selling?

Looking over the past FY and interims I see more potential for catalyst to the upside than downside.
They are doing the correct actions in right sizing and product development.

They have the debt position defined out to Sept 2024 and net debt has been falling nicely via paying it off and increased cash balances. Debt will be a drag and the overall economy but it is looking out globally and the product is intended to increase efficiency and thereby help pay for itself. The customers are seeing a need to move to full IP and Cloud.

Recurring revenue towards 45% so far and they expect EBITDA margins to recover towards a more normal 30% and increased H2 revenue vs H1. £9.03M market cap vs what looks like £10M+, towards £10.5M, revenue for the FY.

It will hit resistance.
54.2M shares outside the 3%+ holders.
Growth? TBD.

Dyor etc.

[gdjs100] 30/12/2022 20:17

There won't be any evidence in the chart until new investors start buying, and there won't be any new investors until results...

[thirty fifty twenty] 30/12/2022 18:53

thanks all for comments.
its nice to get excited, however, the TU will be the decider especially as there is no evidence yet in the chart (IMHO)

[p1nkfish] 30/12/2022 16:20

The headwinds mentioned in 2nd Aug TU should have abated and they still expected to meet FY targets even given a softer H1. So, what does that imply for the following FY if the major issues are sorted? The product offering looks very well rounded.

[p1nkfish] 30/12/2022 16:01

Earlier showed 4M, it is an error on their part.
Strange I only notice it happening to PEB early AM.
Might be down to being such a lightly traded micro-cap.

It is a potential little gem. Have gone over it again and debt should fall by around another £1M again and fixed out to end Sept 2024, net debt could fall faster than £1M p.a.

Product suite appears very up to date, IP and Cloud ready.
Increasing recurring revenue towards high 40%'s.
There's always risk but it looks very interesting as a long awaited turn around candidate.

[sharw] 30/12/2022 15:12

p1nkfish - where are you getting this massive volume for yesterday from? The London Stock Exchange shows 100,589 as does ADVFN and even Yahoo finance which tripped you up previously.

[p1nkfish] 30/12/2022 14:36

Looking over Pebble.

The CFO was taken on to help assist acquisitions but let go Summer 2022 when it became obvious the market environment didn't align. 3 options open:

1) Stumble along. Not acceptable. Risk of stagnation and terminal decline.
2) Go for organic growth. More acceptable and was the path.
3 ) Be acquired as a bolt-on.

The TU and forward look needed.

[p1nkfish] 30/12/2022 14:19

The 4M+ appears as a weekly total to 25/12 and phantom - totalling up the daily yto Christmas doesnt appear as 4M+. Why is there an error or what is being missed?

[timothyo6] 30/12/2022 13:12

There was two buy today 26000 and 100000 but didn't move the price could be a start to move up it's been dead for too long fingers crossed ?

[p1nkfish] 30/12/2022 11:52

It was eod tft. >4M. Stands out vs recent paltry volumes.
I added. I'm often wrong but spider senses are twitching, yesterdays volume very interesting.
TU in January.

Looks like CFO reduction will save money and possibly new registered office and the products have been invested in.

Would make a lovely digital bolt-on to bigger players in the arena.

[thirty fifty twenty] 30/12/2022 11:47

hi Pink
i saw 100k in the morning.
what was the end of day figure?
i see PEB as generating Cash and its industry customers still growing. its logical to be lowly rated on the stock market but is worth a lot more of taken over. i hoping a bid this year but they're also the possibility of multi bag of trading nudged higher

all IMHO, DYOR + BoL
PEB is in my portfolio

[p1nkfish] 30/12/2022 11:23

Will 2023 be a good PEB year?
Anyone else see big volume on 29/12?