Pebble Beach Systems Share Discussion Threads

[gleach23] 12/4/2021 22:15

Yes a noteworthy volume day with 1.7m shares traded by the close. There would appear to be an overhang to clear as the high volume from Fri and today hasn't budged the share price That said, the trades were made @ 9.15 on Fri and were up to 9.25 today. Curious as to the sudden buying interest. Results due "late April".

[packman8] 12/4/2021 11:34

Volume high over last few trading days, with quite a few 100000 purchases. Someone building a stake?

[arthur_lame_stocks] 16/3/2021 16:40

I bought some of these today. I think even with all that debt they are worth twice the current price in a trade sale and with Kestrel owning nearly 30% I expect some action here in the foreseeable future. A nice quiet board too.

[thirty fifty twenty] 12/1/2021 16:26

hi timothy indeed nice move. it takes the price back above the rising 200d which is a good chart indicator. with their excellent CASH flow i am holding b/c i think they will be taken over - the EV multiple is just too low which makes it very attractive to a buyer with CASH or access to cheap debt. time will tell. All IMHO, DYOR + BoL PEB is in my top5 hldgs

[timothyo6] 12/1/2021 15:48

On the move nice one

[tardelli2] 03/1/2021 13:33

Hi , I'm wondering if anyone could advise ? I'm still holding several certs in Vislink , can I still sell these or do I have to contact the registrar to issue a new cert for peb ? Thanks

[norbert colon] 15/9/2020 07:39

hTTps://youtu.be/y7swFVCeJngPEB's new Oceans tech.

[sooty snipes] 11/9/2020 15:02

HTTP://www.tvbeurope.com/business/tvbeuropes-best-of-show-awards-winners-announced:

[norbert colon] 10/9/2020 15:19

https://www.tvbeurope.com/business/tvbeuropes-best-of-show-awards-winners-announced:PEBs new 'Oceans' media orchestration platform is on the list.

[ali47fish] 26/8/2020 07:53

finncap note Interims to June Pebble Beach Systems has reported interims to June2020,reflective of the global challenges posed by COVID-19. Revenue declined 20% to £4.5m (1H19: £5.6m) as prospective customers cautiously delayed large-scale broadcast infrastructure projects in the immediate term. This maskedrobustperformance in SLA contract renewals, increasing to 42% of group revenue from 31% YoY (£1.9m; 1H19: £1.9m),deliveringa greater proportion of recurring business during the period. Whilst cognisant of the potential impacts of COVID in H2, the board remains focused on maintaining its market-leading position through ongoing innovation, and optimising the business through leveraging cost efficiencies and de-gearing the debt balance. The group entersH2 with a strong order backlog(£4.1m)and a growing pipeline, underpinned by recurring SLA renewals, leaving the board confident onthe outlook for FY20. Pebble Beach Systems delivered adjusted EBITDA of £1.5m(1H19: £2.0m) from revenue of £4.5m (£5.6m), and adjusted PBT of £0.8m (£1.1m). Margins remained broadly constant, with the gross margin and EBITDA margin expanding HoH (281 bps and 129 bps respectively) as the long-term focus on cost optimisation continues to bear fruit. Free cash flow improvement to £0.7m(1H19: £0.4m; 2H19: £0.6m) and gross cash of £1.4m (1H19: £1.1m) contributed to a reduction in net debt to £7.8m (FY19: £8.4m), as the group continues to pay down its RCF, currently fully drawn at £9.2m (1H19: £10.1m; FY19: £9.6m).Robustperformance in SLA contract renewalswasdiluted by softening in new project orders, as H1 order intake fell26% to £3.9m (1H19: £5.2m). Whilst it is too early to determine the speed and timing of a rebound in activity, the market is not expected to decline,and delayed projects are expected tohave merely been postponed. With a growing pipeline and order backlog of £4.1m, the board remains confident inthe FY20 outlook, although caveat a likely extension to the sales cycle.Investment case remains strong:The business has transformed since the 2018 restructuring, commendably streamlining the cost base whilst simultaneously delivering growth (pre-COVID) and investing for future growth. Althoughmarket momentum hastemporarily stalled, PEB is well placed to leverage the ongoing shift toIP-based broadcastsolutions, boostedbythe global referenceability offered by its customer base. We notethat COVID-19pressures across the market may also offer the chance for opportunisticM&A to supplement the group’s organic growth strategy

[thirty fifty twenty] 25/8/2020 16:11

the board is quiet today before the results tomorrow. obviously some buys later this afternoon think they can make a quick turn. I'm in for the longer term, but chart and sector sentiment look very good so i am hopeful for positive news tomorrow. All IMHO, DYOR + BoL PEB is in my top 5 hldgs

[sooty snipes] 21/8/2020 19:22

Some good snippets there Nobby. I just made the links easier to click on. Cheers Sooty

[sooty snipes] 21/8/2020 19:17

HTTP://www.pebble.tv/pebble-chosen-by-brazils-tv-bandeirantes-for-new-agribusiness-channel-agro/ HTTP://issuu.com/futurepublishing/docs/tvb_europe_75.digital_july_august2020/12?ff HTTP://theiabm.org/in-conversation-with-ownzones-pebble-beach-red-bee-and-telstra/

[norbert colon] 19/8/2020 13:39

https://theiabm.org/in-conversation-with-ownzones-pebble-beach-red-bee-and-telstra/

[norbert colon] 24/7/2020 21:02

https://issuu.com/futurepublishing/docs/tvb_europe_75.digital_july_august2020/12?ffSee page 12 onwards.

[p1nkfish] 17/7/2020 07:52

Nice one and indicative of the future - more emerging, smaller niche tv offerings?

[norbert colon] 17/7/2020 07:35

https://www.pebble.tv/pebble-chosen-by-brazils-tv-bandeirantes-for-new-agribusiness-channel-agro/

[sooty snipes] 18/6/2020 14:35

HTTP://www.broadcastfilmandvideo.com/1904/bfv-interview-pebble-beach-system Easier to click on link

[hastings] 18/6/2020 14:12

Taken a few for an opener here and good to find familiar company;

[norbert colon] 04/6/2020 12:31

https://www.broadcastfilmandvideo.com/1904/bfv-interview-pebble-beach-systems/

[battlebus2] 02/6/2020 13:40

Bought back in Norbert

[norbert colon] 02/6/2020 13:05

See p. 14-16https://issuu.com/cpitrade/docs/broadcast_pro_june_2020/14?ff

[gleach23] 02/6/2020 12:48

Breaking out nicely now

[melton john] 20/5/2020 11:09

Interesting CV Mr Logan, you seem to have just the experience to help us raise some funds. A share buy of about £25k at 10p ish would help to keep the price up. Better get our skates on.