Pebble Beach Systems Share Discussion Threads

[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 06:39

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

[sooty snipes] 11/9/2020 14:02

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

[norbert colon] 10/9/2020 14:19

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 06:53

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 15:11

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 18:22

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

[sooty snipes] 21/8/2020 18:17

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 12:39

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

[norbert colon] 24/7/2020 20:02

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

[p1nkfish] 17/7/2020 06:52

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

[norbert colon] 17/7/2020 06:35

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

[sooty snipes] 18/6/2020 13:35

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

[hastings] 18/6/2020 13:12

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

[norbert colon] 04/6/2020 11:31

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

[battlebus2] 02/6/2020 12:40

Bought back in Norbert

[norbert colon] 02/6/2020 12:05

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

[gleach23] 02/6/2020 11:48

Breaking out nicely now

[melton john] 20/5/2020 10:09

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.

[p1nkfish] 30/4/2020 21:31

Very encouraging, better than I was expecting. Would like to see debt attacked though.

[p1nkfish] 30/4/2020 21:31

Very encouraging, better than I was expecting. Would like to see debt attacked though.