Pebble Beach Systems Share Discussion Threads

[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.

[p1nkfish] 30/4/2020 22:31

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

[p1nkfish] 30/4/2020 22:31

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

[davebowler] 30/4/2020 15:35

HTtps://www.broadbandtvnews.com/2020/03/09/stingray-uhd-channels-launch-in-austria/

[sharw] 30/4/2020 10:55

Today's results show quite a remarkable survival of the only part of the Vislink empire left. It looks as if the large debt it inherited from the collapse of the rest of Vislink is coming under control.

[p1nkfish] 24/3/2020 08:12

Interesting read, customers may see increased usage due to current mess. Keep on trucking.