Pebble Beach Systems Share Discussion Threads

[z1co] 26/3/2024 07:44

Solid results and more to come in 2024:

We continue to invest in project 'Oceans', our new software platform, which will be launched publicly in April as PRIMA; Platform for Real-time Media Applications. The platform uses state of the art software technology to provide customers with increased flexibility, scalability, and security for Pebble solutions.

[p1nkfish] 26/3/2024 07:43

Dilution for acquisitions and management hubris might be the 2 biggest risks.

They managed inventory issues very well.

[p1nkfish] 26/3/2024 07:42

Excellent results. PRIMA is new product launch name.
Very much like the idea it reduces reliance on 3rd party hardware and software that should increase independence, resilience and bring more revenue in house.

High probability it will be margin enhancing too whilst offering revenue growth = more profit potential.

More than likely will increase ARR too and get it to 50%+ over time.

A very pleasing read and fully expect a re-rating some time.

[z1co] 25/3/2024 16:00

Only 80,000 buys have moved the offer to 10.50p

[p1nkfish] 25/3/2024 13:34

Hope so. Certainly the Cavendish note makes it clear their projections did not include forecast for after April product launch so I think some upside potential later in the year and an upgrade.

First target 17p imho.

Get it right and this has 100%+ upside.

Dyor etc.

[z1co] 25/3/2024 13:25

The company has had a very strong end to 2023 and from their trading update in January this strong trading will continue throughout 2024.

They have already stated that trading in the current will exceed expectations.

Hopefully share price will rerate strongly throughout 2024 and we will see new highs.

[z1co] 25/3/2024 13:17

Thanks p1nkfish

[p1nkfish] 25/3/2024 13:10

Thanks gleach.

New product at NAB in April along the lines of Cloud Native Oceans, possibly +something.

If I understand it correctly it will offer benefits across different customer sizes so help with reach into the market.

May positively impact recurring revenue too that typically has a decent multiple applied to it.

Results will be pre-full-launch as the foundation and thereafter post-full-launch making impact measurable. Should be upgrades thereafter as it gains traction. Cavendish forecasts didn't include Oceans.

May beca real game changer to growth and multiple applied.

TBD, DYOR etc, I am often wrong.

[z1co] 25/3/2024 12:20

The big announcement from the company is it likely to be a new product?

Anyone

[z1co] 25/3/2024 11:49

Thanks gleach

[gleach23] 25/3/2024 11:27

Had it confirmed by IR that results will be published tomorrow

[p1nkfish] 23/3/2024 19:17

Well I hope you both make a good return.

[ali47fish] 23/3/2024 18:58

most times they have the full title pebble beach and to be honest i could not match the content of the post to the company- yes i am invested since before the name changed and these things happen i checked on the website and this is the full name PEBBLE BEACH SYSTEMS GROUP PLC. this is the name by the london stock exchang=the linked in page puts like this PEBBLE BEACH SYSTEMS GROUP PLC which in turn is actually correct- the conten is unfailiar to me and the reference NAB- i dont like linked in anyway there! hi Zico please be patient with me- i am 77

[z1co] 23/3/2024 15:24

Like pinkfish has already mentioned that's the reason why they are announcing their results much sooner this year.

Share price could start to rerate substantially higher after the publication of their results.

[z1co] 23/3/2024 15:21

ali47,

I'm very surprised that you asked me that question considering you've been here a lot longer myself.

Yes it's 100% Pebble Beach Systems and NOT Pebble Group.

That's their logo on the video.

[p1nkfish] 23/3/2024 12:06

I am biased. DYOR etc.
Whatever way I look at this there appears to be value + decent growth potential.

Oceans should be April and the existing forecasts via Cavendish DON'T FULLY INCLUDE revenue from the full impact of Oceans, the benefit of an improved commercial model from new COO, nor the upside opportunity from the end of life of a similar product by a competitor.

It suggests a sustained 13-15% growth in recurring revenue WITHOUT the full benefits of the above.

Take care.
Very interesting catalyst about to occur.

[ali47fish] 23/3/2024 11:56

zico is the link above about pebble beach or the other pebble

[z1co] 23/3/2024 09:55

A big announcement coming from the company very soon:

[z1co] 22/3/2024 19:45

75,000 buy @ 9.97p reported after the close.

[p1nkfish] 22/3/2024 10:15

I don't have a problem picturing this running towards 17p.
May be totally wrong, dyor etc.

[p1nkfish] 22/3/2024 10:10

Oceanss launch will be a pivot point imho, from what I remember the Cavendish note was x-Oceans.

A fillip from the audited results with a close following fillip from Oceans release - might just wake the market up to the potential.

[z1co] 22/3/2024 09:21

No rns from the company confirming the date for full results , so i'm hoping they will announce them next week according to their web page.

The share price has pulled back slightly after that excellent trading update at the end of January.

It's now poised nicely to rise even higher after the results.

[p1nkfish] 21/3/2024 15:05

Thanks Z1CO.

April should be interesting for product release. Might be why they want results out of the way first, early.

[z1co] 21/3/2024 15:01

pinkfish

This link will help: