Pebble Beach Systems Share Discussion Threads

[ileeman] 30/1/2020 08:25

"The Board is excited about our future and looks forward to providing a further update in our audited results for the year ended 31 December 2019 which will be announced in late March 2020."

[cfro] 30/1/2020 08:11

Good update and bullish outlook statement.

Revenues of £11.2m and EBITDA of £3.5m. I work out the basic eps to be about 10.5p, hence PER is only 6.5.

[ileeman] 30/1/2020 08:04

Looks like turn around going full steam ahead, a buying op at this market cap.

[p1nkfish] 30/1/2020 07:28

Well debt is falling and expect 《 2x EBITDA to be reached this year, good chance in next 6 months. Good TU, positive.

[interceptor2] 03/1/2020 16:06

Good to see you here modform, I first bought in here in September after the interims and have also topped up recently but only slowly due to the illiquid nature of the shares.

I think this could be a genuine turnaround situation and if the improvement continues and debt continues to fall then the valuation looks rather cheap.

[modform] 02/1/2020 20:59

I have been buying here in the past few weeks to build an initial holding due to poor liquidity. We need to see if turn around is taking shape but it looks cheap on fundamentals considering the growth achieved in the first half.

[p1nkfish] 11/9/2019 12:13

ali47, NED buys are your most likely answer.

[oldernie] 10/9/2019 16:21

Be good if ADVFN could show the correct amount of shares issued in this company. The knock on being that it skews their mcap calculation.

[p1nkfish] 10/9/2019 11:20

I think they are up for it and realise what they have to do. No complacency in the statement below.

"the marketplace in which we operate is fast moving and competitive and whilst we have improved our reputation and our market position, there is still a lot to do."

[p1nkfish] 10/9/2019 10:58

Note comment on change in industry and speed etc. Can't quote exact words as dont have it here.

Personally, I think yes they can motor as small and nimble.

I hold.

[ali47fish] 10/9/2019 07:43

19pc up-is it time to add/ average down and do people here think this progress is sustainable

[packman8] 24/6/2019 21:11

Kestrel added again.

[p1nkfish] 24/4/2019 12:46

Kestrel added.

[p1nkfish] 05/2/2019 22:10

Lovely bit of price action. So far pleased with the way this has turned. Good TU overall, much as expected. If they can stay on this course there's a good chance of running the debt down more rapidly. FY19 should see a full year of the cost reductions, FY18 saw only partial benefit.

[sharw] 05/2/2019 16:24

According to Companies House he is still a director of 10 companies:

[jd383321] 20/12/2018 11:52

Interesting to note the extensive changes to the management team. This was the team in May 2017: hxxps://web.archive.org/web/20170530112620/hxxp://www.pebble.tv/company/management-team/ (replace xx`s with tt's in URL)

The new management team consists solely of the CEO. WTF!? In their defense, they do say, "We’re prepping new bios and photos of the leadership team – watch this space!" Looks like there have been some big internal changes though.

JamesD.

[p1nkfish] 19/11/2018 12:47

There is interest, although gentle and certainly not chasing the price, in the market.

[p1nkfish] 07/11/2018 22:32

It's official then.

[p1nkfish] 06/11/2018 14:26

Am I really the only one here?
Look at the chart, turn around and potential.

[p1nkfish] 06/11/2018 07:09

Very good news today and momentum building.
Turn around on target and channel in a box is the place to be.
Software helping to eat the world.

"Pebble Beach Systems Group plc (AIM:PEB) ("Pebble" or the "Company"), a leading global software business specialising in solutions for playout automation, and content serving customers in the broadcast markets, is pleased to announce two new significant orders which will help underpin the Company's existing internal forecasts for FY18 and FY19.

An order has been received from a large European commercial broadcaster for its traditional automation and playout technology. The order value is approximately £1m and the project is to be commissioned this month, ready for an on air date in early 2019.

A second order has been received from a European broadcast service provider. This order, also with a value of approximately £1m, is for their new, state of the art, IP-based facility which is currently under construction in Zürich. The contract is expected to be finalised in the first part of November, and the new facility is scheduled to open in the autumn of 2019.

The company remains on track to deliver improved profitability as a direct result of the restructure undertaken throughout 2017 and H1 2018."

[p1nkfish] 02/11/2018 13:44

Have picked up shares over a period of time as it has hallmarks of a turn around. Good sign the pbb is quiet.

[p1nkfish] 18/10/2018 07:35

Is there anyone here?

[cudmore] 26/6/2018 14:33

The next multibagger....moves on very small volume. Don’t miss the rise!!!