Sabien Technology Share Discussion Threads

[puku] 02/5/2012 13:01

glad i sold at 50 p (post 157), still following closely and now looking cheapish again. will definitely buy back in if it drops to 40p. I agree Mas that longer term it remains a great investment.

[pj 1] 01/5/2012 10:19

Joe/Mas, That is one thing I am struggling with looking at this Company. They APPEAR to have the lovely problem that they cannot service the orders they have, growing order book. If this grows much more what will they do?

Massive profit and cash sitting in a ledger file.

Loved the figures, maybe they need to update more to keep share price higher.

Radar bleeping?

[joesoap3] 01/5/2012 10:12

It is a shame but it is 'groundhog day' from 2 years ago. Then, like this year, press comment got people excited and it shot up from 30p to 70p and then came back down and initially settled at roughly these levels ( mid 40's ). However, we are 2 years on and with great order figures, cash, and improving profit levels. So yes this may be a good buying opportunity.

Having said that, and this has been said many times before, this is a very illiquid stock and if a person or persons choose to sell it will drop. Last time we had a forced seller who drove the price down completely disproportionately. Fortunately someone else thought that was an opportunity they couldn't resist and so the price recovered.

Mas is correct with what he says above. But I believe we have a well-run company with a great product and the potential to do very well in time. In the short term the share price will move disproportionately with any buying or selling and I did anticipate this when it got to almost 70p. With good results to come and more oprders maybe the next rise will be 3rd time lucky and it will stay there

[masurenguy] 30/4/2012 16:20

Looks like a bit of 'boredom' setting in. Other than any new significant contract of holdings announcements, no newsflow is scheduled until the post y/e trading update which is normally issued in the first half on July.

[pj 1] 30/4/2012 15:27

Considering some more if it drops much lower

[pj 1] 27/4/2012 18:42

eeermm

£ 600k
!!!!

Cheers

Pj

[contact2fsnetcouk] 27/4/2012 18:24

eeermm

£3 m x 20% = £150k

[pj 1] 27/4/2012 10:39

Ball park figures....£ 3 M t/o x 20% profit =£ 600k

Order book £10 m x 20% (MINIMIM)= £ 2 M

Market Cap £12m (x6 to profit!!!!!)

SNT subcontracting to fulfil orders

If I had the cash even I'd buy the Company, surely predators are lurking?

Plus incReased sales and order book strong possibilIty H2

[masurenguy] 27/4/2012 08:24

Just a reminder that the sales pipeline had increased by 14%, from £8.3m to £9.5m, over the 3 month period between the October 11 trading update and the interim results at the end of December.



This pipeline is 350% higher than my projected annual sales figure of circa £2.65m for the current year
(y/e June 2012). For the benefit of any new shareholders who have bought in over the past 9 months,
or potential investors who still have SNT on their Watchlist, this was the clarification that the company provided to me last May on how this sales pipeline was actually determined.

The sales pipeline is based upon the prospective value of a firm proposal requested by an existing or new customer. The prospective customer has been identified, the product has been approved by them, a viable & verifiable installation network has been determined and the customer has requested a firm proposal and price quotation. The timeframe for a scheduled rollout to each specific customer in the pipeline category is obviously unpredictable until confirmed by a firm order and an agreed installation schedule.

The sales pipeline constitutes a good barometer of the qualified forward order potential at any point in time.

[andrbea] 20/3/2012 15:16

March 9

Sabien Technology took the small-cap applause this week. Its shares rose 63 per cent after the company signed a contract with Romec, a joint venture between the Royal Mail and Balfour Beatty.
Romec, which provides technical services to Royal Mail, Post Office and Parcelforce Worldwide buildings, will pay Sabien £230,000 to buy its energy-efficient, boiler optimisation technology.

[joesoap3] 09/3/2012 16:01

Long term, I think this company will be a good investment even at these levels. However this has more than doubled in the month since the results and mainly due to the press reports rather than the results. When a small share does that there is the obvious temptation for people to take profits and as we know any small amout of selling will disproportionately affect the share price unless there is the continued buying that has occurred erecently.

I think there will be a period of consolidation until more news comes.

[pj 1] 09/3/2012 15:20

Learning Curve for me. Excluding Oil I've never had a share perform so well after buying. Momentum still seems to be with the Shares and regular buying still coming in. As per previous posts difficult to value the Company. I'm staying as I cannot see a particular reason for selling other than Gut Feel that you seem to have.
I'm also struggling to find a competitor to Sabien that offers the same or the apparent (proven) results.

[ansc] 09/3/2012 15:14

I'm out as well, share price now looks way ahead of events. Still think the company has a great future tho'.

[puku] 09/3/2012 15:06

Bought these back in Dec 10 (post no 3) - now sold out at 100%, feel they have over-reached for time being - and it is a B&B situation for me. Still very keen - I work in school sector and see massive potential in this area alone. Hoping to buy back at a more reasonable share price

[pj 1] 09/3/2012 09:19

Max purchase amount 105. Max sell 25,000. Just topped up as more regular buys coming in. Level 2 equal a present

[joesoap3] 08/3/2012 18:45

Thanks for the comments guys, I am a long term holder but I kicked myself in Apr 2010 when there was press comment in the daily mail that sent the price from 29p to 70p and then went all the way back ultimately to almost 20p not long ago. I remained and still am a holder but today it did cross my mind as to whether this price ( or thereabouts) will hold or whether, after all the current enthusiasm has died down, it will drop again to sub 50p.

I suppose if it does, it will give me chance to buy more.

[pj 1] 08/3/2012 16:44

Joe- I agree totally with Mas. The company looks good, is in very good health and is ready raring to go. It comes down to confidence in the BOD now, and as always, some luck.

[masurenguy] 08/3/2012 16:36

The rewards of both confidence in your product and patience. This NXD bought shares from an investment trust who wanted to exit at the bottom of the market and were obviously prepared to take a big hit. His £25,000 investment has now multibagged by a factor of 25 in just 3 years !

RNS Number : 5984P: 27 March 2009: Director shareholding
Sabien (AIM: SNT), the manufacturer of the patented M2G energy saving devices, announces that it
has been notified that Karl Monaghan, a non-executive director of the Company, yesterday purchased 1,008,850 ordinary shares of 5p each in the Company at 2.5p per share representing approximately
3.8% of the Company's issued share capital.

[pj 1] 08/3/2012 16:18

That's the draw back to small caps, much harder to value. With possible growth between 80% up to 200%. At the top end it obviously gives a very low PEG and possible P/E of around 20 which does look high. But surely with this share its a buy due to the large prospective market, government targets for companies to reduce carbon, and companies needing to reduce overheads (heating bills).
The pressure is on the supply chain and delivery. They can obviously sell it!!!
As long as further good news drips in I'm topping up as we go. Even from this point its easy to see possible large gains in the medium term.

[masurenguy] 08/3/2012 16:17

Some consistent buying, with 26 transactions so far today and a volume of 105,000. I wonder whether Sabien has been tipped somewhere else since we are now 4 days beyond last weekends coverage.

[joesoap3] 08/3/2012 16:05

well what a month. The day before the results they could be bought at 31p. Now the price is 62p.

Clearly it was undervalued at 31p but it only went up marginally on the results. The press comment brought out some buying interest and the price has shot up.

The question is now are we at fair value?

Remember, we were at a similar position after the last press comment in the Daily Mail and look what happened then

[masurenguy] 07/3/2012 07:53

Some more good news !

RNS Number : 8160Y
Sabien Technology Group PLC
07 March 2012

Sabien contract win

Sabien Technology Group plc (AIM: SNT), the manufacturer and supplier of M2G, an energy efficiency technology, is pleased to announce it has received orders from Romec Ltd totalling £230,000. Romec, a leading Facilities Management company, has placed four orders since 20 December 2011 totalling £230,000 to purchase Sabien's M2G technology for installation at Royal Mail Group.

[masurenguy] 07/3/2012 07:26

"Demand in a restricted market lifted Sabien Technology 15.25p or 37% to a 52-week peak of 55.75p.
The maker of M2G energy-saving devices continues to trade strongly with orders apparently flooding in. Excellent interim results last month saw sales up 32% in the first 6 months and pre-tax profits 63%
higher. The company reported that £354,000 of orders had been taken since the start of the year."