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Share Name Share Symbol Market Type Share ISIN Share Description
Sanderson Group LSE:SND London Ordinary Share GB00B04X1Q77 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +2.50p +2.78% 92.50p 90.00p 95.00p 92.50p 90.00p 90.00p 19,030 13:47:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 32.1 3.2 5.2 17.8 55.47

Sanderson Share Discussion Threads

Showing 401 to 425 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
09/1/2019
11:37
AGM on 22.01.19 - hopefully the company will issue a positive AGM statement.
mfhmfh
09/1/2019
11:12
Added here recently. Well covered by Techinvest and a good write-up by SCSW last month.
aishah
13/12/2018
09:50
H & S on the chart
mfhmfh
13/12/2018
09:37
For the record, SCSW had a big Buy tip for SND at 96.5p in last weekend's monthly issue in its "Updates and Ideas" section. I might post in full after a week or two, but the writer concludes that with £3m cash, and generating further cash "at a furious rate", they're "on the lookout for further deals". They have a target to grow profit to £7.8m on £45m sales by 2021. This against £5.2m currently forecast.
rivaldo
05/12/2018
09:24
Gresham House Asset Management Limited up to 9.6%
mfhmfh
30/11/2018
14:29
N+1 Singer have a 121p share price target as follows: "Full year ahead, forecasts upgraded Sanderson has delivered full year results showing revenue and profit slightly ahead of expectations. Strong growth (+21%) from Digital Retail, a positive contribution from Anisa, improving momentum in Enterprise in H2 and strong cash generation were the highlights. Reflecting the full year outturn, a healthy order book and good sales prospects, we have upgraded our FY 2019/FY 2020 revenue and adj. operating profit estimates by 3%/3% and 5%/7% respectively. The shares are currently trading on a FY 2019 EV/EBITDA of 7.6x, P/E of 10.5x, FCF yield of 8.0% and a prospective dividend yield of 3.9%. We think this unfairly reflects the broadened offering, good revenue visibility, the strength of existing customer relationships and strong cash generation. Our valuation analysis supports an intrinsic value of 121p per share."
rivaldo
30/11/2018
07:11
Adjusted EPS was 7.9p. PE ratio of 15 gives share price of 118.5p - not demanding at all for a growing company. All IMHO. GLA.
mfhmfh
29/11/2018
16:20
Seems to have broken 100.
podgyted
29/11/2018
11:08
rising slowly...
mfhmfh
28/11/2018
15:11
hopefully next stop 100p. GLA.
mfhmfh
28/11/2018
14:28
Excellent presentation yesterday afternoon at Mello London. Management are nicely understated and seem competent and confident. Nice summary of the results from Techmarketview: Http://www.techmarketview.com/ukhotviews/archive/2018/11/26/reassuring-full-year-results-from-sanderson "Monday 26 November 2018 Reassuring full year results from Sanderson It didn’t make a point of it in the FY18 commentary but Sanderson achieved the £30m revenue target it set itself three years ago, delivering £32.05m in the year to 30 September 2018 – and profitably too with operating profit up 33% to £5.18m. Overall performance was ahead of the previous year and market expectations, and that along with continued cash generation and an increased dividend, sent shares up by as much as 9% at one point in early trading. Although the November 2017 Anisa acquisition (integrated ERP and supply chain software) was a significant contributor, like for like revenue growth was up a modest but definitely there 6.5%, to £22.97m. As a group, enterprise software suppliers focussing on the SME sector are performing well. The Digital Retail division continued to be a sustained growth driver, with 21% revenue growth to £8.82m while also increasing operating profit by a third to £1.56m, against a mixed retail market background due to the shift to online and mobile shopping channels. Sanderson’s omni channel solutions are well positioned, as evidenced by new customers such as womenswear retailer, ME+EM plus orders from existing customers including Richer Sounds plc and Beaverbrooks The Jewellers Limited. It also converted a broader pilot project with Hugo Boss into a phase one project and has another pilot with a formalwear retailer. While aware of market risks, the company remains upbeat about prospects for the division. The larger Enterprise division (serving manufacturing, wholesale and supply chain logistics),which has struggled over recent years saw 62% acquisition-led growth to £23.23m with operating profit coming in at £3.62m vs. £2.71m. All the growth was down to Anisa as like for like revenue dipped almost 1% to £14.14m. Anisa added 8 news customers, including Port of Dover Cargo. Across the Enterprise division, Sanderson added 18 new customers. The division, that saw a welcome uptick in business in H2, has benefitted from investment in software product development particularly around wholesale. This resulted in new orders for the recently launched digital suite of products and early interest in the new business intelligence product. After the bruises of FY17, management is cautiously confident and plans to continue with its strategy of investing in its products, particularly mobile and ecommerce to capture the digital transformation opportunity in retail, wholesale distribution and logistics, alongside judicious acquisitions."
rivaldo
28/11/2018
09:59
Sanderson Group looks in great shape with the valuation compelling. Our latest free commentary covers the excellent results, outlook and broker forecasts.
investorschampion
26/11/2018
22:34
Reported adjusted 7.9p EPS was well ahead of expectations. N+1 Singer have increased their forecasts for this year. They now go for £5.4m PBT (from £4.8m last year) and 8.1p EPS, rising to 9p next year. They also see a 3.3p dividend this year, so a good yield too. They value SND at 121p per share, so there's plenty of upside from here, especially given the current year P/E of only 11.3. And given the cash and Balance Sheet strength we may see further acquisitions too.
rivaldo
26/11/2018
10:12
sold to early but no growth in EPS so not one for me to have stayed put in anyway stated figure after write downs anyway!
ntv
26/11/2018
10:03
I was hoping for a positive write up from Paul Scott on Stockopedia. The more positive coverage of this stock, the better.
mfhmfh
26/11/2018
09:11
Paul Scott on Stocko "These results look good, with the summary saying; The Group trading results for the year ended 30 September 2018 are significantly ahead of the prior year and also ahead of market expectations. Revenue has increased by 49% to £32.05 million (2017: £21.56 million) and operating profit* by 33% to £5.18 million (2017: £3.90 million) Note that most of the revenue growth has come from acquisitions. Adjusted EPS of 7.9p means that the PER is only 10.8 This is a significant beat against broker consensus of 6.4p adj EPS, so the share price is likely to rise strongly today. It could be a good one to buy on the opening bell, although the market makers have already marked it up, and the spread looks wide. Outlook - also sounds good; The Group has a clear growth strategy. Organic growth is planned from the fast expanding Digital Retail division and renewed growth impetus from the enlarged Enterprise division. There is an ongoing plan to accelerate the Group's growth with selective acquisitions. Sanderson has a good reputation having built-up a strong track record of delivering customer-centric solutions. Whilst the Board is mindful of potential ongoing uncertainty surrounding economic conditions post the Brexit outcome, the Board believes that Sanderson is well positioned in its target markets and has good sales prospects, backed by a healthy order book. This provides a good level of confidence that, at this relatively early stage of the new financial year, the Group will make further progress and once again deliver trading results which are, at least, in line with market expectations for the year ending 30 September 2019. Bear in mind that current market expectations are for only 6.9 adj EPS in 09/2019, so clearly that bar is currently set very low. Expect brokers to increase their forecasts, I imagine to at least 8.0p EPS for the new financial year. Balance sheet - this is overall, weaker than I would like. NTAV is negative, at -£8.9m, this doesn't seem to be a problem - because the group receives cash up-front from customers - the debit entry is within cash, and the credit entry is in deferred income. I'd like to know what the average cash/debt position is throughout the year, as the year end snapshot can often be unusually positive at many companies. The pension deficit has come down from £6.2m to £3.8m, which is a trend we're seeing with many pension deficits, as bond yields rise. My opinion - this looks an excellent share. Sanderson has a very good track record of profit growth. The figures today are way ahead of broker forecasts by the looks of it, and the outlook comments sound positive too. Unless I've missed something, this share looks outstanding value, and I'm tempted to buy some. I'd see this being 100p+ very soon. It's a good example of a share which has drifted down generally with the market in recent months, of no good reason. Hence this looks a clear buying opportunity, in my view. As always, that's just my opinion, it's up to individual readers to do your own research, and not rely on my view."
podgyted
26/11/2018
07:32
Excellent results. Confident outlook. "A large order was gained with Port of Dover Cargo Limited. " Sounds like Brexit may be working in the company's favour. Lot to like.
podgyted
26/11/2018
07:27
Terrific results, ahead of expectations - and an excellent outlook too. That's 7.9p historic adjusted EPS, up from 6.4p EPS last year. With a 3p dividend too. And 55% recurring income. An extremely confident outlook statement, including: "This provides a good level of confidence that, at this relatively early stage of the new financial year, the Group will make further progress and once again deliver trading results which are, at least, in line with market expectations for the year ending 30 September 2019."
rivaldo
23/11/2018
09:18
final results out on Monday, last day to buy before then. share price below it's highs. this from the last trading statement: '...and the trading results of the enlarged Group (which remain subject to audit) are not only significantly ahead of the prior year, but also slightly ahead of current market expectations.' GLA.
mfhmfh
21/11/2018
17:30
Here is your chance to meet with Sanderson Group: Using this unique discount code, ADVFN25, you will be able to get £25 off at Mello London 2018, a 2 day investor conference from the 26th – 27th November 2018 at the Clayton Hotel, Chiswick, London. Http://melloevents.com/mello-london/ Tickets are normally priced at £99 for two days and £79 for one. Type in ADVFN25 as the discount code. Many Thanks and take advantage of this premium offer. See you there.
advfn_sales
19/11/2018
15:52
I see Sanderson are presenting at Mello London next Tuesday. hxxp://melloevents.com/mello-london/ Good opportunity to assess whether their momentum is continuing despite retail travails and Brexit uncertainty.
maddox
12/11/2018
08:23
sold a few this morning
ntv
11/11/2018
20:58
Just to mention that Sanderson will be exhibiting and presenting at our MelloLondon investor event in Chiswick W4 next month. MelloLondon is a two day event and starts on Monday 26th November through to Tuesday 27th November which is the day that Sanderson will be attending. You can find out more here... Http://melloevents.com/mello-london/ There will be 60 quality companies exhibiting and presenting plus some very well known investors, entrepreneurs, fund managers and market commentators providing excellent keynote talks on a range of investment subjects. A number of investment workshops will be available each day and a ShareSoc MasterClass on the final day.
davidosh
30/10/2018
10:33
had a bit of a nibble here as is first support level next level is down 10% from here a/cs look ok and so does the dividend last trading statement looked ok as well
ntv
11/10/2018
09:22
Good summary on Investors Champion - SND "looking a bargain": Https://www.investorschampion.com/channel/company-comment/sanderson-group-results-slightly-ahead-looking-good-value Conclusion: "Broker estimates House broker forecasts for the Financial Year ending September 2018 were for adjusted EPS of 6.4p and 6.9p for FY 2019. The shares have been very weak lately on the back of the global technology sell-off and at the current share price of 74p the rating of 10.7x forecast earnings looks modest for a business benefiting from such a high level of recurring revenue. The forecast 2018 dividend of 2.9p, covered over 2x by adjusted earnings, equates to a yield of approx. 3.9% at the current share price. Look out for the full year results statement on 26 November 2018."
rivaldo
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
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