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
  +0.00p +0.00% 80.50p 78.00p 83.00p 80.50p 80.50p 80.50p 17,466 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 21.6 2.7 5.2 15.5 48.28

Sanderson Share Discussion Threads

Showing 376 to 400 of 400 messages
Chat Pages: 16  15  14  13  12  11  10  9  8  7  6  5  Older
DateSubjectAuthorDiscuss
11/10/2018
10:22
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
10/10/2018
10:54
Nice summary from Techmarketview: Http://www.techmarketview.com/ukhotviews/archive/2018/10/10/sanderson-group-makes-significant-progress "Wednesday 10 October 2018 Sanderson Group makes significant progress According to today’s trading update, Sanderson Group has made “significant progress and year-end results will be slightly ahead of market expectations” for the year ended 30 September 2018. Revenue (which remain subject to audit) was up approximately 48% to c.£32m (2017: £21.6m). Although much of that improvement stems from the acquisition of Anisa in November last year, the trading update indicates that on a like-for-like basis excluding the effect of the acquisition, revenue improved by c.5%. This represents a stronger performance from the business in H2 (see Sanderson Group strengthening in 2018 for performance at H1). Sanderson reports all businesses trading strongly in H2, highlighting the performance of its Digital Retail business which grew at over 20%. The acquisition of Anisa appears to be going well and it has made a good start as part of the Sanderson Group. Earlier this month it secured a deal to supply the software for Port of Dover's new Refrigerated Cargo Terminal. Operating profit increased by 30% to over £5m (2017: £3.9m) and on a like-for-like basis is “expected to be slightly ahead of last year”. The order book at the end of the financial year stood at over £7m (2017: £5.8m) and it reports good sales prospects going forward. The Board is confident that the business will make further progress in the current financial year. Full results are due 26 November."
rivaldo
10/10/2018
09:01
N+1 Singer will likely upgrade their numbers after the final results as per the below, but understandably are pretty positive this morning... They already forecast 6.9p EPS for the current year, but this should probably be increased now to say 7.2p or so after today. That's a current year P/E of 12 - pretty cheap for a company with such a strong record of delivery and high recurring income. Here's N+1 Singer's view: "Sanderson has released a reassuringly early full year update indicating continued strong trading from all group businesses, with both revenue and profit slightly ahead of expectations. Full year revenue increased to c£32m, delivering adjusted operating profit up over 30% to over £5m. Revenue visibility continues to improve, with recurring revenues growing c10% organically and like-for-like order book growth at similar levels. This, together with the slight beat to expectations and good sales prospects, gives us confidence in our forward numbers. We will revisit our forecasts once full year results are released (26 November) and we have a more granular view of trading performance and order book development. Consistent delivery has become a key tenet of Sanderson’s investment case, alongside the delivery of accelerating growth and scale, increasing revenue visibility and strong cash generation."
rivaldo
10/10/2018
07:11
Nice - results ahead of expectations and order books are up nicely. Plus £3m net cash - even after the acquisition. And 55% recurring income. And a very, very strong outlook: Https://www.investegate.co.uk/sanderson-group-plc--snd-/rns/pre-close-trading-update---notice-of-final-results/201810100700054896D/ "Sanderson has a healthy order book following the strong order intake in the second half of 2018 and with good sales prospects going forward, the Board is encouraged and has a good level of confidence that, at the start of the new financial year, the Group will continue to make further progress in the coming year ending 30 September 2019."
rivaldo
21/9/2018
14:29
News of three new contracts: Https://www.sanderson.com/about-us/news/more-landmark-members-sign-up-for-sanderson-wholesale-solution "More Landmark members sign-up for Sanderson wholesale solution Posted by Rita Patel on Thu, Sep 13, 2018 Sanderson has gained more new customers for its specialist wholesale software and digital solutions. The latest customers include three members of Landmark Wholesale, which is one of the largest wholesale buying groups in the UK, with a turnover of nearly £3bn. The Sanderson wholesale solutions have been chosen to automate and streamline operations, increase information accuracy and support these growing businesses. The new customers vary in size and are from food & drink and catering sectors. The new food & drink wholesale customer is already reaping the benefits of its Sanderson solution which has increased control of warehouse operations and improved access to information across the business. The wholesaler carries a range of alcoholic and tobacco products which are managed by the Sanderson Bonded Warehousing system in accordance with HMRC regulations. The software automates the management of duties and inventory, giving complete traceability of bonded stock, and delivering a huge time saving. The new catering customer has invested in Radio Frequency (RF) technology and digital solutions to increase control of its growing business and to provide excellent customer service. RF technology has been selected to increase accuracy in its warehouse operations. The latest digital solutions; web ordering software and mobile CRM will be implemented to increase sales and improve customer service when staff are out on the road. The new cash & carry customer has selected the Sanderson solution, Swords, to increase control and visibility of operations and to take its business to the next level. The Radio Frequency system will accurately monitor stock and provide real-time stock information across the entire business. The company is looking forward to increasing efficiencies and supporting its ambitious growth plans with the scalable Sanderson solution. These new customer contracts highlight that companies are investing in software solutions to strengthen operations, drive their businesses forward and help deliver outstanding service to their customers. The Sanderson solution is ideal for companies looking for a single system to provide complete visibility of financial and operational performance, with key performance indicators to assist with decision-making."
rivaldo
16/8/2018
14:30
I have been holding for a while, anything in Sanderson's pipeline that can give a boost to the SP?
alotto
08/8/2018
17:52
good to see some life in the share price
mfhmfh
27/7/2018
15:42
RNS - Livingbridge have increased their holding. They had 8.8% previously and now have over 9%, with 5.44m shares: Https://www.investegate.co.uk/sanderson-group-plc--snd-/rns/holdings-in-company/201807271534090605W/
rivaldo
16/7/2018
09:01
Well they now have a chance to buy some more. Placing at 90p.
podgyted
21/6/2018
07:12
RNS - Canaccord have been buying quite heavily. They're now up to 10.23%, or 6.13m shares. They've bought almost another 1m shares since their last disclosure: Https://www.investegate.co.uk/sanderson-group-plc--snd-/rns/holdings-in-company/201806210700051003S/
rivaldo
25/5/2018
09:00
SND is still valued pretty reasonably imo. For the new year starting in only 5 months' time SND will be on a P/E of 15.8, and a touch less if you strip out the net cash. Not particularly demanding in the current environment and with the potential for growth in Digital. And the PEG is only 0.6 given 25% forecast EPS growth this year, which on Slater's measure indicates SND is very good value indeed. Also, 56% recurring revenues normally warrants a premium rating from institutional investors. Plus SND have indicated that they're after another acquisition, which would likely enhance earnings materially.
rivaldo
24/5/2018
11:02
FWIW, I think that the valuation has possibly run ahead of itself. There's potential for the company to grow into the valuation but it's definitely toppy at the moment.
jaknife
24/5/2018
10:52
Investors' Champion have produced a very thorough and positive review of the numbers, and conclude as follows: Https://www.investorschampion.com/channel/company-comment/sanderson-nice-first-half-and-better-balanced-order-book-bodes-well-for-the "We are impressed how Sanderson has now assembled a software and services group supporting all elements of the supply chain, from manufacturing, through distribution, warehousing and retail. A very positive first half of the year and the better-balanced order book bodes well for the future."
rivaldo
23/5/2018
10:54
A good, informative review of the results from Techmarketview: Http://www.techmarketview.com/ukhotviews/archive/2018/05/23/sanderson-group-strengthening-in-2018 Conclusion: "What does come through from the results is that Sanderson is adapting the business, growing top and bottom lines and maintaining its history of cash generation. 10% of its revenue came from new customers – which was particularly good to see – and 50% from recurring revenue so it has stability. Sales cycles are long but management says the value has increased and there has been no loss of customer confidence."
rivaldo
23/5/2018
07:58
Really id a quality outfit - I love the word "significant" sounds like big orders in the bag
return_of_the_apeman
23/5/2018
07:28
Terrific H1 results as hoped: Https://www.investegate.co.uk/sanderson-group-plc--snd-/rns/2018-interim-results/201805230700059353O/ ""The Group trading results for the six month period ended 31 March 2018, are slightly ahead of management's expectations; revenue increased by 34% to £14.61 million (2017: £10.90 million) and operating profit* rose by 34% to £2.08 million (2017: £1.55 million)." SND still have net cash even after the Anisa acquisition, and there's a strong hint that there may be more acquisitions on the cards, especially as Anisa has been integrated successfully: "To supplement organic growth, selective acquisitions are under continued consideration" The order books look great going forward, and they support the rather bullish outlook by SND's normally cautious standards: "Sanderson, now strengthened by the November acquisition, has a large order book, robust recurring revenue and a healthy balance sheet. Combined with the Group's proven reputation, well-established track record and continuing sales momentum, the Board has a good level of confidence that Sanderson will make significant further progress during the current financial year ending 30 September 2018."
rivaldo
22/5/2018
03:38
1 trading day left From the April trading statement > Order book enlarged > Strong balance sheet > Anisa has made a good start after recently being acquired > Positive trading momentum across the business > Results will be ahead of management's expectations Place your bets
return_of_the_apeman
17/5/2018
16:20
109p paid Mms have widened the spread today, hopefully will be tighter in the morning Only a couple of trading days now until the results :-)
return_of_the_apeman
17/5/2018
11:45
Sshhhhh......
rivaldo
14/5/2018
23:14
Worth saying twice apeman :o)) Enjoying the ride - the results should bring some more attention here, but I do like a quiet thread!
rivaldo
14/5/2018
16:47
105p paid, is pushing on nicely to the results next week Just you and I here Rivaldo, bodes well :-)
return_of_the_apeman
14/5/2018
16:47
105p paid, is pushing on nicely to the results next week Just you and I here Rivaldo, bodes well :-)
return_of_the_apeman
10/5/2018
09:59
Good to see the share price pushing on again - less than 2 weeks until the results now.
rivaldo
03/5/2018
09:31
New highs (and above 100p).
rivaldo
02/5/2018
11:39
Yep, looking forward to the results on the 23rd and the analysis thereafter
return_of_the_apeman
Chat Pages: 16  15  14  13  12  11  10  9  8  7  6  5  Older
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