Sectorguard Share Discussion Threads

[apeters1] 06/7/2007 09:07

The end of the Money Week article.... This year will be a period of transition as SectorGuard upgrades its infrastructure and systems and makes changes to fall in line with new laws – such as the increase in statutory holidays from 20 to 24 days from October. But moving into 2008, the group's prospects should recover as it benefits from economies of scale generated by its recent acquisitions. Assuming the company can generate operating margins of 5% (4% in the first half) and return to growth, then an underlying earnings per share of 0.35p or more should be achievable next year – putting the shares on a paltry 2008 p/e of ten. House broker Seymour Pierce has a 4.25p price target on the stock with a buy rating.

Recommendation: speculative LONG-TERM BUY at 3.5p (market cap £11.5m)

[skyship] 06/7/2007 08:51

Topped up with 100k @ 2.97.

Assuming that 200k @ 2.95p is actually a BUY, then we have 589k bt & 702k sold.

Bizarre that sell notice with no limit. Some poor subscribers would have entered @ 4.5p+ on the tip, then sold @ 2.75p (lowest so far was 2.6p!) on the sell notice. That way they become even poorer subscribers.....

[apeters1] 06/7/2007 08:47

Its odd isn't it - tiny volume for such a big fall.
And have you seen Money Week today? Paul Hill has tipped it as a 'Buy'.

[lecks17] 06/7/2007 08:01

yes rhps said they were going no wear

The new regulations governing the security industry have
not apparently had much of a beneficial impact on pricing,
which industry leader Reliance Security describes as
'competitive'. Sectorguard is a decent enough company,
profitable and able to make acquisitions. However progress
is slow and I doubt that we will see an acceleration. In the
search for more excitement elsewhere, SELL

a buying opportunity

[skyship] 06/7/2007 07:13

RHPS must have told subscribers to cut & run - can't think of any other reason for this morning's deluge of small sales.

Mercifully I top-sliced a few (too few as it happens) when RHPS tipped the stock a year ago; so I suspect I may treat this morning as a buying opportunity.

[bleuville] 03/7/2007 18:24

Robtre

Many thanks for the suggestion which I shall follow up.

[robtre] 03/7/2007 13:39

blueville

speak to david marks. he called me back today promptly and as always is very helpful as far as he can. it appears they have lost business to people who will not pay higher charges. he will fill you in on the detail.

[bleuville] 01/7/2007 11:12

Looking at the recent half yearly results, can anyone shed any light on the 6%reduction in turnover in the 6 months to 31/03/07 (£8.55m v £9.10m for 31/03/06). Looking at 2006 interims, they show an increase in t/o in each first half from 2001 to 2006.

I'm surprised that there is no explanation in the statement.

[deanforester] 29/6/2007 13:40

Have you seen that free cash flow? Their margins are also up.

They've changed to FRS20, which has affected their reported profits.

[skyship] 29/6/2007 08:07

Re today's Interims, it is rather disappointing that a Company such as this operating in niche areas of a growth sector can't squeeze some gain, regardless of the competitive environment.

The stock certainly isn't over-priced and is well supported by its casflow and net assets; however perhaps the best prospect for PIs remains the possibility of this small-time predator becoming a target for a larger player.

[skyship] 23/6/2007 14:57

Hi ALAN - Yes still here for the long-term, though top-sliced a few when they had that good run last year on the RHPS article.

For the first time in ages I actually had a daytrade yesterday - bt a few LNR straight after the figures and met my target just after lunch! Otherwise still rather boring.

REOZ Gross Redemption Yield now = an incredible 10.85%. An extraordinary bargain in these uncertain times. An interesting way to look at it is to wind the clock forward a year and make the not unreasonable assumption that increased awareness & transparency might drop the yield to a mere (!) 8.75%. Do that & the price will need to rise from 157.5p to 184p for a 16.8% rise. Not a bad gain for such a secure stock.

[gazwenn] 22/6/2007 17:55

I have been a holder since Jan 05, i have been very patient, and now i am starting to get a little excited over this one

[alanji] 22/6/2007 17:26

You can thank me for the rise - I doubled my holding to the dizzy heights of 100k. Unfortunately it was after the rise so I had to pay 4.25! Glad to see you are still a holder.

[skyship] 22/6/2007 15:55

GREAT TO SEE SOME BLUE HERE AT LAST....If we can get through 4p then we could well make some real progress.

Incidentally, rather bizarre that Una Riley didn't take some of the sale price of Euro Security Systems in shares rather than all in cash. I'm assuming it was her business that we bought, she was MD after all.

[only1buster] 18/6/2007 18:08

out with the prayer mats for 25th June- the chart is uninspireing

[eugene1234] 11/5/2007 16:06

was that 250k a roll-over?

[only1buster] 07/5/2007 10:23

little action by sgd in the way expansion in the current year so far - it might become a target for larger players - no news re rns either - steady progress in the june update needed

[swwikmi] 04/5/2007 12:41

2 million shares bought within 3 days in this usually light traded company suggests some good news in the offing - the mm,s however are back to their old tricks with an ever widening spread

[eugene1234] 30/4/2007 19:55

Swwikmi.
|Can't disagree with what you say above. I do however feel that it's better buying shares when they're off the radar of punters. The build up of security for the Olympics will start in another year to eighteen months and I cannot imagine being ignored much beyond that.
Regards

[swwikmi] 29/4/2007 09:01

with a total of 10 million shares and options recently issued at 3.75p it will take a considerably time for them to be absorbed given given the low turnover of shares in sectorguard - in the absense of any move on the company by a preditor IMOP the shares will continue to mark time at the present price - a divi hike might help to compensate investors - no news of progress has been issued by way of a poseative RNS for some time - the next results will hopefully be good - the chart at the moment is not good - there is an obvious lack of interest in the company at present

[swwikmi] 10/4/2007 17:50

it is hoped that any future grant of options to employees will concentrate their minds on buiding up the share price - ie a grant @ 6p would ensure IMOP that that target share price would be met in order for them to profit from their options. options granted at nill or a small premium to the prevailing share price only dilute investors holdings and are no incentive for any hard work - the options which in the directors case apear to be self awarded should be awarded for meeting targets and not be awarded to top up pay without moveing the share price north

[eugene1234] 10/4/2007 15:39

SectorGuard PLC
29 March 2007


SectorGuard Plc (the 'Company')

Grant of Options, Additional listing and Total Issued Share Capital

SectorGuard plc, the AIM listed total security solutions group, announces that,
amongst the grants of options to subscribe for ordinary shares made to
employees on 28 March 2007, it granted options to the Directors as follows:

Director No. of Options

David Marks 5,333,333

James McLeod 266,666

Robert Weigl 266,666

The exercise price of all the options is 3.75p per share.

Further to the announcement made on 15 March 2005 concerning the acquisition of
the entire issued share capital of SectorAlarm Limited ('SectorAlarm'), the
Company announces that additional consideration is payable to the vendors of
SectorAlarm based on the profits of SectorAlarm, being its income generated less
all direct costs, in respect of the 12 month period from 1 February 2006 to 31
January 2007.

The total consideration due is £323,044 of which £161,522 is to be paid in cash
and the balance to be settled by the issue of 4,050,708 new ordinary shares in
the Company.

Application will be made for admission of the consideration shares to trading on
AIM and it is expected that dealings in such shares will commence on AIM at 8
a.m. on 3 April 2007.

Following the issue of the shares referred to above, the total number of shares
in SectorGuard plc in issue as at the date of this notice is 315,759,004.

The above figure may be used by shareholders as the denominator for the
calculations by which they will determine if they are required to notify their
interest in, or a change to their interest in, SectorGuard plc under the
Disclosure and Transparency Rules.



Enquiries

Seymour Pierce Limited 020 7107 8000

Sarah Wharry

[swwikmi] 28/3/2007 08:25

Mr D Marks has not in fact reduced his holding in SGD - he has sold his options and made a tidy profit - the aim of all - everyone is entitled to take profits and Mr Marks has done so and still retains his 12% in the company - I should be more concerned if directors were selling their existing shareholdings in SGD