Sectorguard Share Discussion Threads

[skyship] 28/8/2007 17:24

Market crashes 115pts & We're BLUE! Great, but a tad bizarre that.....

[paulcaine2003a] 22/8/2007 10:37

to be fair it couldnt really go further down though could it?

Been looking at this one for a while and although I was once tempted, the company appears now to lack vision. Will remain an interested onlooker for the time being.

[eugene1234] 16/8/2007 21:32

At least we're getting off lightly with all else that's going on at the moment.
Didn't expect much in the way of announcements during August.

[only1buster] 16/8/2007 20:34

share price at 2.88 and no director buying or company share buybacks - why not ? - no confidense in the company - it is time some answers are forthcoming from the board re their stratagy

[only1buster] 26/7/2007 16:59

I have a sustancial holding in sgd and do not like the way that employeees and directors are rewarded with opotions etc without having to put their efforts into sending the share price north - there appears to be no incentive to this goal and the increase in the number of shares issued just dilutes the holdings of existing holders - I am surprised that institutional holders are not putting prssure on the board to this end - cash purchase of aquired companies is the way or share buybacks at a time such as now when the share prise is so weak - the present share price is an open invitation to a bigger player to pounce

[garethcarpenter] 26/7/2007 11:33

I have a stake in this company so have nothing to gain from logging negativity but it seems to me that any increase in value this company adds is diluted by an expanding share capital. So when they announce a reduction in profit it is bound to have a dramatic effect. Im in for the long haul but they have to find a way to put a cap on their share capital expanding. If they cant then shareholders will have to apply pressure.

[boyrat] 20/7/2007 23:12

Another classic from knowing,

buys coming in

ticking up now

just loaded up myself

The Knowing - 15 Dec'04 - 00:09 - 12 of 1354


Tell me why you don't think it's a winner ! It is turning over alot of cash and in profit. The company is expanding and subsequenly one would expect overheads to reduce and profit to grow !

So tell me why it is not presently undervalued ?


does anyone take knowing seriously!
this geezer is a danger late at night after drowning a few kegs of whiskey its when he comes up with his best tips.

[eugene1234] 20/7/2007 21:03

only1buster
I believe the interim statement put the sale sign up!

[only1buster] 20/7/2007 09:24

you can live in hope and die in dispair - IMOP the present directors have little more to offer - the large ammount of options to be cash in at 3.75p is holding back an prospect of share price progress - no director buying insprires no confidence and a wait to 2008 for progress seems like "jam tomorrow" to me - a sell out to a bigger fish seems the only answer - you cannot persue agressive takeovers and grow from a position of weakness - no mention of dividend progress does nothing to suggest that this is drifting aimlessly and requires rescue and new drive and direction NOW.

[classicandyman] 18/7/2007 14:09

Thanks for the info - my big fear is that that the price will almost certainly increase as soon as I sell! I've waited this long I might as well hold on some more in the hope that they do come good.

Over the past couple of years they have been 'tipped' as buy a couple of times (although not recently to my knowledge) so there is still hope.

[jhan66] 18/7/2007 12:01

The constant share dilution is not proving very earnings enhancing
293.8M now, was 228.7M, 209.6M, 178M

I got out at break-even sometime ago. just couldn't see any eps growth.
Might now improve if the aquisitions are working well, or maybe I'll get back in a little cheaper, we'll see.

[classicandyman] 18/7/2007 11:44

Hi,

I've held Sectorguard for 2 years now and still believe they are a company on the up. However, the continual stagnation of there share price mistifies me. With recent events I would have thought that companies like Sectorguard would have risen (albeit modestly perhaps).

Am I missing something here?

[only1buster] 12/7/2007 17:31

it will be interesting to see if there is any director buying to inspire a gleam of confidence - the chart is still on a dive dive dive direction - no substancial good news for many a month - a bid from a preditor seems the only hope at the moment -

[skyship] 11/7/2007 13:55

1.50pm and today we have 284,979 buys v. 180,271 sales; so it looks as though the ship has steadied after the RHPS sale. We may yet see 3.00p bid before the close...

[skyship] 06/7/2007 10:20

Assuming that 200k @ 2.95p is actually a BUY, then at 10.15 we have 944k bt & 702k sold! Not surprising to see the share price recovering nicely; though the recovery could well trigger a few more RHPS sells @ the 3p level.

[apeters1] 06/7/2007 10:07

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 09:51

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 09:47

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 09:01

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 08:13

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 19:24

Robtre

Many thanks for the suggestion which I shall follow up.

[robtre] 03/7/2007 14:39

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 12:12

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 14:40

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 09:07

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.