Share Name Share Symbol Market Type Share ISIN Share Description
Serco Group Plc LSE:SRP London Ordinary Share GB0007973794 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.00 -0.68% 147.00 146.70 147.20 148.70 145.50 147.00 2,144,266 16:35:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 2,836.8 74.1 6.2 23.9 1,798

Serco Share Discussion Threads

Showing 1626 to 1649 of 1925 messages
Chat Pages: 77  76  75  74  73  72  71  70  69  68  67  66  Older
DateSubjectAuthorDiscuss
16/10/2015
07:09
HSBC <=> National Living Wage.
alphahunter
15/10/2015
22:01
Agree. 80p seems more appropriate.
alphahunter
15/10/2015
15:32
HSBC has a Reduce Recommendation with a 77p target price. A bit severe?
rathkum
14/10/2015
14:12
Only SERCo.....send stretched limo to collect asylum seekers http://www.bbc.co.uk/news/uk-england-manchester-34527534
ribblewader
09/10/2015
09:33
The whole equity market looks good technically and SRP is underperforming seriously. Top insititutions selling will cap any break-out IMHO - absence of any corporate news. Long/Short, the way forwards until we get clarity of the FED's intention. The problem is that the FED doesn't even know what their intentions are...
alphahunter
08/10/2015
06:45
tecnicallly looking good
ards
27/9/2015
02:34
"SRP's valuation means source of cash for reinvestment elsewhere for their institutional shareholders" Templeton and Artisan have just proven the point, down below 10% and 5% respectively. SRP's established institutionnal shareholders are selling down. SRP trades at a large premium to ATOS, that I'm minded to buy.
alphahunter
25/9/2015
16:14
Consensus Ratings for Serco Group plc (LON:SRP) (?) Ratings Breakdown: 6 Sell Rating(s), 11 Hold Rating(s), 2 Buy Rating(s) Consensus Rating: Hold (Score: 1.79) Consensus Price Target: GBX 135.67 http://www.marketbeat.com/stocks/LON/SRP/
bugle4
21/9/2015
08:09
Added a few more at 107. Looking at the chart for last 12 months it is probably bumping along bottom range until we get news of new contracts.
jdb2005
18/9/2015
14:27
After Labour appoint Left-wing Leader Conservatives believe they can go ahead and privatise more Services which will give Serco more contracts in public sector in UK.
jdb2005
18/9/2015
14:05
Bought some at 108p this afternoon as Dow futures fell below 16390. Think now I should have doubled up but hindsight wonderful thing !!
jdb2005
17/9/2015
22:18
JaP, Would you rather buy a good company when the share price is high or when it is low?
dealy
17/9/2015
22:06
Brokers turning less negative to midly positive. BPO biz has much higher margin that rest of biz, hence higher EV/Sales transaction. Why don;t you give it a go? ISS on the look out for a security biz in the US, surprise surprise, ABM on the look out for an acquiror of their security biz.
alphahunter
17/9/2015
16:00
I've thought about investing in this Co. for some time (they actually let some property on my behalf and seemed very professional/efficient). I also saw them recommended on one of the share sheets some time ago. BUT I've watched as the share price has gone down and down. Not really out to make a quick buck (though I wouldn't mind!), rather a decent growth investment over a year or two. So...when is the time to buy this?? Anyone got any targets they'd be willing to share and why? Cheers
jap_i
16/9/2015
09:11
Market reaction (or lack thereof) just shows how sick the market is right now.
dealy
16/9/2015
06:45
So they just sold the India business for 1 times EV/Sales. If the rest of the company were valued that way the market cap would be about 3 billion or more than double the current share price
dealy
11/9/2015
08:41
Dealy, Based on consensus numbers, they deliver a 4.4% operating margin in 2017, that is £140m, which put them on 10x EV/EBIT for 2017, which is what mid-single digit margin peers are trading at...today! In other words, a 200bp margin improvement over the next 2 years is already backed in today's price two years in advance. Discount that value at 10% p.a. for execution risk in + AWE + National Living Thing, so you get your 20% over-valuation. This is raw and crude and unsophisticated, but the market is full of real opportunities that SRP's valuation means source of cash for reinvestment elsewhere for their institutional shareholders who were stuck in the deep fund raising, hence a short position for me.
alphahunter
11/9/2015
08:04
Enterprise value is now just 1.4 billion GBP. So EV/Sales is 0.4. If they have 6% Ebit margins in the long run then EV/Ebit is about 6. The balance sheet is much stronger now and there is no reason to believe they cannot deliver normal industry margins.
dealy
11/9/2015
06:55
Hi mbmiah, I don;t think I've stated a price target. I never do publicly because a) I otherwise get a small psych luggage to carry next time I post b) The market is a moving ground I feel that the stock's valuation is way out of synch vs other outsourcers, the usual suspects, the not so usual as Compass,.. the further offshore as ABM, ISS...so for me this is not a trading call. Spent a bit of time on AWE.
alphahunter
10/9/2015
16:48
Not bought in yet. Just thought you may have bought Alpha, as it did pass your 110 prediction. I would wait for downtrend to finish.
mbmiah
10/9/2015
12:06
Still think they will go to 100p or lower - watch and wait...
davethehorse
08/9/2015
20:02
Nope. Too expensive. Short here Talks about improved offer for the Indian biz - Jefferies upgrades, Berenberger - I think - downgrades, with two scenarii, one of which is 60p. All relative games and values, I prefer to be long in cos that will benefit from national living wages, not the ones on the receiving end. Mbmiah, did you buy?
alphahunter
08/9/2015
19:38
Did you buy any Alphahunter?
mbmiah
03/9/2015
01:56
Dealy, Sure they do pass on re minimum wage. What about the non statutory changes - in other words the knock-on effect higher up in the wage pyramid? That's going to be a hard bargain I think, to have these rises passed on and not absorbed I think. Anyway, the valuation still looks out of sync with the other body shops. 110p.
alphahunter
Chat Pages: 77  76  75  74  73  72  71  70  69  68  67  66  Older
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