Sigma Capital Share Discussion Threads

[brando69] 08/6/2007 18:29

it'll fall back around 10% on monday, at least, i suspect

[abcd1234] 08/6/2007 18:18

where was it tipped

i know aiminvestor did it in may (see posts 131)

but where was it tipped topday?
ta

[brando69] 08/6/2007 17:47

interesting how it rose massively before the tip came out... makes me wonder whether it's worth subscribing to such tipsheets...

[dixi] 08/6/2007 17:05

yes it has been tipped late this pm - with usual effect.

[eric bristow] 08/6/2007 16:51

This is up for a reason...

EB

[red ninja] 08/6/2007 16:35

I guess we'll see a Monday sell off ...

[abcd1234] 08/6/2007 16:33

make that 31% Tole ;O)

[james93] 08/6/2007 16:27

The people buying in on tips at these prices must be idiots .

[tole] 08/6/2007 16:14

Flying today...up 16%

[mikehardman] 01/6/2007 14:09

up a bit more (now 41/43p), volume picture still looking good

[mikehardman] 25/5/2007 16:22

cheers Tole

[tole] 25/5/2007 15:18

Dont have the write up to hand - but tipped in aimnewsletter.

[scotty1] 25/5/2007 14:04

Hmmmm mm 20k buy just gone through,looking v.interesting ;)

beat me to it Mike :)

[mikehardman] 25/5/2007 14:04

SGM - M-buy took out 41

[mikehardman] 25/5/2007 14:00

oo-err - all MMs just moved up; no RNS; +9%; now 39/41p

recent news:
- 24apr: finals - good
- 14may: Scotsman - +ve, Arbuthnot strong.buy, target 55p; H1 expected to be good -
in fact:
"Chief investment officer Neil Crabb said: "We are delighted with 2006 in terms of progression within the business, and 2007 will build upon that. We are shaping up for a very strong first half."

above 40 it starts to get gappier



(I bought a few days ago)

probably been tipped somewhere, eg. in the t1ps.com camp

[mikehardman] 14/5/2007 16:37

oregano: IC 4may07:
- ought to be higher, as the problems of the past should be forgotten
- the new model looks much more successful (hybrid property investment + private equity fund managemnt)
- brokers forecasts ~£3.4m profits, but key to that are the substantial fees expected from the Radisson hotel purchase
- and some other bits

[oregano] 14/5/2007 16:25

Did the IC have anything interesting to say? Useful little tick up again.

[wjccghcc] 10/5/2007 15:21

The main issue I have is that 85% of their turnover comes from their property partnerships and as the property market levels off, how reliable is that? Like the rest of the business though.

[ivor hunch] 10/5/2007 14:31

I'm new to this board, but bought into SGM after a tip in this week's IC and some further research. Looks like an interesting share and rather ignored by the punters at present. Based on a projected profit of £3.4 million for the current year, the capitalisation of £14m seems cheap, especially if there is still over £2m in cash.

[oregano] 26/4/2007 11:04

Commentary from Arbuthnot who are sigma's brokers. If pre tax profits get close to £3.4m then this remains a buy and we should see continued upside in the shares. the last forecasts i saw were from edison, who were looking for £2.1m this year. presumably the arbuthnot figure is under guidance from Sigma. if EPS rise in line with that profit figure we should get to 2.6p of EPS, only on 14x for 70% growth in profits. cheap.

from the scotsman;

That momentum appears to have continued into the current year, with the establishment of property partnership number six, to acquire Glasgow's five-star Radisson Hotel. Fees from that deal are expected to top £4m.

Chief investment officer Neil Crabb said: "We are delighted with 2006 in terms of progression within the business, and 2007 will build upon that. We are shaping up for a very strong first half."

Shares in the AIM-listed firm, which was founded ten years ago by Crabb and current chief executive Graham Barnet, gained 3.5p to 35p yesterday.

Arbuthnot, the investment bank, released a positive note on Sigma after initiating coverage of the stock, marking the shares up as a "strong buy" with a target price of 55p. Pre-tax profits in the current year could hit £3.4m on turnover of more than £11m, according to Arbuthnot.

[tuffbet] 24/4/2007 12:55

Well

a more than decent set of results with it seems the promise of more to come.

I am encouraged by the lack of action on this BB which suggests there are few if any punters in this stock.

The steady progression of ther business looks healthy - in particular the property element gives a nice balance to the longer term nature of the other side of the business and I am not surprised top see quality names like Artemis and New Star on the main shareholders list.

[don muang] 07/2/2007 17:25

interesting... a single protected transaction of 340,000 shares went through today ....

[tuffbet] 05/2/2007 15:04

Don Muang

Agree re market size potential problem .

However have been able to trade in and out much much bigger amounts in the past so I think you will find thats the size in theory but not necessarily in practice.

I think for private investors it just means buying on the bad days and selling into strength jus don't try to do things the other way round or it is a problem