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SIV Sivota Plc

27.50
0.00 (0.00%)
Last Updated: 01:00:00
Delayed by 15 minutes
Sivota Investors - SIV

Sivota Investors - SIV

Share Name Share Symbol Market Stock Type
Sivota Plc SIV London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 27.50 01:00:00
Open Price Low Price High Price Close Price Previous Close
27.50 27.50 27.50 27.50
more quote information »
Industry Sector
EQUITY INVESTMENT INSTRUMENTS

Top Investor Posts

Top Posts
Posted at 03/10/2017 08:07 by nick rubens
cheers Chris.

Today's finals have been announced. The dividend cut won't go down well, debt reduction is a good point, but the market usually looks ahead and it's a cautionary outlook I think.

Perhaps the double top will be realised today if investors feel bearish?
Posted at 03/4/2017 11:23 by walbrock82
Here are some facts about this company you need to know (not in any particular order):

-Net book value of freehold drops from £55.3m to £13.3m in 16 years.

-It has 160 clients on their books compared with 130 last year.

-Revenue in the early 2000s is higher than today.

-Profits are very volatile.

-The business disposed of assets worth £500m since 2002.

-Today, property, plants and equipment drop from £200m to £30m in 15 years.

-The weekly technical chart shows a strong buy signal. target='_blank' />

-The capital turnover ratio is an early indicator for investors to sell if valuation got too frothy.

- The depreciation and amortisation charge since 2002 is £341m.
-Since 2002, total gross capex spending came to £477m with net capex amounts to £136m.

-As well as doing a lot of disposing (£500m worth in 14 years), they did a lot of acquisitions causing goodwill to go from £41m to £189m (2016).


- In the last 14 years, there have been 15 occasions where the share price movement were greater than 20% in either direction.

-If 2017 is another loss-making year, it will be the second time in a row.

-The last time it made a net loss (in 2009), market valuation (such as P/B and P/S) is 70% cheaper than today, despite share price collapsing. You can argue we are in a bull market which helps St. Ives to keep a hefty valuation.

The full article is here:
Posted at 23/1/2017 10:25 by glasshalfull
Aleman - bookbroker is on the money. Singers updated the market on the 19th Jan but left figures under review.

As an investor in CMS I'd been watching the developments over at SIV closely. Thankfully no read across but commiserations to SIV holders nonetheless.

This was Singers commentary from last week,

"Marketing activation has been impacted by further decline in grocery retail impacting profit by c£5m. Strategic The Company is also taking this opportunity to revise its guidance for Strategic Marketing as its recovery pace is not running at the planned target rate.

PBT falls from N1Se £31.9m to £25m. The Company expects dividend to be held based upon lowered guidance and the implied cash flow performance. There do not appear to be any covenant issues. Forecasts and TP under review and downgrade to Hold. We expect the shares to test the 100p level."

Hope this assists.

Kind regards,
GHF
Posted at 26/4/2016 16:25 by masurenguy
diablo1967 - 1429: Oh dear masurenguy getting burnt lol

You are obviously a moron. How can I be "getting burned" when I've never owned this stock?

Masurenguy - 25 Apr 2016 - 1411: I have no position here but after todays fall it is on my watchlist as a potential recovery stock. However, I would like further transparency on the year end figures and the following years outlook before seriously considering taking any position here.

Still, you can continue to wallow in your ignorance thinking that you "understand the game" and believing that this is also an AIM stock!

diablo1967 - 1420: Who knows just shows private investors have little to no chance in the aim casino ...no share is safe from the few with power who without doubt communicate with each other (fsa are you aware ?). Good luck all and understand the game.
Posted at 26/4/2016 08:02 by masurenguy
Why St Ives plc crashed 40% today

Shares in struggling media and print group St Ives (LSE: SIV) slumped by as much as 40% in early trade this morning after the company issued a dire profit warning. Specifically, the company announced today that due to deteriorating market conditions, management expects reported profit for the current financial year will be “materially below” current market expectations. What’s more, management believes that the current trading conditions will also impact the group’s next financial year, indicating that St Ives’ troubles are quite serious.

A severe deterioration in trading

According to today’s press release from the company, trading in the eight months to the beginning of April had been “broadly in line” with expectations with revenue up by 5%. However, trading has deteriorated significantly over the past few weeks and now St Ives’ outlook for the final quarter to end-July and following financial year has worsened. All three of the group’s main trading divisions have suffered during the first four months of 2016. Trading across the Strategic Marketing segment has been hammered by ”global economic uncertainty“, which is “resulting in greater caution in the allocation of marketing budgets“. Uncertainty has only “increased of late, resulting in significant projects being deferred or cancelled.“

Meanwhile, revenue at the group’s Marketing Activation arm is running approximately 11% below the prior year, “due in large part to the ongoing pressures within the UK grocery retail sector“. The Marketing Activation arm is also suffering from margin pressures. And lastly, sales at St Ives’ books business are running slightly behind (-1%) the prior year’s numbers as industry de-stocking has offset a new contract with Penguin Random House.

Gloomy outlook

Today’s profit warning couldn’t have come at a worse time for shareholders as, after nearly a decade of restructuring, the company’s underlying unadjusted profits were expected to stabilise this year. Indeed, City forecasts were up until this morning, predicting that St Ives would report a pre-tax profit of £37.4m for the year ending 31 July. Last year the company reported a pre-tax profit of £8.7m and over the five years between 2011 and 2015 the group only reported unadjusted cumulative pre-tax profits of £49.4m. This explains why the shares have fallen so heavily this morning. Many investors were pinning their hopes on a long-awaited recovery this year. Unfortunately, it now looks as if investors will have to wait another two years for the company’s recovery to gain traction.

Weak balance sheet

Whether or not the group can get back on the path of growth remains to be seen. Almost all of the three main divisions are facing structural headwinds, which is why the company has been trying to rebuild, and diversify its business since the financial crisis. But more importantly, St Ives’ weak balance sheet is going to be a problem for the company and its investors if trading continues to worsen. At the end of January 2016, St Ives had only £14m of cash supporting £96m of long-term debt related to the business and £21m in retirement obligations. Further, intangible assets on the balance sheet amounted to £200m and if you strip these assets out shareholder equity comes in at around -£70m. Put simply, the balance sheet isn’t robust enough to be able to survive a prolonged deterioration in trading without an additional cash infusion.
Posted at 26/4/2016 07:55 by masurenguy
"Who knows just shows private investors have little to no chance in the aim casino ...no share is safe from the few with power who without doubt communicate with each other"

What on earth are you talking about? This is not an AIM share!
Posted at 26/4/2016 07:29 by diablo1967
Three years gains wiped out in one day ....that's three years of solid results ignored on a forecast reduction of approximately 25% in earnings per share !! Even though the first three quarters have shown a 5% increase in revenue ?? Overvalued and correction ? Or are some taking advantage ?Very strange to see this size of drop on a company like this with its track record . Maybe over expansion by careless chairman and board ?Who knows just shows private investors have little to no chance in the aim casino ...no share is safe from the few with power who without doubt communicate with each other (fsa are you aware ?) . Good luck all and understand the game.
Posted at 25/4/2016 09:07 by edmundshaw
SIV markdown looks well overdone to me for what its worth. The marketing activation segment represents 25% of operating profit, it is expected to have a material hit on profit, and reduced margins. A 1% books slowdown in addition is immaterial and not unexpected. That doesn't seem like 40% markdown territory to me... though the PE was a tad high in the first place at around 12.

The slowdown in marketing activation was mentioned (a bit casually) in the last results. Re-reading them the mention felt like a slowdown due to supermarket problems, so not surprising that it has not gone away, though the warn today is a bit of a shock.

Suspect a bit of panic from overenthusiastic investors. But the feeling of uncertainty is obviously worrying. I just don't think it is 40% worrying... personally...
Posted at 08/3/2016 09:01 by diablo1967
I'm small time investor a nobody so ignore me lol I know nothing!
Posted at 08/3/2016 08:18 by diablo1967
Fun and games yesssssssss!! Keep watching all and make the move at the right time ...historically the sane has happened ....must think private investors are mugs lol gchq would have a field day here

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