Sivota Share Discussion Threads

[tsmith2] 07/6/2016 10:45

Hopefully overhang progressively being cleared

[tsmith2] 07/6/2016 10:45

Another slug 300k dumped

[tsmith2] 02/6/2016 10:23

Meaty trades..sells..are we about to see overhang cleared..NED bought some the other day

[tsmith2] 26/5/2016 10:25

Large buy or seller cleared we shall see

[tsmith2] 25/5/2016 16:20

Flat lining

[tsmith2] 24/5/2016 08:07

Openings and closing

[davr0s] 23/5/2016 17:16

Based on what?

[tsmith2] 23/5/2016 12:23

I do think overhang being sorted it in background..

[mida5] 20/5/2016 22:11

I don't see the share price going anywhere until we get proper guidance on figures IMO

[tsmith2] 20/5/2016 15:36

Anyone else get the impression the price is being controlled here? Any movement up whoosh..

[tsmith2] 18/5/2016 19:19

Let's see what tomorrow brings

[batham1] 18/5/2016 16:39

The bounce has started....don't miss out!

[tsmith2] 18/5/2016 16:29

Auction could be interesting

[spob] 18/5/2016 15:32

They give net debt of 82.1m

but current assets minus total liabilities is nearer to 112m against a market cap of 142m

don't be fooled by what appears at first glance to be, a cheap pe ratio stock

[spob] 18/5/2016 15:28

IMO House Broker Forecasts are almost always fairy tale scenarios :)

[diablo1967] 18/5/2016 15:06

Wrong this year for 3/4 s has been 5% ahead of previous year so quantifiable figure is 20 to 25% if zero trading in fourth quarter !! Broker estimates are IMO worse case scenarios so to me these seem cheap .Once the money has been squeezed out by the few an upward trend will return .

[spob] 18/5/2016 15:02

Lets go for -40%

gives approx 13p

so then add in debts and pension

certainly no bargain

[spob] 18/5/2016 14:59

I'm guessing not

[spob] 18/5/2016 14:58

House broker lowers forecasts by 19% and 22%

does that equate with "materially below" statements by the board ?

[tsmith2] 18/5/2016 13:28

Numis put this out at the time of update Strategic Marketing. Although organic growth has been +15% ytd, the group has experienced greater caution in marketing budgets and has suffered the cancellation and deferral of a number of significant projects. We lower our EBITA forecasts by £3.6m to £20.2m in FY16 and £3.3m to £24.0m in 2017. We view the project deferrals to be a short term issue and expect the division to rebuild over the next 12-18m.Marketing Activation. Trading conditions in the grocery retail sector have ‘worsened’ leading to revenue and margin pressure. We lower our EBITA forecasts by £2.0m to £8.0m for FY16 and £3.5m to £6.7m for 2017.Books. Despite securing the PRH contract, St Ives has been impacted by destocking across the market following a reduction in warehouse capacity. We lower our EBITA forecasts by £2.2m to £5.0m for FY16 and by £3.4m to £4.5m in 2017.Forecasts. We lower our PBT/EPS forecasts by -19% to £30.4m/17.5p (was £38.3m/21.6p) and by -22% to £32.4m/17.8p (£42.5m/23.0p) for 2017. We expect a maintained dividend of 7.80p. We forecast net debt/EBITDA of 2.0x for 2016 and 1.7x for 2017, compared with covenants of 2.50x and 2.25x.Looking increasingly v v cheap

[tsmith2] 18/5/2016 12:36

Bid and offer moving about - I think deals are being done

[deanroberthunt] 18/5/2016 10:27

could be worth a punt once RSI hits 10 again.

[tsmith2] 18/5/2016 09:00

Trades being done off market..? Action on bid and offer seems to suggest so..

[tsmith2] 18/5/2016 08:06

Seems purely down to a persistent seller..hopefully not long to go now!