Smart Metering Systems Share Discussion Threads

[energeticbacker] 18/12/2020 09:52

Featured on Investor's Champion: Management now consider that underlying pre-tax profit for the current year ending December 2020 will be marginally ahead of its expectations (Expectations are for £14.1m), with the forecast year-end net cash position of c.£30m. They remain confident of achieving the current 2021 consensus expectations of c£14.5m. As always, one needs to look at the operating cash flow to gain a better idea of the real potential of SMS with a forecast net operating cash inflow of £32m in 2021 growing to £52.7m by 2022.

[miss womble] 11/12/2020 11:42

Did anybody notice the bid for Calisen this morning

[inthemix] 01/12/2020 15:40

Lost 1m already for selling that 20m

[bocase] 30/11/2020 18:25

Would have been a good buy at 591p. Moving ahead nicely at the moment.

[inthemix] 23/11/2020 16:10

Seems someone didn't see this as an undervalued share. 20 million pound sell at 591p?!?

[postme] 30/9/2020 19:41

#NCYT #BMN #MTR #SMS #PAY #PRTC #SLP #APP #CNCT Ten ‘magic formula’ stocks for investors looking for value and quality -

[energeticbacker] 16/9/2020 08:33

With net cash of £44.5m and an unutilised revolving credit facility stood of £342.3m, SMS looks in great shape. For what it is worth, the house broker believes SMS remains substantially undervalued and has a valuation range of 1,058p to 1,176p, supported by the 16.4x net ILARR meter asset sale.That is 65% above the current price. More on the Investor's Champion website.

[cheshire pete] 13/3/2020 09:37

Hello....is there anybody out there. share price up 20% and all is quiet zzzzz. Guess everyone must be busy shorting the indices lol.

[chillpill] 12/3/2020 07:10

Looks positive to me. I sold out a few years ago now but definitely one I’m looking to buy once markets stabilise.

[mhm2013] 31/1/2020 19:32

Any reason why the share price has fallen? I thought the trading update sounded ok

[hatfullofsky] 26/9/2019 19:21

Interesting statement in FCRM results - Smart meter accreditations gained and first installation contract secured for 90,000 smart meters, forecast to generate revenues of £12.0 million over a three year period - I calculate their financial planning 45,000 = £2M pa SMS 50,000 installs = £1M pa lifetime recurring revenue. I think FCRM maybe over estimating their future profitability.

[hatfullofsky] 25/9/2019 19:58

investorschampion 18 Sep '19 - 11:15 - 366 of 371 When the smart meter programme is complete it’s possible that SMS could be generating free cash flow approaching £100m per annum with increasing appeal as the owner and manager of important data.…..now that’s worth paying a premium for! We've taken an in depth look hxxps://www.investorschampion.com/channel/company-research/is-smart-metering-systems-a-smart-investment --------------------- At 50,000 installs per month (max) Order book of 2M (3yrs) and Pipeline of 4M (6Yrs) a total of 9 years of installation giving and additional £120M of Recurring Revenue. It's going to take some time to get there.

[hatfullofsky] 25/9/2019 19:51

361 / Review at 330 / Stop at 315 / Target 1 - 450 Under careful monitoring Lots of "expects to see" / "signs of expected recovery emerging" I think they'll need to start seeing a major pick up to hit expectations. With a 50,000 install capacity = £1m lifetime recurring revenue. FY revenue growth is quite predictable. Wild cards - Op Cashflow good / Sale of assets

[mhm2013] 25/9/2019 15:10

What price did you get in?

[hatfullofsky] 25/9/2019 12:00

Joined the party today with a tight stop loss. I think the reaction has been over done. Missed the 20% recovery from the low but still a great entry point

[bulltradept] 24/9/2019 08:53

Not today, value looks like it's being uncovered.

[mhm2013] 23/9/2019 10:19

Is there any reason why this share keeps falling 3% a day?